Markets Outlook

Holonym co-founder and CEO Shady El Damaty on AI agents and crypto’s builder season.

Holonym co-founder and CEO Shady El Damaty joins Jenn Sanasie on Markets Outlook to explain why you should never give your AI agent a private key. Plus, the state of retail as crypto enters a "builder season" amid high uncertainties. When will the industry move on from the post-Trump liquidity drain?

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Timecodes:

01:09 Macro Uncertainties

02:12 The State of Retail

05:22 From ZK Identity to Wallets

08:58 Agentic Workflows Explained

11:19 Human Friction and Compliance

12:45 AI Alignment and Key Control

16:11 Crypto Endgame Super Apps

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This episode was hosted by Jennifer Sanasie.

Anthony Scaramucci and Joy Pathak discuss how decentralized exchanges and 24/7 liquidity are revolutionizing market transparency and risk management, positioning crypto as a more resilient alternative to traditional finance.

Skybridge Capital founder Anthony Scaramucci, and The Wizard of Soho, Joy Pathak joined CoinDesk Live from Consensus Hong Kong. Pathak, a former bond trader who once managed a $40 billion portfolio at CalPERS, explains why leverage didn't die after the recent market crash—it simply moved into a new, more transparent era. He breaks down how the rise of decentralized exchanges like Hyperliquid and Aevo has handed institutional-grade tools to retail traders, creating an environment where every multi-billion dollar position is visible to the entire world in real-time.

Scaramucci argues that while some Wall Street "fuddy-duddies" fear volatility, crypto’s 24/7 liquidity actually makes it a safer market than traditional finance. By comparing the ability to hedge an exogenous risk on a Sunday night to the "trapped" nature of closed bond markets, Scaramucci and Pathak illustrate why the "horseless carriage" of blockchain is destined to outrun legacy systems.

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This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.

As the crypto markets teeter on the edge, 10x Research founder, Markus Thielen, joined Consensus Live at Consensus Hong Kong to deliver a sobering reality check on bitcoin’s trajectory. Thielen explains why the recent volatility isn't just a temporary dip but the potential start of a deeper trend driven by institutional redemptions and a massive liquidity gap. He breaks down the technical "liquidity trap" that caught traders off guard following the 2024 election and explains how negative option gamma forced market makers into a selling frenzy.

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This episode was hosted live by Sam Ewen and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.

SkyBridge Capital Founder Anthony Scaramucci joins Jennifer Sanasie and Will Foxley to diagnose the current bear market and the "Trump coin" liquidity drain. Scaramucci reveals why 60-year-old money managers are currently choosing gold over Bitcoin, compares the banking lobby to the dying taxi industry, and explains why he’s doubling down on his $150,000 year-end price target despite the current fear index hitting a record low.

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This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.

Moving Wall Street on-chain with Ondo Finance President Ian De Bode.

Ondo Finance President Ian De Bode joins Jennifer Sanasie and Andy Baehr on CoinDesk Live at the Ondo Summit to discuss the firm's ascent to more than $2 billion in TVL and its roadmap for 2026.

De Bode explains how Ondo is moving beyond simple asset issuance to build a comprehensive on-chain prime brokerage. A key pillar of this strategy is the launch of Ondo Perps, a platform that allows users to trade perpetual futures on equities and commodities using their tokenized spot assets as collateral.

By bridging the gap between TradFi and DeFi, Ondo is turning crypto wallets into a place where global investors can access, hedge, and leverage 200+ tokenized stocks and ETFs 24/7.

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Timecodes:

01:07 - Ondo Finance 2025 Milestones and Looking Ahead02:28 - The "Land Grab" in Tokenization04:10 - Solving the Retail Demand for 24/7 Stocks06:15 - Why Ondo Perps Is the Big Play for 202607:58 - Will Investors Still Use Centralized Exchanges and Perps?

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This episode was hosted by Jennifer Sanasie and Andy Baehr.