CoinDesk Podcast Network

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Citizens' Devin Ryan to break down Securitize's first earnings report, its 26% selloff, and why he sees significant upside as tokenization grows. Pantera Capital General Partner Cosmo Jiang explains why AI and blockchain are converging, Solana's lead in AI agent activity, and the new S&P Pantera Digital Asset Index. Plus, a look at Bitcoin and Ethereum ETF flows and Robinhood's new fund giving retail investors access to early-stage Y Combinator startups.

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Learn more at bullish.com.

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Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com.

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Chapters/Timecodes:

00:00 Welcome to Public Keys

00:29 Securitize Stumbles in First Public Earnings Report

00:50 Citizens' Devin Ryan Joins Public Keys

02:07 From Speculation to Real Blockchain Usage

03:52 Securitize's 26% Selloff and a $15 Price Target

05:29 The Bull and Bear Case for SECZ

06:47 Will the SEC and CFTC Fill the Regulatory Gap?

09:58 What to Watch: BlackRock and Tokenized AUM

12:18 Bitcoin ETFs Post $390M in Weekly Outflows

12:46 13F Filings: Harvard Holds, JPMorgan and Tudor Add

13:06 Ethereum ETFs Snap Five-Week Inflow Streak

13:42 Pantera's Cosmo Jiang on the Market Outlook

16:59 Bitcoin's 42% Discount vs. AI Stocks' Premium

18:26 Blockchain and the Agentic Economy

20:17 Why Solana Leads on AI Agent Activity

21:15 Inside the S&P Pantera Digital Asset Index

25:07 Robinhood Ventures Fund II Debuts on NYSE

26:03 The Risk and Reward of Early-Stage Investing

28:32 How Daily Liquidity for Private Assets Works

30:38 Robinhood Chain, Tokenization and Yield

32:48 Crypto Fear & Greed Index at 31

U.S.-Iran ceasefire has lapsed.

The 60-day U.S.-Iran ceasefire has lapsed with no deal, and traffic through the Strait of Hormuz is down about 90%. Tehran says it has struck a separate deal with Oman to reopen the strait, but only if the US lifts its naval blockade, per CNBC. CoinDesk's Uyen Truong hosts "CoinDesk Daily."

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

The SEC delays the "innovation exemption" for tokenization.

The SEC is again delaying its "innovation exemption" for tokenized securities and abruptly canceled a Friday meeting where details were expected. The White House feared it could complicate the Clarity Act, while Wall Street group SIFMA argued a change this big shouldn't come through an exemption at all. CoinDesk's Sam Ewen hosts "CoinDesk Daily."

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

CoinDesk's The Policy Protocol hosts Rebecca Rettig and Renato Mariotti open on the stalled CLARITY Act and how crypto's newness in DC stacks up against TradFi's decades-old relationships. They also dig into two hot topics: Erebor raising $1.5 billion at a valuation near $9.5 billion, and FlightAware's short-lived trademark lawsuit against prediction market Kalshi. Then they sit down with Brooke Ybarra, Head of Innovation at the American Bankers Association, who breaks down the yield compromise on payment stablecoins, makes the ABA's case that stablecoin growth could pull deposits away from community banks and shrink local lending, and explains how banks of all sizes are already experimenting with tokenized money and tokenized deposits. Plus, Rebecca and Renato debrief on the bipartisan holdouts and name SEC Chair Paul Atkins as their Person of the Week.

NOTE (Aug. 14, 09:00 ET): this episode was recorded before the SEC canceled the open meeting originally scheduled for Friday.-This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co.-To view the ABA's recommended changes to legislative text of the Clarity Act, please see their Joint State Association Letter to the Senate: https://www.aba.com/advocacy/policy-analysis/Joint-Letter-to-the-Senate-on-the-Clarity-Act

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Chapters/Timecodes:00:00 Welcome to The Policy Protocol01:12 CLARITY Stalls Before the August Recess03:03 Crypto vs. TradFi: A New Entrant in DC05:18 Why Clarity Levels the Playing Field06:20 Hot Topic: Erebor's $1.5B Bank Raise08:38 Hot Topic: FlightAware Sues Kalshi12:06 Brooke Ybarra of the ABA Joins the Show12:38 The Yield Compromise and Interest-Like Payments14:59 The Deposit Flight Debate17:22 How Banks Are Innovating with Tokenized Money19:49 What Happens If CLARITY Doesn't Pass22:45 Person of the Week: SEC Chair Paul Atkins

DoubleZero Edge is partnering with Kalshi to deliver Wall Street-grade market data to the world's largest CFTC-regulated prediction market. Co-Founder Austin Federa joins Jennifer Sanasie on Markets Outlook to unpack why professional infrastructure took so long to reach crypto, what the 10/10 flash crash revealed about new finance's weaknesses, and why faster data could level the playing field for every trader, not just the big firms. Plus, in today's Brand New Rails, we meet the ship captain working to bring the $2 trillion commercial shipping industry on-chain.

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Timecodes:

00:00 - Austin Federa Joins Markets Outlook

00:43 - DoubleZero x Kalshi: Inside the Announcement

02:30 - Why Wall Street Infrastructure Took So Long to Reach Crypto

04:36 - Brand New Rails: Tokenizing the $2 Trillion Shipping Industry

07:13 - Does Faster Data Hurt Retail Traders?

08:16 - Prediction Markets: More Than a Narrative

10:31 - Access, Disruption, and Federa's 2017 Thesis

12:13 - The Catalyst to Watch

13:11 - New Finance's Biggest Challenge

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

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This episode was hosted by Jennifer Sanasie.