Podcast Episodes
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Crypto Treasuries Face Their First Real Test
Crypto treasury companies like Bitmine and Backed are under pressure as investor enthusiasm wanes. Bitmine’s share buyback failed to move markets, ra…
7 months ago
Ray Dalio Says We’ve Hit the Point of No Return
In a sobering comments, legendary hedge fund manager Ray Dalio recently warned that the U.S. has crossed a fiscal Rubicon. NLW breaks down Dalio’s th…
7 months ago
$9 Billion Bitcoin Sale Stress Tests the Market—and Passes
Galaxy Digital just executed one of the largest Bitcoin OTC deals in history—moving 80,000 BTC worth $9 billion for a mysterious Satoshi-era wallet. …
7 months ago
Finish the Job: Crypto Legislation, Token Rights, and Spicy Dividends
On this Long Read Sunday, NLW dives into the two major fronts of America’s evolving crypto legislation. First, he reads and reacts to a joint op-ed f…
7 months, 1 week ago
Crypto's Institutional Summer: Perps, Policy, and the Ethereum Surge
This week's Friday Five dives into a deceptively quiet but consequential stretch for crypto. NLW and Scott Melker break down Dan Tapiero’s massive $5…
7 months, 1 week ago
Is the Trade War Actually a Capital War?
In today’s episode of The Breakdown, NLW dives deep into the evolving trade dynamics between the U.S. and Japan, asking whether the current trade war…
7 months, 1 week ago
The Senate's Surprising Market Structure Bill
In today’s episode, NLW breaks down the newly released Senate draft of the crypto market structure bill—a shockingly slim but significant proposal th…
7 months, 1 week ago
Alt Season or Exit Liquidity? Parsing the Crypto Market’s Next Move
Bitcoin dominance is falling. Ethereum is rallying. Altcoins are exploding. Today on The Breakdown, NLW asks: is this the start of a new leg up in th…
7 months, 1 week ago
Inside the Genius Act: Trump Signs Landmark Stablecoin Bill into Law
NLW breaks down the newly signed Genius Act—the first major piece of U.S. crypto legislation. He unpacks what the law actually contains, from reserve…
7 months, 1 week ago
The Eerie Railroad of Crypto, Stablecoin Regulation, and the Cypherpunk Legacy
For this Long Read Sunday, NLW hands the mic to AI to read three of Byron Gilliam’s standout essays from the Breakdown newsletter. First, “Crypto’s C…
7 months, 2 weeks ago