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 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 Marc: https://x.com/marcarjoon Follow David: https://x.com/dcanellis — Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ — Timestamps: (00:00) Introduction (01:34) Do Halvings Still Matter (03:45) Miner Supply And Profitability (08:06) Will AI Shift Move BTC (10:15) Nexo Ad and DAS Promo (11:28) ETFs Treasury And Custody Risk (20:06) Nexo Ad (21:03) Blockchain Not Bitcoin Debate (24:24) Governance And Quantum Risk (31:12) Bitcoin As Separate Asset ⸻ 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(2056)

The Myth of the “Most Used” Blockchain | The Breakdown

The Myth of the “Most Used” Blockchain | The Breakdown

The race to be the “most used blockchain” misses the point. This episode examines the metrics behind Solana vs Ethereum — and why usage, revenue, and adoption are being misunderstood — followed by a d...

5 Feb 23min

Why Privacy Coins Aren’t Enough | The Breakdown

Why Privacy Coins Aren’t Enough | The Breakdown

Privacy is back at the center of crypto’s narrative. This episode examines the limits of on-chain privacy, the role of KYC and the app layer, and how crypto onboarding has changed — before closing wit...

3 Feb 26min

NLW's Last Breakdown

NLW's Last Breakdown

Today’s episode is the last episode of The Breakdown with me, NLW. To mark the end of this chapter, this show looks back at the biggest story from each year of the podcast, from the strange early days...

30 Jan 15min

Tether Goes Fully American and Doubles Down on Gold

Tether Goes Fully American and Doubles Down on Gold

Tether has officially launched its US-compliant stablecoin, USAT, a Genius Act–aligned, Treasury-backed token designed to operate squarely inside the American regulatory perimeter, giving the company ...

29 Jan 8min

The Breakdown with David Canellis | Teaser

The Breakdown with David Canellis | Teaser

A crypto-native deep dive into the systems, incentives, and power structures shaping the industry. Hosted by David C.

28 Jan 1min

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 bipa...

28 Jan 9min

Gold Mania and a Bitcoin Stall

Gold Mania and a Bitcoin Stall

Bitcoin stumbles through another Sunday-night slide as gold rips to historic highs, pulling attention and liquidity away from crypto and fueling talk of a speculative metals mania layered on top of ge...

27 Jan 9min

Bitcoin Meets Davos

Bitcoin Meets Davos

Brian Armstrong takes Bitcoin to the World Economic Forum as Davos wrestles with the visible unraveling of the old global order, putting the Bitcoin standard, stablecoin yield, and crypto market struc...

24 Jan 8min

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