CoinDesk Podcast Network

Tokenizing the $70T U.S. equity market.

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie breaks down Strategy's proposal to shift STRC preferred stock dividends from monthly to semi-monthly, and unpacks Wall Street's deepening crypto push: from Goldman Sachs's new Bitcoin Premium Income ETF filing to Morgan Stanley's record-breaking ETF launch. Brett Redfearn, President of Securitize, joins to discuss his new role, the $30 billion in tokenized assets on chain, the outlook for the Clarity Act. NYSE Senior Market Strategist and Head of the MAC Desk Michael Reinking weighs in on the macro picture heading into the week, Bitcoin's correlation with tech stocks, DeFi hacks, and ETF flows. Plus, AVAX One CEO Jolie Kahn explains her company's treasury strategy around Avalanche and its new initiative to develop an AI data center in Alberta, Canada.

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Timecodes:

00:00 Welcome to Public Keys

00:24 Strategy Proposes Semi-Monthly STRC Dividends

02:05 Tokenized Assets On Chain Near $30B

02:13 Securitize's Brett Redfearn Joins Public Keys

05:53 Why Securitize Built Inside the Regulatory Framework

06:37 The Clarity Act and Market Structure

11:43 Tokenizing the $70 Trillion US Equity Market

13:51 NYSE's Michael Reinking on the Week Ahead

15:20 Bitcoin's Correlation With Tech Stocks

16:30 DeFi Hacks and Institutional Overhang

17:54 What's Driving $1B in BTC ETF Inflows

20:26 Bitcoin Miners Pivot to AI Data Centers

21:52 Goldman Sachs Files Bitcoin Premium Income ETF

22:38 Morgan Stanley's Record BTC ETF Launch

22:53 BTC ETFs see $1B in Inflows

24:44 AVAX One CEO Jolie Kahn Joins Public Keys

26:17 AVAX Bull and Bear Case

27:41 Inside AVAX One's Alberta AI Data Center Plan

30:45 Fear and Greed Index at 29

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This episode was hosted by Jennifer Sanasie.

Kelp DAO's $292 million exploit wipes $13 billion from DeFi.

A $292 million exploit of Kelp DAO's cross-chain bridge has wiped $13 billion from DeFi in two days, with Aave alone losing $8.45 billion in deposits. LayerZero attributes the attack to North Korea's Lazarus Group and blames Kelp's single-verifier setup. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

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

Unpacking a landmark staff statement from the SEC with Amanda Tuminelli of the DeFi Education Fund.

The SEC's April 2025 staff statement quietly redrew the lines on who needs to register as a broker and and DeFi front ends are a major winner. Amanda Tuminelli, CEO and CLO of the DeFi Education Fund joins Rebecca Rettig and Renato Mariotti to break down what the ruling means for tokenized securities, wallet providers, and the builders shaping the future of decentralized finance.

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Timecodes:

00:00 - The SEC's Landmark Staff Statement02:10 - Tokenized Securities & Front End Access Unlocked03:07 - DeFi Education Fund's Role in Shaping the SEC Guidance04:47 - How Durable Is the Guidance?07:25 - TradFi vs. DeFi: The Letter War at the SEC

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This episode was hosted by Rebecca Rettig and Renato Mariotti.

The U.S. government moves bitcoin from the 2016 Bitfinex hack.

The U.S. government just transferred about $606,000 of bitcoin to Coinbase Prime, with on-chain data tying the coins to the 2016 Bitfinex hack. The government currently holds roughly $24.5 billion in bitcoin as part of its strategic digital asset reserve. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

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

BTC's $1M prospects and Bitwise's Avalanche ETF with Matt Hougan.

In today's Markets Outlook, Bitwise CIO Matt Hougan joins CoinDesk's Jennifer Sanasie to make the case for $1 million bitcoin, breaking down why institutional demand is still just getting started and how global geopolitical chaos is actually accelerating crypto's rise as an apolitical currency. He also unpacks Bitwise's new Avalanche ETF (BAVA), what investors need to know about staking ETFs, and why Hyperliquid is forcing institutional players to rethink weekend trading.

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Timecodes:

00:00 - Bitwise's Matt Hougan Joins Markets Outlook01:13 - Do We Need Another Bitcoin ETF?05:53 - Matt's Take on the Quantum Threat to Bitcoin07:30 - Geopolitical Chaos Is a Catalyst for Bitcoin12:16 - What It Will Take to Reach $1M Bitcoin13:28 - Bitwise's Avalanche ETF (BAVA)16:15 - What Investors Need to Know About Staking ETFs17:36 - Why HYPE is Appealing to Investors 19:16 - What Happens if Bitcoin Breaks $75,000?

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This episode was hosted by Jennifer Sanasie.