Ethereum's Strategy to Win Over Wall Street |...

A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state officials and lawmakers, and why this fight is really about whether markets or politics get to define truth. They explore why AI-powere ...  Show more

Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment. A fourth-turning-style unwind of the long-term debt cycle, rising fiscal dominance, and a rare, headline-level clash over Fed independence—plus what a Kevin Warsh Fed might actually do und ...  Show more

In this episode, we dive deep into why memecoins have become undeniable for both retail and institutional investors. We explore key trading insights from Soros and Druckenmiller that apply to today's crypto market, then examine Kraken's L2 launch and what it means for exchanges. ...  Show more

Software engineer Stephan has a problem. As an early backer of bitcoin, he has made a lot of paper profit from cryptocurrencies, which now make up about a fifth of his portfolio. But Stephan’s also a big believer in ethical investing, including green investments. Given the energy ...  Show more

This episode is sponsored by Nexo.io, Arculus, FTX US and Cointelli.    While much of the recent focus of “The Breakdown” has been on the relationship between crypto and geopolitics, today’s episode revisits the institutional narrative that drove industry adoption in 2020 an ...  Show more

Charles Cascarilla, CEO and Co-Founder of Paxos, joined me to discuss the impact of stablecoin legislation on the crypto market and what the future of payments looks like with stablecoins.
Topics:
- GENIUS Act passing impact on the Stablecoin market 
- Paxos applic ...  Show more