CoinDesk Podcast Network

In this engaging discussion, Sarah Tang, a Senior Account Manager at Luxor's ASIC trading desk, dives into the current ASIC market, shedding light on how tariffs are reshaping pricing and demand. She explores popular mining models and the impact of geopolitical factors on supply lines. The conversation shifts to American Bitcoin's rollercoaster debut on Nasdaq and the controversy surrounding the Core Scientific-CoreWeave merger, unraveling investor concerns and potential market implications.

Eric Trump, Co-Founder of American Bitcoin and a strong advocate for Bitcoin, teams up with Asher Genoot, the Executive Chairman focused on innovative Bitcoin strategies. They discuss American Bitcoin's recent NASDAQ debut and elaborate on their approach to growing Bitcoin ownership through mining. The conversation also touches on the potential of Bitcoin as a store of value, speculating on its future growth, and navigating the unique landscape of Bitcoin mining amidst market challenges. Their optimism shines through as they envision a thriving future for Bitcoin.

Could Polymarket be making a comeback in the U.S. thanks to a CFTC no-action letter? The discussion dives into the implications of regulatory changes on prediction markets. Additionally, the podcast highlights the significant debut of American Bitcoin on NASDAQ following its merger with Griffin Digital Mining, which led to a stock surge. Insights on the European Central Bank's perspective on the digital euro also add depth to the conversation, emphasizing its role in payment stability.

Kevin O'Leary, Chairman of O'Leary Ventures and famed investor from Shark Tank, dives into his strategic shifts in the crypto market. He now focuses on earning yield from Bitcoin and Ethereum rather than chasing daily price changes. O'Leary declares NFTs a fading trend, backing instead the tokenization of high-value assets like sports cards, which he passionately collects. With a staggering $13 million sports card purchase, he explores parallels between sports cards and art, emphasizing the value of tangible investments in a shifting market.

Ian De Bode, Chief Strategy Officer at Ondo Finance, shares insights on the launch of Ondo Global Markets, a platform that tokenizes U.S. equities and ETFs for international investors. He discusses how these tokens enhance access and transparency in capital markets. De Bode also explores the advantages of tokenized assets, improving investment flexibility and mobility while navigating regulatory challenges. The conversation highlights innovative partnerships and a growing user base among stablecoin enthusiasts.

California Governor Gavin Newsom has teased a new memecoin aimed at challenging Donald Trump's influence in the crypto space. This bold political move sparks discussions about the intersection of politics and cryptocurrency. The podcast also touches on Galaxy Digital's decision to tokenize its stock, highlighting the innovative shifts in equity markets and the impacts of regulatory changes. Tune in for insights into privacy and the evolving landscape of blockchain technology!

Ed and Tim delve into the explosive growth of Bitcoin treasury companies, spotlighting MicroStrategy's stellar performance amid market volatility. They discuss why traditional valuation metrics fall short and explore the competitive landscape of treasury strategies. The conversation shifts to mining companies losing their narrative edge and the significance of capturing market sentiment. Anticipation builds for their upcoming Bitcoin Treasuries Unconference in NYC, underscoring community engagement and innovation in this evolving sector.

David LaValle unveils the impact of spot bitcoin and ether ETFs as a pivotal moment in the crypto landscape. He discusses the promising future of cryptocurrency ETFs and evolving market sentiments. The introduction of Midnight's Glacier Drop offers a fresh approach to token distribution, aiming to build an inclusive community for the Midnight network. This innovative distribution method seeks to enhance diversity while bridging traditional finance and cryptocurrency, setting the stage for a new era of investment opportunities.

Gold prices have soared to a historic $3,500 an ounce, driven by expectations of Federal Reserve interest-rate cuts and economic uncertainty. Meanwhile, Bitcoin remains stable despite significant corporate acquisitions. The discussion highlights the ongoing challenges in DeFi and the efforts of a Trump-backed project trying to regain investor trust. Can Bitcoin catch up with the momentum of gold? It's a vibrant exploration of the evolving crypto landscape and the implications for both assets.

James McAvity, CEO of Cormint and a seasoned Bitcoin miner, dives deep into the unsettling realities of Bitcoin's low transaction fees, which currently make up only 2% of mining revenue. He raises alarms about the sustainability of this model as block rewards halve every four years. The conversation underscores the implications for miner profitability and the overall Bitcoin ecosystem, calling for potential protocol updates. McAvity also highlights the emotional journey of miners navigating these challenging times.