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70% of Tokenized Assets Fall Short on Transparency, Report Finds | Markets Outlook
jeudi 1 octobre 2026 • Durée 17:37
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 to bring trillions onchain.
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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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Digital markets move fast. Move forward with clarity from S&P Global Ratings’ risk analysis spanning stablecoins, tokenized funds, digital bonds, DeFi protocols, and more. Explore digital asset solutions with S&P Global Ratings at https://www.spglobal.com/ratings/en/products/solutions/digital-assets?utm_campaign=Global-DA-Vaults&utm_source=digital-ads&utm_medium=link&utm_content=CoinDesk1.
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Timecodes:
00:00 - Niklas Kunkel Joins Markets Outlook
02:21 - Chronicle's New Report: Tokenization's Hidden Problem
03:50 - $12.3B Exposed: 70% of Tokenized Assets Fail the Test
06:12 - The Five Pillars Every Tokenized Asset Needs
08:18 - How to Achieve Proof of Asset
10:47 - Why Risk Isn't Priced In
12:57 - BlackRock, BNY Mellon and the Road to Real-Time Regulation
Bitcoin’s Next Supercycle: Why a Supply Shock Could Send Prices Soaring | Markets Outlook
jeudi 24 septembre 2026 • Durée 24:21
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 why he believes an altcoin supercycle is coming too.
Plus, GSR’s Managing Director of Asset Management Andy Baehr on why fixed income, not equities, will be the real catalyst that takes tokenization mainstream.
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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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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co.
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Timecodes:
00:00 - Michael Terpin Joins Markets Outlook
01:02 - Bitcoin Winter Is Here: Why the Bull Market Has Begun
02:40 - The Four Seasons of Bitcoin, Explained
04:45 - The Path to $120K Bitcoin
06:02 - Does the AI Trade Make This Cycle Different?
07:34 - When Bitcoin Breaks From Risk Assets
08:52 - The 2028-29 Cycle Collision
10:39 - Why Million-Dollar Bitcoin Needs a Supercycle
12:58 - Brand New Rails: Why Fixed Income Beats Equities for Tokenization
16:12 - Million-Dollar Bitcoin by 2037?
17:45 - 95% Mined: The Coming Supply Shock
18:38 - 28M Millionaires, 21M Bitcoin: What the Market Is Missing
19:44 - What Happens When the Last Bitcoin Is Mined?
20:52 - The Coming Altcoin Supercycle
22:53 - Memecoins Meet Tokenized Stocks
Circle Launched Its Own Blockchain. What Happens to Ethereum? | Markets Outlook
mercredi 16 septembre 2026 • Durée 20:17
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 goods are the next frontier for provenance and liquidity.
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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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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co.
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Timecodes:
00:00 - Nikhil Chandhok Joins Markets Outlook
00:59 - CLARITY Failed. Why GENIUS Is Circle's Guiding Light
02:37 - Circle Announces Arc Mainnet
03:00 - How Opt-In Privacy Works on Arc
04:35 - Why Gas Is USDC and Not a Native Token
06:52 - Will AI Agents Take Over Onchain Activity?
10:10 - Brand New Rails: Tokenized Luxury with Beezie
13:11 - Why BlackRock and Visa Signed On as Validators
15:20 - DeFi on Arc: Aave, Morpho and Uniswap
16:43 - The Biggest Challenge Facing Institutions
18:45 - Bitcoin, Ethereum, and Why Circle Isn't Bearish
Is Bitcoin on the Verge of Its Biggest Bull Run? | Markets Outlook
jeudi 10 septembre 2026 • Durée 22:54
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 and into apps with real users and revenue.
Plus, Energy Substantiation Co-Founder Wil Harris joins Brand New Rails to explain why hard-to-custody assets, like oil, are tokenization's real frontier.
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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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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co.
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Timecodes:
00:00 - Ran Neuner Joins Markets Outlook
00:45 - The Golden Cross and Bitcoin's Pullback
02:31 - Bessent's Buybacks and Why $6B Disappointed the Market
03:56 - Oil, the War, and Trump's $1.4T Stimulus Promise
06:47 - Brand New Rails: Tokenized WTI Crude Oil
09:37 - "Crypto's Biggest Bull Market Ever"
11:33 - ETH Breaks a Nine-Year Downtrend Against Bitcoin
14:03 - Altcoins to 7X Bitcoin? Crypto's Product Market Fit
18:02 - Why AI Agents Are Crypto's Real Use Case
19:54 - What Makes an Altcoin Win: Users, Revenue, Buybacks
$1.3 Million Bitcoin Will Be “Relatively Easy,” Says Bitwise’s Matt Hougan | Markets Outlook
jeudi 3 septembre 2026 • Durée 15:13
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 reclaiming $100K this year and sees $1.3 million by 2035.
