The Five Most Important Stories in Crypto This Week
The Breakdown20 Sep 2025

The Five Most Important Stories in Crypto This Week

In this week’s Friday Five, NLW digs into why Bitcoin’s September performance is surprising markets, what the Fed’s anticlimactic rate cut means for the economy, and how new SEC approvals are reshaping the ETF landscape. He also breaks down Google and Coinbase’s new agent payment protocol for stablecoins, explores fresh token news from Base and MetaMask, and looks at the latest stablecoin and crypto policy moves in the US and UK. 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)

Mythos Leaks, Crypto in the Strait of Hormuz, and DoorDash Stablecoins | The Breakdown

Mythos Leaks, Crypto in the Strait of Hormuz, and DoorDash Stablecoins | The Breakdown

Someone guessed Anthropic’s Mythos URL, gained unauthorized access to the most hyped AI model in history, and used it to build websites. David covers three stories from the week: the Mythos breach,...

23 Apr 26min

Can AI Actually Trade Crypto? | The Breakdown

Can AI Actually Trade Crypto? | The Breakdown

Crypto might be the world’s best test bed for AI trading — and Virtuals Protocol is running the experiment live. Weekee Tiew, co-founder of Virtuals Protocol, joins us to explain Degen Claw, their AI...

21 Apr 31min

Crypto Fed Chair, Polymarket Bots, and the Faketoshi Movie

Crypto Fed Chair, Polymarket Bots, and the Faketoshi Movie

Trump's Fed pick has 30-plus crypto investments — and that's just what he could disclose. David walks through Warsh's filing, a Polymarket bot built on the theory that nothing ever happens, and Hollyw...

16 Apr 28min

Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown

Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown

AI is reprogramming the social fabric — and nobody can agree whether that’s a good thing. Kevin O’Leary, investor and entrepreneur, joins us to share his framework for navigating the AI era across in...

14 Apr 33min

The Three Layers of AI Agent Commerce with Jordan Liu | The Breakdown

The Three Layers of AI Agent Commerce with Jordan Liu | The Breakdown

x402 just got a lot bigger. The Linux Foundation is now backing it — and maybe Amazon, Google, Stripe, Mastercard, and American Express along with them. In this episode, David sits down with Jordan L...

9 Apr 38min

Are AI Agents Actually Using Crypto? | The Breakdown

Are AI Agents Actually Using Crypto? | The Breakdown

AI agents are coming online fast — and the payment rails for that world are being built right now. David breaks down the race between Coinbase’s x402 and Stripe’s Machine Payments Protocol, the rise ...

7 Apr 24min

Fed Governor Miran on Why Inflation Fears Are Overstated | Forward Guidance

Fed Governor Miran on Why Inflation Fears Are Overstated | Forward Guidance

While The Breakdown is between seasons, we’re bringing some of our favorite conversations from across Blockworks onto the feed. In this episode of Forward Guidance, Felix Jauvin sits down with Fed ...

2 Apr 34min

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 v...

31 Mar 34min

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