CoinDesk Podcast Network

CoinDesk

The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.

  1. 2 hr ago

    SECZ Down 26%: Why One Analyst Sees 3X Upside

    On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Citizens' Devin Ryan to break down Securitize's first earnings report, its 26% selloff, and why he sees significant upside as tokenization grows. Pantera Capital General Partner Cosmo Jiang explains why AI and blockchain are converging, Solana's lead in AI agent activity, and the new S&P Pantera Digital Asset Index. Plus, a look at Bitcoin and Ethereum ETF flows and Robinhood's new fund giving retail investors access to early-stage Y Combinator startups. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market moving news delivered daily, download CoinDesk’s mobile app: linktr.ee/coindeskapp. - Chapters/Timecodes: 00:00 Welcome to Public Keys 00:29 Securitize Stumbles in First Public Earnings Report 00:50 Citizens' Devin Ryan Joins Public Keys 02:07 From Speculation to Real Blockchain Usage 03:52 Securitize's 26% Selloff and a $15 Price Target 05:29 The Bull and Bear Case for SECZ 06:47 Will the SEC and CFTC Fill the Regulatory Gap? 09:58 What to Watch: BlackRock and Tokenized AUM 12:18 Bitcoin ETFs Post $390M in Weekly Outflows 12:46 13F Filings: Harvard Holds, JPMorgan and Tudor Add 13:06 Ethereum ETFs Snap Five-Week Inflow Streak 13:42 Pantera's Cosmo Jiang on the Market Outlook 16:59 Bitcoin's 42% Discount vs. AI Stocks' Premium 18:26 Blockchain and the Agentic Economy 20:17 Why Solana Leads on AI Agent Activity 21:15 Inside the S&P Pantera Digital Asset Index 25:07 Robinhood Ventures Fund II Debuts on NYSE 26:03 The Risk and Reward of Early-Stage Investing 28:32 How Daily Liquidity for Private Assets Works 30:38 Robinhood Chain, Tokenization and Yield 32:48 Crypto Fear & Greed Index at 31

    SECZ Down 26%: Why One Analyst Sees 3X Upside
  2. 3 days ago

    The ABA's Case That Crypto Could Drain Community Banks

    CoinDesk's The Policy Protocol hosts Rebecca Rettig and Renato Mariotti open on the stalled CLARITY Act and how crypto's newness in DC stacks up against TradFi's decades-old relationships. They also dig into two hot topics: Erebor raising $1.5 billion at a valuation near $9.5 billion, and FlightAware's short-lived trademark lawsuit against prediction market Kalshi. Then they sit down with Brooke Ybarra, Head of Innovation at the American Bankers Association, who breaks down the yield compromise on payment stablecoins, makes the ABA's case that stablecoin growth could pull deposits away from community banks and shrink local lending, and explains how banks of all sizes are already experimenting with tokenized money and tokenized deposits. Plus, Rebecca and Renato debrief on the bipartisan holdouts and name SEC Chair Paul Atkins as their Person of the Week. NOTE (Aug. 14, 09:00 ET): this episode was recorded before the SEC canceled the open meeting originally scheduled for Friday.-This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co.-To view the ABA's recommended changes to legislative text of the Clarity Act, please see their Joint State Association Letter to the Senate: https://www.aba.com/advocacy/policy-analysis/Joint-Letter-to-the-Senate-on-the-Clarity-Act - Chapters/Timecodes:00:00 Welcome to The Policy Protocol01:12 CLARITY Stalls Before the August Recess03:03 Crypto vs. TradFi: A New Entrant in DC05:18 Why Clarity Levels the Playing Field06:20 Hot Topic: Erebor's $1.5B Bank Raise08:38 Hot Topic: FlightAware Sues Kalshi12:06 Brooke Ybarra of the ABA Joins the Show12:38 The Yield Compromise and Interest-Like Payments14:59 The Deposit Flight Debate17:22 How Banks Are Innovating with Tokenized Money19:49 What Happens If CLARITY Doesn't Pass22:45 Person of the Week: SEC Chair Paul Atkins

    The ABA's Case That Crypto Could Drain Community Banks

About

The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.

You Might Also Like