The Breakdown

Latest Episodes:

What the CPI Says About The Fed's Next Moves Sep 13, 2024

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Everyone in markets is confused about everything it seems. NLW explains the latest CPI numbers; what they mean for the upcoming FOMC meeting; and what it means for Bitcoin.

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What Happened in the First Ever Congressional DeFi Hearing Sep 12, 2024

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The House Financial Services Committee held a hearing on DeFi -- the first ever full Congressional hearing dedicated to the topic. Unsurprisingly and unfortunately, it was a highly partisan affair.

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The Story in the Latest Bitcoin Price Action Sep 11, 2024

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NLW explores what recent price action in crypto suggests about the state of markets.

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Recession or Soft Landing? Sep 10, 2024

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With a Fed rates cut all but assured, the question has shifted to whether it will be a 25bps or 50bps cut. Alongside that speculation is a competition for narrative interpretation. Soft-landing on the one hand, recession on the other.

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Crypto's Pervasive Quiet Quitting Sep 07, 2024

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A reading and discussion inspired by Ikigai's Travis Kling https://x.com/Travis_Kling/status/1830981118566244633

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Uniswap Settles with CFTC Sep 06, 2024

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Another day, another crypto settlement with the US government that seems designed to be about setting precedent for other enforcement cases more than actually protecting anyone.

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The SEC's Vicious "Qualified Custodian" Trap Sep 05, 2024

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What the Galois Capital settlement with the SEC means for crypto. Spoiler alert: it's not good.

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What September Has In Store For Bitcoin Sep 04, 2024

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September. On the one hand investors start coming back from the summer. On the other, it tends not to be a great month for markets. That's especially true in crypto, where September tends to be one of Bitcoin's worst months. With no strong narrative in sight, is history doomed to repeat?

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