🎬 On-Chain Data Shows Bitcoin Sellers Are Exhausted – What’s Next? w/ Mitchell Askew
Bitcoin is rallying despite a Fed rate hike and the failure of the Clarity Act, and the on-chain data suggests sellers may be nearly exhausted. Mitchell Askew, Head of Blockware Intelligence, breaks down long-term holder supply, which hit an all-time high of 15 million BTC this summer. He explains why so many coins sitting still signals more room for price to run. He also shares what Bitcoin ETF flows reveal about institutional buyers returning to the market.
Chapters:
➤ On-chain data suggests Bitcoin seller exhaustion, with long-term holder supply at an all-time high, indicating potential for further price appreciation.
➤ Bitcoin ETF flows show returning institutional interest, though their behavior mirrors traditional retail investors, exhibiting FOMO buying and selling at market extremes.
➤ The article discusses the diminishing relevance of the four-year halving cycle due to Bitcoin's increasing daily trading volume and the growing influence of institutional capital, alongside the impact of AI compute demand on Bitcoin mining hash rates.
#Bitcoin #Onchain data #Longterm holder supply #Bitcoin ETF #Institutional buyers #AI #Gen Z #Hash rate #Compute
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Friday, September 25, 2026
On-Chain Data Shows Bitcoin Sellers Are Exhausted – What’s Next? w/ Mitchell Askew
Friday, August 21, 2026
Securitize Down 26%: Why This Analyst Sees 3X Upside
🎬 Securitize Down 26%: Why This 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...
➤ Securitize's stock experienced a significant sell-off following its first earnings report, but analysts like Devin Ryan from Citizens see substantial upside potential driven by the growth of tokenization and increasing AUM.
➤ Pantera Capital's Cosmo Jiang highlights the convergence of AI and blockchain, suggesting Solana's efficiency makes it a prime candidate for powering the agentic economy, and introduces the S&P Pantera Digital Asset Index focused on fundamental value.
➤ Robinhood is expanding access to private markets for retail investors through new funds, aiming to replicate its success in public markets and capitalize on the trend of companies staying private longer, while also investing in blockchain infrastructure like the Robinhood chain.
#Securitize #tokenization #Devin Ryan #Citizens #Pantera Capital #Cosmo Jiang #AI #blockchain #Solana #Bitcoin ETF #Ethereum ETF #Robinhood #private markets #Y Combinator #S&P Pantera Digital Asset Index
Wednesday, August 12, 2026
ETFs Look Safer After Bitcoin Hack, Small Caps | ETF IQ 8/10/2026
🎬 ETFs Look Safer After Bitcoin Hack, Small Caps | ETF IQ 8/10/2026
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: JPMorgan Investment Management Chief ETF Strategist Jon Maier, BlackRock Head of Digital Assets Robert Mitchnick, Avantis Investors CIO Eduardo Repetto, and Raymond James Vice President of ETF Strategy Mayuranki De.
YouTube Chapters:
➤ Bloomberg ETF IQ discusses the growing trend of active ETFs, which have surpassed $2 trillion in assets, and the impact of Bitcoin ETF launches and a recent cold wallet hack on investor sentiment and institutional adoption.
➤ The segment highlights the performance of specific ETFs, including small-cap value and thematic ETFs like photonics, with insights from experts at JPMorgan Asset Management and BlackRock.
➤ Discussions cover the role of ETFs in model portfolios, the nuances of factor investing, and the increasing demand for diversified and accessible investment vehicles, even amidst market volatility and security concerns.
#ETF #Bitcoin ETF #Active ETFs #Fixed Income ETFs #JPMorgan #BlackRock #Photonics #AI #Small Cap Value ETF #Factor Investing #Cold Wallet Hack
Coinbase Missed Again, Strategy Sells Bitcoin, and Is PayPal for Sale?
🎬 Coinbase Missed Again, Strategy Sells Bitcoin, and Is PayPal for Sale?
