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 Mars 22min
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 Mars 33min
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 Mars 1h 3min
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 Mars 31min
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
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
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
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
