Crypto’s Ownership Problem | The Breakdown

Crypto’s Ownership Problem | The Breakdown

What does it actually mean to “own” a token? As regulation catches up, the token economy may be facing its biggest identity crisis yet. Plus, a conversation with Paul Dylan-Ennis. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. – Follow Blockworks Research: https://x.com/blockworksres Follow Paul: https://x.com/post_polar_ Follow David: https://x.com/dcanellis — Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ — Timestamps: (00:00) Intro (00:57) You Will Eat The Bugs (03:18) Ownership Vs Access (06:23) Regulatory Arbitrage (08:55) DAS Promo (09:44) The Triangle of Decentralization (15:37) Onchain-Offchain Symmetry (17:14) Interview with Paul Dylan-Ennis - - Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.

Episoder(2049)

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 Mar 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 Mar 1h 3min

Crypto VC Is Not The Problem | The Breakdown

Crypto VC Is Not The Problem | The Breakdown

Are retail investors just exit liquidity? We unpack the token premium, forced price discovery, and what Ethereum and Tron data reveals about when fundamentals actually matter. Featuring insights from ...

3 Mar 31min

Is Crypto Becoming Fintech? | Nick Almond

Is Crypto Becoming Fintech? | Nick Almond

Crypto and fintech are converging. But who captures the value? Nick Almond on stablecoins, DAOs, and the future of capital formation. As always, remember this podcast is for informational purposes ...

26 Feb 32min

Fintech Might Absorb Crypto | The Breakdown

Fintech Might Absorb Crypto | The Breakdown

With no clear external enemy left, crypto may be facing its next antagonist: fintech. This episode explores whether crypto is winning — or being domesticated. Plus, a conversation with Nick Almond. ...

24 Feb 24min

Crypto Can Build The Agent Economy | The Breakdown

Crypto Can Build The Agent Economy | The Breakdown

Daniel Shapiro joins to break down why AI and crypto may be destined to converge — from agent payments and identity to privacy, data markets, and the next big investable primitive. Thanks for tunin...

19 Feb 28min

Crypto, AI and the Permanent Underclass | The Breakdown

Crypto, AI and the Permanent Underclass | The Breakdown

Some worry that AI could create a permanent underclass. Can crypto’s next primitive change that — or will value accrue elsewhere? Plus, insight from Daniel Shapiro, Blockworks Research analyst Thanks...

17 Feb 27min

 Crypto Can’t Accept That It’s a Subculture | The Breakdown | Full Interview

Crypto Can’t Accept That It’s a Subculture | The Breakdown | Full Interview

Paul Dylan-Ennis joins David Canellis to discuss decentralization theater, public goods, and the growing tension between crypto’s ideological roots and market-driven reality. – Follow Blockworks Res...

12 Feb 35min

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