{"podcast":{"title":"The Breakdown","slug":"the-breakdown-440465","podcast_index_feed_id":440465,"rss_url":"https://feeds.megaphone.fm/NLWLLC2118417614","website_url":"https://the-breakdown.carrd.co/","image_url":"https://megaphone.imgix.net/podcasts/53cadc42-20da-11ee-a8f1-1bd22b61356c/image/7fbf1724d2a8e498cc7552087e943a5c.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Blockworks","episode_count":2084,"summary":"The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/","last_synced_at":"2026-07-02T04:19:55.776246+00:00","page_url":"https://stenobird.com/podcast/the-breakdown-440465"},"episode":{"title":"The Real Forces Moving Bitcoin Now | Marc Arjoon","slug":"the-real-forces-moving-bitcoin-now-marc-arjoon","published_at":"2026-03-12T13:00:00+00:00","page_url":"https://stenobird.com/podcast/the-breakdown-440465/the-real-forces-moving-bitcoin-now-marc-arjoon","show_page_url":"https://stenobird.com/podcast/the-breakdown-440465","url":"https://traffic.megaphone.fm/BWG9794770299.mp3","audio_url":"https://traffic.megaphone.fm/BWG9794770299.mp3","summary":"Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market. 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 Marc: https://x.com/marcarjoon 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 http://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 (01:34) Do Halvings Still Matter (03:45) Miner Supply And Profitability (08:06) Will AI Shift Move BTC (10:15) Nexo Ad and DAS Promo (11:28) ETFs Treasury And Custody Risk (20:06) Nexo Ad (21:03) Blockchain Not Bitcoin Debate (24:24) Governance And Quantum Risk (31:12) Bitcoin As Separate Asset ⸻ 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.","meta_description":"Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2006,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-breakdown-440465/episodes/the-real-forces-moving-bitcoin-now-marc-arjoon/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-breakdown-440465/the-real-forces-moving-bitcoin-now-marc-arjoon.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}