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Mar 31, 2020

In this wide-ranging discussion, Castle Island Ventures founding partner and Coin Metrics co-founder Nic Carter joins @NLW to discuss:

  • Why corporations weren’t adequately prepared for any serious economic trouble, much less a global pandemic 
  • Why government backstopping the corporations leads to...


Mar 30, 2020

On January 28th, Bloomberg’s Joe Weisenthal tweeted “Notable overlap on here between the most alarmist people tweeting about the virus and those who are obsessed with the size of the Fed balance sheet.” 

There is no doubt that the bitcoin and crypto community broadly were far earlier in recognizing the potential...



Mar 27, 2020

In this episode of The Breakdown, @NLW reflects on the themes that defined an absolutely wild week in global markets and society. 

Those themes include:

  • Unlimited QE - broad new powers (corporate bond buying anyone?) and an unlimited checkbook for the Fed 
  • Digital Dollars - a surprise inclusion of a digital dollar in...


Mar 26, 2020

The Senate passed $2T in Stimulus. That includes a one time $1,200 check to impacted individuals and….you guessed it, billions and billions for corporate relief. Included in that are hundreds of billions of dollars in corporate bond buying programs. The Federal Reserve has recruited asset management giant BlackRock to...