The 5 Most Important Stories in Crypto Last Week
The Breakdown6 Des 2025

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 a macro backdrop where liquidity interventions are starting to matter again. It all culminates in a price week that didn’t resolve the bear case but made the conversation far more interesting, with volatility returning even if direction hasn’t. Headlines include: BlackRock’s policy-facing tokenization thesis, MicroStrategy’s $1.4B buffer, Vanguard and Bank of America shifting access, and the Fed’s early signals on easing.

Episoder(2055)

MicroStrategy’s Big Buy Raises New Questions

MicroStrategy’s Big Buy Raises New Questions

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10 Des 202510min

Crypto Regulation Hits a DeFi Wall

Crypto Regulation Hits a DeFi Wall

A crypto regulatory update looking at why the long-promised market structure bill is likely slipping into next year as negotiators get bogged down in stablecoin yield, conflict-of-interest language, a...

9 Des 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 Des 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 Des 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 Des 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 Des 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 Nov 202511min

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