Bitcoin Inches Toward History as Politics, Policy, and Memecoins Collide
The Breakdown22 Maj 2025

Bitcoin Inches Toward History as Politics, Policy, and Memecoins Collide

Bitcoin hovers just below a new all-time high, with traders bracing for a potential liquidation cascade and analysts divided on what comes next. NLW explores whether upcoming catalysts—ranging from a Trump meme coin gala to SEC regulatory shifts—could break the stalemate. Plus: Robinhood’s big tokenization push, Kraken’s global derivatives expansion, and political fallout from meme coins in Washington and Buenos Aires. 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

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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

Crypto Can Build The Agent Economy | The Breakdown

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

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

 Crypto Can’t Accept That It’s a Subculture | The Breakdown | Full Interview

Crypto Can’t Accept That It’s a Subculture | The Breakdown | Full Interview

Paul Dylan-Ennis joins David Canellis to discuss decentralization theater, public goods, and the growing tension between crypto’s ideological roots and market-driven reality. – Follow Blockworks Res...

12 Feb 35min

Crypto’s Ownership Problem | The Breakdown

Crypto’s Ownership Problem | The Breakdown

What does it actually mean to “own” a token? As regulation catches up, the token economy may be facing its biggest identity crisis yet. Plus, a conversation with Paul Dylan-Ennis. Thanks for tuning...

10 Feb 26min

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

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