Bitcoin’s $100K Test and the Return of Stimmy Checks
The Breakdown11 Nov 2025

Bitcoin’s $100K Test and the Return of Stimmy Checks

After one of Bitcoin’s sharpest sell-offs of the cycle, sentiment across crypto turned fearful as whales dumped billions and ETFs saw record outflows. But a weekend surge of political and fiscal news — from Trump’s proposed $2,000 “tariff dividend” to 50-year mortgages and a government-reopening deal — reignited markets and sent Bitcoin rebounding. NLW breaks down what’s driving the volatility, how institutional analysts are recalibrating their price targets, and why macro liquidity may still be the ultimate bull case. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Avsnitt(2055)

Why Privacy Coins Aren’t Enough | The Breakdown

Why Privacy Coins Aren’t Enough | The Breakdown

Privacy is back at the center of crypto’s narrative. This episode examines the limits of on-chain privacy, the role of KYC and the app layer, and how crypto onboarding has changed — before closing wit...

3 Feb 26min

NLW's Last Breakdown

NLW's Last Breakdown

Today’s episode is the last episode of The Breakdown with me, NLW. To mark the end of this chapter, this show looks back at the biggest story from each year of the podcast, from the strange early days...

30 Jan 15min

Tether Goes Fully American and Doubles Down on Gold

Tether Goes Fully American and Doubles Down on Gold

Tether has officially launched its US-compliant stablecoin, USAT, a Genius Act–aligned, Treasury-backed token designed to operate squarely inside the American regulatory perimeter, giving the company ...

29 Jan 8min

The Breakdown with David Canellis | Teaser

The Breakdown with David Canellis | Teaser

A crypto-native deep dive into the systems, incentives, and power structures shaping the industry. Hosted by David C.

28 Jan 1min

Market Structure Thaw as Stablecoin Fight Intensifies

Market Structure Thaw as Stablecoin Fight Intensifies

As Washington digs out from a winter storm, there are signs that the long-stalled crypto market structure bill may be inching forward again, with behind-the-scenes negotiations aiming to revive a bipa...

28 Jan 9min

Gold Mania and a Bitcoin Stall

Gold Mania and a Bitcoin Stall

Bitcoin stumbles through another Sunday-night slide as gold rips to historic highs, pulling attention and liquidity away from crypto and fueling talk of a speculative metals mania layered on top of ge...

27 Jan 9min

Bitcoin Meets Davos

Bitcoin Meets Davos

Brian Armstrong takes Bitcoin to the World Economic Forum as Davos wrestles with the visible unraveling of the old global order, putting the Bitcoin standard, stablecoin yield, and crypto market struc...

24 Jan 8min

The Macro Market Crash and the End of the Old Order

The Macro Market Crash and the End of the Old Order

Markets are selling off across the board as stocks, bonds, and the dollar all fall together, signaling something bigger than a routine drawdown. This episode unpacks why the latest crash feels like a ...

23 Jan 8min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
badfluence
varvet
svd-tech-brief
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
tabberaset
borsmorgon
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
24fragor
montrosepodden