The Breakdown
The Five Most Important Stories in Crypto Last Week
AI Summary
The episode analyzes the Federal Reserve's recent meeting, highlighting unprecedented dissent that suggests a fragmented FOMC and a more politicized monetary outlook through 2026, along with the implications of a new liquidity program for markets. It then examines the stalled crypto market structure bill in Washington, focusing on contentious DeFi AML regulations and stablecoin yield issues. The hosts discuss the market's retreat from Bitcoin treasury companies after a high-profile launch failed, and conclude with a tempered outlook for Bitcoin's year-end rally and the sentencing of Do Kwon, marking a symbolic end to the previous crypto cycle.
Episode Description
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 Washington, where the crypto market structure bill remains stuck in a late-year quagmire over DeFi AML rules and stablecoin yield, before digging into why markets appear finished with Bitcoin treasury companies after a high-profile debut flopped. It closes with a sober trimming of year-end Bitcoin bull cases and the sentencing of Do Kwon, a moment that feels like the final punctuation mark on the last crypto cycle.
Show Notes
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 Washington, where the crypto market structure bill remains stuck in a late-year quagmire over DeFi AML rules and stablecoin yield, before digging into why markets appear finished with Bitcoin treasury companies after a high-profile debut flopped. It closes with a sober trimming of year-end Bitcoin bull cases and the sentencing of Do Kwon, a moment that feels like the final punctuation mark on the last crypto cycle.
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