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Founder & Host @Coinage_media @Market_Signal_ building onchain media @Trustless_media | Past: @YahooFinance @CNBC & @Harvard | $COINAGE
Articles by Zack Guzman
James Talarico's Odds to Defeat Ken Paxton in Texas Hit All-time High Original
James Talarico has the best shot to win a Senate seat in Texas for a Democrat in decades. On election day, his odds are sitting at all-time highs since the race began against Republican Ken Paxton. Traders on Kalshi are currently giving Talarico a 74% shot at winning the race — up from 20% at the start of the midterm election year. Polling has also reflected similar sentiment shifting against Ken Paxton, who picked up President Trump's endorsement this summer.
Why Bitcoin Could Win Even If the AI Bubble Bursts: Bitwise CIO Original
Wall Street is increasingly questioning whether the artificial intelligence boom has gotten ahead of itself. But as investors debate whether AI will deliver an economic revolution or another painful market correction, Bitwise Chief Investment Officer Matt Hougan sees an unlikely winner in either scenario: Bitcoin.
Is Lighter Still The Best Bet On Robinhood Scaling Onchain Derivatives? Original
When Robinhood unveiled plans to bring perpetual futures trading to its U.S. customers through its own derivatives business and Bitstamp, it raised an uncomfortable question for one of its most prominent decentralized finance partners: Where does that leave Lighter? The announcement at Robinhood's September Summit put the brokerage on a path to offer U.S. investors leveraged exposure to cryptocurrencies including Bitcoin, Ethereum, and Solana.
How Robinhood's Prediction Markets Became Their Fastest-Growing Product
Robinhood's prediction markets business is booming, with quarterly revenue surging more than sixfold as traders increasingly bet on everything from Federal Reserve decisions to Bitcoin price moves. In fact, prediction markets have become Robinhood's fastest-growing product ever launched, and the company's latest earnings suggest that they are evolving into something much bigger.
Coinbase Posts Prediction Market Trading Boost As Crypto Cools In Q3
Coinbase's third-quarter revenues came in slightly below analysts expectations on Thursday, but growing prediction market traction spotlighted an increasingly diversified picture for the exchange. Coinbase posted net revenues of $1.16 billion, down 34% from $1.76 billion a year ago, as subdued crypto volatility and lighter trading activity pressured the core business. Analysts were expecting a top-line number at $1.21 billion.
Why Bitcoin's Next Big Opportunity Could Be Earning Yield Without Selling Original
With a more sophisticated and increasingly institutional holder base, Bitcoin yield opportunities have never been more popular. A new wave of crypto startups are now betting that the next big thing may have less to do with Bitcoin's price and more to do with what investors can earn while holding it. That's the idea behind HoneyB, a Bitcoin yield platform being developed by Nectar Group, which recently raised $5 million at a $30 million valuation.
Why BitGo CEO Mike Belshe Sees a $70 Trillion Opportunity in Tokenization
For years, the cryptocurrency industry has looked to Wall Street for its next wave of growth. But as traditional financial institutions increasingly embrace blockchain technology, BitGo CEO Mike Belshe believes the biggest opportunity may have finally arrived. While the cryptocurrency market has grown into a multitrillion-dollar asset class, the traditional markets that are in the process of coming onchain are vastly larger. "The crypto industry...
Why BitGo CEO Mike Belshe Sees a $70 Trillion Opportunity in Tokenization
For years, the cryptocurrency industry has looked to Wall Street for its next wave of growth. But as traditional financial institutions increasingly embrace blockchain technology, BitGo CEO Mike Belshe believes the biggest opportunity may have finally arrived. While the cryptocurrency market has grown into a multitrillion-dollar asset class, the traditional markets that are in the process of coming onchain are vastly larger. "The crypto industry...
Why an AI Crash Could Spark Bitcoin's Next Big Rally: Arthur Hayes
The biggest threat to the artificial intelligence boom could turn out to be one of the biggest catalysts for Bitcoin's next rally. At least, that's the unconventional thesis being advanced by Arthur Hayes, the outspoken crypto investor who believes a reckoning in the AI industry could force governments to unleash another wave of money printing.
Why OKX And NYSE Are Going All-In on 24/7 Stock Trading
Wall Street's next big transformation may not be about which stocks investors buy, but when they're allowed to buy them. That vision took a significant step forward this month when OKX and Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, filed with the Securities and Exchange Commission to launch a platform offering round-the-clock trading in tokenized U.S. stocks.
