CoinDesk Podcast Network

Arthur Hayes from Consensus Miami.

BitMEX co-founder and Maelstrom CIO Arthur Hayes took the Consensus Miami mainstage to make a provocative case: crypto regulation is irrelevant to Bitcoin's price performance. Hayes argues that fiat liquidity, not legislation, is the only variable that matters. He breaks down how money printing drove Bitcoin's historic gains, why the CLARITY Act won't move the needle, and where he thinks the crypto community should actually focus its political energy.

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Timecodes:

0:00 Why Arthur Hayes Doesn't Care About Crypto Regulation

1:00 Bitcoin's Value Proposition: Technology + Fiat Liquidity

2:45 Obama, QE, and the Birth of Bitcoin

4:30 Trump's COVID Money Printer and the Crypto Bull Run

6:00 Biden, Ukraine, and the Case for Sovereign-Proof Assets

7:30 Janet Yellen's Reverse Repo and the 200% Bitcoin Rally

10:30 Why Regulation Is Irrelevant to Bitcoin's Price

11:45 The Fed Balance Sheet vs. Bitcoin: The Only Chart That Matters

13:00 What Crypto Advocates Should Actually Be Fighting For

13:45 The Case for Supporting Open Source Developers

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie unpacks a busy weekend — SpaceX's S-1 revealing 18,712 BTC on the balance sheet, Kevin Warsh's first full week as Fed Chair, and the SEC pushing back its innovation exemption for tokenized stocks. Bitwise Asset Management Head of Research Ryan Rasmussen joins to break down the bull and bear case for Hyperliquid, how Bitwise is differentiating BHYPE with in-house staking and 10% of management fees reinvested into HYPE, and why wealth managers are finally moving beyond BTC and ETH. Hyperliquid Strategies CEO David Schamis lays the foundation on how crypto margin trading works and why leverage amplifies timing risk. Plus, Calamos Global Head of ETFs Matt Kaufman explains how the firm's protected Bitcoin ETFs are pulling in fresh capital as spot Bitcoin funds bleed $1.26 billion in a single week.

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

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Timecodes:

00:00 Welcome to Public Keys

00:30 BTC Bounces as US-Iran Peace Talks Cool Oil Prices

01:00 SpaceX S-1 Reveals 18,712 BTC on the Balance Sheet

01:45 SEC Delays Tokenized Stocks Innovation Exemption

02:05 Kevin Warsh's First Week as Fed Chair Begins

02:30 HYPE ETFs Pull $72M, Bitwise's Ryan Rasmussen Joins

06:30 The Bull and Bear Case for Hyperliquid

11:30 Wealth Managers Move Beyond BTC and ETH

14:30 Margin Trading 101 With David Schamis

17:00 Crypto Margin vs. Equities and the Timing Trap

19:30 Trading 24/7 and the Rise of AI Agents

23:30 BTC ETFs Bleed $1.26B, Capital Rotates Into HYPE/SOL/XRP

25:30 Calamos' Matt Kaufman on Protected Bitcoin ETFs

28:30 Advisors Rotate From Spot BTC Into Protected Wrappers

30:00 The Calamos ETF Roadmap

32:30 Fear & Greed Index Sits at 34

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This episode was hosted by Jennifer Sanasie.

SpaceX’s IPO is gearing up to be the biggest ever, and the FBI lays a honey pot for scammers with a scam token of their own.

Welcome back to The Blockspace Podcast! Today, we cover SpaceX’s highly anticipated IPO, which could value the company at $1.75-2 trillion and become the biggest IPO ever. Plus, how the FBI spun up a scam token to arrest pump and dumpers, and is Trump Media selling bitcoin? For interviews, KBW senior analyst Stephen Glagola hops on to discuss which bitcoin miner AI stocks are best positioned; Tom Masiero joins to discuss the Sphere 3D shareholder vote to approve its combination with Cathedra Bitcoin, as well as the opportunities for smaller AI/HPC sites; and Zach Herbert of Foundation joins us to talk about how Foundation is building Passport Prime to address cyber security concerns for AI. 

Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/

Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com

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Mark Cuban sold most of his bitcoin.

Billionaire Mark Cuban sold most of his bitcoin after the asset failed to hold up during the Iran conflict. The longtime crypto advocate had argued for years that bitcoin was "a better version of gold than gold" — but during this latest geopolitical shock, gold rallied and bitcoin dropped. 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.

On this episode of CoinDesk's The Policy Protocol, hosts Rebecca Rettig and Renato Mariotti open with the rising uncertainty around CLARITY's path through the Senate before sitting down with House Majority Whip Tom Emmer (R-MN), who argues the bill is the sixth iteration of crypto market structure legislation, defends the Blockchain Regulatory Certainty Act (BRCA) against law-enforcement concerns, and frames the U.S. push to become the "crypto capital of the world" as a fundamentally bipartisan, 21st-century-finance issue. Plus, Rebecca and Renato debrief on the new White House executive order on integrating digital assets into traditional financial systems, the limits of building business strategy on non-durable guidance, and name Senator Angela Alsobrooks (D-MD) as their Person of the Week for her bipartisan work getting CLARITY out of Senate Banking 15-9.

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00:00 "Crypto Is Not a Partisan Issue"

00:18 Welcome to The Policy Protocol

01:13 Hot Topic: Is Crypto Better Off Than Under Biden?

03:35 Crypto's TradFi Era

04:32 House Majority Whip Tom Emmer Joins

06:54 Beyond CLARITY: Genius Act, BRCA, and Crypto Tax

09:28 BRCA vs. Law Enforcement: The "Red Herring"

11:30 What If CLARITY Doesn't Pass This Congress?

13:54 Off-Committee Senators and CFTC Authority

18:38 Why Executive Orders Aren't Enough

21:17 Watching for the SEC's Innovation Exemption

22:29 Person of the Week: Sen. Angela Alsobrooks