The Breakdown

Latest Episodes:

Why Bitcoin Is Making Some Legendary Investors Emotional May 04, 2021

Show notes

Today on The Breakdown, NLW looks at:

Charlie Munger’s and Bill Maher’s weekend comments about bitcoin and why we’re likely to see a lot more of this type of critique the more the bull market heats up
The beginning of Taproot’s ‘Speedy Trial’
The Digital Dollar Foundation beginning private U.S. CBDC tests
Source reporting PayPal is exploring launching a stablecoin

-- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io -- Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW The Breakdown is produced and distributed by CoinDesk.com

Wall Street’s Bitcoin Isn’t Your Bitcoin May 02, 2021

Show notes

Ben Hunt is the author of the wildly popular and always provocative “Epsilon Theory.” In his recent essay “In Praise of Bitcoin,” he calls on bitcoiners to rise up and recognize that the “bitcoin” being adopted by Wall Street is an abstraction that comes with unacceptable compromises.

Welcome Back, Flippening Narrative May 01, 2021

Show notes

On this edition of “The Breakdown’s Weekly Recap,” NLW explores:

Why JPM and Tesla drove the bitcoin story
Why Ethereans are hot on the call for a “flippening” again
Why CBDCs are low key one of the most important stories of 2021

Crypto's War of the Roses: The 7 Factions of the 2021 Bull Market May 01, 2021

Show notes

On today’s episode, NLW gives a comprehensive view of the battleground for attention and resources that makes up this 2021 bull market, including:

Bitcoin
Ethereum and DeFi
Ethereum alternatives
Ponzi coins
Stablecoins and CBDCs
NFTs
Doge

Where do the next fights and fault lines lay? Listen and find out.

-- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io -- Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW The Breakdown is produced and distributed by CoinDesk.com

What an Increasingly Booming Economy Means for Bitcoin Apr 30, 2021

Show notes

For the past year, bitcoin’s narrative has been deeply tied to the larger macro narrative of looming inflation. As the economy starts to boom, many continue to point to the spectre of inflation as a bullish force for bitcoin.

In today’s episode, NLW explores growing confidence in the markets and what it means for bitcoin. In particular, he looks at what it would mean if consumer inflation didn’t show up. Would bitcoin be cast aside, or are there properties and uses that make it relevant even outside its role as a monetary hedge?

Visa's CEO on Crypto: "This Is a Space We Are Leaning Into in a Very, Very Big Way" Apr 29, 2021

Show notes

Today on the Brief:

Elon pumps Doge again
Detailing Biden’s $1.8T American Families Plan
Turkey, Iran, SEC

Our main discussion looks at comments this week from Visa CEO Al Kelly on the company’s relationship with crypto, analyzing the five areas of opportunity Visa has identified:

Helping customers buy BTC and crypto
Enabling digital cash outs to fiat
Enabling TradFi to offer crypto to customers
Settlement via stablecoins
Central bank digital currencies

Tesla's Bitcoin Selling Shows How BTC Is More Than Digital Gold Apr 28, 2021

Show notes

Yesterday Bitcoin Twitter reacted in horror upon discovering that Tesla had sold 10% of its bitcoin. Elon has paper hands! Institutions will abandon us! The horror and scorn ran far and wide.

On today’s episode, NLW argues that:

The sales proved to Tesla that bitcoin has deep liquidity
That the combination of store of value plus upside plus liquidity makes bitcoin uniquely valuable as a treasury asset

JPMorgan's Bitcoin Journey: From 'Worse Than Tulips' to 'Not My Cup of Tea' to New Product Apr 27, 2021

Show notes

Today on the Brief:

Sports and crypto come together
WTF is going on in Turkey?
Wyoming DAO law

Our main discussion: After years of CEO Jamie Dimon ragging on bitcoin, JPMorgan is reportedly set to offer a new actively managed bitcoin product. In this episode, NLW looks back at Dimon’s comments on BTC and how things have changed over time.

Bitcoin and the New Non-Governmental Monetary Reality Apr 25, 2021

Show notes

For this week’s “Long Reads Sunday,” NLW reads Nik Bhatia’s latest piece: “Asset Managers, Owning Bitcoin Is Now Your Fiduciary Duty.” He also provides more thoughts on the notion of bitcoin as a non-sovereign money and what that might mean in terms of global balances of power.

2017 PTSD and the Dip That Ate Alt Season Apr 24, 2021

Show notes

On this edition of “The Weekly Recap,” NLW looks at the twin dips that shaped the week. He argues that one upshot is the dips may have taken the wind out of the sales of some very 2017-esque froth that threatened the entire industry.

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