Arthur Hayes Sold HYPE and NEAR, Mert Mumtaz Says That’s Missing the Point | Markets Outlook

Arthur Hayes Sold HYPE and NEAR, Mert Mumtaz Says That’s Missing the Point | Markets Outlook

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. - 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 - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0 - Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. - This episode was hosted by Jennifer Sanasie.

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Will Bitcoin Become Legal Tender in the U.S.? Plus, Why Crypto Isn’t Waiting for CLARITY

Will Bitcoin Become Legal Tender in the U.S.? Plus, Why Crypto Isn’t Waiting for CLARITY

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Strike CEO Jack Mallers, who explains why he stepped down as CEO of Twenty One Capital, m...

21 Sep 30min

Google & Apple Hunt for Crypto Talent | CoinDesk Daily

Google & Apple Hunt for Crypto Talent | CoinDesk Daily

The SEC approved its "innovation exemption" that brings stocks on-chain. Google and Apple are both hiring for digital-asset roles, from tokenizing real-world assets in Asia to Apple Pay strategy, a s...

21 Sep 2min

SEC Opens the Door to Tokenized U.S. Stocks After CLARITY Failure | CoinDesk Daily

SEC Opens the Door to Tokenized U.S. Stocks After CLARITY Failure | CoinDesk Daily

The SEC approved its "innovation exemption" that brings stocks on-chain. The SEC approved a five-year "innovation exemption" that lets firms trade real tokenized U.S. stocks on public blockchains, fa...

18 Sep 1min

Circle Launched Its Own Blockchain. What Happens to Ethereum? | Markets Outlook

Circle Launched Its Own Blockchain. What Happens to Ethereum? | Markets Outlook

Nikhil Chandhok, Chief Technology and Product Officer at Circle, joins CoinDesk Contributor Kate Irwin on Markets Outlook the day Arc mainnet goes live. Chandhok explains why gas on Arc is USDC and no...

16 Sep 20min

Senate Votes on Crypto's Clarity Act as Bitcoin Slides | CoinDesk Daily

Senate Votes on Crypto's Clarity Act as Bitcoin Slides | CoinDesk Daily

The CLARITY Act comes down to a procedural vote. The U.S. Senate votes today on whether to advance the Clarity Act, crypto's market structure bill. A pass moves the industry closer to its first clear...

15 Sep 1min

Should You Bet on AI or Crypto? Plus, the SEC’s Tokenized Stock Overhaul

Should You Bet on AI or Crypto? Plus, the SEC’s Tokenized Stock Overhaul

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Ram Ahluwalia, CEO and Founder of Lumida, who makes a non-consensus case that the Fed wil...

14 Sep 21min

Trump Agrees to Stricter Ethics Rules to Save the Clarity Act: Report | CoinDesk Daily

Trump Agrees to Stricter Ethics Rules to Save the Clarity Act: Report | CoinDesk Daily

Trump agrees to stricter ethics rules for CLARITY Act. President Trump agreed to about 80% of a stricter ethics package tied to the Clarity Act, clearing a path for a Senate cloture vote Tuesday. The...

14 Sep 1min

Kalshi Wants 24/7 Perps on Tesla, Apple & Nvidia | CoinDesk Daily

Kalshi Wants 24/7 Perps on Tesla, Apple & Nvidia | CoinDesk Daily

Kalshi wants 24/7 Tesla, Apple, and Nvidia perps. Kalshi is seeking approval for roughly 60 perpetual futures tied to individual stocks and ETFs, including Tesla, Apple, and Nvidia — which would be t...

11 Sep 1min

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