The Shorter Cycle Theory With Larry Cermak
The Breakdown19 Jun 2021

The Shorter Cycle Theory With Larry Cermak

The idea of a multiyear supercycle is fading as shorter cycles take their place. In this episode, NLW and guest Larry Cermak, director of research at The Block, discuss the transformation of the supercycle timeline as the crypto space evolves. The discussion includes: An analysis of the macro-narrative and the current “wait-and-see” mode Shorter cycles taking hold as the crypto space matures The larger institutional narrative promised a bevy of substantial allocators to contribute to the market. That narrative, however, has weakened over time as the promise falls short. Add on the uncertainty from China’s partial ban on mining and Tesla’s environmental concerns, and the narrative continues to lose momentum. What narrative will take over next? When will this “wait-and-see” mode end? Historically, crypto was perceived to fall into semi-stable cycles. For a couple of years, prices would rise, and for the next two or three years after, prices crash. However, with longer-term investors and a broader focus on usability over speculation, is there now a foundation for a more stable market with shorter cycles? -- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io -- Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW The Breakdown is produced and distributed by CoinDesk.com

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2072)

Crypto Still Sees Massive Returns On Par With Stocks

Crypto Still Sees Massive Returns On Par With Stocks

Everyone's saying crypto has been left behind by the stock market. David digs into the numbers — VVV outperformed SanDisk YTD, Hyperliquid beat NVIDIA and AMD, Stellar beat NVIDIA. The market is selec...

3 Jun 21min

Dimon & Democrats Ready for War Over CLARITY

Dimon & Democrats Ready for War Over CLARITY

A centrist Democratic group is spending six figures to brand the CLARITY Act as "Trump's crypto grifto." Jamie Dimon is on the same side. David walks through what's actually happening and why crypto m...

1 Jun 25min

When Bitcoin’s Bear Market Might End

When Bitcoin’s Bear Market Might End

David maps the current Bitcoin bear market against every prior one — where we are, how much longer it could run, and where the bottom could land. FOLLOW THE SHOW › David — https://x.com/dcanellis ...

29 Mai 13min

A Google Engineer Made $1.2M Insider Trading on Polymarket

A Google Engineer Made $1.2M Insider Trading on Polymarket

A Google engineer allegedly profited $1.2 million on Polymarket betting that d4vd would be Google's most-searched person of 2025 — using Google's own internal data. Plus: Blockworks' new Token Transpa...

28 Mai 28min

Is This $250M AI Company Fake?

Is This $250M AI Company Fake?

Polsia (AI Slop spelled backwards) just announced a $30M raise at a $250M valuation with one human employee. David thinks it's less a company, more performance art. Plus: Uber, Microsoft and NVIDIA al...

26 Mai 34min

Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown

Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown

It's Bitcoin Pizza Day, and David runs through three Friday stories: Hyperliquid breaking all-time high (and why the buyback isn't really the driver), the XRP wallet and ETF flow narrative vs. what th...

22 Mai 32min

OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown

OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown

David unpacks the Ethereum Foundation exits, the Polymarket / UMA Oracle dispute mess revealed by the WSJ, and OpenAI's push to sell guaranteed compute on 1–3 year commits. Enjoy! TIMESTAMPS: (00:...

20 Mai 35min

The Messy State of Crypto Governance with Jito Foundation's Nick Almond | The Breakdown

The Messy State of Crypto Governance with Jito Foundation's Nick Almond | The Breakdown

Nick Almond of the Jito Foundation joins David to walk through why DAO governance is a mess, what “pragmatic decentralization” looks like in practice, and how the CLARITY Act will reshape governance g...

18 Mai 42min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
utbytte
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
stormkast-med-valebrokk-stordalen
pengesnakk
rss-pa-konto
morgenkaffen-med-finansavisen
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
rss-markedspuls-2
liberal-halvtime
lederpodden