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BREAKDOWN: Is China Poised to Nationalize Alibaba? Jan 12, 2021

Show notes

The International Business Times reports China might nationalize Alibaba. Here’s what that has to do with China’s digital currency efforts.

This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co.

Today on the Brief:

Whales accumulated during yesterday’s crash
Kentucky legislators introduce bill to attract crypto miners
UBS lowers the threshold for charging savers because of negative interest rates

Our main discussion: What China’s prospective nationalization of Alibaba has to do with the nation’s digital currency efforts.

In this episode, NLW:

Gives a background on China’s digital currency project
Discusses why the DCEP is motivated by a larger attempt to internationalize the RMB
Background on Alipay, Ant Financial and Alibaba
How Alibaba founder Jack Ma annoyed the CCP and why he hasn’t been seen publicly in two months

Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.

A new era of innovation on Bitcoin has begun. Stacks 2.0 enables secure apps and smart contracts on Bitcoin, unlocking new use cases and value while laying the foundation for a user-owned internet. https://stacks.co.

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BREAKDOWN: Did This Bitcoin Cycle’s FUD Phase Just Begin? Jan 11, 2021

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As the price crashes more than 20% in 24 hours, NLW describes the “wall of worry” around regulation that might characterize this cycle’s FUD.

This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co.

Today on the brief:

Trump ejected from social media
Bakkt confirms plans to go public via SPAC
NYDIG buys Digital Assets Data

Our main discussion: Are we at the beginning of a new FUD cycle?

In this episode, NLW looks at:

What happened with bitcoin’s big price crash
How the crypto community is reacting to the dip
New regulatory FUD out of the U.K.
Why regulatory issues are likely to be this bull market’s “wall of worry”

Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.

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BREAKDOWN: Why I Changed My Mind on Bitcoin Jan 10, 2021

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A reading of two recent essays by former bitcoin skeptics who have changed their tunes.

This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co.

On this week’s Long Reads Sunday, NLW reads two pieces from former bitcoin skeptics who have changed their mind about the asset.

“Bitcoin Crushes Doubters as 224% Rally Proves It’s Here to Stay” by Ed van der Walt

“Why I’ve Changed My Mind on Bitcoin” by Nick Maggiulli, COO of Ritholtz Wealth Management

Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.

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BREAKDOWN: Was This The Craziest Week in Bitcoin History? Jan 09, 2021

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Transformative regulatory guidance, important macro tailwinds and, of course, a stunning run-up past $40,000.

This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co.

On this edition of The Breakdown’s weekly recap, NLW looks at what was one of the most spectacular and surprising weeks in bitcoin and crypto history. Specifically, he discusses:

Price action
Macro tailwinds
Regulatory shifts in surprise guidance from the OCC
Retail investor momentum building

This week on The Breakdown:

Monday | Understanding Bitcoin’s Blistering Rise Past $30,000

Tuesday | Most Important Crypto Regulation Yet? Banks Can Treat Public Blockchains Like SWIFT and ACH

Wednesday | What Georgia’s Elections Mean for Bitcoin

Thursday | Can Bitcoin Just Keep Going Up?

Friday | BRRR: Biden Readies a New $3T Stimulus Package

Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.

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BREAKDOWN: BRRR – Biden Readies a New $3T Stimulus Package Jan 08, 2021

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What a new package including more direct payouts to citizens plus big infrastructure spending mean for bitcoin and markets as a whole.

This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co.

Today on the Brief:

U.S. loses 140,000 jobs in December
Chamath’s SoFi SPAC
A SPAC for Bakkt

Our main discussion: upcoming stimulus plans

As the dust (finally? sort of?) settles on elections that began last year, the Democrats are looking to jump right out of the gate with a new set of stimulus plans, including both payments to individuals as well as big infrastructure spending.

In this episode, NLW discusses the specifics we know so far, the potential challenges to get these plans passed and what the implications for bitcoin might be.

Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.

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BREAKDOWN: Can Bitcoin Just Keep Going Up? Jan 07, 2021

Show notes

With bitcoin (briefly) passing $40,000 for the first time, the question becomes: Can it keep going or is a reset necessary?

This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co.

Today on the Brief:

U.S. President Trump signs order banning Chinese apps
Initial jobless claims hold steady at 787,000
Elon Musk becomes the world’s richest person

Our main discussion: Can bitcoin just keep going up?

In this episode, NLW breaks down:

What’s driving the rally, including the growth of institutional buyers, burgeoning retail FOMO, Asian markets and more
Why some indicators are pointing towards a trader move into altcoins
Why, despite the rapid growth, bitcoin remains undervalued

Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.

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BREAKDOWN: What Georgia’s Elections Mean for Bitcoin Jan 06, 2021

Show notes

As the Democrats appear to be headed to victory, how does their new U.S. Senate majority impact markets as a whole and bitcoin more specifically?

This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co.

Today on the Brief:

ShapeShift goes full DEX
Neil Young and the changing business of music
China stocks delisted from NYSE

Our main discussion: What are the implications of Georgia’s runoff elections for bitcoin and markets as a whole?

In this episode, NLW discusses:

The immediate response of Crypto Twitter to the victory for Dems
Why Kelly Loeffler was a disappointing industry rep in the Senate
Which stocks are going up on the news and why
Why a Democrat Senate majority is driving up inflation expectations
Why discussions of UBI and digital dollars and more in play than ever
Why bitcoin stands to be supercharged by the coming macro environment

Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.

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BREAKDOWN: Most Important Crypto Regulation Yet? Banks Can Treat Public Blockchains Like SWIFT and ACH Jan 05, 2021

Show notes

A new interpretive letter from the Office of the Comptroller of the Currency paves the way for stablecoins and public blockchains to be fully integrated in the financial infrastructure.

This episode is sponsored by Nexo.io.

Yesterday, the Office of the Comptroller of the Currency released Interpretive Letter 1174. The letter allows banks to participate as nodes in “independent node verification networks” (which you might better know as blockchain networks) as well as use stablecoins for payments settlement.

In this episode of The Breakdown, NLW looks at:

Crypto Twitter’s response to the news
A review of key passages from the letter
The response of critics
The implications for CBDCs and the geopolitical battle between the U.S. dollar and China’s emerging digital currency

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BREAKDOWN: Understanding Bitcoin's Blistering Rise Past $30,000 Jan 04, 2021

Show notes

Bitcoin has started 2021 off with a bang. Here’s what investors and analysts think is driving the rise (and today’s dip) as well as predictions for what happens next.

This episode is sponsored by Nexo.io.

The end of December was a momentous time in bitcoin’s history. Not content to clear the psychological barrier of $20,000, bitcoin’s price smashed up almost all the way to $30,000, although it would take the turn to the new year to hit that new high-water mark.

In this episode, NLW looks at interpretations of why bitcoin is rising, why it dipped today and what analysts and investors think will happen next. This analysis includes:

Evidence of institutional FOMO including a rise in bitcoin whale addresses
Massive outflows from Coinbase Pro over the weekend
The impact of derivatives liquidations that occurred Monday morning
Commentary from OTC desks on Q1 2021 possibilities

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BREAKDOWN: The Unorthodox Trades That Will Drive Value in 2021, feat. Tony Greer Jan 03, 2021

Show notes

The macro analyst looks at unexpected sources of strength in the economy.

This episode is sponsored by Nexo.io.

Tony Greer is a macro analyst and author of the Morning Navigator Newsletter. In this conversation, he and NLW discuss how central banks continued to kick the can down the road on debt as well as unexpected sources of strength for the economy heading into 2021.

Find our guest online: @TgMacro

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