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Clear Street Managing Directors and Senior Analysts Owen Lau and Brian Dobson to break down a heavy week of earnings: Strategy's first quarter selling Bitcoin, Coinbase's third straight quarterly miss and Stripe and Advent's bid for PayPal.
Then, after a look at ETF flows and Morgan Stanley's launch of the market's cheapest spot Ethereum and Solana ETFs at 14 basis points.
➤ MicroStrategy reported a net loss due to Bitcoin accounting but maintains a positive outlook based on its capital allocation strategy and potential for incremental Bitcoin yield per share.
➤ Coinbase missed earnings for the third consecutive quarter, with low trading volumes being a primary concern, though prediction markets showed significant growth.
➤ The discussion also covered ETF flows, with Bitcoin ETFs experiencing outflows while Ethereum ETFs saw inflows, and Morgan Stanley launching the cheapest spot Ethereum and Solana ETFs.
#MicroStrategy #Coinbase #PayPal #Bitcoin ETF #Ethereum ETF #Solana ETF #Morgan Stanley #Clear Street #AI #Data Centers #Stripe #Advent
Friday, July 24, 2026
Why Bitcoin Held While AI Chips Crashed
🎬 Why Bitcoin Held While AI Chips Crashed
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Ben Emons, Founder and Chief Investment Officer of FedWatch Advisors, to break down the market fallout from Moonshot AI's Kimi K3 and why the Fed is now actively debating rate hikes rather than cuts ahead of the August 7th CLARITY Act deadline.
Nadine Chakar, Managing Director and Global Head of Digital Assets at DTCC, explains how the firm moved tokenized securities into live production and...
➤ DTCC has successfully moved tokenized securities into live production, involving over 30 major financial firms, signaling significant institutional adoption and operational readiness for RWA.
➤ Market analysis highlights a decoupling between AI chip stock sell-offs and Bitcoin's price stability, with attention shifting to potential Fed rate hikes and the upcoming CLARITY Act deadline.
➤ The discussion also covers ETF flows, noting strong inflows into Ethereum ETFs, the launch of 2x leveraged Bitcoin and Ether ETFs, and the ongoing debate about Bitcoin's long-term trajectory mirroring gold's ETF history.
#Bitcoin ETF #Tokenized Treasuries #DTCC #AI #Fed Policy #CLARITY Act #Ethereum ETF
Inside the First 2X Leveraged Spot Bitcoin and Ether ETFs
🎬 Inside the First 2X Leveraged Spot Bitcoin and Ether ETFs
Direxion Global ETF Strategist Bilal Little joins CoinDesk’s Public Keys to explain why retail capital is chasing AI over crypto and why he thinks that's a mistake. Plus, the mechanics behind Direxion's 2X leveraged spot Bitcoin (BTCU) and Ethereum (EVMU) ETFs, and his take on Eric Balchunas's comparison of Bitcoin ETFs to gold's 22-year "triumph and pain" trajectory.
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➤ Direxion has launched the first 2X leveraged spot Bitcoin (BTCU) and Ethereum (EVMU) ETFs, aiming to provide amplified exposure for investors.
➤ The strategist notes a shift in retail capital towards AI themes, while emphasizing continued institutional adoption in crypto and the ETFs' role in providing liquidity.
➤ The discussion compares Bitcoin ETFs to gold's historical trajectory, highlighting the long-term potential of digital assets despite short-term market rotations and volatility.
#Bitcoin ETF #Ethereum ETF #Leveraged ETF #Direxion #Retail Capital #Institutional Adoption #AI Theme #Portfolio Construction #Eric Balchunas #Gold ETF #Digital Assets
Saturday, July 4, 2026
BTC ETFs Bled $4B in June, Strategy's Plan Forward and an Institutional Super Cycle for ETH?
🎬 BTC ETFs Bled $4B in June, Strategy's Plan Forward and an Institutional Super Cycle for ETH?
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by CoinDesk Indices and Data to break down nearly $1.8 billion in weekly Bitcoin ETF outflows, Strategy's new capital plan, and whether the digital asset treasury narrative is back.
