On this Long Read Sunday, NLW explores two transformative essays about how stablecoins and AI agents are set to reshape money. Paul Brody explains why financial streaming via stablecoins could free up trillions in capital. Jason Cottrell outlines how the fusion of stablecoins and agentic AI is revolutionizing consumer payments.
Sources:
https://www.coindesk.com/opinion/2025/06/24/the-future-of-money-is-streaming-now
https://composable.com/insights/stablecoins-ai-agents-digital-payments
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16:26
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16:26
A Mid-Year Bitcoin Check-In
We're halfway through a wild year for Bitcoin and crypto, with treasury companies stacking sats, ETFs finally breaking through, and Robinhood diving deep into tokenization. Amid a noisy debate on market manipulation versus genuine growth, NLW unpacks the key narratives shaping Bitcoin’s trajectory into the second half of 2025.
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12:43
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12:43
Robinhood and Kraken Bet Big on Tokenized Stocks
Robinhood just unveiled major plans to offer tokenized stocks—including SpaceX and OpenAI—on their own Ethereum L2 blockchain, potentially reshaping private and public markets. NLW explores how Robinhood's move might democratize finance, threaten traditional venture models, and accelerate the convergence of crypto and traditional financial systems. Plus, Circle seeks a bank charter, highlighting crypto's rapid institutionalization.
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To learn more, visit Grayscale.com -- https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)
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12:47
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12:47
Trump Eyes Fed Shake-Up as Markets Brace for Cuts
Speculation swirls around who could replace Jerome Powell as Trump hints at naming a new Fed chair early—potentially upending central bank independence. NLW breaks down the leading contenders, market reactions, Trump’s radical debt issuance ideas, and why healthcare cuts and tariffs might be the real macro shocks ahead of July 4th.
Source: https://www.coindesk.com/opinion/2025/06/26/whats-next-for-tokenization
Brought to you by:
Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
To learn more, visit Grayscale.com -- https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)
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13:14
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13:14
Is Tokenization the 3rd Leg of this Bull Market?
This Long Read Sunday explores the rise of tokenization in financial markets. NLW reads and analyzes a piece from Galaxy’s Thomas Cowan on how stablecoins, tokenized money market funds, and on-chain structured credit are leading the next wave of crypto adoption. From Wall Street’s growing interest to the regulatory hurdles ahead, today’s episode dives deep into how tokenization is quietly transforming finance—and why we may be at the start of something much bigger.
Source: https://www.coindesk.com/opinion/2025/06/26/whats-next-for-tokenization
Brought to you by:
Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
To learn more, visit Grayscale.com -- https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)
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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
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