Markets Outlook

Markets Outlook

Tune in as CoinDesk runs down the action across crypto markets and some of the most important recent industry developments.

Episodes

October 21, 2026 • 13 mins
Alex Gluchowski, CEO and co-founder of Matter Labs, joins CoinDesk’s Jennifer Sanasie on Markets Outlook to unpack Prividium Commander, the company’s new product built to take digital assets from pilots to revenue. Gluchowski explains why operational friction, not technology, keeps institutions from moving digital asset experiments into production, and how Commander gives banks one control plane to run digital asset ser...
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Juan Otero, CEO of Travala, joins CoinDesk’s Jennifer Sanasie on Markets Outlook to explain how the company’s new AI travel agent lets you book any of 2.2 million hotels in more than 230 countries just by chatting. Otero walks through how Travala uses BNB Chain’s machine payment protocol for gasless transactions and Binance Pay for settlement. Plus, he lays out the bigger plan: a future where agents anywhere can b...
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Acronym Foundation President Tyler Spalding joins CoinDesk's Kate Irwin on Markets Outlook to break down the launch of the Anvil Protocol's SDK and what it means for bringing DeFi into everyday business. Spalding explains how Anvil works as a letter of credit protocol, and how CoinDesk parent company Bullish is among the first companies to integrate the SDK. Plus, why Bitcoin, Ethereum and tokenized real-world assets could reshape ...
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Chronicle Founder Nik Kunkel joins CoinDesk's Kate Irwin on Markets Outlook to unpack their new report that found over $12 billion in tokenized assets falling short on transparency. Kunkel breaks down the five pillars every tokenized asset needs to meet, why roughly 70% of the assets reviewed don't clear the bar, and what real-time, verifiable proof-of-asset data means for institutions like BlackRock, BNY Mellon and Galaxy racing t...
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Transform Ventures CEO and author of "Bitcoin Supercycle” Michael Terpin joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain why he believes the bear market is over and "Bitcoin winter," the long climb back to the top, has officially begun. Terpin lays out his path to $120K by late next year, why 2028-29 could bring a rare collision of presidential and stock market cycles, when he sees million-dollar bitcoin, and ...
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Nikhil Chandhok, Chief Technology and Product Officer at Circle, joins CoinDesk Contributor Kate Irwin on Markets Outlook the day Arc mainnet goes live. Chandhok explains why gas on Arc is USDC and not a native token, how opt-in privacy works, why BlackRock and Visa signed on as validators, and what changes for institutions when GENIUS rules take effect in January. Plus, Beezie Founder and CEO Andrea Miele on why tokenized luxury ...
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Ran Neuner, Founder of Crypto Banter, joins Coindesk’s Jennifer Sanasie on Markets Outlook with charts in hand to explain why Bitcoin's pullback from $82K is textbook post-golden-cross behavior, and why he thinks the real story is what comes next. Neuner breaks down Scott Bessent's Treasury buybacks as the engine of the rally, why ETH just broke a nine-year downtrend against Bitcoin, and why he's rotating out of layer ones an...
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Matt Hougan, Chief Investment Officer of Bitwise Asset Management, joins Jennifer Sanasie for a special edition of Markets Outlook from the New York Stock Exchange to unpack the market's overnight flip from despair to euphoria. Hougan explains why a traditional 60/40 portfolio is "100% fiat currency," why holding 0% Bitcoin has become a misallocation, and where he's allocating now. Plus, why he gives Bitcoin a good chance of reclai...
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Pierre Rochard, CEO of The Bitcoin Bond Company, joins Jennifer Sanasie on Markets Outlook to unpack the narratives driving crypto markets heading into Q4. From his 80K year-end price target to his rebuttal of Mark Cuban's "chips are the new crypto" take, Pierre breaks down why Bitcoin's scarcity story remains intact and why miners pivoting to AI could actually be a tailwind for Bitcoin price. Plus, Bullish's new Head of Tokenizati...
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With Fomo posting all-time high fees in August and with roughly 100,000 daily traders, co-founder Se Yong Park joins CoinDesk Contributor Kate Irwin on Markets Outlook to unpack the Solana-to-Robinhood Chain growth story, why social finance apps like Farcaster and Zora never broke out, and how prediction markets could turn a generation of bettors into traders.  - Timecodes: 00:00 - Se Yong Park Joins Markets Outlook 01:11 ...