SharpLink CEO Joseph Chalom joins to unpack the Ethereum Foundation's funding crisis, the launch of ETHlabs, and the company's $75 million raise, as he makes the case for an institutional supercycle in ETH. In ...
➤ Bitcoin ETFs experienced significant outflows in June, but experts suggest this is normal market fluctuation for institutional capital markets vehicles, not a cause for panic.
➤ SharpLink CEO Joseph Shalom discusses the future of digital asset treasuries, highlighting institutional adoption of tokenization and a potential 'super cycle' for ETH, despite short-term sentiment challenges.
➤ Moody's is embedding credit ratings into tokenized assets on Solana, a move seen as a significant step towards institutionalizing crypto by providing on-chain credit analysis for stablecoins and other tokenized instruments.
#Bitcoin ETF #Ethereum #MicroStrategy #Tokenization #Moody's #Stablecoins #Privacy #Midnight Foundation #SharpLink
Tuesday, June 30, 2026
How BlackRock Is Quietly Taking Over Bitcoin
🎬 How BlackRock Is Quietly Taking Over Bitcoin
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➤ BlackRock and Goldman Sachs are launching Bitcoin ETFs that utilize covered call strategies to offer monthly income, aiming for 15-25% annualized yields.
➤ These new products are seen as a direct challenge to MicroStrategy's (MSTR) business model, which previously offered leveraged Bitcoin exposure and commanded a significant premium.
➤ The analysis questions whether these ETFs are validating Bitcoin or 'domesticating' it by capping upside potential, and highlights the precarious financial position of MicroStrategy amidst this shift.
#BlackRock #Bitcoin ETF #MicroStrategy #Covered Call #ETF #Income #Yield #Options #Michael Saylor #Goldman Sachs #MSTR #Premium #Flywheel #Volatility #Asset Management
Wednesday, June 17, 2026
BLACKROCK SAYS BITCOIN IS GOING HIGHER & BIG RIPPLE XRP RLUSD NEWS!
🎬 BLACKROCK SAYS BITCOIN IS GOING HIGHER & BIG RIPPLE XRP RLUSD NEWS!
Crypto News: BlackRock's new bitcoin income fund offers cash flow alongside BTC exposure. BlackRock's Chief Investment Officer Rick Rieder says 'I think Bitcoin is ultimately going considerably higher'. Ripple invests in Flutterwave, pushing its stablecoin and XRP Ledger into payments across Africa. Squid adds Ripple's RLUSD stablecoin for cross-chain swaps.
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➤ BlackRock launched a Bitcoin income ETF and its CIO believes Bitcoin will rise significantly, while Ripple expands its stablecoin and XRP Ledger presence in Africa via a Flutterwave investment.
➤ The analysis highlights increasing institutional adoption in tokenized assets, with BlackRock setting a high bar for ETFs and Stage Street entering the stablecoin reserve management market.
➤ Coinbase is tokenizing US stocks with on-chain ownership, dividends, and redemptions, signaling a convergence of traditional and digital asset markets.
#BlackRock #Bitcoin ETF #Ripple #XRP Ledger #Stablecoin #RLUSD #Flutterwave #Tokenized Stocks #Coinbase #Stage Street #Money Market Fund #Digital Yuan
Tuesday, June 16, 2026
BlackRock Bitcoin SURGE: Unlocking $12 Trillion of Investment Money into Crypto
🎬 BlackRock Bitcoin SURGE: Unlocking $12 Trillion of Investment Money into Crypto
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➤ BlackRock's Chief Investment Officer, Rick Ryder, expressed a bullish long-term outlook for Bitcoin, despite short-term market dips attributed to Japan's interest rate hike.
➤ The article highlights BlackRock's new Bitcoin ETF (BIDA) as a key on-ramp for institutional capital, alongside a surge in interest for tokenized equities on Solana and the significant public debut of SpaceX.
