CoinDesk Podcast Network Will Bitcoin Replace Stablecoins in DeFi? | Markets Outlook
Aug 8, 2025
In this engaging discussion, Matt Mudano, Co-Founder and CEO of Arch Network, dives into Bitcoin’s potential to soar to $150,000 amid rising institutional interest and dwindling supply. He explores how innovations can simplify earning on Bitcoin for both institutions and everyday users. The conversation also touches on the significant role Bitcoin miners play in ensuring decentralization and discusses how privacy features could enhance Bitcoin’s competitiveness in decentralized finance.
AI Snips
Chapters
Transcript
Episode notes
ETF Flows Tighten Bitcoin Supply
- ETF inflows and institutional buying are removing liquid supply from markets.
- That tightening supports bullish price action toward Matt Mudano's $150,000 target.
Cold Storage Cuts On‑Chain Activity
- ETFs and corporate treasuries put Bitcoin in cold storage and reduce on-chain transactions.
- Reduced activity shrinks the fee market and threatens miner profitability and decentralization.
Do More On‑Chain To Protect Miners
- Do more Bitcoin activity and DeFi on-chain to sustain miner fees and network security.
- Without on-chain use, smaller miners will exit and the network centralizes.