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.
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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
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
Feb 2022
BREAKDOWN: NFTs, Markets and What Happens Next
A sample of the most interesting threads from Crypto Twitter.
This episode is sponsored by Nexo, Arculus, FTX US and MELD.com.
On this edition of “Long Reads Sunday," NLW reads three threads:
Justin Kan on why NFTs are a better business model for games
RAC on what NFT skep ... Show More
17m 55s
Jul 2022
BREAKDOWN: After Bitcoin Maximalism
A Twitter debate sparks much reflection.
This episode is sponsored by Nexo.io, Chainalysis and FTX US.
On this week’s “Long Reads Sunday,” NLW reads and reflects on Nic Carter’s “Setting the Record Straight.”
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Nexo is a security-first platform where you can buy, exchange and bo ... Show More
22m 26s
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: 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
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: 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
May 2023
Ep. 538 Current Events: Ledger Wallet News, Pepe Coin Breakdown, Bitcoin’s Range
In this episode of Crypto 101 Pizza Mind is joined by one of our Analysts Brendan Viehman and our Producer Tevo to go over some of the current events surrounding the crypto markets. First, the announcement that Ledger Wallet basically is centralized is something you need to be aw ... Show More
39m 41s