The Most Overlooked Opportunities in Crypto As Grayscale Predicts A Tokenization Boom
As investors chase the latest crypto winners, the head of research at one of the top crypto firms believes some of the biggest opportunities in the market may be hiding in plain sight.
Tom Lee's Bitmine Buys Another $31 Million in Ethereum, But There's a Catch
Bitmine Chair Tom Lee is still buying Ethereum — but it seems like the buying spree is running out of gas. Lee announced his Ethereum treasury company Bitmine purchased another $31.6 million in ETH last week, but also made clear that the company does not intend to acquire more than 5% of the total outstanding supply.
Why a Bond Market Crisis Could Push Bitcoin Back Above $100K: Fundstrat
Investors are increasingly paying attention to trouble in the bond market — and that could mean great things for Bitcoin. That is the emerging thesis from Fundstrat Head of Digital Asset Strategy Sean Farrell, who argues that rising Treasury yields, mounting government borrowing costs, and the policy response they could eventually force may be creating a surprisingly bullish backdrop for Bitcoin.
Why Bitcoin Could Hit $100K by Year-End, Says Eric Jackson
Despite the recent pull-back, Bitcoin may have farther to run before year-end. That is the view of SRX Global Head of Asset Management Eric Jackson, who says Bitcoin's recent breakout has become durable enough that the world's largest cryptocurrency could climb to $100,000 before 2026 wraps up. "I think we're sort of on the track towards 100K by the end of this year," Jackson told Coinage in a new interview. It is not a call he makes without qualification.
Tom Lee's Bitmine Buys Another $46 Million Worth of Ethereum
Tom Lee's Bitmine just bought another $46 million worth of Ethereum, pushing its holdings above 6 million ETH for the first time as the company closes in on its goal of owning 5% of the cryptocurrency's entire supply. Bitmine Immersion Technologies said Monday that it acquired another 17,362 ETH over the past week, worth roughly $46.8 million. The latest buy brings Bitmine's total holdings to 6,001,302 ETH, worth approximately $16.2 billion, and now roughly 4.9% of all outstanding Ethereum.
Bitmine Chair Tom Lee Says Ethereum Could Surge Past $5,000 This Year
There are Ethereum bulls — and then there is Bitmine Chairman Tom Lee, who is increasingly vocal about why he thinks Ethereum may be on the precipice of a major breakout. In a new interview with Coinage, Lee predicts that the increasing trend of Wall Street tokenizing assets could power Ethereum to a new all-time high as soon as this year, with ETH breaking its prior high of around $5,000.
Why the Bitcoin Rally to $250K Has Begun: Hedge Fund Manager Mark Yusko
Hedge fund manager Mark Yusko seen it all in the crypto ups and downs. As an early Bitcoin investor, that's enabled him to avoid big drawdowns — just as he did last year. But the Morgan Creek Capital Management founder now says Bitcoin has undergone a significant change beneath the surface in recent weeks. After months in which rallies were met with selling, Yusko believes Bitcoin is on a new path to a new all-time high of $250,000.
Why Hyperliquid Can Still Surge 250% Higher, According to Multicoin
Hyperliquid has already become one of crypto's hottest trades. And one of the largest crypto funds, Multicoin Capital, thinks it could still have much more room to run. The crypto-focused investment firm famous for being early to Solana sees another 250% left in HYPE, the native token of "the everything exchange" that is increasingly getting bought back and burned as Hyperliquid's revenues explode.
Why Franklin Templeton Thinks Wall Street Is Underestimating Crypto’s Impact
Wall Street spent years debating whether crypto deserved a place inside the financial system. Franklin Templeton increasingly thinks that debate has it backwards. The more important question may be how much of the existing financial system eventually starts behaving like crypto. For Chris Perkins, head of Franklin Crypto, the shift is already underway. "Every institution is integrating blockchain technology in one way, shape or form," Perkins told Coinage. "Market structure is changing overnight.
