The Real Forces Moving Bitcoin Now | Marc Arjoon | The Breakdown

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.