Bull vs. Bear: Who Has the Economy Right?
The Breakdown25 Kesä 2020

Bull vs. Bear: Who Has the Economy Right?

The economy is nothing if not confounding right now. Across every domain, from real estate to oil to retail, there are bull signals and bear signals. In this episode, NLW looks at those signals in the following areas: Markets - strong stock recovery vs. growth in cash deposits Employment - growth in jobs vs. persistent continuing jobless claims Retail - growth in foot traffic vs. demand destruction Oil - growth in demand (but not in economically productive diesel) Real estate - surge in mortgage applications vs. worst home sales since 2010 Dollar - declining confidence vs. there is no alternative COVID-19 - reduced death rates in the U.S. vs. growing caseload What’s the answer? Is this just a narrative mirage recovery? Listen and find out.

Jaksot(2059)

Clavicular x Polymarket, the CLARITY Act, and What MegaETH Tells Us About Retail | The Breakdown

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 point...

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MegaETH, the DeFi United Bailout, Meta’s USDC Push, and Blockworks Reaches $192M Valuation | The Breakdown

MegaETH, the DeFi United Bailout, Meta’s USDC Push, and Blockworks Reaches $192M Valuation | The Breakdown

DeFi just raised $302 million to cover losses from the Kelp DAO hack. David calls it what it is: a bailout. David runs through four stories from the week — MegaETH, DeFi United, Meta’s stablecoin pay...

30 Huhti 36min

How Crypto Is Fighting Back Against North Korea | The Breakdown

How Crypto Is Fighting Back Against North Korea | The Breakdown

North Korea has had IT workers embedded in DeFi protocols since DeFi Summer — and they’re pretty good devs. Nick Bax, blockchain investigator and SEAL 911 incident responder, joins us to break down h...

28 Huhti 37min

Mythos Leaks, Crypto in the Strait of Hormuz, and DoorDash Stablecoins | The Breakdown

Mythos Leaks, Crypto in the Strait of Hormuz, and DoorDash Stablecoins | The Breakdown

Someone guessed Anthropic’s Mythos URL, gained unauthorized access to the most hyped AI model in history, and used it to build websites. David covers three stories from the week: the Mythos breach,...

23 Huhti 26min

Can AI Actually Trade Crypto? | The Breakdown

Can AI Actually Trade Crypto? | The Breakdown

Crypto might be the world’s best test bed for AI trading — and Virtuals Protocol is running the experiment live. Weekee Tiew, co-founder of Virtuals Protocol, joins us to explain Degen Claw, their AI...

21 Huhti 31min

Crypto Fed Chair, Polymarket Bots, and the Faketoshi Movie

Crypto Fed Chair, Polymarket Bots, and the Faketoshi Movie

Trump's Fed pick has 30-plus crypto investments — and that's just what he could disclose. David walks through Warsh's filing, a Polymarket bot built on the theory that nothing ever happens, and Hollyw...

16 Huhti 28min

Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown

Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown

AI is reprogramming the social fabric — and nobody can agree whether that’s a good thing. Kevin O’Leary, investor and entrepreneur, joins us to share his framework for navigating the AI era across in...

14 Huhti 33min

The Three Layers of AI Agent Commerce with Jordan Liu | The Breakdown

The Three Layers of AI Agent Commerce with Jordan Liu | The Breakdown

x402 just got a lot bigger. The Linux Foundation is now backing it — and maybe Amazon, Google, Stripe, Mastercard, and American Express along with them. In this episode, David sits down with Jordan L...

9 Huhti 38min

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