CoinDesk Podcast Network

The future of Meta with Chief Data Officer Alex Schultz.

Alex Schultz, Chief Data Officer at Meta, joins Sam for a wide-ranging conversation covering why Meta believes agentic commerce could become the majority of its business, why stablecoins are a foregone conclusion, and why human taste and creative conviction matter more in an AI world than ever before.
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Timecodes:
0:00 - Cold open: Warren Buffett's "man, machine, and dog" quote
0:29 - Show intro & Alex Schultz background (CMO → Chief Data Officer at Meta)
8:52 - Using data to find non-average insights: Asia trends, shoppertainment, conversational commerce
11:33 - Staying ahead of the puck: Stories, Messenger, missing TikTok's rise
13:32 - Creators, shoppertainment, and human vs. AI balance
18:00 - Bad AI work is bad work: Alex's Claude/Antarctic cruise data project
20:16 - Taste and conviction matter more than ever; Buffett quote revisited
23:07 - Fear-mongering vs. job creation (radiologists, software engineers)
24:39 - Agentic commerce, Meta's Libra history, and business agents on WhatsApp
27:21 - Stablecoins as the future of digital payments
35:42 - Agentic economy's impact on marketing and the funnel
38:56 - The metaverse, AR glasses, and Meta Ray-Bans/Oakleys
44:25 - Closing remarks

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠ realfi.co⁠.

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JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠ https://x.com/jpegtrading⁠

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"Spotlight" features host Sam Ewen.

Elon Musk lost $50B?

SpaceX shares fell over 6% and Tesla dropped nearly 4% on Tuesday, wiping more than $50 billion off Elon Musk's net worth and pushing him below the $1 trillion mark. Meanwhile, SpaceX's bitcoin wallet — holding 18,712 BTC — made its first transaction in six months. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠.

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Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings.

Perfect 8 year track record of keeping clients assets safe.

Don't sell your bitcoin. Get a bitcoin-backed loan.

Check out your rate by using their loan calculator at⁠⁠⁠⁠ ledn.io⁠⁠⁠⁠

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JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠⁠⁠⁠ https://x.com/jpegtrading⁠⁠⁠⁠

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

Inside BONK's $20M attack.

An attacker spent $4.4 million buying BONK tokens, passed a malicious governance proposal with just 7 wallets voting, and walked away with $20 million from the treasury — without hacking anything. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠ realfi.co⁠⁠⁠.

-

Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings.

Perfect 8 year track record of keeping clients assets safe.

Don't sell your bitcoin. Get a bitcoin-backed loan.

Check out your rate by using their loan calculator at⁠⁠⁠ ledn.io⁠⁠⁠

-

JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠⁠⁠ https://x.com/jpegtrading⁠⁠⁠

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

On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by Two Prime Founder and CEO Alex Blume to discuss Bitcoin's range-bound price action, Strategy's accelerating Bitcoin sell-off, and why he's skeptical of the stablecoin consortium behind OpenUSD that knocked Circle lower.

In a taped interview from the NYSE floor, Securitize CEO Carlos Domingo breaks down the company's NYSE debut under the ticker SECZ via a SPAC deal, its more than $400 million raise, and its move to tokenize its own common stock on the Solana and Avalanche blockchains.

Plus, Lumida CEO Ram Ahluwalia makes sense of the macro picture — from MicroStrategy's shift from Bitcoin's marginal buyer to marginal seller and the bull case for Hyperliquid, to why he sees non-farm payrolls as "noise" under new Fed Chair Kevin Warsh.

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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 22, 2026: https://policy-regulation.coindesk.com/.

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To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.

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Timecodes:

00:00 Welcome to Public Keys

00:22 Two Prime Founder and CEO Alex Blume on Bitcoin's Range

01:26 Strategy Sells 3,588 Bitcoin to Fund Dividends

03:53 How Bitcoin Breaks From the Strategy Narrative

05:46 Circle Drops 15% on OpenUSD Consortium News

09:13 Securitize (SECZ) Goes Public on the NYSE via SPAC

10:56 Why Securitize Chose a SPAC Over an IPO

12:10 Securitize Tokenizes Its Own Stock on Solana and Avalanche

13:33 Bitcoin, Ether and Hyperliquid ETF Flows

14:37 Lumida CEO Ram Ahluwalia on MicroStrategy's Shift to Selling

16:53 The Bull Case for Hyperliquid

17:37 Non-Consensus Picks: Quality Stocks and ICE

19:09 Why Non-Farm Payrolls Are 'Noise'

20:37 Fed Chair Kevin Warsh Won't Hike or Cut

21:44 Can AI Beat the Market?

23:41 Fear & Greed Index at 24

The CLARITY Act missed the July 4th target deadline.

The CLARITY Act is now facing a hard deadline of August 7, the last day the Senate can act before the summer recess. With Trump disclosing $1.4 billion in crypto income last year, Democrats are digging in on an ethics provision. Is the clock running out on the bill? CoinDesk's Sam Ewen hosts "CoinDesk Daily."

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠ realfi.co⁠⁠.

-

Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings.

Perfect 8 year track record of keeping clients assets safe.

Don't sell your bitcoin. Get a bitcoin-backed loan.

Check out your rate by using their loan calculator at⁠⁠ ledn.io⁠⁠

JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠⁠ https://x.com/jpegtrading⁠⁠

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