Agentic Payments and the Next Internet Economy
The Breakdown26 Sep 2025

Agentic Payments and the Next Internet Economy

Coinbase and Cloudflare are pushing forward with X402, a new crypto-powered payments protocol for AI agents. Could agent-to-agent transactions reshape e-commerce and the web itself? Meanwhile, Tom Lee is pitching Ethereum as Wall Street’s neutral chain of choice—even as critics push back—and Michael Saylor doubles down on Bitcoin as the true foundation of digital capital markets. 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(2052)

Why I’m Hosting The Breakdown | David Canellis | The Breakdown

Why I’m Hosting The Breakdown | David Canellis | The Breakdown

As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and the industry’s next phase. – Follow David: https:/...

17 Mar 22min

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 i...

12 Mar 33min

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown

From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fading. Plus, a conversation with Marc Arjoon. As ...

10 Mar 22min

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

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