Trump's Taco Trade and the Dollar's Dangerous Game
Markets settle on the "taco trade," betting Trump won't push tariffs too far—but uncertainty reigns as China tensions linger, automakers scramble over rare earth metals, and CEO confidence plummets. M...
10 Jun 202513min
The End of Money as You Know It
On today's Long Read Sunday, NLW explores Hugh Hendry's provocative essay "Sovereignty 3.0," examining how rising Treasury yields signal the collapse of traditional financial structures and the emerge...
8 Jun 20258min
Circle Soars, Trump and Musk Clash, and JPMorgan Embraces Bitcoin ETFs
Scott Melker joins NLW for a packed Friday Five: Circle’s IPO skyrockets, Musk and Trump’s crypto-fueled feud jolts markets, and JPMorgan quietly normalizes Bitcoin as financial collateral. Plus, lawm...
7 Jun 202522min
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
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
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?
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
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
