CoinDesk Podcast Network

On this episode of Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by GSR's Joshua Riezman on SpaceX's $1.29 billion Bitcoin bet and the outlook for the CLARITY Act; Citi's Artem Korenyuk on the bank's new platform for tokenizing private company shares; and Coinbase's Lincoln Murr on AI agent trading and the future of autonomous finance. Plus, Ponzi Trader's highest-conviction trade of the week on 10X, presented by Kraken Pro.

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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/⁠.

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

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Timecodes:

00:00 Welcome to Public Keys

01:00 U.S.-Iran Deal Reopens Strait of Hormuz

01:28 SpaceX IPOs With $1.29B in Bitcoin

02:01 GSR's Joshua Riezman Joins Public Keys

03:23 Bitcoin's Corporate Treasury Era

04:47 AI vs. Crypto for Capital Flows

07:06 CLARITY Act: Now or Never

10:20 10X: Ponzi Trader’s Top Trade is XPL

12:04 Citi's Artem Korenyuk Joins Public Keys

13:29 Digital Depository Receipts Explained

16:13 Citi's Broader Tokenization Strategy

18:12 Investor Rights and Private Share Ownership

20:20 BTC and ETH ETF Flows

21:18 Coinbase Launches for Agents, Lincoln Murr Joins

23:03 AI Agent Safety and Coinbase Advisor

26:02 The Agentic Financial Future and x402

28:19 Fear & Greed Index Climbs to 20

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This episode was hosted by Jennifer Sanasie.

Peace deal between U.S. and Iran.

The peace deal between the U.S. and Iran over the weekend sent the broader crypto market up. Bitcoin reached the highest level in two weeks while oil slid on news the Strait of Hormuz would reopen. 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.

Fundstrat's Tom Lee took the Consensus mainstage in Miami to make a bold call: crypto winter is over and the bull market is just getting started. Lee laid out his case for why agentic AI and tokenization will make crypto-native companies more profitable than traditional banks, argued Ethereum is deeply undervalued at current prices, and explained why BitMine, which now holds over 4% of all Ethereum supply and generates over $1 million a day in cash flow, is positioned to be one of the biggest beneficiaries of the next cycle.

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Timecodes:

00:00 - Tom Lee at Consensus Miami 2026

00:37 - Crypto Winter Is Over and the Bull Market Is Starting

02:56 - Ethereum as a Portfolio Diversifier and Long-Term Hedge

06:14 - Tokenization and Agentic AI as Drivers of the Next Bull Market

10:17 - How Crypto-Native Companies Will Replace Traditional Banks

11:28 - BitMine's Strategic Positioning and Investment in Eightco and MrBeast

16:55 - BitMine's Digital Asset Treasury Strategy

MicroStrategy founder Michael Saylor took the Consensus mainstage to unveil what he calls the killer app for Bitcoin: digital credit. Saylor explained how his company's STRC instrument, now the biggest and most liquid preferred stock in the world after just eight months, strips yield from Bitcoin's volatility to create an 11.5% tax-deferred return with near-zero volatility. He argued that digital credit is the missing bridge between Bitcoin and crypto, TradFi and DeFi, and that it opens the door to a new generation of yield coins that could transform the $350 billion stablecoin market and beyond.

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Timecodes:

00:00 - Michael Saylor at Consensus Miami 2026

01:28 - How Digital Credit Works

04:47 - Bitcoin vs MSTR vs STRC Performance

07:27 - STRC Becomes The World's Biggest Preferred Stock

12:55 - The Bridge To Digital Money And Yield

18:27 - The DeFi Opportunity For Builders

19:46 - How Yield Coins Are Replacing Stablecoins

22:34 - Building The Future Of Digital Credit

SpaceX debuted today after a $75B IPO raise, closing with a $2.11 trillion market cap, and Anthropic is searching for 1 GW to host its own GPU clusters.

Welcome back to The Blockspace Podcast! SpaceX’s historic IPO came and went today, marking a day of firsts that saw the company close the largest IPO ever at a $2 trillion valuation, making its founder Elon Musk the world’s first trillionaire. Nakamoto’s Brandon Bailey joins us to discuss the IPO and the current state of the AI stock market and bitcoin, plus his project Dimetrics, a Bloomberg-esque terminal for the data center space. In other big news, Anthropic has reportedly entered into 12 letters of intent to rent 1 GW+ of data center space for its first-ever self-owned GPU clusters. 

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. 

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