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CoinDesk Podcast Network

Bitcoin ETFs Are Pulling in Hundreds of Millions; Can BTC Reach $100K by Year-End?

CoinDesk Podcast Network

CoinDesk

News, Tech News, Daily News, Business News

4.7698 Ratings

🗓️ 27 April 2026

⏱️ 32 minutes

🧾️ Download transcript

Summary

U.S. spot bitcoin ETFs cross $102B in net assets. On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Andy Baehr, Managing Director of Asset Management at GSR, to break down the firm's first-ever ETF, the GSR Crypto Core3, that gives investors actively managed exposure to Bitcoin, Ethereum, and Solana with weekly rebalancing and staking rewards. Nick van Eck, CEO and Co-Founder of Agora, unpacks why major US banking groups are pushing to slow down implementation of the Genius Act, and what Agora's National Trust Bank Charter filing with the OCC means for the future of stablecoin issuance. Plus, 21Shares Chief Investment Strategist Adrian Fritz joins to dig into the staggering ETF flows, with spot Bitcoin ETFs crossing $102 billion in net assets and Ethereum ETFs seeing the longest-ever inflow streak. Fritz weighs in on the five catalysts that could push BTC above $80,000 and why Hyperliquid stands out as altcoin season fades. - Timecodes: 00:00 Welcome to Public Keys 00:28 Bitcoin Eyes $80K, MSTR Adds 3,273 BTC 01:20 Kelp DAO Exploit Triggers $13B DeFi Wipeout 01:47 The Week Ahead: FOMC and Big Tech Earnings 02:10 Andy Baehr of GSR on BESO Core3 ETF 04:48 Morgan Stanley, Goldman Sachs and the Institutional ETF Wave 08:27 What's Next on GSR's ETF Roadmap 11:19 Nick van Eck on US Banks Delaying Genius Act Implementation 14:26 Why Agora Filed for OCC National Trust Bank Charter 19:01 Spot Bitcoin ETFs Cross $102B in Net Assets 19:54 Ethereum ETFs Hit Longest-Ever 10-Day Inflow Streak 22:01 Adrian Fritz of 21Shares on What ETF Flows Are Signaling 24:40 Five Catalysts That Could Push Bitcoin Above $80K 27:38 Macro Outlook: FOMC, PCE Data and Oil 29:00 Hyperliquid Stands Out as Altcoin Season Fades 31:04 Crypto Fear and Greed Index Climbs to 47 - This episode was hosted by Jennifer Sanasie.

Transcript

Click on a timestamp to play from that location

0:00.0

On today's public keys at the New York Stock Exchange, we tracked some staggering

0:03.3

ETF flows, including what is now the longest Ethereum ETF inflow streaks since launch.

0:08.0

We look at why banks are pushed back on the Genius Act implementation, and our crypto market

0:12.4

giant just became an asset manager.

0:14.9

GSR joins the show to talk about launching its first ever ETF.

0:18.1

I'm Jensen Assy.

0:19.1

Let's get into it.

0:40.5

Thank you. its first ever ETF. I'm Jensen Assy. Let's get into it. Happy Monday, everyone. Bitcoin spent the weekend knocking a very familiar door. Bitcoin was at around $78,000 at time of recording, and it's on pace for its best monthly performance in over a year, up more than 13% in April alone.

0:46.9

We watched Bitcoin push towards $79,000 midweek before sellers stepped in just below that $80,000 level.

0:49.0

That's the number of the market is locked on.

0:52.4

A clean break above $80,000 would be a significant signal.

0:54.9

We're not there yet, but the momentum is building.

1:01.2

Fueling that momentum, Tether's USDT supply has surged in the last two weeks. It's now sitting just under $190 billion. When stable coin supply grows like that, it typically means fresh capital is

1:06.9

flowing into the ecosystem. On the equity side, strategy, ticker MSTR, disclosed that it added more than 3,000

1:14.0

Bitcoin to its treasury, bringing its total holdings to 818,334 Bitcoin.

1:19.6

Next step, Defi is under serious pressure.

1:22.4

The $292 million kelp-out exploit, which has been linked to North Korea's Lazarus Group,

1:28.0

triggered a $13 billion wipeout in total value locked across decentralized finance.

1:32.7

Ave lost $8 billion in deposits in just 48 hours.

1:36.7

Avey is now leading a recovery coalition called DFI United to restore the backing of the

1:41.6

exploited token, R.S. ETH. This is a story we will continue to track.

1:46.5

And here's what we're watching for the rest of the week. Wednesday is massive. The Fed wraps its third FOMC meeting of the year.

...

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