House Crypto Chair Bryan Steil On Why the CLARITY Act Can Pass the Senate
The biggest test yet for crypto legislation in Washington could come down to a simple question Tuesday: Can the CLARITY Act get 60 votes in the Senate? Rep. Bryan Steil (R-WI) thinks it can. "Tomorrow's vote is huge in the Senate," Steil, the chairman of the House Financial Services Subcommittee on Digital Assets, Financial Technology and Artificial Intelligence, told Solana Policy Institute President Kristin Smith in a new Coinage interview. "Can they hit 60 on a motion to proceed?
SEC Commissioner Hester Peirce Responds to Tokenized Stocks Uproar
Wall Street has a new fight on its hands: what exactly counts as owning a stock once that stock moves onchain? That question erupted into public view as AMC CEO Adam Aron and Robinhood CEO Vlad Tenev sparred over tokenized stocks, with critics questioning whether digital representations of public shares can really offer investors the same thing as owning the underlying equity. SEC Commissioner Hester Peirce is not taking sides in that particular fight.
Why SEC Commissioner Hester Peirce Is Confident the CLARITY Act Can Pass
Washington has spent years promising the crypto industry that regulatory clarity was coming. SEC Commissioner Hester Peirce thinks the wait may finally be close to over.
How Billionaire VC Bill Tai Thinks AI Will Reshape the Global Economy
Artificial intelligence may be creating one of the largest investment booms in history. But billionaire venture capitalist Bill Tai thinks the more important story is what comes after all the data centers get built.
Why Tech Workers Are Borrowing Against Their Startup Shares: Techdollar CEO
Silicon Valley has spent years creating paper millionaires. Now a new corner of private credit is trying to figure out how to let them spend some of that wealth without selling the shares that made them rich in the first place. That is the bet behind Techdollar, a startup building lines of credit against equity in privately held technology companies.
How Hunter Biden’s Laptop Memecoin Could Help Base Compete With Robinhood
"I think we've seen over the last few years that the sort of more cultural or speculative assets will always be a force onchain and they will always be a deeply polarizing topic," Cutler tells us. "We know that this is never completely going away … but we do see that the growth of the onchain economy is likely not going to come from more and more of these types of assets.
Why Bitcoin Could Reach a $12 Trillion Market Cap, According to Anthony Scaramucci
Anthony Scaramucci has been around Bitcoin long enough to know that Washington can make things very difficult without necessarily breaking the investment case for it. That may be especially true now. The SkyBridge Capital founder remains convinced Bitcoin has considerably more room to run, even as he grows increasingly skeptical that Congress will deliver the regulatory clarity the crypto industry has spent years waiting for.
Crypto’s Next Bull Market Could Be Led by Wall Street, Not Retail
For basically the entire history of crypto, Wall Street has been late. Retail bought Bitcoin before institutions cared. Retail piled into ICOs before banks knew what Ethereum was. Retail kicked off DeFi summer, the NFT boom, and just about every speculative frenzy crypto has ever produced. This time, something strange appears to be happening. The order may have flipped.
Hyperliquid’s Crypto Token Is Up 220%: Why It Could Keep Climbing
The "everything exchange" known as Hyperliquid has already enjoyed a banner year — with its token surging 225% while Bitcoin remains in the red. It's crossed the chasm from mostly being used to trade crypto, to gold, to oil, to tokenized stocks — and now, it has its eyes set on even more, according to the CEO of the largest Hyperliquid treasury company, Hyperliquid Strategies.
Why Figure Could Be One of Crypto’s Most Undervalued Stocks
Crypto has spent years promising that blockchain technology would eventually make financial markets cheaper, faster, and more efficient. Figure may finally be offering investors a way to test that thesis. The numbers from the quickly growing financial player have been increasingly difficult to ignore. Marketplace volumes grew 130% year over year. Revenue rose 95%.
Why A New Bitcoin Bull Market Is Finally Here
After three consecutive newsletters warning you Bitcoin had bottomed, we finally feel vindicated after Bitcoin's 22% pop last week. This week, we chatted with CryptoQuant founder Ki Young Ju about what comes next — and why waiting for a pullback might be a mistake if you missed the run. I walked through many of these reasons recently on YahooFinance last week, but as Ki echoes in our discussion this week, this is a very strong set up for the weeks ahead.
