Bitcoin Surges on Hopes of a China Deal
The Breakdown28 Loka 2025

Bitcoin Surges on Hopes of a China Deal

Bitcoin and risk assets jumped as the U.S. and China appeared to reach a framework agreement that takes 100% tariffs and rare earth restrictions off the table. NLW breaks down what the potential trade deal means for markets, why optimism is back, and how JPMorgan’s move to accept Bitcoin and Ethereum as loan collateral signals a major shift in traditional finance’s relationship with crypto. Plus, new controversy over Binance’s lobbying spend and Trump’s CFTC pick. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Jaksot(2056)

The Macro Market Crash and the End of the Old Order

The Macro Market Crash and the End of the Old Order

Markets are selling off across the board as stocks, bonds, and the dollar all fall together, signaling something bigger than a routine drawdown. This episode unpacks why the latest crash feels like a ...

23 Tammi 8min

The Stablecoin Yield Standoff

The Stablecoin Yield Standoff

Today’s episode digs into the deepening market structure fallout in Washington, tracing how Coinbase’s withdrawal from the bill triggered White House anger, exposed fractures across the crypto lobby, ...

21 Tammi 8min

Bitcoin Wakes Up

Bitcoin Wakes Up

Bitcoin finally delivered a jolt of life, surging to $96,000 in its biggest move of 2026 and breaking a long stretch of boredom for crypto markets. The episode unpacks why this rally may matter less f...

15 Tammi 8min

Phase Two of Institutional Bitcoin Adoption

Phase Two of Institutional Bitcoin Adoption

Bitcoin has spent the opening weeks of 2026 trading sideways, but beneath the surface a second phase of institutional adoption is taking shape. This episode unpacks why Morgan Stanley’s move toward a ...

14 Tammi 9min

Powell Under Prosecution and the End of Fed Independence

Powell Under Prosecution and the End of Fed Independence

A seismic escalation in the clash between the White House and the Federal Reserve as reports emerge that Fed Chair Jerome Powell is under criminal investigation, raising unprecedented questions about ...

13 Tammi 12min

Morgan Stanley Goes All In on Crypto

Morgan Stanley Goes All In on Crypto

Morgan Stanley makes a major bet on crypto adoption by filing for in-house Bitcoin and Solana ETFs, a sharp reversal that signals real demand inside its massive wealth management network and another s...

8 Tammi 9min

Bitcoin’s Cautious Green Start to 2026

Bitcoin’s Cautious Green Start to 2026

Bitcoin is off to a quietly strong start to the year, notching its longest green streak in months and pushing back toward key resistance levels, but conviction remains conditional as traders debate wh...

7 Tammi 9min

Venezuela Shockwaves and the New Geopolitics of Markets

Venezuela Shockwaves and the New Geopolitics of Markets

The capture of Venezuela’s president marks one of the most aggressive geopolitical moves in years, and markets are racing to figure out what it actually means. This episode unpacks why oil barely move...

6 Tammi 11min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
inderespodi
rahapuhetta
rss-lahtijat
herrasmieshakkerit
rss-sisalto-kuntoon
taloudellinen-mielenrauha
rss-sami-miettinen-neuvottelija
pomojen-suusta
yrittaja
seminuoret-sijoittajat
rss-porssipuhetta
rss-laakispodi
rss-doulapodi