It Wouldn't Be A Bitcoin Cycle Without a China Ban Rumor
The Breakdown12 Elo 2025

It Wouldn't Be A Bitcoin Cycle Without a China Ban Rumor

Bitcoin starts the week near all-time highs after a surprise Sunday night rally, even as rumors swirl of another China crypto ban. NLW unpacks why the reports are misleading, the real story of Beijing’s growing unease over Hong Kong’s new stablecoin regime, and what it could mean for capital controls. Plus, Harvard’s $116M Bitcoin buy signals a shift in institutional attitudes, and the White House crypto council sees a leadership change. 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(2053)

The 5 Most Important Stories in Crypto Last Week

The 5 Most Important Stories in Crypto Last Week

This Friday 5 runs through a week defined by Larry Fink’s renewed tokenization push, MicroStrategy’s move to eliminate default risk, major wealth platforms finally opening their doors to Bitcoin, and ...

6 Joulu 202512min

Fink, Armstrong, and the DealBook Turning Point

Fink, Armstrong, and the DealBook Turning Point

Larry Fink and Brian Armstrong hit the DealBook Summit with a message that couldn’t be clearer: crypto is now a mainstream financial conversation, not a curiosity. Their joint interview laid out Bitco...

5 Joulu 202510min

Tokenization’s Starting Gun

Tokenization’s Starting Gun

Larry Fink makes his most explicit case yet that tokenization is entering its internet-1996 moment, and the rest of Wall Street is suddenly lining up behind him. Today’s episode looks at why this shif...

4 Joulu 202511min

The Walls Around Crypto Are Finally Cracking

The Walls Around Crypto Are Finally Cracking

Today’s episode looks at how the traditional financial and policy apparatus around Bitcoin and crypto is shifting from quiet hostility to reluctant accommodation, and what that means for market psycho...

3 Joulu 202510min

Bitcoin’s Worst November in Years

Bitcoin’s Worst November in Years

November just logged Bitcoin’s ugliest performance since 2018, with a seasonally strong month instead turning into a mini crypto winter driven by thin liquidity, excess leverage, and global macro jitt...

2 Joulu 202512min

Bitcoin’s Fragile Recovery

Bitcoin’s Fragile Recovery

Bitcoin is climbing back from Friday’s drop, but the bounce looks weak and uncertain. Liquidity is shallow, flows are scattered, and the futures market just saw one of its sharpest resets of the cycle...

26 Marras 202511min

Scott Besson Walks Into a Bitcoin Bar

Scott Besson Walks Into a Bitcoin Bar

Bitcoin steadied after a brutal week that saw cascading liquidations, battered ETFs, and growing questions about whether the drawdown was macro-driven rather than crypto-specific. Analysts are watchin...

25 Marras 202510min

The Five Most Important Stories This Week

The Five Most Important Stories This Week

NLW and Scott Melker cover why this may be the first baby bear market in our new tradfi integrated paradigm. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watc...

23 Marras 202530min

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