$9 Billion Bitcoin Sale Stress Tests the Market—and Passes
Galaxy Digital just executed one of the largest Bitcoin OTC deals in history—moving 80,000 BTC worth $9 billion for a mysterious Satoshi-era wallet. In today’s episode, NLW breaks down how the market ...
29 Jul 202512min
Crypto's Institutional Summer: Perps, Policy, and the Ethereum Surge
This week's Friday Five dives into a deceptively quiet but consequential stretch for crypto. NLW and Scott Melker break down Dan Tapiero’s massive $50 trillion crypto prediction, institutional progres...
26 Jul 202519min
Is the Trade War Actually a Capital War?
In today’s episode of The Breakdown, NLW dives deep into the evolving trade dynamics between the U.S. and Japan, asking whether the current trade war is really masking a larger capital or currency war...
25 Jul 202511min
The Senate's Surprising Market Structure Bill
In today’s episode, NLW breaks down the newly released Senate draft of the crypto market structure bill—a shockingly slim but significant proposal that could redefine how digital assets are treated in...
24 Jul 202514min
Alt Season or Exit Liquidity? Parsing the Crypto Market’s Next Move
Bitcoin dominance is falling. Ethereum is rallying. Altcoins are exploding. Today on The Breakdown, NLW asks: is this the start of a new leg up in the bull market—or the beginning of the end? From sur...
23 Jul 202512min
Inside the Genius Act: Trump Signs Landmark Stablecoin Bill into Law
NLW breaks down the newly signed Genius Act—the first major piece of U.S. crypto legislation. He unpacks what the law actually contains, from reserve requirements and audit rules to the “Libra clause”...
22 Jul 202511min
The Eerie Railroad of Crypto, Stablecoin Regulation, and the Cypherpunk Legacy
For this Long Read Sunday, NLW hands the mic to AI to read three of Byron Gilliam’s standout essays from the Breakdown newsletter. First, “Crypto’s Competitive Advantage” draws a bold parallel between...
20 Jul 202514min
This Week's Top 5(00) Crypto Stories
NLW returns with a jam-packed Friday Five (or Friday 500) to break down the biggest crypto week of the summer. The Genius and Clarity Acts both pass the House with overwhelming bipartisan support—mark...
19 Jul 202528min
