CoinDesk Podcast Network

Nvidia co-founder Jensen Huang has resigned as CEO effective immediately, sending shares down as much as 14% and dragging bitcoin miners-turned-AI data center firms Cipher, IREN, and Terawulf down 5% to 10%. CoinDesk’s Uyen Truong hosts “CoinDesk Daily.”

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.

On Markets Outlook, Strive VP of Bitcoin Strategy Joe Burnett sits down with Ray Salmond to explain why he thinks Fed rate hikes don’t matter for bitcoin in the long run, even as crypto markets slide. He breaks down how AI pulled capital away from bitcoin, why easing liquidity before the 2028 halving could set up a strong 2027, the math behind his $11 million-per-coin call for 2036 and how Strive decides when to buy bitcoin.

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.

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Timecodes:

00:00 - Strive’s Joe Burnett Joins Markets Outlook

01:31 - A Macro Reality Check for Bitcoin

07:09 - Do Fed Rate Hikes Matter for Bitcoin?

09:09 - The 2028 Halving and Bitcoin’s ‘Perfect Storm’

11:37 - Did AI Break Bitcoin’s Four-Year Cycle?

15:08 - What’s Bitcoin’s Next Real Catalyst?

21:08 - The Path to $11M Bitcoin by 2036

26:14 - Why Strive Keeps Buying Bitcoin

29:18 - What Investors Miss About Bitcoin Treasury Companies

31:27 - Strive’s Approach to Custody

34:04 - How Much Bitcoin Belongs in a Portfolio?

Grayscale Head of Trading and Capital Markets Krista Lynch sits down with CoinDesk’s Jennifer Sanasie to explain how investors can now swap tokens for shares in 10 of Grayscale’s crypto ETPs without selling first. She breaks down how in-kind creation works, why it used to be limited to institutions, and how third-party facilitators are bringing the minimums down. Plus, what investors should know about custody and taxes, and what’s next for Grayscale, including staking.

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.

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Timecodes:

00:00 - Grayscale’s Krista Lynch Joins CoinDesk

00:54 - What Is In-Kind Investing?

03:10 - Why Swap Tokens for ETP Shares?

05:34 - Is an In-Kind Swap a Taxable Event?

07:05 - Custody After a Year of Hacks

08:19 - How to Get Started

10:04 - What’s Next: Lower Minimums and Staking

Tokenization is moving to the center of Wall Street. On this episode of CoinDesk’s Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Ondo Finance Global Head of Institutional Matthieu de Vergnes who explains how Ondo became No. 1 on RWA.xyz with more than $4 billion in real-world assets. Plus, he provides a look at how Ondo plans to give global investors access to Anthropic stock on IPO day. Next, Securitize Chief Operating Officer Billy Miller breaks down the firm’s expansion to 25 tokenized U.S. stocks on Solana, including Disney, ExxonMobil and GameStop, and tZERO CEO Alan Konevsky unpacks the firm’s plan to go public through a $350 million SPAC deal.

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Learn more at bullish.com.

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Register for Consensus Hong Kong 2027 (February 1-3) and Consensus Miami 2027 (May 4-6) at https://events.coindesk.com/.

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For more about CoinDesk Data & Indices, visit https://indices.coindesk.com/institutions.

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Timecodes:

00:00 - Welcome to Public Keys

00:17 - Ondo Ranks No. 1 on RWA.xyz With $4B+

00:50 - Ondo's Growth and 565K+ Holders

01:43 - Why Global Investors Want Tokenized U.S. Stocks

05:37 - Collateral, Portfolios and Perps: Ondo's DeFi Use Cases

07:20 - Ondo Intelligent Portfolios Top $50M

07:29 - Ondo Plans to Tokenize Anthropic on IPO Day

09:01 - Which Tokenized Equity Model Ondo Uses

11:11 - Securitize Adds 13 Stocks, 25 Now Trading on Solana

12:19 - Securitize's WSJ Ad and What Issuers Are Saying

13:54 - Synthetic vs. Entitlement: The Issuer Education Gap

16:20 - Will Investors Move Onchain?

18:01 - How Long Until All Equities Are Tokenized?

18:50 - What You Own With a Tokenized ExxonMobil Share

22:30 - tZERO Plans to Go Public in $350M SPAC Deal

24:13 - Inside tZERO's Tokenization and Derivatives Stack

27:03 - When Does Tokenization Go Mainstream?

29:11 - tZERO CEO: Tokenization Mainstream in "Under Five Years"

Democrats won control of both chambers of Congress, putting the CLARITY Act’s path in doubt after it stalled in the Senate in September. Analysts expect tougher consumer protections and stablecoin yield limits in the next draft. Plus, Bitcoin ETFs see $430 in outflows and Canary Capital launches an INJ ETF. CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

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This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com.