CoinDesk Podcast Network

Historical data reveals Bitcoin's Thanksgiving-to-Christmas performance is a literal coin toss: 6 up years, 6 down years since 2012. Learn why orange pilling family is brutally hard and the only strategy that actually works. We analyze Bitcoin's historical holiday performance from 2012-2024, revealing that Thanksgiving-to-Christmas returns are a perfect 50/50 coin toss. We break down why 2017's sp...

This week in bitcoin mining news, the Department of Homeland Security is targeting Bitmain with Operation Red Sunset, and Tether buys more shares of Bitdeer. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Charlie break down Operation Red Sunset—the US government's probe into Bitmain over national security concerns...

Texas buys $5M worth of BlackRock's bitcoin ETF. Texas took a step toward building a state-based crypto reserve with its recent purchase of $5 million of BlackRock's bitcoin ETF. Other states have previously put state pension funds into such ETFs on behalf of retirees, but advocates are still awaiting a state to start its own stockpile. With the national reserve plan awaiting Congressional action,...

Matt Cole, CEO of Strive, discusses corporate Bitcoin strategy, amplification tactics, surviving volatility, and why Bitcoin's 30%+ annual returns make it the ultimate hurdle rate for treasury companies in 2025. Matt Cole, Chairman and CEO of Strive Bitcoin Treasury Company joins us to talk about corporate Bitcoin treasury strategies, why he's structurally bullish on 30%+ annual returns, how Striv...

When will Strategy buy bitcoin again? Strategy appeared to make no bitcoin purchases last week, after a run of six consecutive weekly buys. The pause comes as MSTR trades roughly 70% below its all-time high, with its multiple to net asset value sitting just above 1, the lowest level of the current cycle. When will Strategy buy again? CoinDesk's Sam Ewen hosts "CoinDesk Daily." - Break the cycle of...

Bitcoin's volatility and MSTR stock with Strategy Founder and Executive Chairman Michael Saylor. Strategy Founder & Executive Chairman Michael Saylor joins us to discuss bitcoin's sharp decline to nearly $80,000, calling the volatility "Satoshi's gift" and a necessary "feature" for performance. He argues that investors need a 4 to 10-year time horizon and defends MicroStrategy's stock and financia...

Finding true value in the downturn with Galaxy Head of Credit Trading Beimnet Abebe. In today's Markets Outlook, CoinDesk's Andy Baehr is joined by Galaxy Head of Credit Trading Beimnet Abebe to diagnose the major causes of the recent crypto market downturn, including massive profit taking by whales, technical breakdowns, and investor fatigue from recent frenzies. Plus, they discuss where true val...

Upstream Data CEO and Founder Steve Barbour joins the pod to talk about the state of bitcoin mining and why he’s not sold on the hybrid AI-bitcoin miner trade. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Steve Barbour, CEO of Upstream Data, joins us for a bitcoin mining palate cleanser! We cover the current state of mini...

Elon Musk's DOGE department comes to an end. Dogecoin is on the rise despite the demise of Elon Musk's D.O.G.E. department. The optimism is driven by Grayscale’s forthcoming introduction of a DOGE coin ETF. Can DOGE maintain its momentum amid an overall market downturn? CoinDesk's Sam Ewen hosts "CoinDesk Daily." - Break the cycle of exploitation. Break down the barriers to truth. Break into the n...

Bitcoin's volatility and MSTR stock with Strategy Co-Founder and Executive Chairman Michael Saylor. Strategy Co-Founder & Executive Chairman Michael Saylor joins us to discuss bitcoin's sharp decline to nearly $80,000, calling the volatility "Satoshi's gift" and a necessary "feature" for performance. He argues that investors need a 4 to 10-year time horizon and defends MicroStrategy's stock and fi...

Bitcoin's down 30%, ETF holders are underwater, and treasury companies are struggling. Colin and Charlie break down the anatomy of the November 2025 crash and what it means for miners, leverage plays, and your portfolio. Colin and Charlie break down the brutal November 2025 Bitcoin selloff. With BTC trading at $87K, the average ETF holder is now underwater, hash prices are at all-time lows, and tr...

Unpacking the crypto market drawdown with Hyperion Decimus Co-Founder Chris Sullivan. In today's Markets Outlook, Hyperion Decimus Co-Founder Chris Sullivan joins CoinDesk's Andy Baehr to discuss the current crypto market drawdown, explaining why this period of "seller exhaustion" is the best time to accumulate hard assets. Plus, they dive into how trend-following strategies and derivatives skew p...

