Bitcoin $80k, 'HYPE' Grows | Bloomberg Crypto 8/25/2026

Смотреть на YouTube ↗ | 25 августа 2026, 18:42 | 44:11 | Bloomberg Markets

Спикеры

Isabelle Lee — Репортер, Bloomberg

Ayesha Kiani — COO, Monarq Asset Management

Krista Lynch — Старший вице-президент по рынкам капитала ETF, Grayscale

Dushyant Shahrawat — Bloomberg Intelligence

Ryan Rasmussen — Глава отдела исследований, Bitwise

Norah Mulinda — Рыночный обозреватель, Bloomberg

Tyler Kendall — Мультимедийный редактор, Bloomberg

Patrick McHenry — Конгрессмен, Палата представителей США

Jonathan Levin — Columnist, Bloomberg Opinion

Bloomberg Crypto covers Bitcoin's rally to about $80,000 on debasement trade and ETF inflows, plus regulatory developments around Hyperliquid, prediction markets, and the Clarity Act. Guests discuss Zcash's ETF conversion, shifting custody preferences toward Coinbase and ETFs, crypto equities, and Bitwise's new tokenized stock portfolios. The show also touches on central bank digital currencies and the broader institutionalization of crypto market structure. - Bitcoin touches $80,000 after a 26% rally, with record spot ETF inflows. - Debasement trade and cold wallet hack drive a shift toward Bitcoin ETFs. - Grayscale's Zcash ETF conversion and privacy-token thesis are discussed. - Hyperliquid onshoring is framed as a major CFTC market-structure catalyst. - Clarity Act vote and prediction market regulation remain key Washington catalysts. - Bitwise launches automated token portfolios, betting on tokenized equities. - Crypto equities are highlighted as outperforming crypto assets in the first half. - Central banks are seen exploring CBDCs out of fear of dollar stablecoins.

Идеи

Isabelle Lee Репортер, Bloomberg 2:36

Bitcoin benefits from debasement trade.

Bitcoin's rally is being driven by the debasement trade: Treasury Secretary Scott Bessent's long-dated bond buybacks are seen weakening fiat currencies, making scarce fixed-supply assets such as Bitcoin more attractive as a hedge against fiscal strain.

Isabelle Lee Репортер, Bloomberg 3:10

Hacks shift custody to Bitcoin ETFs.

A hack that stole at least $100 million from cold wallets is shifting investor behavior toward holding Bitcoin through regulated spot ETFs from trusted managers like BlackRock and Fidelity, because those products offer market makers and custodians.

Ayesha Kiani COO, Monarq Asset Management 7:01

Prefer Coinbase and ETFs over cold storage.

Cold-wallet self-custody days are over after security concerns; investors will increasingly prefer onshore U.S. products such as Coinbase and ETFs or exchange-based custody rather than cold storage.

Ayesha Kiani COO, Monarq Asset Management 9:03

Crypto equities are emerging promising market.

Publicly traded crypto companies that build infrastructure and services are now moving differently from crypto assets, driven by idiosyncratic company developments and financial profiles; investors need crypto equity exposure to capture the full upside of the crypto universe.

Krista Lynch Старший вице-президент по рынкам капитала ETF, Grayscale 12:47

Zcash's privacy feature differentiates it.

Zcash is differentiated by capped supply, proof-of-work, and a privacy shield; privacy is becoming increasingly important in the AI era, and Zcash gives investors a way to diversify beyond Bitcoin, while its proactively fixed bug shows asset maturity.

Dushyant Shahrawat Bloomberg Intelligence 17:45

Hyperliquid onshoring is a major catalyst.

Hyperliquid is the biggest DeFi venue with about $114 billion in monthly perpetual futures volume and roughly $500 billion over six-to-eight months; U.S. regulators working to bring it onshore in a fully compliant manner is unprecedented and a major market-structure catalyst.

Ryan Rasmussen Глава отдела исследований, Bitwise 35:53

Tokenized equities are next massive wave.

Bitwise launched automated token portfolios because infrastructure and regulation are aligned; tokenized traditional assets and equities moving onto blockchain rails are the next evolution of ETFs and could become a multi-trillion-dollar market.