Stellar Development Foundation CEO Denelle Dixon also joins to unpack Stellar crossing $4 billion in tokenized real-world assets, a 400% jump since January.
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Timecodes:
00:00 - Matt Hougan Joins Markets Outlook
00:45 - Despair to Euphoria: What Flipped the Market
03:20 - AI Stocks vs. Bitcoin
05:49 - Brand New Rails: Stellar Crosses $4B in Tokenized RWAs
08:05 - Bitcoin, Zcash, and the Tokenization Trade
14:15 - Matt's Bitcoin Price Prediction This Year and By 2035
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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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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co.
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This episode was hosted by Jennifer Sanasie.
Are AI Chips the New Crypto Trade? | Markets Outlook
jeudi 27 août 2026 • Durée 18:53
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 Tokenization joins to unpack what it means to be the first regulated exchange to trade tokenized equity.
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Timecodes:
00:00 - Pierre Rochard Joins Markets Outlook
00:56 - Watching the Fed and Treasury
02:14 - Pierre’s Bitcoin Price Target
02:24 - Responding to Mark Cuban: Chips vs. Bitcoin
06:01 - Why Cuban May Have Latched Onto the Wrong Narrative
07:25 - Will Retail Come Back to Bitcoin?
09:24 - Brand New Rails: Bullish Launches Tokenized Equity Trading
12:02 - Self-Custody vs. Exchanges Post-ColdCard
13:42 - The Best Ways to Get Bitcoin Exposure
15:32 - Bitcoin Miners Pivoting to AI
17:21 - Why Miners Leaving Is Actually Bullish for Bitcoin
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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.
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This episode was hosted by Jennifer Sanasie.
Fomo Co-Founder: The Next Breakout App Won't Call Itself Crypto | Markets Outlook
mercredi 26 août 2026 • Durée 17:08
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.
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Timecodes:
00:00 - Se Yong Park Joins Markets Outlook
01:11 - Inside FOMO's Record August in Fees
02:22 - Institutional Era, Consumer Endgame
03:43 - Solana, Robinhood Chain, and the Multi-Chain Effect
06:10 - Why Farcaster and Zora Never Broke Out
08:05 - Prediction Markets Will Turn Bettors Into Traders
09:24 - Advice for Founders: Ship Before It's Perfect
10:51 - DeFi is a Matter of When, Not If
12:39 - Regulation, Innovation Exemptions, and Building in the US
13:37 - Gen Z, New Media, and the Rise of Small Creators
15:20 - Q4 Outlook: The Next Breakout App Won't Be Crypto-Branded
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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.
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Bitcoin Breaks $70K—When Will It Hit a New All-Time High? | Markets Outlook
jeudi 20 août 2026 • Durée 17:14
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.
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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
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This interview was recorded on August 19th before bitcoin's most recent rally.
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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.
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This episode was hosted by Jennifer Sanasie.
Wall Street Infrastructure Comes to Prediction Markets | Markets Outlook
jeudi 13 août 2026 • Durée 14:28
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 firms. Plus, in today's Brand New Rails, we meet the ship captain working to bring the $2 trillion commercial shipping industry on-chain.
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Timecodes:
00:00 - Austin Federa Joins Markets Outlook
00:43 - DoubleZero x Kalshi: Inside the Announcement
02:30 - Why Wall Street Infrastructure Took So Long to Reach Crypto
04:36 - Brand New Rails: Tokenizing the $2 Trillion Shipping Industry
07:13 - Does Faster Data Hurt Retail Traders?
08:16 - Prediction Markets: More Than a Narrative
10:31 - Access, Disruption, and Federa's 2017 Thesis
12:13 - The Catalyst to Watch
13:11 - New Finance's Biggest Challenge
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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.
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This episode was hosted by Jennifer Sanasie.
ElizaOS Founder Shaw Walters on Closing the Foundation, the Burwick Lawsuit, and Why Crypto Is Failing Builders | Markets Outlook
samedi 8 août 2026 • Durée 24:53
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.
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Timecodes:
00:00 - Shaw Walters Joins CoinDesk
02:23 - “Why Do People Think I Owe Them Anything?"
06:35 - How AI16Z Started: A $75K Joke That Hit $2.6 Billion
10:49 - Does He Regret Launching the Token?
11:43 - Crypto “Needs to Die And…Be Restarted"
15:34 - On the Burwick Lawsuit: "It Was a Total Scam"18:36 - "The Casino Is Not the Industry"
20:40 - Why He’s Still Building Eliza 24:00 - "Stay Away From All of This and Invest In Yourself"
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This episode was hosted by Jennifer Sanasie. This interview has been edited for clarity and focus.