CoinDesk Podcast Network

Live from the Ondo Summit in NYC, Pantera Capital Founder, Dan Morehead joins Jennifer Sanasie and Sam Ewen for a special Markets Outlook to explain why he’s more bullish now than when he launched the first US crypto fund in 2013. Morehead revisits his "freaky" prediction that saw Bitcoin peak on the exact day he forecast years prior and outlines the path to a $750,000 price target. He breaks down the recent IPO wave and why the next 18 months will be defined by a massive consolidation of Digital Asset Treasuries.

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Timecodes:

1:15 - Morehead’s Rule for Holding Through a "Sea of Red"3:36 - What to Do When Your Portfolio is Underwater4:23 - The Path to $750K Bitcoin5:15 - How the Crypto IPO Wave Returns Billions to the Ecosystem6:08 - Pantera’s 86% Success Rate Over 12 Years of Investing7:27 - The Great DAT Consolidation10:01 - Why This Is Just the Beginning for Institutional Adoption

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Bitcoin sank below $70K.

Bitcoin has tumbled below $70,000, pushing market sentiment into "extreme fear." But the pain might not be over: Stifel analysts are predicting a potential crash all the way to $38,000, citing a "Benjamin Button" reversal in Bitcoin's relationship with the dollar. 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.

Agentic AI meets institutional finance with Sky Co-Founder Rune Christensen.

Sky Co-Founder Rune Christensen sits down with CoinDesk's Jennifer Sanasie and Andy Baehr at the Ondo Summit to share how Sky is leveraging AI agents and institutional partnerships with giants like BlackRock to scale the stablecoin ecosystem. Plus, he discusses why the focus is shifting toward revenue-generating fundamentals and how agentic finance is set to drive massive growth through 2026.

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Timecodes:

01:21 - Launching Sky Agents for Yield02:47 - Scaling with BlackRock and Institutional Assets04:37 - The Massive Stablecoin Opportunity05:58 - Unpacking Sky's 2026 Forecast and Financial Report

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This episode was hosted by Jennifer Sanasie and Andy Baehr.

"Big Short" Michael Burry bashes bitcoin.

Michael Burry, the investor who famously predicted the 2008 crash, says bitcoin’s drop is triggering a "collateral death spiral" in precious metals. He warns that liquidations in tokenized gold and silver are dragging crypto down, and if BTC slips to $50,000, the market for tokenized metals could collapse into a "black hole." 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.

Live from the Ondo Summit in NYC, Stocktwits CEO Howard Lindzon joins Jennifer Sanasie for a special Markets Outlook to break down the rise of the Degenerate Economy, where 24/7 speculation has replaced traditional entertainment. As AI and LLMs commoditize Wall Street research, Lindzon highlights how social sentiment has become the last remaining edge for the modern trader. This shift is central to his Social Relative Strength framework for spotting overlooked assets, a strategy he uses to explain why the retail crowd is currently front-running a debasement trade in gold and silver, even ahead of bitcoin.

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Timecodes:

0:54 - Defining the Degenerate Economy in 2026

2:45 - The Evolution of StockTwits and Social Trading

3:30 - The Impact of AI on Research and Trading

6:38 - The shift from Globalization to Deglobalization

9:13 - AI Agents and the Future of Retail Trading

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This episode was hosted by Jennifer Sanasie and Andy Baehr.