CoinDesk Podcast Network

Bitcoin has dipped below its Metcalfe fair value for the first time in two years, sparking discussions on potential historical trends of strong returns. There's buzz as Bitcoin trades above $93,000, alongside heavy trading activity in BlackRock's iBit ETF. Meanwhile, CalSheet has raised $1 billion and formed a data partnership with CNN. What does all this mean for the future of crypto? Tune in for insights on these intriguing developments!

Join Phil and Dom Kwok, co-founders of EasyA, as they dive into the exciting world of hackathons for Web3 startups. Phil shares the unique benefits of the Consensus EasyA Hackathon in Hong Kong, emphasizing in-person networking and success stories from past participants. Dom explores the qualities of an ideal founder, sharing insights on technology trends like stablecoins and AI. They also discuss how diverse teams can thrive and the advantages of Hong Kong as a launchpad for innovation. Prepare to be inspired!

Markus Thielen, founder of 10x Research and crypto market analyst, dives into the troubling outlook for the crypto market. He predicts a bear market in 2026, driven by historical trends during midterm elections and a concerning drop in institutional interest, highlighted by recent ETF outflows. Thielen also discusses shifting whale accumulation patterns, the struggle of digital gold narratives against physical gold, and offers a skeptical view on high Ethereum price projections. It's a thought-provoking analysis of where the crypto landscape might be heading.

Bitcoin faces uncertainty after a significant drop in November, with traders concerned about potential MSCI methodology changes that could impact major crypto firms. A key focus is the looming $64,000 technical target, particularly if Bitcoin can't hold above $80,500. The discussion also highlights a surge in strategy share trading alongside Vanguard's decision to support third-party crypto ETFs on its platform. As liquidity needs rise, options like crypto-backed loans are explored, providing insights into managing assets without selling.

Matthew Schultz, CEO of CleanSpark and a leader in Bitcoin mining and AI, shares insights on the company's impressive $766M revenue and operational milestones. He discusses the strategic leadership shift that revitalized the firm and the exciting expansion into AI and high-performance computing workloads. Schultz highlights partnerships for innovative cooling solutions and the potential of hybrid mining operations. With major site acquisitions on the horizon, he emphasizes how CleanSpark will leverage its infrastructure for a powerful future in the evolving tech landscape.

Erik Voorhees, a pioneering entrepreneur in the crypto space and founder of ShapeShift and Venice.ai, shares his insights on the future of money. He warns against a U.S. strategic bitcoin reserve and critiques 'gross' crypto lobbying. Voorhees predicts a sovereign bond market collapse that will propel bitcoin adoption. He also discusses the challenges of regulation, losing 50,000 BTC to the SEC, and how AI fits into the crypto landscape. With a focus on decentralization, he argues for privacy and individual sovereignty in technology.

Explore the ongoing rivalry between gold and Bitcoin as top strategist Mark Connors highlights gold's longstanding stability amidst a market downturn for BTC. With gold surging 60% compared to Bitcoin's 12% drop, the debate over safe havens deepens. Central banks continue to favor gold for its proven infrastructure, while Bitcoin struggles to gain trust for large-scale transactions. Additionally, discover how Japan's potential rate hikes could impact global markets, along with China's intensified crackdowns affecting crypto mining.

Markus Thielen, founder of 10x Research and a leading crypto market analyst, shares his insights on a potential bear market looming in 2026. He discusses the historical impact of midterm elections on U.S. stocks and the signs of 'institutional fatigue' highlighted by recent ETF outflows. Thielen delves into the changing behaviors of crypto whales and contrasts Bitcoin's liquidity appeal with gold's traditional value. With predictions of a possible 60% correction, he emphasizes the need for fresh narratives to rejuvenate the market.

Cat Ferdon, Coinbase's Chief Marketing Officer and former CMO at Cash App, shares her insights on crypto marketing. She discusses how Coinbase aims to normalize 'internet money' and foster economic freedom for a broader audience. Cat emphasizes the importance of reaching Gen Z and Gen A while translating complex crypto concepts into accessible products. She highlights Coinbase's cultural partnerships, innovative campaigns like 'Everything is Fine,' and the future of finance blending traditional and crypto. Cat's vision for the next five years prioritizes cultural resonance and tangible utility in the crypto space.

The podcast dives into Bitcoin's unpredictable Thanksgiving-to-Christmas performance, revealing a 50/50 coin toss since 2012. It hilariously discusses the complexities of trying to convert skeptical family members into Bitcoin enthusiasts. The hosts highlight 2020 as the best year for holiday gains and explore the impact of the 2017 bull run. Practical tips are given, including the merits of dollar cost averaging and using ETFs to make the onboarding process smoother for older relatives. It's a fun blend of crypto insights and family dynamics.