➤ The discussion touches upon various crypto assets including XRP, Solana, and Bit Tensor, with a particular focus on decentralized AI solutions as an alternative to centralized entities, citing Grayscale's analysis.
#BlackRock #Bitcoin ETF #IBIT #Rick Ryder #BIDA #SpaceX #XRP #Solana #Bit Tensor #Ripple #Flutterwave #Robin Hood #Helium Mobile #Grayscale #Tokenized Equities
BlackRock Launches Bitcoin Income ETF with High-Teens Yield Target
🎬 BlackRock Launches Bitcoin Income ETF with High-Teens Yield Target
Global Head of Digital Assets at BlackRock, Robert Mitchnick breaks down the launch of the firm's newest bitcoin ETF, the Bitcoin Premium Income Fund (BITA). He tells CoinDesk’s Jennifer Sanasie why the covered call strategy targets a high-teens income yield, which investors this product appeals to, and more.
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➤ BlackRock has launched the Bitcoin Income Premium Fund (BITA), an ETF designed to generate income on Bitcoin holdings.
➤ The fund employs a covered call strategy targeting a high-teens income yield, aiming to attract yield-focused investors and potentially dampen volatility compared to direct Bitcoin exposure.
➤ BITA is positioned as an evolution of Bitcoin ETFs, appealing to retail, financial advisors, and institutional investors seeking yield alongside digital asset exposure.
#BlackRock #Bitcoin ETF #Income Yield #Covered Call #BITA #IBIT #Digital Assets #ETF #Yield Target
The Next Crypto Move? (Everyone Agrees)
🎬 The Next Crypto Move? (Everyone Agrees)
The next crypto bull run may be closer than many think, and top analysts, institutions, and investors are starting to agree. Today we cover the biggest crypto news, bitcoin market trends, and the altcoins positioned to benefit most from the next major move. Don't miss these key signals that could shape the future of crypto investing.
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➤ Discussion centers on the potential for a new crypto bull run, with analysts and institutions reportedly agreeing on its proximity.
➤ Key topics include Bitcoin's price action, accumulation trends by whales, and the launch of BlackRock's Bitcoin Premium Income Fund ETF, which aims to generate monthly income through covered calls.
➤ The analysis also touches on various altcoins like Solana, XRP, and Cardano, alongside macro factors such as upcoming Fed meetings and interest rate expectations, and the speculative potential of SpaceX's stock unlock schedule.
#Bitcoin ETF #BlackRock #Covered Calls #Income Generation #Interest Rates #Fed Meeting #SpaceX #MicroStrategy #Solana #XRP #Cardano #Ethereum #USDC #RWA #Tokenization
This Has Been Erased The BlackRock Bitcoin ETF Is Sending Very Strong Market Signals Right Now
🎬 This Has Been Erased The BlackRock Bitcoin ETF Is Sending Very Strong Market Signals Right Now
A lot of negativity in the cryptocurrency space is often entirely unwarranted. The last few weeks, despite any major or minor price movements have caused cryptocurrency investors to react in major ways, especially when it comes to selling off their assets. While the market might look a bit of a mess right now, indications are that companies, banks and huge corporations are still spending billions to buy up bitcoin at the moment, and while retail loses interest, the richest people on the planet a...
➤ The BlackRock Bitcoin ETF is sending strong market signals, with institutional investors like MicroStrategy continuing to accumulate Bitcoin despite short-term outflows from ETFs, which are deemed statistically insignificant by analysts.
➤ The discussion highlights a perceived bias in crypto news towards negativity, arguing that positive developments like ETF inflows are often overshadowed by minor negative events or speculative fears such as quantum computing risks.
➤ The piece also touches on broader market trends including potential regulatory clarity from the Clarity Act and SEC's agenda, and the increasing integration of payment giants like Visa and Mastercard into the crypto space, particularly with stablecoins.
#BlackRock #Bitcoin ETF #SEC #Eric Balchunas #MicroStrategy #Visa #Mastercard #stablecoins #Clarity Act #Jamie Dimon #JP Morgan