Why A New Bitcoin Bull Market Is Finally Here
After three consecutive newsletters warning you Bitcoin had bottomed, we finally feel vindicated after Bitcoin’s 22% pop last week. This week, we chatted with CryptoQuant founder Ki Young Ju about what comes next — and why waiting for a pullback might be a mistake if you missed the run. I walked through many of these reasons recently on YahooFinance last week, but as Ki echoes in our discussion this week, this is a very strong set up for the weeks ahead.
Why Bitcoin Is Surging 21% After the Treasury’s Bond Market Intervention
Bitcoin is enjoying its best week in years — surging more than 20% — after the U.S. Treasury signaled that it's stepping in to help push longer-dated bond yields lower. Even though interest rates have snapped back since Treasury Secretary Scott Bessent made the announcement on Wednesday, Custodia Bank founder Caitlin Long explained to Coinage why Bitcoin may be poised to continue benefitting from the news.
Why Trump’s Crypto Advisor Is Optimistic on the CLARITY Act Passing
Despite the CLARITY Act missing its deadline for a vote ahead of the Senate's August recess, President Trump's highest advisor on crypto is still optimistic it can get passed. In fact, he's more optimistic than ever. "I would say I'm as bullish, as optimistic as I've been throughout," Patrick Witt, the executive director of the President's Council of Advisors for Digital Assets, told Coinage at the SALT Wyoming Blockchain Symposium.
Signature Bank Founder Expands N3XT Digital Dollar to Take on Stablecoins
NDD pushes that idea one step further. A business does not necessarily need to be a N3XT banking customer to hold or transact with the token. For now, outside wallets must be nominated by an existing N3XT client. The company says it plans to allow any business to nominate a wallet within the next month.
Bitcoin May Have One More Drop Before the Next Bull Run: Fundstrat
Bitcoin bottoms rarely arrive with a bell. More often, they arrive after everyone gets bored. That may be roughly where crypto investors find themselves today. Bitcoin has spent weeks chopping around after a brutal drawdown, some of the biggest risks hanging over the market have begun to fade, and signs of a longer-term bottom are starting to stack up. But Fundstrat Head of Digital Asset Strategy Sean Farrell still thinks there may be one more "sharp move" lower first.
Nvidia CEO Jensen Huang Sells Wall Street on Compute as a Commodity
Wall Street has already made billions betting on the companies selling the picks and shovels of the AI boom. The next opportunity may be figuring out how to trade the thing everyone is digging for: Compute. That may sound like semantics, but now, after Nvidia CEO Jensen Huang convened partners spanning BlackRock, Apollo, and Blackstone for a new $500 billion initiative — it's much, much more. Sure, Nvidia sells chips. And cloud providers rent computing power. Data centers house the machines.
Is the Bitcoin Bottom In? Fairlead's Katie Stockton Says These Signals Matter Most
Markets rarely ring a bell at the bottom. More often, the selling simply starts running out of steam. That may finally be happening for Bitcoin. After months of weakness pushed Bitcoin toward $60,000, Fairlead Strategies founder and Amplify Fairlead Tactical Bitcoin ETF portfolio manager, Katie Stockton, says some of the long-term technical signals she watches are beginning to turn in a way that could point to something more significant than another temporary bounce.
Is the Bitcoin Bottom In? Fairlead's Katie Stockton Says These Signals Matter Most
Markets rarely ring a bell at the bottom. More often, the selling simply starts running out of steam. That may finally be happening for Bitcoin. After months of weakness pushed Bitcoin toward $60,000, Fairlead Strategies founder Katie Stockton says some of the long-term technical signals she watches are beginning to turn in a way that could point to something more significant than another temporary bounce.
How Binance.US Is Planning An American Comeback, With or Without CLARITY
"Customers in the US chose Binance.US," he said, looking back to the growth the company was enjoying. "We just got to get back to that original place, a little higher than that." That will require Binance.US to stand out in a much more competitive market than the one it previously occupied. Coinbase has expanded beyond spot crypto trading into payments, cards, banking-like products and institutional services.
Why Investment Leader Franklin Templeton Thinks Crypto Could 10x This Cycle
Crypto winters have a way of shrinking expectations. Prices fall. Deal flow slows. And lofty predictions of uptake invariably fall back down to Earth. But this time, Franklin Templeton's Sandy Kaul sees something very different happening beneath the surface. "I think that we got up to about $4 trillion in this last bull market," Kaul, Franklin Templeton's Head of Digital Assets and Innovation told Coinage at The Tie's Out East Summit. "I think we're going to see multiples of that move into crypto.
