The Breakdown

Daniel Shapiro joins to break down why AI and crypto may be destined to converge — from agent payments and identity to privacy, data markets, and the next big investable primitive.

Thanks for tuning in!

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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Follow Blockworks Research: https://x.com/blockworksres

Follow Daniel: https://x.com/_dshap

Follow David: https://x.com/dcanellis

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(00:00) Introduction

(04:17) Can AI Be Crypto’s Lifeline?

(02:43) AI-Native Payments

(06:35) Agents as the New Target Customer

(10:54) Agent Trading and Security Concerns

(13:00) Consumer vs Enterprise

(16:14) DAS Promo

(17:03) Will Crypto and AI Merge?

(21:40) Tokens in the AI x Crypto Stack

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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.

Some worry that AI could create a permanent underclass. Can crypto’s next primitive change that — or will value accrue elsewhere? Plus, insight from Daniel Shapiro, Blockworks Research analyst

Thanks for tuning in!

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 Daniel: https://x.com/_dshap
Follow David: https://x.com/dcanellis
—

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:
(00:00) Intro
(01:45) Primitive Technology
(04:39) More than Picks and Shovels
(09:30) DAS Promo
(10:15) Accruel World

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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.

Paul Dylan-Ennis joins David Canellis to discuss decentralization theater, public goods, and the growing tension between crypto’s ideological roots and market-driven reality.

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Follow Blockworks Research: https://x.com/blockworksres

Follow Paul: https://x.com/post_polar_

Follow David: https://x.com/dcanellis

—

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

—--

Timestamps:

(02:04) Token Economy and WEF Essay Comparison

(08:15) The Gap Between Usage and Price

(17:45) Public Goods and Market Incentives

(26:57) Future of Crypto and Final Thoughts

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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.

What does it actually mean to “own” a token? As regulation catches up, the token economy may be facing its biggest identity crisis yet. Plus, a conversation with Paul Dylan-Ennis.

Thanks for tuning in!

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 Paul: https://x.com/post_polar_

Follow David: https://x.com/dcanellis

—

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

—

Timestamps:

(00:00) Intro

(00:57) You Will Eat The Bugs

(03:18) Ownership Vs Access

(06:23) Regulatory Arbitrage

(08:55) DAS Promo

(09:44) The Triangle of Decentralization

(15:37) Onchain-Offchain Symmetry

(17:14) Interview with Paul Dylan-Ennis

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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.

The race to be the “most used blockchain” misses the point. This episode examines the metrics behind Solana vs Ethereum — and why usage, revenue, and adoption are being misunderstood — followed by a discussion with Nick Almond on where these networks are actually headed.
Thanks for tuning in!

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 Nick: https://x.com/DrNickA
Follow David: https://x.com/dcanellis
—
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

—-

Timestamps:
(00:00) Intro - The Fight Over ‘Real’ Crypto Metrics
(1:43) Ethereum By The Numbers
(3:56) Is Solana The ‘Most Used Chain?’
(6:09) Why No Single Chain Can Win Everything
(11:47) Different Chains, Different Jobs
(14:00) Interview with Nick Almond

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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.