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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 partn...
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DoubleZero Edge is partnering with Kalshi to deliver Wall Street-grade market data to the world's largest CFTC-regulated prediction market. Co-Founder Austin Federa joins Jennifer Sanasie on Markets Outlook to unpack why professional infrastructure took so long to reach crypto, what the 10/10 flash crash revealed about new finance's weaknesses, and why faster data could level the playing field for every trader, not just the big fir...
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In his first interview since declaring the ElizaOS token dead, Eliza Labs Founder Shaw Walters sits down with CoinDesk's Jennifer Sanasie to lay out what he says actually happened. He also makes a broader case for why crypto's casino culture is actively driving out the builders who could make the space matter and why he's still coding Eliza every day regardless. - Timecodes: 00:00 - Shaw Walters Joins CoinDesk 02:23 - “Why...
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With the CLARITY Act pushed to September and $130 million drained in the Coldcard exploit, Crypto Market Analyst Ray Salmond joins Jennifer Sanasie on Markets Outlook to unpack Fed rate odds, Bitcoin’s four-year cycle, and the key metrics to watch ahead of a potential CLARITY Act vote. Plus, in today’s Brand New Rails, we explore how Dinari is bringing U.S. stocks on-chain. - Timecodes: 00:00 - Ray Salmond Joins Mark...
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Zcash activated its Ironwood upgrade, sealing roughly $1.7 billion in ZEC behind a one-way turnstile after a researcher found a flaw that could have minted counterfeit coins. Here’s everything you need to know. Plus, on Brand New Rails: POSCO International puts its trade receivables on-chain with LG CNS on Injective. CoinDesk's Jennifer Sanasie hosts Markets Outlook. - 00:00 Welcome to Markets Outlook 00:55 Zcash Activates...
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Wanchain bridge hack, why Ethereum keeps getting it wrong, and Cardano's outlook with Charles Hoskinson. After a bridge hack rattled the Cardano ecosystem, Charles Hoskinson, CEO and Founder of Input Output, joins Jennifer Sanasie on Markets Outlook to lay out why crypto desperately needs wallet insurance, ZK-powered identity, and white hat rescue frameworks. Plus, what Cardano's latest hard fork really means for decentralized gov...
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He turned $80,000 into $1.2 Million on one trade. CEO and Founder of Kaizen, Brian Jung joins Jennifer Sanasie on Markets Outlook. Discover how Jung turned an $80,000 bet on CASHCAT into a million-dollar trade by spotting the Robinhood Chain opportunity before the rest of the market. Plus, why he believes crypto is still in a bear market and what he's watching for the next bull cycle. And in this week's Brand New Rails, Franklin ...
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Is Ethereum moving too slow? On today's Markets Outlook, StarkWare CEO Eli Ben-Sasson tells CoinDesk's Jennifer Sanasie why he believes Ethereum's ambitious roadmap must move faster—or risk losing its first-mover advantage to newer, more modern blockchains. He also explains why quantum readiness has become an urgent priority and shares his vision for a durable, peer-to-peer financial system built on true economic freedom. P...
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Will Bitcoin dip below $50K? On today's Markets Outlook, 10x Research Founder and CEO Markus Thielen tells CoinDesk's Jennifer Sanasie why he sees Bitcoin dropping even more before recovery, with $7B in ETF outflows since mid-May and MicroStrategy stepping back as the last real buyer. Plus, why he stays bearish on Ethereum, why he's calling Hyperliquid overvalued, and why nothing turns around until the Fed goes dovish. - Timecod...
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Does Ethereum have a funding crisis? On today's Markets Outlook, Protocol Guild Organizer Trent Van Epps tells CoinDesk's Jennifer Sanasie why the Ethereum Foundation's subtraction philosophy is creating a critical funding gap for core developers, what it will take to fill it, and why he's still optimistic about ETH's future. - Timecodes: 00:00 - Trent Van Epps Joins Markets Outlook 00:57 - Why Trent Left the Ethereum Foundat...
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