The Breakdown

Congress has officially kicked the crypto market structure bill into 2026, a move that surprises no one but still carries real risk as negotiations drag into an election year shaped by shutdown fights, midterms, and deep partisan disagreements over ethics, DeFi compliance, and st ...  Afficher plus

Congress has officially kicked the crypto market structure bill into 2026, a move that surprises no one but still carries real risk as negotiations drag into an election year shaped by shutdown fights, midterms, and deep partisan disagreements over ethics, DeFi compliance, and st ...  Afficher plus

Bitcoin takes another sharp leg down, wiping out leveraged longs and pushing market sentiment firmly into the anger phase of this bear market. Thin liquidity, failed dip-buying on leverage, and continued whale selling are making a durable bottom hard to form, even as smaller wall ...  Afficher plus

Today’s episode breaks down a landmark moment for tokenization as the Depository Trust Company receives SEC approval to begin putting US public market securities on chain. The discussion covers what the no-action letter allows, why DTCC’s role matters, how this could enable 24/7 ...  Afficher plus

This Friday Five breaks down a pivotal Fed meeting marked by rare open dissent that signals a splintered FOMC and a far more politicized, harder-to-read monetary path into 2026, including what the new liquidity program really means for markets. The episode then turns to Washingto ...  Afficher plus

Today’s episode breaks down one of the most contentious FOMC meetings in nearly a decade. A deeply divided Fed delivered a rate cut that may also mark the end of the cutting cycle, with multiple dissents on both the dovish and hawkish sides and an unusually fractured dot plot. Th ...  Afficher plus