Market Structure Thaw as Stablecoin Fight Intensifies

Market Structure Thaw as Stablecoin Fight Intensifies

As Washington digs out from a winter storm, there are signs that the long-stalled crypto market structure bill may be inching forward again, with behind-the-scenes negotiations aiming to revive a bipartisan path in the Senate Agriculture Committee. The episode unpacks the competing narratives around whether talks are truly back on track, the political tradeoffs shaping the next markup, and why stablecoin yield remains the most stubborn blocker. It also looks at how pressure is building from outside Washington, from Coinbase and Bloomberg’s Neil Ferguson pushing back on banking-lobby arguments, to new yield-bearing products from Bitwise and BlackRock that could make parts of the debate obsolete, before closing with a look at how Bitcoin miners’ grid-balancing role showed up during the latest round of extreme winter weather. 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

Episoder(2056)

The Macro Market Crash and the End of the Old Order

The Macro Market Crash and the End of the Old Order

Markets are selling off across the board as stocks, bonds, and the dollar all fall together, signaling something bigger than a routine drawdown. This episode unpacks why the latest crash feels like a ...

23 Jan 8min

The Stablecoin Yield Standoff

The Stablecoin Yield Standoff

Today’s episode digs into the deepening market structure fallout in Washington, tracing how Coinbase’s withdrawal from the bill triggered White House anger, exposed fractures across the crypto lobby, ...

21 Jan 8min

Bitcoin Wakes Up

Bitcoin Wakes Up

Bitcoin finally delivered a jolt of life, surging to $96,000 in its biggest move of 2026 and breaking a long stretch of boredom for crypto markets. The episode unpacks why this rally may matter less f...

15 Jan 8min

Phase Two of Institutional Bitcoin Adoption

Phase Two of Institutional Bitcoin Adoption

Bitcoin has spent the opening weeks of 2026 trading sideways, but beneath the surface a second phase of institutional adoption is taking shape. This episode unpacks why Morgan Stanley’s move toward a ...

14 Jan 9min

Powell Under Prosecution and the End of Fed Independence

Powell Under Prosecution and the End of Fed Independence

A seismic escalation in the clash between the White House and the Federal Reserve as reports emerge that Fed Chair Jerome Powell is under criminal investigation, raising unprecedented questions about ...

13 Jan 12min

Morgan Stanley Goes All In on Crypto

Morgan Stanley Goes All In on Crypto

Morgan Stanley makes a major bet on crypto adoption by filing for in-house Bitcoin and Solana ETFs, a sharp reversal that signals real demand inside its massive wealth management network and another s...

8 Jan 9min

Bitcoin’s Cautious Green Start to 2026

Bitcoin’s Cautious Green Start to 2026

Bitcoin is off to a quietly strong start to the year, notching its longest green streak in months and pushing back toward key resistance levels, but conviction remains conditional as traders debate wh...

7 Jan 9min

Venezuela Shockwaves and the New Geopolitics of Markets

Venezuela Shockwaves and the New Geopolitics of Markets

The capture of Venezuela’s president marks one of the most aggressive geopolitical moves in years, and markets are racing to figure out what it actually means. This episode unpacks why oil barely move...

6 Jan 11min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-politisk-preik
utbytte
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
lederpodden
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
liberal-halvtime
rss-sunn-okonomi
rss-pa-konto