Markets Outlook

In today’s Markets Outlook, Etherealize founders Vivek Raman and Danny Ryan join Jennifer Sanasie to discuss why Ethereum is emerging from "regulatory purgatory" and entering a multi-trillion dollar repricing phase.

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Check out CoinDesk’s research report on Pudgy Penguins at: ⁠https://www.coindesk.com/research/pudgy-penguins-a-new-blueprint-for-tokenized-culture⁠.
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Timecodes:
01:20 – Will The Clarity Act Pass?02:56 – Why the Founders Remain Optimistic on Crypto Legislation04:47 – Why Danny Ryan Left the Ethereum Foundation for Etherealize05:30 – The Institutional Case for Ethereum11:46 – Why the Stalled Market Structure Bill Won't Stop Growth15:51 – $15,000 ETH: Breaking Down Vivek Raman’s 2026 Prediction20:41 – Can Ethereum Handle an Influx of Assets?22:26 – How Institutions Are Thinking About Privacy

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This episode was hosted by Jennifer Sanasie.

Challenging bitcoin's safe haven status with Fairlead Strategies Founder Katie Stockton.

In today's Markets Outlook, Katie Stockton of Fairlead Strategies joins CoinDesk's Jennifer Sanasie to break down why bitcoin is behaving more like a risk asset than a safe haven as it hits critical technical support levels. Plus, she explores the potential for a short-term relief rally and explains how to use the cloud model to manage risk during the current market transition.
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Check out CoinDesk’s research report on Pudgy Penguins at: https://www.coindesk.com/research/pudgy-penguins-a-new-blueprint-for-tokenized-culture.
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Timecodes:
01:09 - Is Bitcoin Losing Safe Haven Status?04:00 - Critical Support Levels for Bitcoin06:48 - Ether Price Targets and Technicals08:29 - What Does Divergence Between Crypto Assets & the Equities Market Mean?09:24 - Assessing the Altcoin Rotation

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This episode was hosted by Jennifer Sanasie.

Exploring the memecoin index's ability to gauge the markets with CoinDesk's Jennifer Sanasie and Andy Baehr.

After a rocky end to 2025, the New Year is off to a fast start with the memecoin index jumping 25% in just five days. In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Andy Baehr break down the return of retail demand, the impact of the October 10th event, and what's ahead for 2026.

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This episode was hosted by Jennifer Sanasie.

Bitcoin's major test in 2026 with Bitlayer Co-Founder Charlie Hu.

In today's Markets Outlook, Bitlayer Co-Founder Charlie Hu joins CoinDesk's Jennifer Sanasie to discuss the major test bitcoin faces following the US military operation in Venezuela. Plus, he analyzes the 2026 market outlook, exploring how hyperinflation and geopolitical shifts are driving bitcoin adoption, and the rise of decentralized finance.
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Check out CoinDesk’s research report on the State of Blockchain 2025 commissioned by Input Output Group: https://www.coindesk.com/research/state-of-the-blockchain-2025
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Timecodes:
01:27 - Analyzing the "Relief Rally"
02:21 - Bitcoin as a Lifeline Against Hyperinflation in Venezuela
05:39 - Digital Gold vs. Precious Metals in 2026
08:22 - Biggest Bottleneck Preventing Bitcoin from Entering DeFi
12:36 - Does the Rise of Stablecoins Change the Value Prop of Bitcoin in Emerging Markets?
15:49 - Why Charlie Still Believes Bitcoin is Headed to Another ATH
17:25 - What Charlie is Watching in 2026

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This episode was hosted by Jennifer Sanasie.

Gold's outlook for 2026 with SchiffGold Founder Peter Schiff.

Euro Pacific Asset Management Chief Economist Peter Schiff has been named to CoinDesk’s 50 Most Influential list. In this interview with CoinDesk’s Jennifer Sanasie, the SchiffGold founder reflects on gold's record highs, and shares his skepticism of bitcoin, asserting that the cryptocurrency lacks the properties of sound money. He also predicts the collapse of Strategy’s business model and unveils his own pivot to the blockchain: a new tokenized gold product.

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For more, check out CoinDesk’s 50 Most Influential article on Peter Schiff: https://www.coindesk.com/business/2025/12/16/most-influential-peter-schiff. 

To see the full list, visit: https://www.coindesk.com/most-influential-2025.

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Timecodes: 

01:14 - Peter Schiff: The Unlikely Bitcoin Influencer

04:44 - Key Moments that Drove Gold to a Record High

06:23 - Where is Gold Headed in 2026? 

10:33 - Why Scarcity Doesn't Make Bitcoin Sound Money

13:23 - The Myth of Government & Central Bank BTC Adoption

15:29 - Peter Warns About the Vulnerability of Bitcoin ETFs and Predicts Strategy’s Collapse

18:56 - Peter Continues to Challenge Michael Saylor to a Debate

20:18 - The Tokenized Gold Future

23:24 - Peter’s Reaction to CZ’s Comments on Tokenized Gold

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This episode was hosted by Jennifer Sanasie.