On Markets Outlook, Strive VP of Bitcoin Strategy Joe Burnett sits down with Ray Salmond to explain why he thinks Fed rate hikes don’t matter for bitcoin in the long run, even as crypto markets slide. He breaks down how AI pulled capital away from bitcoin, why easing liquidity before the 2028 halving could set up a strong 2027, the math behind his $11 million-per-coin call for 2036 and how Strive decides when to buy bitcoin. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Timecodes: 00:00 - Strive’s Joe Burnett Joins Markets Outlook 01:31 - A Macro Reality Check for Bitcoin 07:09 - Do Fed Rate Hikes Matter for Bitcoin? 09:09 - The 2028 Halving and Bitcoin’s ‘Perfect Storm’ 11:37 - Did AI Break Bitcoin’s Four-Year Cycle? 15:08 - What’s Bitcoin’s Next Real Catalyst? 21:08 - The Path to $11M Bitcoin by 2036 26:14 - Why Strive Keeps Buying Bitcoin 29:18 - What Investors Miss About Bitcoin Treasury Companies 31:27 - Strive’s Approach to Custody 34:04 - How Much Bitcoin Belongs in a Portfolio? - #digitalfinance #finance #bitcoin Subscribe to CoinDesk on YouTube: https://www.youtube.com/user/CoinDesk?sub_confirmation=1 CoinDesk is the leading digital media, events and information services company for the crypto asset and blockchain technology community. Twitter: https://www.twitter.com/coindesk LinkedIn: https://www.linkedin.com/company/coindesk Instagram: https://www.instagram.com/coindesk Facebook: https://www.facebook.com/CoinDesk Newsletters: https://www.coindesk.com/newsletters CoinDesk Podcast Network: https://open.spotify.com/show/2jyIhkvAQhed8AWDZiPpSP Public Keys: https://open.spotify.com/show/1rqYzRV10nfKfoTpFXZhTE Markets Daily Crypto Roundup: https://open.spotify.com/show/7sDXM8BlxsUqzL2IqmLqwE The Policy Protocol: https://open.spotify.com/show/3Fh8ffulAWcCqMu0uVuwoj