The 2025 Bitcoin Year in Review
The Breakdown24 Joulu 2025

The 2025 Bitcoin Year in Review

The final episode of the year looks back at the forces that actually mattered for Bitcoin and crypto in 2025, and it’s not price. The conversation unpacks how institutional adoption turned Bitcoin into a normalized asset class across TradFi, how the regulatory environment shifted from crackdown to clarity through guidance, enforcement reversals, and stablecoin legislation, and how Trump-era crypto politics shaped the narrative without fully derailing the agenda. Then the focus turns forward to the three themes most likely to define 2026: tokenization and stablecoin implementation battles, the return of quantum risk as a real investor-facing question, and a macro setup dominated by Fed leadership uncertainty and a wide distribution of rate-cut outcomes. In the headlines: a year of normalization sets the stage for a year of infrastructure. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

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Jaksot(2065)

Crypto Daily 3@3 - 7.19 | BitMEX vs. CFTC / Bitcoin legal in China? / Ycash and Friendly Forks

Crypto Daily 3@3 - 7.19 | BitMEX vs. CFTC / Bitcoin legal in China? / Ycash and Friendly Forks

The CFTC's investigation of BitMEX is the latest in string of screws tightening on global exchanges touching US customers. In an interesting twist, a lawsuit leads to a Chinese court determining that ...

19 Heinä 201912min

Crypto Daily 3@3 - 7.18 | Libra Aftermath - G7, China, and Dalio's dystopia

Crypto Daily 3@3 - 7.18 | Libra Aftermath - G7, China, and Dalio's dystopia

Libra was a hotbutton issue at the G7 meetings - maybe the one thing they agreed on. Meanwhile, the project made news in China as Facebook's David Marcus revealed explicitly that it saw Alipay and Wec...

18 Heinä 201912min

Crypto Daily 3@3 - 7.17 | Libra Hearings Day 2 Recap - House Financial Services Committee

Crypto Daily 3@3 - 7.17 | Libra Hearings Day 2 Recap - House Financial Services Committee

On Day 2 of Libra hearings, Facebook's David Marcus testified in front of the House Financial Services Committee. And boy oh boy, it could not have been more different than yesterday. Today was massiv...

18 Heinä 201921min

Crypto Daily 3@3 - 7.16 | Libra Hearing Day 1 Recap - Senate Banking Committee

Crypto Daily 3@3 - 7.16 | Libra Hearing Day 1 Recap - Senate Banking Committee

Libra's David Marcus testified before a relatively hostile Senate Banking Committee today. In today's 3@3, we go over: 1) Facebook's trust problem; 2) the most important topics and themes of the quest...

16 Heinä 201917min

Crypto Daily 3@3 - 7.15 | Long Reads Sunday #55 Top 5

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Every Sunday, I put together a list of the top tweets, threads and essays shaping the crypto conversation. On Monday, I countdown my five favorites with BlockTV. Monday's Crypto Daily 3@3 is the audio...

15 Heinä 201921min

Crypto Daily 3@3 - 7.12 | Special Edition: Trump Gives Bitcoin A Mainstream Moment

Crypto Daily 3@3 - 7.12 | Special Edition: Trump Gives Bitcoin A Mainstream Moment

A very Trump-y special edition! On this episode, we look at 1) what happened with Trump’s Bitcoin/Libra tweet; 2) the crypto community’s response; 3) the surprisingly with it mainstream media response...

12 Heinä 201925min

Crypto Daily 3@3 - 7.11 | Comply or Die Token Sales | Turkey and CBDCs | Crypto Startup Studio

Crypto Daily 3@3 - 7.11 | Comply or Die Token Sales | Turkey and CBDCs | Crypto Startup Studio

On this episode, we discuss: 1) Reg A+ compliant token sales from Blockstack and YouNow and why it's becoming comply or die; 2) Turkey planning a central bank digital currency and how the crypto marke...

11 Heinä 201913min

Crypto Daily 3@3 - 7.10 | Alt Season Dreams & Nightmares | New Crypto Funding | Mr. Libra Goes To Washington

Crypto Daily 3@3 - 7.10 | Alt Season Dreams & Nightmares | New Crypto Funding | Mr. Libra Goes To Washington

We discuss: 1) the chatter around a potential alt season and what makes things different this time around; 2) new financing that shows where crypto investors heads are at (hint: infrastructure not app...

10 Heinä 201913min

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