The Breakdown

Latest Episodes:

Massive Expansion of Crypto Sanctions Power Snuck into Senate Budget Proposal Jun 12, 2024

Show notes

Yes, they're trying to do it again: sneak a massive expansion of anti-crypto powers into a bill that has nothing to do with crypto. Same play as the 2021 infrastructure bill. This time, however, the crypto political machine is watching much earlier.

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Questions about Bitcoin and Macro to Start the Week Jun 11, 2024

Show notes

NLW looks at the end of last week where we saw a market shift in traditional and crypto markets. Here's what happened, and why.

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Getting Crypto Regulation Right Jun 09, 2024

Show notes

A reading and discussion inspired by

https://blockworks.co/news/end-sec-war-on-crypto

and

https://blockworks.co/news/crypto-regulators-us-global-legislation

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The Five Most Important Stories in Crypto This Week Jun 08, 2024

Show notes

From Bank of Canada rate cuts to Biden's SAB121 veto to Roaring Kitty, NLW and Scott Melker are back with the week's most important news.

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The Bank of Canada Cuts Rates; Will the Fed Follow? Jun 07, 2024

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The Bank of Canada has moved to cut interest rates, with the markets pricing in additional cuts throughout the end of this year. Will the US Federal Reserve follow suit or are the two central banks dealing with a fundamentally different set of circumstances?

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The Surprise Second Biggest Bitcoin ETF Inflow Day Ever Jun 06, 2024

Show notes

ETF's aren't supposed to behave like this. They're not supposed to have a nearly $900m inflow day five months in after the hype has purportedly dissipated. Then again, when did Bitcoin ever do things the way others did?

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The Modular Integration Spectrum | Keone & Zon Jun 05, 2024

Show notes

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!

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(00:00) Introduction

(03:24) Modular vs Integrated

(11:47) Who are Appchains for?

(28:58) Composability in Modular World

(36:15) Monad's Endgame

(39:47) Importance of Decentralization

(48:05) Building Web3 Community

Disclaimer:

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

Roaring Kitty Roars Back, But Can the New Gamestop Madness Recapture the Magic? Jun 05, 2024

Show notes

Roaring Kitty is back, and this time he's playing with nine figures. But are the apes content to just watch from the sidelines this time?

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The Biden SAB121 Veto Undermines Claims of a Democrat Crypto Pivot Jun 03, 2024

Show notes

After reports last week that the Democrats were shifting their stance on crypto, one of the big questions was whether President Joe Biden would follow through on his promise to veto the repeal of SAB121. He did, and NLW gauges the community's reactions.

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