David covers three Wednesday stories: Coinbase laying off 14% of staff, a16z Crypto raising $2.2 billion, and Strategy losing $12.5 billion as CEO Phong Le floats selling bitcoin.
We also unpack the AI-first layoff narrative, the potential return of the infra supercycle ($6B+ raised across crypto VCs in 2026), and why a Cambrian explosion of DATs and ETFs m ... Show More
Today
Bored Apes Rally, Canton Raises at $2B and Saylor Raps the Bears | The Breakdown
David covers three Monday stories: the NFT mini-revival (Bored Apes doubled in a month), Canton raising $300M at a $2B valuation, and Saylor's AI rap video defending Strategy from “Ponzi” accusations. Enjoy! TIMESTAMPS: (00:00) Intro (01:15) Are NFTs Back? (07:24) Nexo Ad (07:59) ... Show More
31m 39s
May 8
Coinbase Down Again, HIP-4 vs Polymarket, and Dueling Big Tech Crypto Partnerships | The Breakdown
David covers three Friday stories: Coinbase's hours-long outage on the back of an AWS cooling failure, the data on whether prediction markets are actually beating memecoins, and the dueling Solana + Google Cloud / AWS + Coinbase + Stripe agentic commerce announcements. TIMESTAMPS ... Show More
28m 47s
May 4
Clavicular x Polymarket, the CLARITY Act, and What MegaETH Tells Us About Retail | The Breakdown
David runs through three Monday morning stories: the viral Clavicular clip with Polymarket’s CMO, the CLARITY Act’s compromise on stablecoin yield, and MegaETH’s adoption numbers a week into its points campaign. TIMESTAMPS: (00:00) Intro (01:06) Clavicular and Polymarket CMO (09: ... Show More
25m 1s
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
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
Feb 2025
BTC220: US dollars on Bitcoin Lightning w/ Luke Gromen (Bitcoin Podcast)
Bitcoin’s Lightning Network is evolving into a global payments system, with over 21,000 active nodes enabling fast, low-cost transactions. Tether’s integration of USDT via the Taproot Asset Protocol could disrupt traditional finance, lowering transaction costs and increasing effi ... Show More
38m 58s
Sep 2025
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ... Show More
1h 7m
Apr 2025
155. The Fed Isn’t Coming to Save Us Plus Endowment Talk and Big Tech Breakups
Send us Fan MailThis week, we break down the tension between Jerome Powell and Donald Trump—and what it actually means for monetary policy. If you listened to Powell’s latest remarks at the Economic Club of Chicago, you may not have thought much of it, but anyone knows how to dec ... Show More
46m 46s
Aug 2025
Why 2025 Will Be a Game Changer for Crypto: Bull Runs, Tokenization, and Market Shifts
<p><span>Welcome back to EYL! In this insightful clip, special guest Austin Haynes sits down with Rashad and Troy to break down the seismic shifts happening in the crypto and financial markets leading up to 2025—and beyond. Are we seeing the end of the traditional four-year crypt ... Show More
8m 28s
Sep 2025
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ... Show More
42m 7s