How low will bitcoin go? Crypto markets plunged toward April lows on Friday as a lingering liquidity crunch amplified price swings. CoinGlass data shows that the sell-off coincides with nearly $2 billion in liquidations over the past 24 hours. Will the market recover from this? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Break the cycle of exploitation. Break down the barriers to truth....

The market rallied this week following Nvidia’s earnings, only for it all to come tumbling down on Friday as bitcoin, tech, AI, and bitcoin miners sold off. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the...

Exploring the recent wave of crypto ETP approvals with Canary Capital CEO Steven McClurg. In today's Market Outlook, Canary Capital CEO Steven McClurg joins CoinDesk Data and Indices President, David LaValle to discuss the massive, positive shift in the regulatory landscape, including the SEC's new embrace of innovation and free-market principles for the recent wave of crypto ETP approvals. - Brea...

Will the Fed cut rates again before the end of 2025? The probability of the Federal Reserve cutting interest rates has decreased significantly, now standing at 30% according to CME's FedWatch tool. The slide comes amid concerns over a prolonged data blackout, as the Labor Department confirmed that it wouldn't release the jobs data for October. How will bitcoin and other risk assets react to the ma...

Announcing Consensus x SALT Hong Kong Institutional Summit. Consensus and SALT are teaming up to host an Institutional Summit in Hong Kong. This closed-door gathering is designed for sophisticated investors and capital allocators, focusing on constructive debates and providing key insights for deploying capital into the digital asset class. Consensus Chairman Michael Lau and SALT CEO John Darsie j...

Allen Farrington and Harris Irfan explain that Bitcoin aligns with Islamic finance principles. They discuss riba (usury), fractional reserve banking, and why sound money naturally produces Islamic harmonious financial systems. Allen Farrington and Harris Irfa explain their seminal paper "Bitcoin, Fiat and Islamic Finance." They dive into why Islamic banking is an oxymoron, how riba (interest/usury...

U.S. spot bitcoin ETFs saw $2.59 billion of outflows in November. BlackRock's spot bitcoin ETF, IBIT, has registered record outflows of $1.26 billion this month. This outflow is part of a broader trend affecting the market, with 11 spot Bitcoin ETFs collectively experiencing withdrawals totaling $2.59 billion. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Break the cycle of exploitation. B...

WULF’s CFO joins the pod to discuss TeraWulf’s Q3 earnings, financing strategy, and the future of its bitcoin mining business. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Patrick Fleury, CFO of TeraWulf, joins us to talk about WULF’s Q3 where they booked their first AI revenue at $7.2 million, signed AI deals with FluidS...

Insights into the past, present and future of crypto with Mike Novogratz. Follow the podcast ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠. Galaxy Digital founder and CEO Mike Novogratz joins "CoinDesk Spotlight" to discuss why the $38 trillion national debt has created a "golden era" for crypto. Novogratz breaks down the power of the XRP Army, his timeline for a $1 million bitcoin, and Galaxy's IPO journey. Plus, he shares h...

Circle's SVP of Marketing, Tim Queenan, shares why stablecoins and the new Arc blockchain are creating the ‘Economic OS for the internet. Tim Queenan, SVP of Marketing, Circle, joins Gen C this week to share that stablecoins and programmable money represent a foundational shift in the global financial system, similar to the early internet. He discusses how Circle is spearheading this transformatio...

BTC sentiment in extreme fear. Bitcoin slipped to its lowest level since May on Sunday, briefly dropping below $94,000 before paring some losses. Market sentiment remains locked in "extreme fear," with the Crypto Fear & Greed Index sitting at a low of 14. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Break the cycle of exploitation. Break down the barriers to truth. Break into the next gen...

Cash App & Square roll out Bitcoin payments at 4M+ merchants. Jack Dorsey leverages Lightning Network to compete with Visa/credit card fees. Plus: the controversial Bitcoin denomination change that's dividing the community. We break down Jack Dorsey's massive Bitcoin rollout across Cash App and Square—4M merchants can now accept BTC payments via Lightning and mainnet. We explore how Bitcoin rails...

Diving into dark pools with GoQuant Founder and CEO Denis Dariotis. On today's Markets Outlook, GoQuant Founder and CEO Denis Dariotis joins CoinDesk's Jennifer Sanasie and Andy Baehr to discuss bitcoin's dip under $100K, and how institutional trading infrastructure like dark pools is maturing the crypto market. - Break the cycle of exploitation. Break down the barriers to truth. Break into the ne...