Are AI Chips the New Crypto Trade? | Markets Outlook

Are AI Chips the New Crypto Trade? | Markets Outlook

Pierre Rochard, CEO of The Bitcoin Bond Company, joins Jennifer Sanasie on Markets Outlook to unpack the narratives driving crypto markets heading into Q4. From his 80K year-end price target to his rebuttal of Mark Cuban's "chips are the new crypto" take, Pierre breaks down why Bitcoin's scarcity story remains intact and why miners pivoting to AI could actually be a tailwind for Bitcoin price. Plus, Bullish's new Head of Tokenization joins to unpack what it means to be the first regulated exchange to trade tokenized equity. - Timecodes: 00:00 - Pierre Rochard Joins Markets Outlook 00:56 - Watching the Fed and Treasury 02:14 - Pierre’s Bitcoin Price Target 02:24 - Responding to Mark Cuban: Chips vs. Bitcoin 06:01 - Why Cuban May Have Latched Onto the Wrong Narrative 07:25 - Will Retail Come Back to Bitcoin? 09:24 - Brand New Rails: Bullish Launches Tokenized Equity Trading 12:02 - Self-Custody vs. Exchanges Post-ColdCard 13:42 - The Best Ways to Get Bitcoin Exposure 15:32 - Bitcoin Miners Pivoting to AI 17:21 - Why Miners Leaving Is Actually Bullish for Bitcoin - 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. - This episode was hosted by Jennifer Sanasie.

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Kraken Parent Backs CFTC's Plan to Regulate Spot Crypto Without Congress

Kraken Parent Backs CFTC's Plan to Regulate Spot Crypto Without Congress

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Iran Tanker Attacks Push Oil Higher and Bitcoin Lower | CoinDesk Daily

Iran Tanker Attacks Push Oil Higher and Bitcoin Lower | CoinDesk Daily

Iran tanker attacks pulled Bitcoin lower. Bitcoin fell to around $84,000 as stepped-up Iranian attacks on tankers in the Strait of Hormuz lifted oil, Treasury yields, and the dollar. Traders are now ...

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Cloudflare CEO Says AI Agent Traffic Could Be 1,000X Human Traffic in Five Years

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Anvil Launches SDK as Founders Fund Leads $5M Token Investment | Markets Outlook

Anvil Launches SDK as Founders Fund Leads $5M Token Investment | Markets Outlook

Acronym Foundation President Tyler Spalding joins CoinDesk's Kate Irwin on Markets Outlook to break down the launch of the Anvil Protocol's SDK and what it means for bringing DeFi into everyday busine...

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Grayscale Says Investors Are Leaving ‘Money on the Table’ in Unstaked ETH ETFs

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CFTC Proposes Crypto Rules to Fill Congress's Gap | CoinDesk Daily

CFTC Proposes Crypto Rules to Fill Congress's Gap | CoinDesk Daily

The CFTC proposes two crypto trading rules. The CFTC is proposing two rules to regulate leveraged and margin-based crypto trading and create a new category of exchanges, but spot markets remain large...

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NYSE Owner Joins OKX to Launch Tokenized Stocks | CoinDesk Daily

NYSE Owner Joins OKX to Launch Tokenized Stocks | CoinDesk Daily

OKXICE files for 24/7 tokenized U.S. stock trading. OKXICE, a joint venture between OKX and NYSE parent ICE, has told the SEC it plans to launch a tokenized stock trading venue starting with more tha...

5 Loka 1min

Patrick McHenry Sees a Lame-Duck Window for CLARITY

Patrick McHenry Sees a Lame-Duck Window for CLARITY

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