CoinDesk Podcast Network

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Bloomberg Intelligence Senior Research Analyst James Seyffart to break down the SpaceX IPO's pull on crypto capital, four consecutive weeks of Bitcoin ETF outflows topping $1.7 billion, and the Zcash counterfeiting bug. VanEck Director of Digital Assets Product Kyle DaCruz unpacks VBNB, the first US spot BNB ETF, the rise of "revenue chains," and what staking rewards will mean for the product. 100X Capital CIO Joy Pathak — also known as the Wizard of SoHo — shares his top conviction trade in the 10X segment. Plus, Benchmark-StoneX Managing Director Mark Palmer breaks down why the market overreacted to Strategy's first publicized Bitcoin sale, his $570 price target on the company, and his Buy rating with a $32 target on Strive.

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This episode of Public Keys is brought to you by Kraken Pro. For more: ⁠⁠https://pro.kraken.com/⁠⁠

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Learn more at https://www.bullish.com/.-Register now for CoinDesk's Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/.

Timecodes:

00:00 Welcome to Public Keys

00:38 SpaceX IPO, BTC Drops

01:50 BTC ETF Outflows: Overreaction or Trend?

03:23 Zcash Counterfeiting Bug and the Privacy Narrative

06:34 VanEck's Kyle DaCruz on the First US Spot BNB ETF

07:18 Ghost Chains vs Revenue Chains: BNB by the Numbers

08:56 BNB Staking and How VanEck Picks Its Next ETF

11:17 BNB Chain's Decentralization

14:55 ETF Flows Deep-Dive: Bitcoin, Hyperliquid, XRP, Solana

18:02 Bitcoin ETFs vs Gold's $300B in Assets

19:14 The Yin-Yang of Crypto: "We're So Back" vs "It's So Over"

21:39 Joy Pathak's ‘10X’ Trade: NEAR

24:04 Benchmark-StoneX' Mark Palmer on Strategy's First Publicized BTC Sale

25:32 Why S&P's October Critique Drove the Sale

27:47 Path to a $570 Price Target on Strategy

29:40 $32 Buy Rating on Strive and a $95K BTC Assumption

32:18 Crypto Fear & Greed Index at 8

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This episode was hosted by Jennifer Sanasie.

Strategy buys Bitcoin again after 32-BTC sale.

Strategy bought 1,550 bitcoin for $101 million, its first purchase since the 32-BTC sale on June 1. The buy came at an average price of $65,332, well below Strategy's overall average. CoinDesk's Sam Ewen hosts "CoinDesk Daily."

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

Alex Rodriguez joins the Consensus Main Stage for a candid conversation on life after baseball, building a championship organization, and the lessons that shaped him. From buying the Minnesota Timberwolves during COVID to applying AI and real-time technology to the fan experience, A-Rod breaks down what it actually takes to turn around a franchise. He also opens up about growing up without a father, the mentors who changed the trajectory of his life, and why showing up with full attention is still the most underrated competitive advantage.

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Timecodes:

00:00 - Alex Rodriguez at Consensus Miami 2026

01:06 - The 2004 Red Sox-Yankees Series and Baseball's Big Moment 

04:00 - Buying the Minnesota Timberwolves and the NBA's Global Growth 

06:56 - Building the Timberwolves from the Ground Up 

09:39 - The Jump App and Applying Tech to the Fan Experience 

12:18 - Anthony Edwards, Rudy Gobert, and Building a Championship Team 

15:41 - Family, Faith, and the Importance of Being Present 

19:50 - The Power of Mentors: Buffett, Magic Johnson, and Giving Back 

23:50 - NBA Playoffs Predictions and Parity in Pro Sports

Reid Hoffman, co-founder of LinkedIn and prominent AI investor, joins the Consensus mainstage for a wide-ranging conversation on where crypto, AI, and identity are headed. Hoffman argues that as agents outnumber people on the internet, crypto becomes the only viable solution for trust, provenance, and identity at scale. From his 2014 Bitcoin purchase to his recent CryptoPunk buy, Hoffman explains why the age of AI has brought him back to crypto with fresh conviction.

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Timecodes:

00:00 - Reid Hoffman at Consensus Miami 2026

01:11 - What Reid Is Focused on Today

04:13 - Deepfakes, Provenance, and Crypto as Identity Infrastructure

09:00 - Stablecoins, the GENIUS Act, and Keeping Crypto Bipartisan

10:51 - The Cognitive Industrial Revolution and Working with AI

13:28 - AI in the Workforce: Superpowers, Not Layoffs

15:32 - Where Reid Is Investing: NFTs, DAOs, and Agent Identity

Erik Reppel, Head of Engineering at Coinbase Developer Platform, joins the Consensus mainstage to make the case for internet-native payments. The internet was built for humans, but AI agents are taking over and they don't click ads. x402 is an open standard that finally gives the web a native payment layer, built on a forgotten HTTP status code that's been sitting unused since 1994. Created by Reppel and now backed by Visa, Stripe, Cloudflare, Microsoft, and others under the Linux Foundation, it lets any agent pay for any content or API with two lines of code and a stablecoin transaction that costs less than a cent.

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Timecodes:

00:00 - Erik from x402 at Consensus Miami 2026

00:48 - The Internet Was Designed for Humans, Not Agents 

03:53 - AI Is About to Break the Internet's Economic Model 

05:03 - Defining What an Agent Actually Is 

08:59 - Open Protocols vs Walled Gardens 

12:21 - x402: An Open Standard for Internet Native Payments 

15:02 - Why Now Is the Right Time for Agentic Payments