logo
episode-header-image
Mar 2022
16m 35s

How Ray Dalio’s ‘Changing World Order’ T...

Blockworks
About this episode
This episode is sponsored by Nexo.io, Arculus and FTX US.    Today on “The Breakdown,” NLW looks at the latest institutional moves into crypto, including an over-the-counter (OTC) transaction between Goldman Sachs (GS) and Galaxy (the first of its kind with a major U.S. bank), as well as reports that Ray Dalio’s Bridgewater hedge fund is soon to make an i ... Show More
Up next
Jul 6
Venice Is Now a Crypto-AI Unicorn — But Its Token Tanked 50%
VVV is down 50% on news that should be good for Venice. David unpacks why — covering the token vs. equity distinction, Dragonfly's reasoning, and what the onchain data says about how many people are actually using Venice's paid features right now. FOLLOW THE SHOW › David — https: ... Show More
30m 24s
Jul 1
2 Groups Now Control Ethereum's Future. Here's What They Want.
David sits down with Paul Dylan-Ennis — lecturer at University College Dublin and member of the Ethereum Foundation’s Silviculture Society — to map the split between the EF and the newly-formed ETH Labs. TIMESTAMPS: (00:00) Intro (00:41) EF Silviculture Society (03:28) Full Cyphe ... Show More
34m 46s
Jun 29
Binance Needs A Friend in The European Union
Binance is out of the EU as of July 1 after its MICA license application in Greece was rejected. David runs through who is and isn't licensed under MICA, checks Blockworks Research for Binance's actual spot market share (~33%), and looks at whether the outflow data suggests real ... Show More
29m 46s
Recommended Episodes
Mar 2022
BREAKDOWN: How Ray Dalio’s ‘Changing World Order’ Thesis Fits With Bitcoin
The latest in the institutional push into crypto markets. This episode is sponsored by Nexo.io, Arculus and FTX US.   Today on “The Breakdown,” NLW looks at the latest institutional moves into crypto, including an over-the-counter (OTC) transaction between Goldman Sachs (GS) and ... Show More
17m 35s
Mar 2022
BREAKDOWN: Citadel Is Coming to Crypto
A check-in on crypto’s institutional narrative. This episode is sponsored by Nexo.io, Arculus, FTX US and Cointelli.  While much of the recent focus of “The Breakdown” has been on the relationship between crypto and geopolitics, today’s episode revisits the institutional narrativ ... Show More
18m 16s
Apr 2022
BREAKDOWN: How Crypto Can Help the Nascent Cannabis Industry
Plus a Morgan Stanley report on Lightning Payments. This episode is sponsored by Nexo.io, Arculus and FTX US.   On this edition of “Long Reads Sunday,” NLW reads: Cannabis and Crypto - Brett Harrison Bitcoin is boring? - Jurrien Timmer  Morgan Stanley on Lightning - Alex Gl ... Show More
14m 21s
Apr 2022
BREAKDOWN: Crypto's Liminal Phase
What happens when everything about the market is stuck in transition? This episode is sponsored by Nexo.io, Arculus and FTX US.  On today’s episode, NLW examines what he is calling “Crypto’s Liminal Phase.” He argues the crypto industry specifically and the macroeconomic landscap ... Show More
18m 16s
Apr 2022
BREAKDOWN: Why Crypto Matters for Emerging Markets
A look at which countries are seeing outsized crypto gains relative to GDP. This episode is sponsored by Nexo.io, Arculus and FTX US.  Today on “The Breakdown,” NLW covers two topics. First, he looks at a new Chainalysis report on which countries realized the biggest crypto gains ... Show More
16m 50s
Mar 2022
BREAKDOWN: BlackRock’s Larry Fink Says Ukraine Conflict Could Accelerate Digital Currencies
Plus a look at other key institutional, geopolitical and industry stories.  This episode is sponsored by Nexo.io, Arculus and FTX US.   On this edition of the “Weekly Recap,” NLW looks at recent comments from the leader of the world’s largest asset manager on Ukraine and digital ... Show More
15m 50s
Mar 2022
BREAKDOWN: Did Bitcoin Just Become Legal Tender in Switzerland?
A review of key bitcoin and crypto narratives.  This episode is sponsored by Nexo.io, Arculus, FTX US and Cointelli.  On this edition of the “Weekly Recap,” NLW checks in on the state of key bitcoin, crypto and economic narratives, from bitcoin’s institutional bid to bitcoin as l ... Show More
17m 42s
Mar 2022
BREAKDOWN: Big Banks Are Entering the Metaverse
Plus a look at recent news from around the crypto industry. This episode is sponsored by Nexo.io, Arculus and FTX US.  On today’s episode, NLW looks at recent crypto industry news, including:  Yuga Labs’ purchase of CryptoPunks and Meebits A leak deck about Yuga’s metaverse amb ... Show More
19m 13s
May 2022
BREAKDOWN: Could Local Digital Currencies Improve Communities?
That's the argument of the president of the RadicalxChange Foundation.  This episode is sponsored by Nexo.io, NEAR and FTX US.  On this week's “Long Reads Sunday,” NLW reads “Let’s Use New Forms of Money to Commit to Our Communities.” - Nexo is a secure crypto exchange and crypto ... Show More
18m 22s
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