CoinDesk Podcast Network

Why is BTC ripping?

Bitcoin surged past $77,000 for its biggest weekly gain since March 2023. The rally isn't really about price — it's a reaction to a new U.S. Treasury bond-buyback plan that markets are reading as a step toward broader liquidity support. CoinDesk's Uyen Truong hosts "CoinDesk Daily."

-

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

-

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 President Trump's White House remarks about bringing Hyperliquid onshore, then dig into Judge Vernon Oliver's Connecticut ruling that slammed the CFTC's emergency order in the Kalshi fight. Alexander Zozos, General Counsel of Superstate and a former SEC staffer, joins the hosts to break down what “Reg Crypto” actually does: two fundraising exemptions plus a safe harbor that acts as a "barbell" on when securities laws apply, solving crypto's "Hotel California" problem of checking in but never checking out. Plus, Rebecca and Renato debrief on whether the rule is a foundation or a window, and name crypto lawyers as their Person of the Week.

-

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

-

Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com.

-

Chapters/Timecodes:

00:00 Welcome to The Policy Protocol

01:54 Hot Topic: Trump Talks Hyperliquid at the White House

04:36 Renato's Hot Topic: Kalshi, the CFTC, and Loper Bright

06:34 The SEC Drops Its 'Reg Crypto' Rulemaking

06:42 Alexander Zozos of Superstate Joins the Show

06:55 What Is Reg Crypto? The 30,000-Foot View

10:04 Foundation or Window? The Rogue Regulator Question

12:16 Inside the SEC: How a 400-Page Rule Gets Made

17:40 Does the Exit Ramp Depend on the CLARITY Act?

20:04 Rebecca and Renato Debrief

21:44 Person of the Week: Crypto Lawyers

BTC jumps 10% on the day after Trump's White House meeting with crypto CEOs.

Bitcoin climbed toward $72,000 after President Trump urged Congress to pass the Clarity Act at a White House crypto event. Treasury debt buybacks and a rally in crypto equities added fuel. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

-

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

-

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

With Bitcoin surging past $72K and showing signs of a broader breakout, 10x Research CEO and Founder Markus Thielen joins Jennifer Sanasie on Markets Outlook to explain why he turned bullish early and why he believes the cycle low is already behind us. From Fed tailwinds and institutional flows to the key levels that could unlock a new all-time high, Markus breaks down what's driving the move. Plus, we look inside Symbiotic's partnership with Centrifuge to offer instant USDC liquidity.

-

Timecodes:

00:00 - Markus Thielen Joins Markets Outlook

00:37 - Where Does Bitcoin End the Year?

02:02 - When Do We See a New ATH?

05:32 - Brand New Rails: Symbiotic x Centrifuge

08:44 - Is Bitcoin Still a Retail Product?

12:03 - $1 Million Bitcoin by 2030?

15:20 - On-Chain Signals to Watch Right Now

-

This interview was recorded on August 19th before bitcoin's most recent rally.

-

This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

-

This episode was hosted by Jennifer Sanasie.

John Wang, head of crypto at Kalshi, joins Sam just days after the company hit a $40 billion valuation and one year into John's tenure, which has seen prediction markets go from niche internet community to mainstream financial instrument. They cover the World Cup trading frenzy, why crypto is now the second largest market on the platform, and how Kalshi built the first CFTC-regulated perp exchange in the US from the ground up, doing $1 billion in its first week and $5 billion in its first month.
-
Timecodes:

0:00 - Cold open on prediction markets going mainstream

0:25 - Introduction: John Wang, head of crypto at Kalshi

0:46 - Reflecting on Kalshi's growth over the past year

2:03 - Sports' economic impact and the Knicks/World Cup effect

3:24 - CLARITY Act, midterms hub, and regulatory unlocks

4:08 - Launching the first CFTC-regulated perp market

6:26 - Explosive early perps adoption (billion in week one)

7:55 - Risk tools: stop loss, take profit, and Kalshi Social

9:12 - Agentic trading and API-driven automation
-
From our sponsors:
This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.