The Breakdown

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 infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy!

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Timestamps

(00:00) Intro To Inflection Point

(06:48) The Convergence Between TradFi & Crypto

(22:20) Crypto's Biggest Advantages & Hurdles

(36:15) Crypto's Changing Market Structure

(41:00) Prices, Sentiment & Long-Term Allocators

(46:00) Evolution Of Crypto Options & Yield

(51:30) Is The 4-Year Cycle Dead?

(01:02:00) Final Thoughts

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Disclaimer: Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast

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 Haseeb Qureshi of Dragonfly.

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Follow Blockworks Research: https://x.com/blockworksres

Follow Haseeb: https://x.com/hosseeb

Follow David: https://x.com/dcanellis

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Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at https://nexo.com/breakdown

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(00:00) Introduction

(01:26) Premium Economy

(03:21) Same, But Different

(04:59) Nexo Ad

(05:27) DAS Promo

(06:20) Price Is Like An Onion

(11:18) Nexo Ad

(12:07) Interview with Haseeb Qureshi

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Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.

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 Haseeb Qureshi of Dragonfly.

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

–

Follow Blockworks Research: https://x.com/blockworksres

Follow Haseeb: https://x.com/hosseeb

Follow David: https://x.com/dcanellis

—

Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/breakdown

__

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

—--

Timestamps:

(00:00) Introduction

(01:26) Premium Economy

(03:21) Same, But Different

(04:59) Nexo Ad

(05:27) DAS Promo

(06:20) Price Is Like An Onion

(11:18) Nexo Ad

(12:07) Interview with Haseeb Qureshi

- -

Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.

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 only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

–

Follow Blockworks Research: https://x.com/blockworksres

Follow Nick: https://x.com/DrNickA

Follow David: https://x.com/dcanellis

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(00:00) Introduction

(01:07) FinTech vs Crypto Today

(03:28) Banks Onramps and Walled Gardens

(07:53) Where Value Accrues Onchain

(16:47) DAS PROMO

(17:39) Where Value Accrues Onchain (Con’t)

(25:02) Tokens Culture and Market Outlook

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Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.

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.

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

–

Follow Blockworks Research: https://x.com/blockworksres

Follow Nick: https://x.com/DrNickA

Follow David: https://x.com/dcanellis

—

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

00:00 Intro

(01:42) The Birth of TradFintech

(05:04) Make Way, Crypto Natives

(08:55) Rising Tides

(10:40) DAS Promo

(11:30) Interview with Nick Almond

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Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.