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 this week's 10X, Kaizen founder Brian Jung breaks down his MicroStrategy short.
Moody's Ratings Managing Director and Global Head of Digital Economy Fabian Astic explains how the firm is embedding credit ratings into tokenized securities on Solana and unveils the first-ever credit rating methodology for stablecoins.
Plus, Midnight Foundation President Fahmi Syed details the partnership with Bank of England-regulated Monument Bank and why privacy is becoming the missing piece for institutional adoption.
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Learn more at https://www.bullish.com/.
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Timecodes:
00:00 Welcome to Public Keys
00:52 BTC ETFs See $1.8B in Weekly Outflows
02:57 Strategy's Capital Plan and Bitcoin's Week
04:12 Is the Digital Asset Treasury Narrative Back?
06:37 Ethereum Foundation Departures and ETHlabs
07:06 SharpLink CEO Joseph Chalom Joins
08:15 Ethereum's Funding Crisis and the ETH Bull Case
10:25 Inside SharpLink's $75M Raise
13:36 ETH's Institutional Super Cycle and Price Outlook
15:19 Will the Clarity Act Pass This Year?
17:45 10X: Brian Jung's Strategy Short
19:16 Moody's Ratings Brings Credit Ratings On-Chain
19:46 Fabian Astic on the First Stablecoin Credit Rating
21:36 Do Stablecoins Need Ratings After the Genius Act?
23:17 Why launch token ratings on Solana and Canton first?
25:36 Collateral Mobility and $255T in Trapped Liquidity
28:46 Is Privacy the Missing Piece for Institutions?
29:02 Midnight's Fahmi Syed on the Monument Bank Deal
33:46 The Collateral Warehouse and Global Expansion
36:38 Thanks for Watching
