Bitcoin Seasonality Means A Messy September Set Up
Bitcoin just wrapped a volatile Labor Day weekend, with prices dropping 14% from August highs before bouncing slightly above $110K. Analysts debate whether the correction is over, with leverage rebuil...
3 Sep 202513min
Brazilification Risk and the Fight for Fed Independence
Today’s Breakdown digs into a dramatic week for markets and politics as President Trump fires Fed Governor Lisa Cook, raising alarms about central bank independence, and floats equity stakes in privat...
28 Aug 202514min
Whales Unload Billions As Bitcoin Plunges To Six-Week Low
Bitcoin’s post–Jackson Hole rally was short-lived, with prices plunging below $110,000 after a massive whale liquidation sent shockwaves through the market. Today NLW unpacks how 24,000 BTC moved for ...
27 Aug 202511min
A Nothingburger Speech that Moved Markets
At last week’s Jackson Hole gathering, Jerome Powell delivered his final speech as Fed Chair. On the surface it was dry and technical, but markets read it as a dovish signal—and risk assets surged. In...
26 Aug 202514min
Crypto Narratives Becoming Reality
On this Long Read Sunday, NLW turns to Byron Gilliam’s Breakdown newsletter for a discussion of whether crypto narratives are finally becoming reality. From gold’s millennia-long hold on value percept...
24 Aug 20259min
Markets Hold Their Breath in Wyoming
Markets turned their attention to Jackson Hole for Jerome Powell’s final speech as Fed Chair, while crypto and AI narratives kept investors on edge. NLW unpacks how Powell’s tone could shift rate cut ...
23 Aug 202522min
Fed Governor Waller Says Crypto Adoption Is Nothing to Fear
At the Wyoming Blockchain Summit, Federal Reserve Governor Christopher Waller delivered one of the most striking pro-crypto speeches ever from a senior central banker. Waller argued that decentralized...
22 Aug 202512min
Crypto at a Crossroads in Wyoming
At this year’s Wyoming Blockchain Symposium, regulators and policymakers made it clear that crypto’s role in the U.S. financial system is entering a new chapter. Federal Reserve Governor Michelle Bowm...
21 Aug 202515min
