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Crypto's Regulatory U-Turn: The Five Most Important Stories in Crypto This Week
This week’s Friday Five is dominated by a stunning speech from the new SEC Chair, signaling a dramatic shift in U.S. crypto policy. NLW breaks down the speech’s implications, from safe harbors and to…
Published on 3 weeks, 4 days ago
Powell's Hawkish Wait-and-See
The July FOMC meeting delivered no rate change—but plenty of political drama. Powell refused to guide toward September cuts, triggering hawkish market reactions and rare dissent from Fed governors Wa…
Published on 3 weeks, 4 days ago
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, raising concerns about narrative exhaustion despite …
Published on 3 weeks, 5 days 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 thesis of irreversible debt doom, currency devaluati…
Published on 3 weeks, 5 days 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. In today’s episode, NLW breaks down how the market…
Published on 4 weeks 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 from Congressmen Tom Emmer and Nick Begich urging t…
Published on 4 weeks, 2 days 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 $50 trillion crypto prediction, institutional progre…
Published on 1 month 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 is really masking a larger capital or currency wa…
Published on 1 month 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 that could redefine how digital assets are treated i…
Published on 1 month 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 the bull market—or the beginning of the end? From su…
Published on 1 month ago