The Shorter Cycle Theory With Larry Cermak
Episode Date: June 19, 2021The idea of a multiyear supercycle is fading as shorter cycles take their place. In this episode, NLW and guest Larry Cermak, director of research at...
The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
1990 episodes transcribedThe idea of a multiyear supercycle is fading as shorter cycles take their place. In this episode, NLW and guest Larry Cermak, director of research at...
On today’s episode of “The Breakdown,” NLW first follows up on yesterday’s episode about the FOMC meeting and a potential future shift in Fed policy....
On today’s episode, NLW looks at the Federal Open Markets Committee briefing coming up this afternoon and discusses what it might signal in terms of f...
The question of digital currencies is a question of power. On today’s episode, NLW explores that power in multiple dimensions: between states, between...
Just when it seemed like the “Economic Empowerment” narrative coming out of El Salvador was poised to overtake the inflation/digital gold narrative, o...
This week’s “Long Reads Sunday” presents a reading of Human Rights Foundation CSO Alex Gladstein’s piece “Bitcoin Is a Trojan Horse for Freedom.” NLW...
On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: Why the El Salvador news didn’t (immediately) impact bitcoin’s price How narrative...
On today’s episode, NLW is joined by Mike Peterson, director of Bitcoin Beach. Bitcoin Beach is a community project in El Salvador that has spent the...
In a week so filled with the optimism coming out of El Salvador, of course there had to be another side of the story. On today’s episode, NLW looks...
Last night, El Salvador voted to pass the bill making Bitcoin legal tender. As representatives debated the bill, the President of El Salvador Nayib Bu...
On today’s episode, NLW looks at a grab bag of recent news: El Salvador’s bitcoin announcement makes waves as politicians from six more Central and...
On Saturday, the Bitcoin 2021 organizers teased that one of the biggest announcements in bitcoin’s history was coming. That announcement ended up bei...
A reading of David Z. Morris’ piece for CoinDesk “Has COVID-19 Made Biden’s Big Spending the New Normal?”. -- Earn up to 12% APY on Bitcoin, Ether...
Today on “The Breakdown’s Weekly Recap” NLW looks at a growing number of predictions of a new “crypto winter” as well as some reviews of how companies...
Today on the Brief: May’s middling jobs report A ransomware update Square building a bitcoin hardware wallet Our main discussion looks at the va...
Today’s episode looks at crypto in geopolitical context, focusing on: A follow-up on the ransomware surge, with experts suggesting that it’s not abo...
Today on the Brief: China’s next digital yuan trial More Bitcoin ETF delays Standard Chartered to open crypto prime brokerage Our main discussio...
Today’s episode includes a quick update on Marathon’s bitcoin mining about-face. Our main discussion focuses on the changing shape of crypto regulator...
A year ago this month, legendary hedge fund manager Paul Tudor Jones released a paper about the “Great Monetary Inflation.” It set the entire narrativ...
What exists between a Facebook group and a formal organization? Right now, not much. But in the future, Balaji Srinivasan argues, blockchain-powered c...