The Breakdown

This Friday 5 runs through a week defined by Larry Fink’s renewed tokenization push, MicroStrategy’s move to eliminate default risk, major wealth platforms finally opening their doors to Bitcoin, and ...

6 Dec 202512min

Larry Fink and Brian Armstrong hit the DealBook Summit with a message that couldn’t be clearer: crypto is now a mainstream financial conversation, not a curiosity. Their joint interview laid out Bitco...

5 Dec 202510min

Larry Fink makes his most explicit case yet that tokenization is entering its internet-1996 moment, and the rest of Wall Street is suddenly lining up behind him. Today’s episode looks at why this shif...

4 Dec 202511min

Today’s episode looks at how the traditional financial and policy apparatus around Bitcoin and crypto is shifting from quiet hostility to reluctant accommodation, and what that means for market psycho...

3 Dec 202510min

November just logged Bitcoin’s ugliest performance since 2018, with a seasonally strong month instead turning into a mini crypto winter driven by thin liquidity, excess leverage, and global macro jitt...

2 Dec 202512min

Bitcoin is climbing back from Friday’s drop, but the bounce looks weak and uncertain. Liquidity is shallow, flows are scattered, and the futures market just saw one of its sharpest resets of the cycle...

26 Nov 202511min

Bitcoin steadied after a brutal week that saw cascading liquidations, battered ETFs, and growing questions about whether the drawdown was macro-driven rather than crypto-specific. Analysts are watchin...

25 Nov 202510min

NLW and Scott Melker cover why this may be the first baby bear market in our new tradfi integrated paradigm. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watc...

23 Nov 202530min