On this week’s Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed sig ... Show More
Aug 19
LIMITLESS: Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google
Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience. From replacing mundane workflows with proactive assistance to envisioning a fully AI-native operating system, Aravind shares ... Show More
1h 9m
Aug 18
Why Passive Investors Lose | Contrarian Investor Michael Green
Contrarian strategist Michael Green lays out why “passive” isn’t passive at all—it’s a flow-driven algorithm, turbocharged by policy, that funnels capital into mega-caps, starves small caps, and raises the odds of market non-clearing shocks. We unpack Sharpe’s arithmetic vs. reba ... Show More
1h 34m
Apr 2022
The Geopolitics of Crypto, With Jill Gunter
This episode is sponsored by Nexo.io, Arculus and FTX US. Today on “The Breakdown,” NLW is joined by Espresso Systems co-founder and Chief Strategy Officer Jill Gunter. She is also an investor with Slow Ventures and the former co-founder of the Open Money Initiative. In this d ... Show More
55m 36s
Apr 2022
Laura Shin on Greed, Hacks and Crypto Idealism
This episode is sponsored by Nexo.io, Arculus and FTX US. Laura Shin is the host of “Unchained,” one of the best known and longest running crypto podcasts. She is also the author of the new book “The Cryptopians: Idealism, Greed, Lies, and the Making of the First Big Cryptocur ... Show More
48m 16s
Mar 2022
Citadel Is Coming to Crypto
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 narrative that drove industry adoption in 2020 and 202 ... Show More
17m 16s
Mar 2022
Is Bitcoin Freedom Money or a Tool for Sanctions Evaders?
This episode is sponsored by Nexo, Arculus, FTX US and Cointelli. On today’s episode, NLW looks at the contrasting public images of crypto regarding the Ukraine-Russia war. On the one hand, the Ukrainian resistance has raised more than $30 million from more than 26,000 crypto ... Show More
18m 35s
Mar 2022
BlackRock’s Larry Fink Says Ukraine Conflict Could Accelerate Digital Currencies
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 currencies, as well as other important updates from the crypto industry, in ... Show More
14m 50s
May 2022
The Transformation of Everything, feat. Vance Spencer
This episode is sponsored by Nexo.io, NEAR and FTX US. In today’s interview, NLW talks with Vance Spencer, co-founder of Framework Ventures and Framework Labs, about DeFi, crypto investing, the social disruption of play-to-earn, blockchain gaming and disruption everywhere. Fi ... Show More
53m 15s
May 2022
Jeremy Allaire on the Regulatory Fallout After Terra
This episode is sponsored by Nexo.io, NEAR and FTX US. Jeremy Allaire is the CEO of Circle, a leader of the USDC consortium. In today’s episode, he and NLW review the state of the stablecoin discussion among U.S. regulators before the implosion of UST and LUNA, and how the event ... Show More
23m 48s