logo
episode-header-image
Feb 2022
16m 31s

Bullish or Bearish? 2022 Markets Started...

Blockworks
About this episode

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 most important megatrend was the shift from risk-off to risk-on as the U.S. Federal Reserve looks towards quantitative tightening later in the year.  He looks at:

  • Crypto markets down
  • Stock market down 
  • Venture investment into crypto hit $4.4 billion for the month 
  • Regulatory happenings and why the crypto lobby is more prepared than ever

 

-

Nexo is a powerful, all-in-one crypto platform where you can securely store your crypto. Invest, borrow, exchange and earn up to 18% APR on Bitcoin and 20+ other top coins. Insured for $375M. Audited in real-time by Armanino. Rated excellent on Trustpilot. Get started today at nexo.io.

-

Arculus™ is the next-gen cold storage wallet for your crypto. The sleek, metal Arculus Key™ Card authenticates with the Arculus Wallet™ App, providing a simpler, safer, and more secure solution to store, send, receive, buy, and swap your crypto. Buy now at getarculus.com.

-

FTX US is the safe, regulated way to buy bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today.

-

Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M=   Join the discussion: https://discord.gg/VrKRrfKCz8   Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell, research by Scott Hill and additional production support by Eleanor Pahl. Adam B. Levine is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsor is “Time” by OBOY. Image credit: Jackie Niam/iStock/Getty Images Plus, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.

Up next
Today
Elon Musk Launches a Bitcoin-Friendly Political Party
Elon Musk just announced the formation of the "America Party," embracing Bitcoin and sparking political chaos. Meanwhile, Congress bets on explosive economic growth through massive spending, and House Republicans prioritize crypto legislation. Plus, the government drops its appea ... Show More
10m 39s
Yesterday
The Mystery of the $8 Billion Ancient Bitcoin Whale
Over 80,000 Bitcoin, untouched since 2011 and now worth $8 billion, suddenly moved this holiday weekend, sparking wild theories—from secret whales to quantum hacks. NLW explores the intrigue, risks, and possibilities behind one of Bitcoin's largest-ever transactions, and the deep ... Show More
13m 47s
Jul 6
Stablecoins and Streaming Money
On this Long Read Sunday, NLW explores two transformative essays about how stablecoins and AI agents are set to reshape money. Paul Brody explains why financial streaming via stablecoins could free up trillions in capital. Jason Cottrell outlines how the fusion of stablecoins and ... Show More
16m 26s
Recommended Episodes
Nov 2024
Crypto Rundown: BITCOIN ALL TIME HIGHS...The Trump Trade for Crypto
In this episode of the Crypto Rundown Brendan and Tevo dive into a historical line up of Bitcoin and Crypto related topics after the election that saw pro Bitcoin president Donald Trump win the election in the United States! Bitcoin hits all time highs and altcoins start to move ... Show More
31m 58s
Nov 2024
Crypto Rundown: $93,000 Bitcoin & All The News Surrounding the Crypto Trade
In this episode of the Crypto Rundown, hosts Brendan and Tevo explore the latest surge in Bitcoin, which has recently reached unprecedented all-time highs, breaking into price discovery mode. They discuss the historic levels of Bitcoin ETF inflows, with BlackRock alone leading ma ... Show More
33 m
Dec 2024
Crypto Rundown: Bitcoin $100k, ETH $4k, Altcoins Moving, & Breaking News
In this special edition of the crypto market rundown, hosts Brendan and Tevo discuss the recent surge in Bitcoin and Ethereum prices, the implications of new SEC leadership, and the ongoing issues with celebrity rug pulls in the crypto space. They analyze market trends, highlight ... Show More
41m 22s
Jan 2025
Crypto Rundown: Trump Coin: A New Crypto Trading Era Has Begun
In this episode of the Crypto Market Rundown, Brendan and Tevo discuss the recent monumental events in the crypto space, including Bitcoin reaching new all-time highs and the impact of meme coins, particularly the launch of Trump coin, and how it has influenced market dynamics. T ... Show More
39m 56s
Dec 2024
Crypto 101's 2024 Year in Review & 2025 PRICE PREDICTIONS...Bitcoin $500,000?!
In this special year-end episode of the Crypto Rundown, Brendan Viehman, Bryce Paul and Tevo reflect on a transformative year for crypto and share bold predictions for 2025. They discuss Bitcoin’s meteoric rise, driven by record ETF inflows, shrinking exchange reserves, and insti ... Show More
49m 2s
Dec 2024
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to Bitcoin & blockchain, and the US dollar. We also delve into the regulatory changes he’s most excited for, the generational shift upon us, and much more. Enjoy!__ ... Show More
44m 45s
Dec 2024
Crypto Rundown: From Dip to Rip: How New Data Confirms Uptrend
In this episode of the Crypto Rundown, Brendan and Tevo discuss the recent volatility in the cryptocurrency market, including Bitcoin's fluctuations and the impact of altcoins with liquidations that have happened this week. They delve into the implications of quantum computin ... Show More
38m 20s
Jan 2025
CPI, Yields, & The Growth Debate | Weekly Roundup
This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy!—Follow Quinn: https://x.com/qthom ... Show More
47m 29s
Feb 2025
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ... Show More
51m 14s
Aug 2024
Crypto Rundown: Bullish Setup with ETF Adoptions Around Bitcoin & Ethereum
Brendan Viehman and Tevo analyze the latest trends in cryptocurrency, focusing on Bitcoin's price stability and the evolving dynamics of Ethereum ETFs. They discuss the recent market volatility, including Bitcoin's fluctuations between $60K and $50K, and the significant i ... Show More
39m 46s