Preview Mode Links will not work in preview mode

May 31, 2021

A year ago this month, legendary hedge fund manager Paul Tudor Jones released a paper about the “Great Monetary Inflation.” It set the entire narrative backdrop for the institutional move into bitcoin, and also revealed PTJ as a bitcoiner. This is a replay of NLW’s original episode breaking down why the paper...

May 30, 2021

What exists between a Facebook group and a formal organization? Right now, not much. But in the future, Balaji Srinivasan argues, blockchain-powered communities will be able to exert the power to help them develop the polities of the future. On this “Long Reads Sunday,” NLW reads Balaji’s “A Network Union.” 

May 29, 2021

On 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 markets
  • How market structure and narrative interact to shape price action
  • Why stablecoins could be a dark horse for reducing the duration of future market...

May 28, 2021

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 Consensus 2021. In this conversation, they discuss:

  • How macro going risk-off has impacted bitcoin 
  • What was driving Elon’s about-face 
  • China and “green”...

May 28, 2021

Today on the Brief:

  • PayPal to allow crypto withdrawals
  • Regulatory rumblings from the SEC and FinCEN
  • Bitcoin moving off exchanges again

In our main discussion, NLW looks at the macro conversation around inflation, including:

  • How concerns around inflation and the Federal Reserve withdrawing support have caused markets...