CoinDesk Podcast Network

Charles Hoskinson, Founder of Input Output and creator of Cardano, shares his insights on the crypto landscape. He discusses why network growth isn't translating to token prices and highlights concerns about new U.S. legislation potentially favoring banks. Hoskinson warns of political corruption and the dangers of weaponized crypto policy. He also emphasizes the need for better user experiences in crypto, advocating for practical solutions like Lace ID for decentralized identity. His perspectives on geopolitical risks and recession further enrich the conversation.

Bitmine has received the green light to sell more shares, exciting possibilities for capital raising. However, the market reacts as stock prices dip, raising concerns over dilution among investors. The discussion highlights the growing maturity of bitcoin as a long-term asset, compared to its volatile tech counterparts. Additionally, gold is making waves by testing new highs, while Solana prepares for an intriguing mobile airdrop tied to its latest phone. A mix of caution and opportunity permeates the crypto landscape!

Tensions are rising as the EU prepares $110 billion in tariffs in response to the U.S.'s Greenland ambitions. Meanwhile, the crypto market is feeling the pinch with over $800 million liquidated and gold hitting record highs. Exciting news comes from the NYSE as it launches a blockchain trading venue for tokenized assets. Additionally, the regulatory landscape tightens as Portugal orders Polymarket to stop operations due to illegal political betting. What does all this mean for investors and the future of trading?

Craig Tindale, a macro investor and former manufacturing consultant, unpacks China's staggering control over critical mineral refining, holding 80-90% capacity. He reveals the impending 25,000-tonne silver deficit and discusses how this stranglehold impacts AI, defense, and energy sectors. Tindale contrasts Hamiltonian manufacturing principles with modern outsourcing pitfalls and highlights the urgent need for the U.S. to rebuild its industrial capabilities. He argues that understanding these dynamics is crucial for navigating geopolitical tensions and restoring national resilience.

Explore the intriguing addition of the newest maintainer in Bitcoin Core, known as 'The Charlatan.' Delve into the evolution of Bitcoin’s governance, moving away from a single lead maintainer to a collaborative model with six members. Discover the ambitious 'Bitcoin kernel' project aimed at promoting client diversity and maintaining consensus compatibility. The discussion also touches on the opaque nature of governance and how this shift could impact the future of Bitcoin’s scalability and competition among clients.

Vivek Raman, co-founder of Etherealize and a former Wall Street pro, along with Danny Ryan, a former Ethereum Foundation researcher, dive into Ethereum's bright future. They discuss Ethereum's potential to surpass $15,000, driven by stablecoin growth and asset tokenization. The duo also highlights the importance of privacy for institutions and Ethereum's readiness for handling increased demand. With optimism for crypto legislation, they emphasize how institutions lean towards Ethereum due to its security and established presence.

BitMine anticipates a staggering $400 million annual income from its $13 billion Ethereum holdings. The firm's bold $200 million investment in YouTuber MrBeast is touted as a game-changing opportunity aimed at connecting with Gen Z. Meanwhile, in Iran, there's a rising trend in individuals moving Bitcoin to personal wallets amidst ongoing protests and power outages, while IRGC-linked addresses account for a significant portion of crypto activities. Additionally, Coinbase has withdrawn support for a Senate bill due to consumer protection concerns.

Galaxy Digital has secured a groundbreaking 830 MW approval for its Helios site in Texas. BitGo aims for a massive $1.96B IPO as the crypto market buzzes. CleanSpark makes waves with a strategic land acquisition for an AI data center. In a quirky twist, BitMine invests $200M into YouTuber MrBeast, stirring up curiosity. The podcast dives into Bitcoin's evolving development process with the first BIP changes in nearly a decade, alongside insights on rising transaction fees and miner behavior.

A massive $200 million investment from Bitmine is directed towards MrBeast's company, hinting at a significant collaboration. This cash infusion aims to develop a decentralized finance platform that might just attract Gen Z. Additionally, the discussions touch on the recent postponement of a Senate Banking Committee vote due to shifts in support regarding Coinbase. The NCAA raises concerns about crypto prediction markets impacting student-athletes, adding another layer to the evolving landscape of finance and sports.

Bitcoin surged past $95K as spot BTC ETFs experienced a massive $753.7M inflow, signaling a shift back to risk assets. Fidelity led the charge with a $351M purchase, sparking excitement among investors. Meanwhile, the Senate Banking Committee is buzzing with over 75 proposed amendments focused on market structure and stablecoins. In other news, Ripple is making waves in Europe with its new e-money license in Luxembourg. Tune in for insights on crypto regulations and market dynamics!