Is the ‘Bitcoin Supercycle’ Theory Dead?
Episode Date: May 29, 2021On this edition of “The Breakdown’s Weekly Recap,” NLW looks at what this cycle has taught us in terms of: Who is investing and how it’s influencing...
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 transcribedOn this edition of “The Breakdown’s Weekly Recap,” NLW looks at what this cycle has taught us in terms of: Who is investing and how it’s influencing...
Today’s special edition of “The Breakdown'' is a replay of NLW’s fireside chat with ARK’s Cathie Wood that premiered yesterday as a closing keynote at...
Today on the Brief: PayPal to allow crypto withdrawals Regulatory rumblings from the SEC and FinCEN Bitcoin moving off exchanges again In our ma...
Today on The Breakdown, NLW covers: More information about the Bitcoin Mining Council, and why its members say they’re strictly focused on energy tr...
Yesterday, Michael Saylor and Elon Musk surprised the Bitcoin community when they announced a new “green” mining initiative that would see many of Nor...
Today’s episode of “The Breakdown” is split into two parts. In part one, NLW recaps the latest out of China, including: Interpretations of Friday’s...
For this week’s “Long Reads Sunday,” NLW reads: “What If Somebody Hacks the Money Pipeline Next?” By David Z. Morris “A Central Bank Digital Currenc...
On this week’s “Breakdown Weekly Recap,” NLW explores U.S. regulatory FUD. He specifically looks at recent statements from the SEC’s Gary Gensler, as...
This week has been China story after China story in the world of crypto. Increasingly, NLW argues, bitcoiners are getting sick of the baggage that Chi...
In this episode of “The Breakdown,” NLW looks at the market structure dimension of the crypto crash, leveraging insights from Alameda Research, Willy...
In one of the bloodiest days in recent crypto history, NLW looks at the reasons behind the wild market crash and explores whether it means an end to t...
On today’s episode, NLW provides an extended brief style episode, covering: Crypto’s allies on Capitol Hill Is “long bitcoin” the most crowded trad...
If you thought last week’s Elon intrigue was over, think again. This weekend saw an absolute showdown at the bitcoin corral, with Musk seriously losin...
This week’s “Long Reads Sunday” is a reading of Alex Gladstein’s latest piece, “Check Your Financial Privilege.” It follows the stories of people in t...
On this edition of “The Breakdown’s Weekly Recap,” NLW discusses: Why the Elon Musk issue is really one of power and audience What the Colonial Pip...
Today on the Brief: More chaos from Elon Musk Hedge funds moving into DeFi? Tether reserve attestations Our main discussion looks at recent reve...
Crypto Twitter exploded last night when Elon Musk announced Tesla was backtracking and would no longer be accepting bitcoin as payment for cars. The d...
Today on the Brief: SEC throws cold water on bitcoin ETF dreams MoneyGram brings bitcoin for cash to 12,000 locations (for a hefty fee) Palantir c...
Last year, hedge fund gurus like Paul Tudor Jones set off the wave of institutional bitcoin buying by cementing the narrative of bitcoin as an inflati...
Today on the Brief: Elon Musk saves an SNL flop with a dogecoin satellite Growing interest in Ethereum UBS explores offering crypto to wealthy c...