Market convictions with Helius' Mert Mumtaz.

On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability.

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Timecodes:

00:00 - Institutional Capital Rotating into AI IPOs

01:53 - Met's 'Shield and Chill' Strategy

04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions

08:44 - Mert's Zcash Thesis

13:00 - Solana as the "Silicon Valley of Finance"

15:43 - Hyperliquid Thesis

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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0

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Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/.

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This episode was hosted by Jennifer Sanasie.

Altcoins have lost the plot with Scott Melker.

In today's Markets Outlook, Scott Melker, Host of Wolf of All Streets, tells CoinDesk's Jennifer Sanasie why altcoins have lost the plot, what's really driving the weird market we're all feeling, and why Bitcoin is still the only bet he's making long-term. Plus: are prediction markets, tokenized equities, and "private Bitcoin" just hype?

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Timecodes:

00:00 - Scott Melker Joins Markets Outlook

01:38 - Why Bitcoin Is Underrated

03:59 - Is Crypto Recreating the System It Was Built to Fight? 

06:08 - Scott’s Bitcoin Origin Story

08:04 - Why This Market Feels Impossible to Read

10:07 - How Prediction Markets Killed the Altcoin Casino 

13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World

16:22 - AI Tokens and Zcash Outlook

18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke”

19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year

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This episode was hosted by Jennifer Sanasie.

Unpacking Hyperliquid's ATH with Michaël van de Poppe.

In today's Markets Outlook, Michaël van de Poppe, Founder and CIO of MN Capital and MN Fund, joins CoinDesk's Jennifer Sanasie to share why Hyperliquid is hitting new all-time highs. He makes the case for NEAR and Bittensor as undervalued AI crypto plays compared to overhyped tech IPOs, and explains why he's steering clear of privacy coins like Zcash. Plus, his key macro signals to watch over the next four to six weeks.

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Timecodes:

00:00 - What Michaël Is Watching in the Markets?

01:47 - Why European Traders Are Flocking to Hyperliquid

02:59 - HYPE Price Target & HYPE vs. Solana

05:09 - Responding to CME, ICE Regulatory Scrutiny of HYPE

07:27 - Are Altcoins Dead?

08:59 - The Case for NEAR Over AI IPOs

10:43 - Why Bittensor Could Reach $1,000-$2,000

12:48 - Privacy and Zcash

16:33 - Macro Outlook: Yields, the Fed, and What's Next

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This episode was hosted by Jennifer Sanasie.

At Consensus Miami, BitMEX co-founder and Maelstrom CIO Arthur Hayes joins CoinDesk Live to break down why AI-driven layoffs could create the next banking crisis and how bitcoin is already pricing it in. He also shares his updated BTC price target, his conviction bet on Hyperliquid, and why he thinks crypto regulation misses the point entirely.

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00:00 - Q1 No-Trade Zone and What Changed Arthur's View

02:34 - AI Layoffs, Over-Leveraged Economy, and the Coming Banking Crisis

04:57 - Why the Fed Is Missing the Problem and What Bitcoin Is Signaling

06:09 - Crypto Regulation, the CLARITY Act, and Why Arthur Doesn't Care

08:29 - Bitcoin $125K Target and the Money Printing Thesis

09:26 - Hyperliquid, Hype $150 by August, and Why Trading Apps Win

15:23 - Prediction Markets, Zcash, and Why Altcoins Will Never Die

MoonPay's newest acquisition and the launch of MoonPay Institutional.

Just announced, MoonPay is acquiring Sodot and launching MoonPay Institutional, a new division bringing professional-grade crypto infrastructure to banks, asset managers, and trading firms. MoonPay's Chief Legal Officer and Chief Administrative Officer, Caroline Pham, joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain the thesis behind the deal and why end-to-end blockchain infrastructure is now table stakes for institutions.

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Timecodes:

00:00 - What's Behind the Sodot Acquisition and What to Expect From MoonPay Institutional 04:54 - The $100M Bet on Institutional Crypto 07:09 - Do Crypto Companies Need an Institutional Play to Survive? 09:11 - Is Regulation the Real Driver of Institutional Adoption? 10:20 - Market Structure Legislation Timeline 11:04 - Is There Really Tension Between Banks and the Crypto Industry? 12:34 - How MoonPay Competes

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This episode was hosted by Jennifer Sanasie.

BTC's $1M prospects and Bitwise's Avalanche ETF with Matt Hougan.

In today's Markets Outlook, Bitwise CIO Matt Hougan joins CoinDesk's Jennifer Sanasie to make the case for $1 million bitcoin, breaking down why institutional demand is still just getting started and how global geopolitical chaos is actually accelerating crypto's rise as an apolitical currency. He also unpacks Bitwise's new Avalanche ETF (BAVA), what investors need to know about staking ETFs, and why Hyperliquid is forcing institutional players to rethink weekend trading.

