Is the Saylor Playbook Cracking? Bitcoin's Biggest Buyer Just Became a Seller
On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by Two Prime Founder and CEO Alex Blume to discuss Bitcoin's range-bound price action, Strategy's accelerating Bitcoin sell-off, and why he's skeptical of the stablecoin consortium behind OpenUSD that knocked Circle lower.
In a taped interview from the NYSE floor, Securitize CEO Carlos Domingo breaks down the company's NYSE debut under the ticker SECZ via a SPAC deal, its more than $400 million raise, and its move to tokenize its own common stock on the Solana and Avalanche blockchains.
Plus, Lumida CEO Ram Ahluwalia makes sense of the macro picture — from MicroStrategy's shift from Bitcoin's marginal buyer to marginal seller and the bull case for Hyperliquid, to why he sees non-farm payrolls as "noise" under new Fed Chair Kevin Warsh.
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Learn more at https://www.bullish.com/.
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Register now for CoinDesk's Policy and Regulation event on September 22, 2026: https://policy-regulation.coindesk.com/.
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To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.
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Timecodes:
00:00 Welcome to Public Keys
00:22 Two Prime Founder and CEO Alex Blume on Bitcoin's Range
01:26 Strategy Sells 3,588 Bitcoin to Fund Dividends
03:53 How Bitcoin Breaks From the Strategy Narrative
05:46 Circle Drops 15% on OpenUSD Consortium News
09:13 Securitize (SECZ) Goes Public on the NYSE via SPAC
10:56 Why Securitize Chose a SPAC Over an IPO
12:10 Securitize Tokenizes Its Own Stock on Solana and Avalanche
13:33 Bitcoin, Ether and Hyperliquid ETF Flows
14:37 Lumida CEO Ram Ahluwalia on MicroStrategy's Shift to Selling
16:53 The Bull Case for Hyperliquid
17:37 Non-Consensus Picks: Quality Stocks and ICE
19:09 Why Non-Farm Payrolls Are 'Noise'
20:37 Fed Chair Kevin Warsh Won't Hike or Cut
21:44 Can AI Beat the Market?
23:41 Fear & Greed Index at 24
In a taped interview from the NYSE floor, Securitize CEO Carlos Domingo breaks down the company's NYSE debut under the ticker SECZ via a SPAC deal, its more than $400 million raise, and its move to tokenize its own common stock on the Solana and Avalanche blockchains.
Plus, Lumida CEO Ram Ahluwalia makes sense of the macro picture — from MicroStrategy's shift from Bitcoin's marginal buyer to marginal seller and the bull case for Hyperliquid, to why he sees non-farm payrolls as "noise" under new Fed Chair Kevin Warsh.
-
Learn more at https://www.bullish.com/.
-
Register now for CoinDesk's Policy and Regulation event on September 22, 2026: https://policy-regulation.coindesk.com/.
-
To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.
-
Timecodes:
00:00 Welcome to Public Keys
00:22 Two Prime Founder and CEO Alex Blume on Bitcoin's Range
01:26 Strategy Sells 3,588 Bitcoin to Fund Dividends
03:53 How Bitcoin Breaks From the Strategy Narrative
05:46 Circle Drops 15% on OpenUSD Consortium News
09:13 Securitize (SECZ) Goes Public on the NYSE via SPAC
10:56 Why Securitize Chose a SPAC Over an IPO
12:10 Securitize Tokenizes Its Own Stock on Solana and Avalanche
13:33 Bitcoin, Ether and Hyperliquid ETF Flows
14:37 Lumida CEO Ram Ahluwalia on MicroStrategy's Shift to Selling
16:53 The Bull Case for Hyperliquid
17:37 Non-Consensus Picks: Quality Stocks and ICE
19:09 Why Non-Farm Payrolls Are 'Noise'
20:37 Fed Chair Kevin Warsh Won't Hike or Cut
21:44 Can AI Beat the Market?
23:41 Fear & Greed Index at 24
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