Markets Outlook

Market convictions with Helius' Mert Mumtaz.

On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability.

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Timecodes:

00:00 - Institutional Capital Rotating into AI IPOs

01:53 - Met's 'Shield and Chill' Strategy

04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions

08:44 - Mert's Zcash Thesis

13:00 - Solana as the "Silicon Valley of Finance"

15:43 - Hyperliquid Thesis

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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0

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Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/.

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This episode was hosted by Jennifer Sanasie.

Altcoins have lost the plot with Scott Melker.

In today's Markets Outlook, Scott Melker, Host of Wolf of All Streets, tells CoinDesk's Jennifer Sanasie why altcoins have lost the plot, what's really driving the weird market we're all feeling, and why Bitcoin is still the only bet he's making long-term. Plus: are prediction markets, tokenized equities, and "private Bitcoin" just hype?

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Timecodes:

00:00 - Scott Melker Joins Markets Outlook

01:38 - Why Bitcoin Is Underrated

03:59 - Is Crypto Recreating the System It Was Built to Fight? 

06:08 - Scott’s Bitcoin Origin Story

08:04 - Why This Market Feels Impossible to Read

10:07 - How Prediction Markets Killed the Altcoin Casino 

13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World

16:22 - AI Tokens and Zcash Outlook

18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke”

19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year

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This episode was hosted by Jennifer Sanasie.

Unpacking Hyperliquid's ATH with Michaël van de Poppe.

In today's Markets Outlook, Michaël van de Poppe, Founder and CIO of MN Capital and MN Fund, joins CoinDesk's Jennifer Sanasie to share why Hyperliquid is hitting new all-time highs. He makes the case for NEAR and Bittensor as undervalued AI crypto plays compared to overhyped tech IPOs, and explains why he's steering clear of privacy coins like Zcash. Plus, his key macro signals to watch over the next four to six weeks.

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Timecodes:

00:00 - What Michaël Is Watching in the Markets?

01:47 - Why European Traders Are Flocking to Hyperliquid

02:59 - HYPE Price Target & HYPE vs. Solana

05:09 - Responding to CME, ICE Regulatory Scrutiny of HYPE

07:27 - Are Altcoins Dead?

08:59 - The Case for NEAR Over AI IPOs

10:43 - Why Bittensor Could Reach $1,000-$2,000

12:48 - Privacy and Zcash

16:33 - Macro Outlook: Yields, the Fed, and What's Next

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This episode was hosted by Jennifer Sanasie.

At Consensus Miami, BitMEX co-founder and Maelstrom CIO Arthur Hayes joins CoinDesk Live to break down why AI-driven layoffs could create the next banking crisis and how bitcoin is already pricing it in. He also shares his updated BTC price target, his conviction bet on Hyperliquid, and why he thinks crypto regulation misses the point entirely.

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00:00 - Q1 No-Trade Zone and What Changed Arthur's View

02:34 - AI Layoffs, Over-Leveraged Economy, and the Coming Banking Crisis

04:57 - Why the Fed Is Missing the Problem and What Bitcoin Is Signaling

06:09 - Crypto Regulation, the CLARITY Act, and Why Arthur Doesn't Care

08:29 - Bitcoin $125K Target and the Money Printing Thesis

09:26 - Hyperliquid, Hype $150 by August, and Why Trading Apps Win

15:23 - Prediction Markets, Zcash, and Why Altcoins Will Never Die

MoonPay's newest acquisition and the launch of MoonPay Institutional.

Just announced, MoonPay is acquiring Sodot and launching MoonPay Institutional, a new division bringing professional-grade crypto infrastructure to banks, asset managers, and trading firms. MoonPay's Chief Legal Officer and Chief Administrative Officer, Caroline Pham, joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain the thesis behind the deal and why end-to-end blockchain infrastructure is now table stakes for institutions.

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Timecodes:

00:00 - What's Behind the Sodot Acquisition and What to Expect From MoonPay Institutional
04:54 - The $100M Bet on Institutional Crypto
07:09 - Do Crypto Companies Need an Institutional Play to Survive?
09:11 - Is Regulation the Real Driver of Institutional Adoption?
10:20 - Market Structure Legislation Timeline
11:04 - Is There Really Tension Between Banks and the Crypto Industry?
12:34 - How MoonPay Competes

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This episode was hosted by Jennifer Sanasie.