A Major Bitcoin Signal Is Flashing Green
Happy Monday! The CLARITY Act is facing its final make-or-break moment in Washington this week — and markets are recovering from the big blow up at the AI fund Situational Awareness, which offloaded its public trading book to Citadel in a firesale. But as we discussed today with Dragonfly GP Rob Hadick — that may be a sign of the tides starting to turn in crypto’s favor. If things look shakier and shakier in the AI trade, where will those funds rotate next?
A Major Bitcoin Signal Is Flashing Green
This week is the final week before the Senate's August recess. Hopes for the CLARITY Act are hanging by a thread as the crypto industry awaits a cloture vote to move the bill forward. The hope is that the last bipartisan compromise on ethics was enough to both get moderate Democrats to hold their nose and vote yes, while also being palatable for President Trump. But as Punchbowl's Brendan Pedersen points out — the progressive Democrat wing, led by Sen.
These Two Senate Signals Could Decide Crypto's CLARITY Act
The second signal would come from Democrats themselves. So far, the negotiations have revolved around several familiar disputes: ethics restrictions on federal officials, protections for software developers and rules governing crypto exchanges. But the Senate has not yet seen the kind of public commitment that turns legislative language into votes. "What we haven't seen yet is specifically the language that would bring votes," Smith said. The most important outstanding dispute appears to be ethics.
How Robinhood Built a $450M Blockchain in Three Weeks
But unlike other chains that only led with memecoins, Robinhood is hoping to continue leveraging the momentum as a foundation for products with potentially much broader appeal, including perpetual futures, lending and tokenized equities. The company's stock tokens are already available through Robinhood Wallet in more than 120 countries, opening access to U.S. equities for users who may otherwise face commissions, inconvenient market hours or limited access to American exchanges.
Why Strategy’s $500M-Plus Raise Could Signal the Bitcoin Bottom
Crypto bottoms rarely arrive with good news. They tend to show up when exchanges are shutting down, once-promising projects are filing for bankruptcy, and even the industry's strongest believers are beginning to wonder how much worse things can get. That is roughly where crypto finds itself today. And yet, one of the market's biggest overhangs may finally be starting to lift. Strategy raised approximately $544 million last week, primarily through the sale of its common stock.
Odds of the CLARITY Act Passing Are Faltering, Despite Industry Push
"I don't think it's priced in. ... If it does pass, there's a huge surprise-to-the-upside potential," Tapscott said, pointing to companies such as Coinbase, Circle and Robinhood as businesses that could benefit from a regulatory environment that makes it easier to operate in the United States. Tapscott also contrasted the uncertainty surrounding CLARITY with the passage of the GENIUS Act, which established a federal framework for payment stablecoins.
Why Trump’s Plan for More Iraqi Oil Won’t Lower Prices
President Donald Trump says more Iraqi oil is coming — and that American companies will help bring it to market. But according to oil analyst Stephen Schork, producing more crude is not the problem. Getting it out of the region is. "Iraq could double its oil production," Schork, principal of The Schork Group, told Coinage in a new interview.
Oil Expert Stephen Schork Warns Prices Could Spike Again to $113
Oil prices are rising again as the conflict with Iran threatens to disrupt two of the world's most important energy shipping routes. But according to oil analyst Stephen Schork, the market is still failing to price in just how quickly the situation could deteriorate. With West Texas Intermediate crude trading around $80 per barrel, Schork sees a path toward $86, then $96, and potentially as high as $113 before the end of July if the conflict expands into a broader regional war.
Why Robinhood Could See a Prediction Markets Earnings Boost
Robinhood's next earnings surprise may have little to do with stocks or crypto. Heading into its second-quarter report at the end of July, the trading platform is likely seeing a sharp acceleration in prediction-market activity, according to Fundstrat's Sean Farrell. In a new interview with Coinage, Farrell estimated that the growth in the new trading arena may still be underestimated by investors more focused on dedicated prediction-market platforms like Kalshi and Polymarket.
Odds of Crypto’s CLARITY Act Sink Despite Latest Trump Push
That demand has become even more contentious following financial disclosures showing that crypto businesses associated with Trump and his family generated roughly $1.4 billion in income in 2025. The White House has denied that the president or his family have engaged in conflicts of interest.
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