About this episode

Mert Mumtaz discusses market convictions and the implications of recent events in the cryptocurrency space.

Market convictions with Helius' Mert Mumtaz. On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability. - Timecodes: 00:00 - Institutional Capital Rotating into AI IPOs 01:53 - Met's 'Shield and Chill' Strategy 04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions 08:44 - Mert's Zcash Thesis 13:00 - Solana as the "Silicon Valley of Finance" 15:43 - Hyperliquid Thesis - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0 - Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. - This episode was hosted by Jennifer Sanasie.

People in this episode

Host: Jennifer Sanasie

Guest: Mert Mumtaz

Topics covered

• market convictions
• cryptocurrency
• Zcash
• Solana
• Bitcoin
• Arthur Hayes
• financial transparency

Keywords

• Arthur Hayes
• HYPE
• NEAR
• Zcash
• Solana
• Bitcoin
• Hyperliquid
• Clarity Act
• transparency
• institutional capital

Mentioned in this episode

Organizations: Helius, CoinDesk

Products: Zcash, Solana, BTC, Hyperliquid

More episodes of Markets Outlook

• Inside the Race to Fix Zcash's Shielded Pool Vulnerability | Markets Outlook · June 11, 2026 · 17 min
• Are Prediction Markets Killing Altcoins? | Scott Melker on Markets Outlook · May 28, 2026 · 21 min
• Why Michaël van de Poppe Sees $100 for HYPE | Markets Outlook · May 21, 2026 · 18 min
• Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Markets Outlook · May 14, 2026 · 17 min

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