The SEC's Vicious "Qualified Custodian" Trap
The Breakdown5 Sep 2024

The SEC's Vicious "Qualified Custodian" Trap

What the Galois Capital settlement with the SEC means for crypto. Spoiler alert: it's not good. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

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Episoder(2064)

What the End of the Shutdown Really Means for Crypto

What the End of the Shutdown Really Means for Crypto

NLW looks at what the end of the 43-day government shutdown means for crypto, from the CFTC finally moving toward a confirmed chair and opening the door to regulated spot markets, to the SEC racing to...

14 Nov 202511min

Did the US Steal $13 Billion in Bitcoin? China Says Yes

Did the US Steal $13 Billion in Bitcoin? China Says Yes

China is accusing the US of hacking a major Bitcoin mining pool in 2020 and stealing 127,000 BTC—now worth more than $13 billion. NLW breaks down the origins of the Labuyan hack, why the coins later a...

13 Nov 202511min

Bitcoin’s $100K Test and the Return of Stimmy Checks

Bitcoin’s $100K Test and the Return of Stimmy Checks

After one of Bitcoin’s sharpest sell-offs of the cycle, sentiment across crypto turned fearful as whales dumped billions and ETFs saw record outflows. But a weekend surge of political and fiscal news ...

11 Nov 202512min

Wall Street’s Crypto Push, Western Union’s Stablecoin, and the Fed’s Halloween Confusion

Wall Street’s Crypto Push, Western Union’s Stablecoin, and the Fed’s Halloween Confusion

On this Halloween Friday Five, NLW and Scott Melker break down a wild week in macro and crypto. The Fed’s latest meeting left markets confused about future rate cuts, while Wall Street and legacy paym...

1 Nov 202519min

Fed Cuts as Expected, But Powell Keeps Markets Guessing

Fed Cuts as Expected, But Powell Keeps Markets Guessing

Markets got the rate cut they expected — but not the clarity they wanted. Fed Chair Jerome Powell stunned investors by signaling that December’s cut is “far from a foregone conclusion,” while also ann...

31 Okt 202510min

Polymarket’s $9B Comeback: Prediction Markets Return to the U.S.

Polymarket’s $9B Comeback: Prediction Markets Return to the U.S.

Polymarket is preparing to relaunch in the U.S. after years in regulatory exile, now armed with a CFTC-compliant license and a $9B valuation. The move signals a new era for prediction markets—blurring...

30 Okt 202512min

Will Bitcoin Ever Fall Below $100K Again?

Will Bitcoin Ever Fall Below $100K Again?

Standard Chartered’s Jeff Kendrick says if this week goes well, Bitcoin may never drop below $100,000 again. NLW breaks down the key macro catalysts — a dovish Fed, a potential U.S.–China trade thaw, ...

29 Okt 202510min

Bitcoin Surges on Hopes of a China Deal

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...

28 Okt 20259min

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