CoinDesk Podcast Network

SpaceX raised $40B to buy GPUs.

Elon Musk's SpaceX raised $40 billion in debt to buy GPUs, but he warned that debt markets have almost entirely cut off financing for companies without revenue independent of AI data centers. He predicts most of the 200-plus "neoclouds" will not survive. CoinDesk's Uyen Truong hosts "CoinDesk Daily."

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.
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Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments.
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This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Venice.ai founder Erik Voorhees sits down with CoinDesk’s Jennifer Sanasie ahead of the Lumara Film Festival to explore the fast-growing world of AI filmmaking. He says video generation has grown to about 30% of Venice’s usage since the company launched its video studio this spring, and that creators can now make a full movie with roughly $10,000 in AI credits. He also previews the festival’s roughly 750 submissions, most of them from amateur filmmakers, and predicts how AI could transform filmmaking by 2030.

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Timecodes:

00:00 - Venice.ai’s Erik Voorhees Joins CoinDesk Spotlight

01:45 - Venice.ai: A Private, Uncensored ChatGPT

02:18 - How Video Grew to 30% of Venice’s Usage

03:33 - Why Privacy Should Be the Default

05:11 - What Creators Really Want

08:14 - Inside the Lumara Film Festival

12:18 - What AI Filmmaking Looks Like in 2030

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com [grayscale.com].

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Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments.

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Read CoinDesk Research's report on the future of equity ownership and the issuer-sponsored platform Bullish and Equiniti are building: https://www.coindesk.com/research/the-future-of-equity-ownership-an-issuer-s-guide-to-tokenized-equities

Polymarket fires CMO.

Polymarket fired chief marketing officer Matthew Modabber, a close friend of CEO Shayne Coplan, after an internal probe into several episodes, including a reported fake-trades scheme. The board reportedly concluded he was slowing the company's push toward a possible IPO. CoinDesk's Uyen Truong hosts "CoinDesk Daily."

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.
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Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments.
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This episode was hosted by Uyen Truong. “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 OCC finalizing its stablecoin rules and dig into the OKXICE filing that showed a growing pile of blue-chip objections to tokenized equities.

They’re then joined by Zero Knowledge founder and CEO Austin Campbell, who breaks down JPMorgan’s JPMD deposit token landing on Ethereum, and argue that crypto becoming “plumbing” is a sign it won. Austin also delivers his most controversial take: it is mathematically impossible for stablecoins to cause bank deposit flight.

Plus, Rebecca and Renato name a16z Crypto, newly renamed a16z Frontier by Chris Dixon, as their Person of the Week.

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.

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Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments.

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Check out CoinDesk Research's report, commissioned by RealFi, on real-world yield in productive stablecoins, at https://www.coindesk.com/research/beyond-the-risk-free-rate-diversified-real-world-yield-in-productive-stablecoins

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Chapters/Timecodes:

00:00 Welcome to The Policy Protocol

01:44 A Nonstop Stretch for Crypto Policy

02:23 OCC Finalizes Its Stablecoin Rules

05:29 The TSV Land Rush and Tokenized-Equity Objections

08:54 JPMorgan's JPMD Deposit Token on Ethereum

12:07 Did Anyone Win the Stablecoin Yield Fight?

13:28 Tokenized Deposits and SoFi's FDIC Play

15:45 Is Crypto Just Plumbing Now?

17:05 Hot Take: Stablecoins Can't Cause Deposit Flight

19:52 Person of the Week: a16z Crypto

China to seize 618,00 BTC in fraud case.

Chinese prosecutors are moving to confiscate more than 61,800 bitcoin linked to an alleged $5.7 billion wealth-management fraud run by Qian Zhimin. The coins, seized in the UK after he fled China, could be worth far more today than when they were taken. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.
-
Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments.
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.