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Nov 29, 2020

On this edition of The Breakdown’s Long Reads Sunday, NLW reads a recent piece by Hong Fang, CEO of OKCoin. 

In it, Fang provides a set of valuation models and scenarios that plausibly lead to bitcoin achieving a significant $100,000 value over the course of...

Nov 28, 2020

On this edition of The Breakdown weekly recap, NLW looks at what was an absolutely action-packed holiday week. 

He discusses:

  • Bitcoin’s price action 
  • The Dow’s 30,000 psychological milestone 
  • Eth 2.0 cleared for Beacon chain launch 
  • The implications of Janet Yellen’s nomination for...

Nov 27, 2020

One of the most significant macroeconomic questions facing the world is what the future of the global reserve system, dominated for the last 80 years by the U.S. dollar, holds. 

Today’s episode is a replay of NLW’s epic conversation with macro analyst Luke Gromen from April 2020. In it, Luke discusses the entire...

Nov 26, 2020

When NLW asked Crypto Twitter for recommendations of the best way to convince friends and family about bitcoin and crypto, one of the ideas was to review old articles that have stood the test of time. 

With that in mind, NLW today reads Chamath Palihapitiya’s May 2013 piece for Bloomberg, “Why I Invested In Bitcoin.

Nov 26, 2020

Today’s Breakdown is a prep kit for the inevitable conversations about bitcoin as friends and family sit down at the Thanksgiving table this year. 

NLW discusses arguments ranging from price action to who is buying to why they’re buying to good old-fashioned supply and demand. He leaves with one big conclusion: