Markets Outlook

With Fomo posting all-time high fees in August and with roughly 100,000 daily traders, co-founder Se Yong Park joins CoinDesk Contributor Kate Irwin on Markets Outlook to unpack the Solana-to-Robinhood Chain growth story, why social finance apps like Farcaster and Zora never broke out, and how prediction markets could turn a generation of bettors into traders.

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Timecodes:

00:00 - Se Yong Park Joins Markets Outlook

01:11 - Inside FOMO's Record August in Fees

02:22 - Institutional Era, Consumer Endgame

03:43 - Solana, Robinhood Chain, and the Multi-Chain Effect

06:10 - Why Farcaster and Zora Never Broke Out

08:05 - Prediction Markets Will Turn Bettors Into Traders

09:24 - Advice for Founders: Ship Before It's Perfect

10:51 - DeFi is a Matter of When, Not If

12:39 - Regulation, Innovation Exemptions, and Building in the US

13:37 - Gen Z, New Media, and the Rise of Small Creators

15:20 - Q4 Outlook: The Next Breakout App Won't Be Crypto-Branded

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

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With Bitcoin surging past $72K and showing signs of a broader breakout, 10x Research CEO and Founder Markus Thielen joins Jennifer Sanasie on Markets Outlook to explain why he turned bullish early and why he believes the cycle low is already behind us. From Fed tailwinds and institutional flows to the key levels that could unlock a new all-time high, Markus breaks down what's driving the move. Plus, we look inside Symbiotic's partnership with Centrifuge to offer instant USDC liquidity.

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Timecodes:

00:00 - Markus Thielen Joins Markets Outlook

00:37 - Where Does Bitcoin End the Year?

02:02 - When Do We See a New ATH?

05:32 - Brand New Rails: Symbiotic x Centrifuge

08:44 - Is Bitcoin Still a Retail Product?

12:03 - $1 Million Bitcoin by 2030?

15:20 - On-Chain Signals to Watch Right Now

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This interview was recorded on August 19th before bitcoin's most recent rally.

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

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This episode was hosted by Jennifer Sanasie.

DoubleZero Edge is partnering with Kalshi to deliver Wall Street-grade market data to the world's largest CFTC-regulated prediction market. Co-Founder Austin Federa joins Jennifer Sanasie on Markets Outlook to unpack why professional infrastructure took so long to reach crypto, what the 10/10 flash crash revealed about new finance's weaknesses, and why faster data could level the playing field for every trader, not just the big firms. Plus, in today's Brand New Rails, we meet the ship captain working to bring the $2 trillion commercial shipping industry on-chain.

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Timecodes:

00:00 - Austin Federa Joins Markets Outlook

00:43 - DoubleZero x Kalshi: Inside the Announcement

02:30 - Why Wall Street Infrastructure Took So Long to Reach Crypto

04:36 - Brand New Rails: Tokenizing the $2 Trillion Shipping Industry

07:13 - Does Faster Data Hurt Retail Traders?

08:16 - Prediction Markets: More Than a Narrative

10:31 - Access, Disruption, and Federa's 2017 Thesis

12:13 - The Catalyst to Watch

13:11 - New Finance's Biggest Challenge

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

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This episode was hosted by Jennifer Sanasie.

In his first interview since declaring the ElizaOS token dead, Eliza Labs Founder Shaw Walters sits down with CoinDesk's Jennifer Sanasie to lay out what he says actually happened. He also makes a broader case for why crypto's casino culture is actively driving out the builders who could make the space matter and why he's still coding Eliza every day regardless.

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Timecodes:

00:00 - Shaw Walters Joins CoinDesk
02:23 - “Why Do People Think I Owe Them Anything?"
06:35 - How AI16Z Started: A $75K Joke That Hit $2.6 Billion
10:49 - Does He Regret Launching the Token?
11:43 - Crypto “Needs to Die And…Be Restarted"
15:34 - On the Burwick Lawsuit: "It Was a Total Scam"18:36 - "The Casino Is Not the Industry"
20:40 - Why He’s Still Building Eliza 24:00 - "Stay Away From All of This and Invest In Yourself"

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This episode was hosted by Jennifer Sanasie. This interview has been edited for clarity and focus.

With the CLARITY Act pushed to September and $130 million drained in the Coldcard exploit, Crypto Market Analyst Ray Salmond joins Jennifer Sanasie on Markets Outlook to unpack Fed rate odds, Bitcoin’s four-year cycle, and the key metrics to watch ahead of a potential CLARITY Act vote. Plus, in today’s Brand New Rails, we explore how Dinari is bringing U.S. stocks on-chain.

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Timecodes:

00:00 - Ray Salmond Joins Markets Outlook

00:55 - Jobs Report and the Fed

01:58 - Bitcoin's Ceiling and the CLARITY Act Delay

02:26 - Why CLARITY Stalled: Banks, Stablecoins, and the Trump Cloud

04:32 - How Crypto Markets Will Front-Run the CLARITY Vote

06:39 - Brand New Rails: Dinari Brings US Stocks On-Chain

09:26 - Bitcoin's Four-Year Cycle: Still Intact?

12:26 - The Coldcard Hack: An Ideological Blow to Self-Custody

15:06 - Beyond Bitcoin: RWA, Prediction Markets, and the Altcoin Reality

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

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This episode is hosted by Jennifer Sanasie.