The Stablecoin Free Banking Debate—What History Really Says
For this Long Read Sunday, NLW explores Nick Carter’s sweeping new essay comparing modern stablecoins to 19th-century free banking. Through a condensed version rewritten by Claude, the episode dismant...
3 Aug 202513min
Crypto's Regulatory U-Turn: The Five Most Important Stories in Crypto This Week
This week’s Friday Five is dominated by a stunning speech from the new SEC Chair, signaling a dramatic shift in U.S. crypto policy. NLW breaks down the speech’s implications, from safe harbors and tok...
1 Aug 202526min
Powell's Hawkish Wait-and-See
The July FOMC meeting delivered no rate change—but plenty of political drama. Powell refused to guide toward September cuts, triggering hawkish market reactions and rare dissent from Fed governors Wal...
1 Aug 202512min
Crypto Treasuries Face Their First Real Test
Crypto treasury companies like Bitmine and Backed are under pressure as investor enthusiasm wanes. Bitmine’s share buyback failed to move markets, raising concerns about narrative exhaustion despite b...
31 Juli 202511min
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 Juli 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 Juli 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 Juli 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 Juli 202519min
