Markets Outlook

Mo Shaikh, co-founder of Aptos Labs and general partner at Maximum Frequency Ventures, dives into the crypto landscape. He reveals his new $50M fund aimed at early-stage investments, inspired by Elon Musk's hands-on approach. Mo discusses the tough climate for builders in crypto, the importance of founder resilience, and the strategic focus on Asia for innovation. He also emphasizes the need for products that adapt to macro trends and consumer behaviors, making a strong case for a new generation of blockchain technologies.

Diving deep in the state of the markets with VanEck CEO Jan van Eck. In today's Market Outlook, VanEck CEO Jan van Eck joins CoinDesk's Jennifer Sanasie to break down the current state of bitcoin, Ethereum, prediction markets, and infrastructure, sharing his target for BTC's price by the end of 2025. He also discusses the transformational impact of the GENIUS Act and how the timeline for market structure may impact investor outlook. - Break the cycle of exploitation.Break down the barriers to truth.Break into the next generation of privacy.Break Free.Free to scroll without being monetized.Free from censorship.Freedom without fear.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.Break free with Midnight, visit ⁠https://midnight.network/break-free⁠ - 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 - OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠https://www.owlting.com/portal/?lang=en&utm_source=CoinDesk&utm_medium=cpc&utm_campaign=CoinDesk_Banner⁠.- This episode was hosted by Jennifer Sanasie.

Morgan Krupetsky, VP of On-Chain Finance at Ava Labs, dives into the future of blockchain beyond speculation. He discusses how stablecoins and tokenization are reshaping real-world finance. Morgan highlights insights from a recent Fed conference, emphasizing regulatory engagement and institutional trust. With a focus on balancing privacy needs and transparency, he explores the evolving landscape of decentralized finance and its educational gaps. Expect tokenization and stablecoins to drive significant changes in the finance sector in the coming years.

Diving into the bitcoin markets with JAN3 CEO Samson Mow. In today's Markets Outlook, JAN3 CEO Samson Mow joins CoinDesk's Jennifer Sanasie and Andy Baehr to explain why bitcoin's flat price and low volatility is a potential sign of maturity and why his $1 million prediction is still in play. Plus, he dives into the threat of bitcoin "bifurcation," the surge of Korean retail money propping up Ethereum, and the likelihood of nation-state BTC adoption in 2026 amid global de-dollarization trends. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - 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 -OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠⁠http://owlting.com/⁠⁠.#cryptocurrency #digitalfinance #finance #bitcoin #crypto - This episode was hosted by Jennifer Sanasie.

Unpacking the recent market meltdown with Round13 Capital Managing Partner and CIO, and Rails Co-Founder and CEO, Satraj Bambra. In today's Markets Outlook, Round13 Capital Managing Partner and CIO, and Rails Co-Founder and CEO, Satraj Bambra unpacks the $19 billion liquidation cascade that rocked the crypto markets recently. Plus, he shares the major decision his fund made in response: going all-cash—a choice that runs counter to many Q4 bullish forecasts. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - 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 -OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠http://owlting.com/⁠.#cryptocurrency #digitalfinance #finance #bitcoin #crypto - This episode was hosted by Jennifer Sanasie.

Alice Liu, Head of Research at CoinMarketCap, shares her expert insights on the current crypto landscape. She breaks down BTC's potential rise to $111K and the impact of Jerome Powell's upcoming speech on interest rates. The conversation delves into U.S.-China trade tensions and their effects on crypto, as well as the importance of monitoring whale activity and their influence on market psychology. Liu also discusses why recent meme trends indicate a bullish Q4 and offers predictions for BTC and ETH.

Tom Bruni, Head of Markets & Retail Investor Insights at StockTwits, shares insights on retail sentiment in crypto. He reveals how Bitcoin's recent highs haven’t sparked interest in altcoins, frustrating traders. Tom discusses the appeal of precious metals and AI stocks, linking them to shifts in global liquidity. He explains retail's varied access points to crypto, highlighting concerns over the lack of momentum. Additionally, he identifies key tokens like Bitcoin and Ethereum that dominate retail focus, emphasizing the impact of community engagement on project longevity.

Join Matt Hougan, Chief Investment Officer at Bitwise Asset Management and crypto enthusiast, as he dives into the current crypto rally and why Bitcoin may soar to $200,000 this year. He highlights the critical role of institutional interest and ETF flows, while showcasing Solana's potential as a top contender alongside Ethereum. Matt argues that Solana's speed and impending ETP approvals position it well for explosive growth, despite some risks. He also shares insights on the future of DeFi and the evolving crypto landscape.

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.

Sanat Rao discusses the impact of recent Fed rate cuts on crypto markets and sets the stage for a potential new DeFi summer. He highlights how lower interest rates enhance DeFi yields and encourages risk-on behavior. The conversation also touches on Traditional Finance's increasing engagement with on-chain finance, suggesting a convergence of the two sectors. Rao compares today's landscape to the past, noting a more institutionalized DeFi environment while addressing the evolving risks facing investors, such as stablecoin stability.