Global Bitcoin Game Theory
The Breakdown11 Dec 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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The Radical Sentiment Dichotomy Between Degens & Institutions

The Radical Sentiment Dichotomy Between Degens & Institutions

To go on Crypto Twitter, you'd think that we were back in the doldrums of 2023. And yet according to the people closest to the institutions, everything is raging. So what gives? What explains the dive...

14 Feb 202513min

Bitcoin vs. Altcoins vs. Gold

Bitcoin vs. Altcoins vs. Gold

Three different assets. Three VERY different buyer profiles and sentiment stories. Is it the return of sound money or financial nihilism driving the investor train right now? NLW explores. Sponsored...

13 Feb 202515min

Why Crypto Sentiment is So Bad Right Now

Why Crypto Sentiment is So Bad Right Now

Despite $95,000+ sentiment is absolutely in the garbage. NLW explores the reasons, from memecoin misery to macro. Sponsored by: Ledger Ledger, the world leader in digital asset security, proudly s...

11 Feb 202512min

Will Debanking Actually End Now?

Will Debanking Actually End Now?

A reading and discussion inspired by: https://www.coindesk.com/opinion/2025/02/05/it-s-time-to-end-the-bureaucrat-s-secret-weapon-debanking Sponsored by: Ledger Ledger, the world leader in digital...

9 Feb 20258min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

A changing of the policy guard takes over Washington as crypto digs in for a much friendlier regulatory environment. Sponsored by: Ledger Ledger, the world leader in digital asset security, proudly...

8 Feb 202511min

The History of Operation Chokepoint 2.0

The History of Operation Chokepoint 2.0

With a set of recent actions, the FDIC has completely reversed its aggressive anti-crypto campaign, nearly two years to the day after Nic Carter first termed it "Operation Chokepoint 2.0." In this epi...

7 Feb 202520min

New SEC Crypto Task Force Announces New Era of Crypto Policy

New SEC Crypto Task Force Announces New Era of Crypto Policy

SEC Commissioner Hester Pierce, long a holdout stalwart for the crypto industry, is now empowered to lead policy via the SEC's new Crypto Task Force. In a recent speech, she laid out the group's speci...

6 Feb 202511min

Is the US Sovereign Wealth Fund a Sneaky Proxy for a Bitcoin Strategic Reserve?

Is the US Sovereign Wealth Fund a Sneaky Proxy for a Bitcoin Strategic Reserve?

.....or is that just insane wishful thinking? NLW explores the latest Trump executive action. Once again, mainstream economic wisdom is skeptical, but should we reserve judgement until we see the spec...

5 Feb 202511min

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