From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fading. Plus, a conversation with Marc Arjoon.

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.

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Timestamps:

(00:00) Introduction

(01:47) Halving Started the Fire

(04:47) Nexo Ad

(05:14) DAS Promo

(06:08) Shock Factor

(08:54) Never Too Early

(10:51) Nexo Ad

(11:35) Interview with Marc Arjoon

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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.

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown