Crypto's Institutional Summer: Perps, Policy, and the Ethereum Surge
The Breakdown26 Heinä 2025

Crypto's Institutional Summer: Perps, Policy, and the Ethereum Surge

This week's Friday Five dives into a deceptively quiet but consequential stretch for crypto. NLW and Scott Melker break down Dan Tapiero’s massive $50 trillion crypto prediction, institutional progress like JPMorgan’s collateralized crypto lending and Christie's $1B real estate crypto push, and how Ethereum is finally finding its moment. Plus, a look at the evolving Senate version of the crypto market structure bill, lobbying momentum in D.C., and Coinbase’s bold new move with U.S.-based perpetual futures. The theme? The institutional floodgates are opening—and crypto is normalizing fast. Brought to you by: Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. To learn more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grayscale.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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

Jaksot(2055)

Investor Relations in the Onchain Era

Investor Relations in the Onchain Era

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparenc...

24 Maalis 21min

Are We Measuring Crypto All Wrong? | Nick Almond

Are We Measuring Crypto All Wrong? | Nick Almond

While The Breakdown is between seasons, we’re sharing the full version of a past conversation with Nick Almond. The discussion explores how to think about crypto networks, why common metrics can be mi...

24 Maalis 27min

The Macro Chain Reaction of Oil Shocks | Forward Guidance

The Macro Chain Reaction of Oil Shocks | Forward Guidance

While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance. Felix is joined by Bob Elliott to break down how oil shocks impact inflation, growth, and central bank poli...

19 Maalis 48min

Why I’m Hosting The Breakdown | David Canellis | The Breakdown

Why I’m Hosting The Breakdown | David Canellis | The Breakdown

As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and the industry’s next phase. – Follow David: https:/...

17 Maalis 22min

The Real Forces Moving Bitcoin Now | Marc Arjoon

The Real Forces Moving Bitcoin Now | Marc Arjoon

Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market. As always, remember this podcast is for i...

12 Maalis 33min

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown

From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fading. Plus, a conversation with Marc Arjoon. As ...

10 Maalis 22min

AI Agents and the Next Wave of Crypto Demand | The Breakdown

AI Agents and the Next Wave of Crypto Demand | The Breakdown

How should crypto tokens be valued? Haseeb Qureshi breaks down why cash-flow rights won’t “fix” prices, and how AI agents transacting on-chain could drive the next wave of demand. As always, rememb...

5 Maalis 33min

Introducing: Inflection Point | The Crypto-TradFi Convergence

Introducing: Inflection Point | The Crypto-TradFi Convergence

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial...

5 Maalis 1h 3min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-lahtijat
rss-doulapodi
rss-paasipodi
juristipodi
rss-sisalto-kuntoon
rss-muutoksenanatomiaa-podcast
rss-startup-ministerio
rss-uppoava-vn-laiva
rss-bisnesta-bebeja
rss-seuraava-potilas