

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

Oct 7, 2025 • 18min
Matt Hougan: 'Solana Has One of the Best Setups for a Crypto Asset in 8 Years'
Unpacking the crypto rally and Solana's potential with Bitwise CIO Matt Hougan.
Bitwise Asset Management Chief Investment Officer Matt Hougan returns to Markets Outlook to dissect the forces behind the current crypto rally with CoinDesk's Jennifer Sanasie. With bitcoin reaching new highs and Washington shutdown, Matt explains why the "debasement trade"—fueled by institutional concern over fiat currencies—is driving massive flows and whether his $200,000 price target for BTC by the end of the year is still in play. Plus, his argument for why the market is big enough for both Ethereum and Solana to win.
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Bridge simplifies global money movement. As the leading stablecoin issuance and orchestration platform, Bridge abstracts away blockchain complexity so businesses can seamlessly move between fiat and stablecoins. From payroll providers and remittance companies to neobanks and treasury teams, Bridge powers payments, savings, and stablecoin issuance for thousands – like Shopify, Metamask, Remitly, and more.
URL: https://hubs.ly/Q03KGbRK0
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This episode was hosted by Jennifer Sanasie.

Oct 3, 2025 • 12min
Trader Warns of 'Pandemonium' if Bitcoin Breaks This Critical Price Level
Don Kaufman, co-founder of TheoTrade and market strategist, dives into the volatile world of Bitcoin and crypto markets. He warns that if Bitcoin falls below $110,000, it could trigger panic selling down to $100,000. Kaufman discusses the government's potential shutdown impact on traders and the inflationary risks of President Trump's tariff 'dividend.' He also examines gold's strong performance compared to Bitcoin and the increasing correlation between crypto and stock markets, highlighting significant shifts in trading behavior.

Sep 29, 2025 • 7min
Fed Rate Cuts Will Trigger The Next DeFi Summer
Predictions for where DeFi is headed next with Monarq Asset Management CIO Sanat Rao.
To get the show every week, follow the podcast here.
At Korea Blockchain Week, CoinDesk’s Jennifer Sanasie and Sam Ewen sit down with Sanat Rao, CIO of Monarq Asset Management, to discuss how the latest Fed rate cut is impacting crypto markets and setting the stage for the next DeFi summer. Plus, he explains why lower interest rates make DeFi yields even more attractive, how TradFi is starting to embrace on-chain finance, and the biggest risks facing DeFi investors today.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Sep 27, 2025 • 11min
"Trade Players, Not Shitcoins": Inside Tristan Thompson's Next Venture
Unpacking the synergy between crypto and sports with NBA champion and entrepreneur, Tristan Thompson and Somnia founder Herman Narula.
To get the show every week, follow the podcast here.
NBA champion and entrepreneur, Tristan Thompson and Somnia founder Herman Narula join CoinDesk’s Jennifer Sanasie and Sam Ewen at Korea Blockchain Week to discuss their new collaboration, a project that aims to use crypto to elevate the fan experience and disrupt the sports industry. Plus, Tristan reveals what his teammates are asking him about crypto and gives a bold prediction for the price of Bitcoin.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Sep 26, 2025 • 9min
Why Brazil’s CBDC Won’t Launch on a Blockchain
An update on Drex with Ronaldo Lemos
To get the show every week, follow the podcast here.
In today’s Markets Outlook, CoinDesk’s Jennifer Sanasie and Sam Ewen sit down with Ronaldo Lemos — advisor to Brazil’s Central Bank, and board member of the Stellar Development Foundation — to explore Drex, Brazil’s upcoming central bank digital currency.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Sep 25, 2025 • 9min
Pudgy Penguins CEO: Korea is The ‘Epicenter’ of Global Culture
Unpacking the Korea crypto market with Pudgy Penguins and Abstract CEO Luca Netz.
To get the show every week, follow the podcast here.
In today’s Markets Outlook, Pudgy Penguins and Abstract CEO Luca Netz join CoinDesk’s Jennifer Sanasie and Sam Ewen from Korea Blockchain Week to share his insights on why the country is the new epicenter of both global culture and crypto. He explains the staggering statistics on Korean crypto adoption, what American companies can learn from this market, and how his company, Abstract, is working to bring fun back to the EVM.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Sep 24, 2025 • 9min
ReserveOne to Debut 80/20 Diversified Crypto Treasury on Nasdaq in Q4
Unveiling ReserveOne and a new era of bitcoin DeFi with CEO Jaime Leverton at Korea Blockchain Week.
To get the show every week, follow the podcast here.
In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with Jaime Leverton, CEO of ReserveOne, at Korea Blockchain Week 2025 to discuss the critical role of transaction fees in bitcoin halving and the potential for a new era of bitcoin DeFi. Plus, she gives us an exclusive look at ReserveOne, a new public company aiming to be a one-stop-shop for crypto investors, with a management team she calls the "Avengers of Crypto."
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Sep 23, 2025 • 9min
Arthur Hayes: 'Hyperliquid is Facing its Gentrification Moment' | Markets Outlook
Arthur Hayes, Chief Investment Officer at Maelstrom and co-founder of BitMEX, shares his insights from Korea Blockchain Week. He discusses South Korea's vibrant crypto scene, driven by educated retail traders and a unique internet culture. Hayes predicts Bitcoin could hit $250k by year-end, with a potential leap to seven figures by 2028, influenced by political cycles. He also reveals why he exited a major HYPE position due to concerns over token unlocks and competition. Hayes provides a fresh perspective on the interplay between crypto and traditional finance.

Sep 20, 2025 • 8min
PayPal's PYUSD Launches on Stellar to "Revolutionize Commerce" | Markets Outlook
Announcing PayPal PYUSD on Stellar with PayPal's Larry Wade and Stellar's José Fernández Da Ponte.
To get the show every week, follow the podcast here.
Live from Stellar Meridian 2025 in Rio de Janeiro, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with PayPal's Global Head of Compliance and Regulatory Relations for Crypto, Larry Wade and Stellar's President and Chief Growth Officer José Fernández Da Ponte to announce their new partnership. They discuss how this partnership will bring more utility to stablecoins, the role of compliance in a regulated space, and how this alliance serves a long-term vision for the future of finance.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Sep 18, 2025 • 9min
This $50M Fund Is Connecting Latin America to Asia
Unveiling a new $50M Fund for RWAs with Onigiri Capital Managing Partner Qin En Looi.
To get the show every week, follow the podcast here.
A new $50M fund called Onigiri Capital is bridging a key market gap by connecting Latin American startups with Asia's institutional investors. In today's Markets Outlook, live from Rio de Janeiro, Managing Partner Qin En Looi explains why this link is so crucial, the growing role of real-world assets in the blockchain space, and how Onigiri is building the next generation of financial products and services.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen.