This episode is sponsored by Nexo, Abra and FTX US.
On today’s episode, NLW looks at the growing bearish sentiment around the crypto industry. The culprit, he argues, is a deepening macro malaise that has been exacerbated by growing concerns about war in Eastern Europe. That, piled on top of existing inflation concerns and the Fed’s 180-degree shift from ... Show More
Jan 2022
BREAKDOWN: After Bloody Weekend, Crypto Market Sentiment Goes Full Bear
Stocks also opened the week down on growing fears of conflict in Ukraine.
This episode is sponsored by Nexo, Abra and FTX US.
On today’s episode, NLW looks at the growing bearish sentiment around the crypto industry. The culprit, he argues, is a deepening macro malaise that has ... Show More
18m 37s
May 2022
BREAKDOWN: The Supercycle Is Dead – Welcome to Goblintown
The mood sours even further in Cryptoland.
This episode is sponsored by Nexo.io, NEAR and FTX US.
On today’s episode, NLW analyzes community sentiment as bitcoin and ether have their most protracted, continuous downturns of all time and while consumer sentiment in traditional m ... Show More
17m 59s
Dec 2021
BREAKDOWN: Just How Bearish Are the Bitcoin and Crypto Communities?
Crypto Twitter is bleak, but is it justified?
This episode is sponsored by NYDIG.
Today on “The Breakdown,” NLW looks at a few explanations for the current bearish sentiment turn, including:
A belief that a bubble is finally bursting
A larger market shift to risk-off based on i ... Show More
17m 1s
Feb 2022
BREAKDOWN: Meta Loses a Quarter-Trillion Dollars in Market Cap, Dragging Crypto Metaverse Tokens With It
A wild week in markets suggests more volatility ahead.
This episode is sponsored by Nexo, Arculus and FTX US.
On this edition of the “Weekly Recap,” NLW looks at Meta’s big flop in the equities markets and how it's spilling over into crypto metaverse tokens. He also looks at the ... Show More
15m 3s
Feb 2022
BREAKDOWN: Bullish or Bearish? 2022 Markets Started Rough, but It Wasn't Just Crypto
Markets were down, fundraising was up and regulatory intrigue was everywhere.
This episode is sponsored by Nexo, Arculus and FTX US.
Today on “The Breakdown,” NLW looks at what the first month of the year taught us about what to expect in 2022. Overall, he argues that the mos ... Show More
17m 31s
May 2022
BREAKDOWN: As the Market Slinks Down, It's Time to Touch Grass
A look at FOMC meeting minutes and other macro indicators.
This episode is sponsored by Nexo.io, NEAR and FTX US.
Today on “The Breakdown,” NLW explores the macro set-up, including Fed unanimity on two 50 basis point rate hikes in June and July followed by optionality at the Se ... Show More
18m 6s
May 2022
BREAKDOWN: Weimar Luna and the Maginot-Saylor Line
Recapping a wild week in crypto.
This episode is sponsored by Nexo.io, NEAR and FTX US.
On this edition of the “Weekly Recap,” NLW looks at LUNA’s hyperinflationary death, as well as where market participants are placing their bets for more bear market challenges.
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Nexo is a s ... Show More
18m 17s
May 2022
BREAKDOWN: The Fed vs. VC – What’s Driving Crypto Short-Term and Long-Term Market Outlook
It’s a tale of two markets in crypto.
This episode is sponsored by Nexo.io, NEAR and FTX US.
In the short term, crypto is firmly a part of the larger macro cycle driven by the Fed’s fight against inflation. In the long term, however, there is much evidence that the market downt ... Show More
18m 53s
Mar 2022
BREAKDOWN: Did We Just Enter the Beginnings of the Post-Dollar Hegemony Era?
A discussion of the long-term implications of sanctions.
This episode is sponsored by Nexo.io, Arculus, FTX US and Cointelli.
This week on “Long Reads Sunday,” NLW reads and discusses “Bitcoiners Were Right: Weaponized Finance Just Created a Post-Dollar Planet” by David Z. Mo ... Show More
16m 41s