The Crypto-TradFi Convergence | Inflection Point

The Crypto-TradFi Convergence | Inflection Point

While The Breakdown is between seasons, we’re sharing a panel from Digital Assets Summit featuring the team behind Inflection Point. The conversation explores how investors should think about crypto valuations, what gives L1s value, and why there’s still no shared framework for pricing blockchain networks. – Follow Blockworks Research: https://x.com/blockworksres Follow Inflection Point: inflectionpoint.carrd.co Follow Matt: https://x.com/Matt_Hougan David: https://x.com/dlawant Michael: https://x.com/marcryptonio 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 (04:46) Crypto Valuation Models Are Broken (10:01) Nexo Ad (10:42) Revenue Isn’t the Answer (16:23) One Asset Class or Many? (18:43) Nexo Ad and Blockworks IR Promo (20:23) Network Effects Need Revenue (26:03) Blockspace Isn’t A Commodity (31:20) Institutions Need Intellectual Permission — 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(2050)

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

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

Populært innen Business og økonomi

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