A $10B Firm Makes Bitcoin Its Primary Treasury Asset
Today on the Brief: Bitcoin hashrate at all-time highs Record number of large companies lose money during the pandemic JPMorgan releases research note on bitcoin Our main discussion: Stone Ridg...
15 Loka 202014min
The IMF, G20 and BIS Gear Up for the Central Bank Digital Currency Era
Today on the Brief: Is the “blue wave” Democrat victory narrative in the presidential election starting to shake up Wall Street? Johnson & Johnson pause COVID-19 vaccine trial 1000 Satoshi-era b...
14 Loka 202018min
What the Stock Market is Predicting Around the Elections
Today on the Brief: Market rally to highest point in six weeks BTC and ETH up in part on Grayscale ETH trust becoming an SEC reporting company (Grayscale, like CoinDesk, is a unit of DCG.) CBDCs (...
13 Loka 202017min
Is Bitcoin More Correlated to Stocks or Gold?
Today on Long Reads Sunday, a reading of Lyn Alden’s piece for CoinDesk: “Bitcoin Correlations Depend on What Phase It Is In” In it, Lyn argues that bitcoin’s correlation patterns are, in part, reli...
11 Loka 202012min
A Regulatory Reckoning for the Crypto Industry?
On this week’s Breakdown weekly recap, NLW looks at a cross-section of regulatory news, including: CFTC and DOJ action against BitMEX and its leadership The U.K. Financial Conduct Authority’s ban o...
10 Loka 202011min
Cathie Wood: Secrets of the World’s Best Innovation Investor
Forbes called her “the newest superstar investor,” and it’s not hard to see why. Cathie Wood is radically disrupting the way money is allocated. Fighting the rise of passive – what she calls the “gr...
10 Loka 20201h 20min
The Market Reacts to Square’s $50M Bitcoin Buy
A special breaking edition of The Breakdown follows the market’s reaction to Square’s surprise $50 million bitcoin investment. NLW breaks down the foundations for the investment, including: 2020’s...
8 Loka 202019min
Why Bitcoin Will Become the Reserve Asset for DeFi, Feat. Qiao Wang
Today on the Brief: Stimulus talk shutdown spooks markets House recommends antitrust actions but likely to get nowhere CBDC trial results from China Our main discussion is with trader and entrep...
8 Loka 202041min
