The Breakdown

How Markets Are Reacting to the Middle East


Listen Later

As tensions flare between Israel and Iran, NLW explores how markets—particularly Bitcoin—are reacting to escalating geopolitical risk. Despite missile strikes, assassination reports, and fears of oil supply shocks via the Strait of Hormuz, Bitcoin remains steady at $105K. NLW dives into whether this marks a new resilience or just a temporary lull. Plus, a deep dive into the rise of Bitcoin Treasury companies: Are they pioneering a new financial model—or setting up the next crash? Finally, updates on Solana ETF filings and rumors that Amazon and Walmart are eyeing stablecoins as the Genius Act nears a Senate vote.

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)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Enjoying this content?

  • SUBSCRIBE to the Podcast: https://pod.link/1438693620
  • Watch on YouTube: https://www.youtube.com/@TheBreakdownBW
  • Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
  • Join the discussion: https://discord.gg/VrKRrfKCz8
  • Follow on Twitter:
  • NLW: https://twitter.com/nlw
  • Breakdown: https://twitter.com/BreakdownBW




  • ...more
    View all episodesView all episodes
    Download on the App Store

    The BreakdownBy Blockworks

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    733 ratings


    More shows like The Breakdown

    View all
    Unchained by Laura Shin

    Unchained

    1,205 Listeners

    Real Vision: Finance & Investing by Real Vision Podcast Network

    Real Vision: Finance & Investing

    906 Listeners

    TFTC: A Bitcoin Podcast by Marty Bent

    TFTC: A Bitcoin Podcast

    772 Listeners

    The Peter McCormack Show by Peter McCormack

    The Peter McCormack Show

    2,192 Listeners

    CoinDesk Podcast Network by CoinDesk

    CoinDesk Podcast Network

    645 Listeners

    The Pomp Podcast by Anthony Pompliano

    The Pomp Podcast

    1,837 Listeners

    On The Brink with Castle Island by Castle Island Ventures

    On The Brink with Castle Island

    291 Listeners

    What Bitcoin Did by Danny Knowles

    What Bitcoin Did

    276 Listeners

    Markets Outlook by CoinDesk

    Markets Outlook

    137 Listeners

    Bankless by Bankless

    Bankless

    1,049 Listeners

    The Wolf Of All Streets by Scott Melker

    The Wolf Of All Streets

    243 Listeners

    Swan Signal Live - A Bitcoin Show by Swan Bitcoin

    Swan Signal Live - A Bitcoin Show

    185 Listeners

    Empire by Blockworks

    Empire

    165 Listeners

    Coin Stories with Natalie Brunell by Natalie Brunell

    Coin Stories with Natalie Brunell

    444 Listeners

    Raoul Pal: The Journey Man by Real Vision Podcast Network

    Raoul Pal: The Journey Man

    127 Listeners

    Bitcoin Builders by Nathaniel Whittemore

    Bitcoin Builders

    53 Listeners