Global Bitcoin Game Theory
The Breakdown11 Des 2024

Global Bitcoin Game Theory

A look at Bitcoin game theory around the world with the latest between El Salvador and the IMF, CZ on China, and more. 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(2063)

Circle’s Blockbuster IPO Oversubscribed 25x

Circle’s Blockbuster IPO Oversubscribed 25x

Circle’s IPO blew past expectations, pricing high and oversubscribed 25x, signaling Wall Street’s growing appetite for stablecoin exposure. NLW breaks down the offering’s details, why fintech insiders...

7 Jun 202515min

Democrats Slam SEC Over Crypto Bill Chaos

Democrats Slam SEC Over Crypto Bill Chaos

Democrat frustration boils over after an SEC technical briefing on the crypto market structure bill goes disastrously wrong. NLW explores accusations of deliberate obstruction, political delay tactics...

5 Jun 202513min

As Circle Prepares to IPO, Crypto Deals Heat Up

As Circle Prepares to IPO, Crypto Deals Heat Up

May was a breakout month for crypto deals, with $3.5 billion in activity signaling a shift from stagnation to strategic consolidation. NLW breaks down the Robinhood–Bitstamp acquisition, Jump’s bet on...

4 Jun 202512min

Who is Funding These Bitcoin Treasury Companies?

Who is Funding These Bitcoin Treasury Companies?

Bitcoin treasury companies are multiplying fast—some with billions in backing, others chasing quick gains. Today’s episode examines who’s funding these firms, how the Michael Saylor playbook is evolvi...

3 Jun 202513min

The Five Most Important Stories in Bitcoin Last Week

The Five Most Important Stories in Bitcoin Last Week

Recorded live on Friday May 30th, 2025. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to...

2 Jun 202525min

Bitcoin Vegas Goes Big as Politics Takes Center Stage

Bitcoin Vegas Goes Big as Politics Takes Center Stage

The Bitcoin Conference returned to Las Vegas bigger than ever, drawing over 30,000 Bitcoiners and showcasing political heavyweights championing crypto’s future. Vice President JD Vance outlined the ad...

31 Mai 202513min

Who Can Out-Saylor Saylor?

Who Can Out-Saylor Saylor?

Trump Media, GameStop, Joe Lubin, and a growing list of others are embracing the Michael Saylor playbook—raising massive capital to load up on Bitcoin. Today on The Breakdown, NLW unpacks the explosio...

29 Mai 202511min

The Big Bank Stablecoin Consortium

The Big Bank Stablecoin Consortium

America’s biggest banks are planning a joint stablecoin, signaling a new phase of institutional crypto adoption — but it’s happening just as political backlash intensifies. NLW breaks down the Wall St...

29 Mai 202511min

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