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Timecodes:

00:00 - Bitwise's Matt Hougan Joins Markets Outlook
01:13 - Do We Need Another Bitcoin ETF?
05:53 - Matt's Take on the Quantum Threat to Bitcoin
07:30 - Geopolitical Chaos Is a Catalyst for Bitcoin
12:16 - What It Will Take to Reach $1M Bitcoin
13:28 - Bitwise's Avalanche ETF (BAVA)
16:15 - What Investors Need to Know About Staking ETFs
17:36 - Why HYPE is Appealing to Investors
 19:16 - What Happens if Bitcoin Breaks $75,000?

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This episode was hosted by Jennifer Sanasie.

What quantum means for Satoshi's bitcoin with Project Eleven CEO Alex Pruden.

Two recent landmark papers dramatically shortened the timeline for a quantum threat to blockchain security. Project Eleven CEO Alex Pruden joins CoinDesk's Jennifer Sanasie on Markets Outlook to break down what it means for Satoshi's bitcoin, why 35% of all bitcoin is already exposed, and what can actually be done to protect holdings right now.

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Check out CoinDesk’s latest research report as part of the Definitive Stablecoin Landscape Series, commissioned by Ripple: https://www.coindesk.com/research/the-definitive-stablecoin-landscape-series-north-america

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Timecodes:

00:00 - What You Need to Know About Quantum Computers
03:16 - The Breakthrough Papers Challenging the Quantum Timeline
04:59 - The 9-Minute Bitcoin Attack Window Explained
06:33 - Could a Quantum Computer Exist by 2030 and Can We Catch Up?
10:37 - Who's At Risk?
13:22 - Satoshi's Bitcoin and the $150B Question
17:00 - National Security Implications
19:56 - Predicting How the Quantum Risk Plays Out
21:46 - What Is the Cost of Migrating to Post-Quantum Cryptography?
24:51 - Are Institutions Paying Enough Attention?
28:06 - What You Should Know About Quantum Going into Consensus Miami 2026

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This episode was hosted by Jennifer Sanasie.

Zcash and privacy demand with Cypherpunk's Will McEvoy.

In his first-ever interview, Cypherpunk CIO Will McEvoy sits down with CoinDesk's Jennifer Sanasie to make the case that privacy is wildly undervalued and explains what it will take for the market to finally catch up. Plus, he shares his Zcash price prediction and outlines why an AI-driven reckoning may force people to confront how much privacy they've already surrendered.

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Timecodes:

01:19 - What Will Says the Market Is Getting Wrong About Privacy
02:48 - What Are We Giving Up For Convenience?
06:22 - Is Zcash Is the Tradable Monetary Unit of Privacy?
09:12 - Will's Zcash Price Prediction
10:44 - Zcash vs. Bitcoin vs. Gold on Privacy
15:06 - Do Privacy Coins Face Regulatory Risk?
16:59 - Cypherpunk's Investment in ZODL
19:42 - Cypherpunk's DAT Strategy
22:09 - The One Development That Could Catapult the Privacy Narrative

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This episode was hosted by Jennifer Sanasie.

The bull case for HYPE with Arthur Hayes.

Maelstrom CIO and BitMEX Co-Founder Arthur Hayes joins Markets Outlook to break down his renewed bull case for Hyperliquid's HYPE token — and why this week's record-breaking open interest on HIP-3 is making that case for him. Plus, he makes the case for Zcash as the privacy narrative heats up, and drops his latest bitcoin prediction.

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Check out CoinDesk’s research report on Pudgy Penguins at: https://www.coindesk.com/research/pudgy-penguins-challenging-the-pokemon-and-disney-legacy-in-the-global-ip-race.

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Timecodes:

01:17 - Why Hayes Flipped Bullish on Hype Again
03:41 - What Makes Hyperliquid Beat the Competition
05:58 - Trading Oil on the Weekend: The HIP-3 Moment
07:17 - What Would Make Hayes Exit His HYPE Position?
08:29 - GMX vs Hyperliquid
10:12 - What Else is Hayes Bullish On?
11:45 - Latest Bitcoin Price Target

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This episode was hosted by Jennifer Sanasie.

The next phase for stablecoins and a new product powered by Borderless with CEO Kevin Lehtinitty.

Borderless.xyz CEO Kevin Lehtiniitty joins CoinDesk's Jennifer Sanasie to discuss their new partnership with Dfns and the shift toward "Stablecoin 2.0" for global institutions.

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This episode was hosted by Jennifer Sanasie.

What's driving the markets as geopolitical tensions rise with the NYSE's Michael Reinking.

NYSE Senior Market Strategist and Head of the MAC Desk Michael Reinking joins CoinDesk's Jennifer Sanasie to break down what's driving markets as geopolitical tensions in the Middle East push oil prices sharply higher. Plus, he explains why the conflict is hitting Asia harder than the US, how volatility is triggering de-risking across asset classes, and what the surprising resilience in crypto and mega-cap tech could signal.

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This episode was hosted by Jennifer Sanasie.