Ray Dalio Says We’ve Hit the Point of No Return
In a sobering comments, legendary hedge fund manager Ray Dalio recently warned that the U.S. has crossed a fiscal Rubicon. NLW breaks down Dalio’s thesis of irreversible debt doom, currency devaluatio...
30 Jul 202513min
Finish the Job: Crypto Legislation, Token Rights, and Spicy Dividends
On this Long Read Sunday, NLW dives into the two major fronts of America’s evolving crypto legislation. First, he reads and reacts to a joint op-ed from Congressmen Tom Emmer and Nick Begich urging th...
29 Jul 202513min
$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
