- The Breakdown
- Posts
- 🟪 This Bitcoin halving will be different — the institutions are here
🟪 This Bitcoin halving will be different — the institutions are here
I believe that the upcoming halving will be unlike any other that came before it for one key reason: Professional investors have entered crypto

Weekly Roundup
is brought to you by:
This Bitcoin halving will be different — the institutions are here
I believe that the upcoming halving will be unlike any other that came before it for one key reason: Professional investors have entered crypto. Read More
This issue is brought to you by:
Kinto is the safety-first L2 designed to accelerate the transition to an on-chain financial system.
It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.
Kinto offers safety assurances and compliance tooling to facilitate the interactions between institutional capital and Ethereum on-chain opportunities.
If you believe in our mission, become a founding member today:
Top Stories
Web3 Watch: Sui unveils handheld Web3 gaming device — Read
Nirvana hacker sentenced to 3 years after pleading guilty — Read
Hong Kong could green light spot bitcoin and ether ETFs next week: Report — Read
BlackRock bitcoin fund accounts for 20% of the firm’s Q1 ETF net inflows — Read
Obol eyes institutions with insurance partnership for distributed ETH validators — Read
Top Insights
If you still think bitcoin is scarce, you’re suffering from fiat brain — Read
This Bitcoin halving will be different — the institutions are here — Read
Staking or not, ETH is no security — Read
Roger Ver was right about Bitcoin — Read
The 2024 halving could usher in a new era for Bitcoin — Read
We're Watching

This week we discuss the hot inflation print that rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed out could inflation be about to surprise markets?
Thank you to our sponsor:
Aura provides digital security protection to keep your personal information, passwords, online activity, and tech safe from online threats. It’s easy to set up, all-in-one protection from identity theft, financial fraud, malware, scam sites, and so much more.
Now for a limited time, Aura is offering a 14-day FREE trial plus up to 55% off an Aura subscription.
What’s Trending
Narratives this cycle:
Bitcoin DeFi/L2s
Ethereum L2s
ZK
Memecoins
RWAs onchain
Socialfi
Emerging markets
Modular thesis
Interchain
Restaking
ETFs
Chain & wallet abstraction
Crypto x AI, d/acc
Network states
DeSci
Consumer crypto
GamesWhat am I missing?
— amanda.eth (@amandacassatt)
12:38 AM • Apr 14, 2024
Global markets used to watch Sunday night futures open to see how the week would go.
Now it’s crypto.
— Yano 🟪 (@JasonYanowitz)
9:17 PM • Apr 13, 2024
Approaching tax day (April 15) we sell off literally every year. See blue lines below. Leverage bc of the bull market just increased the pace this year.
— Tom Dunleavy (@dunleavy89)
12:12 PM • Apr 13, 2024