Why a $631B Asset Manager Just Changed Its Mind on Bitcoin
Today on the Brief: Libra is now “Diem” Christine Lagarde comes down on private stablecoins Dow closes its best month in 33 years Our main discussion: AllianceBernstein changes its mind. ...
2 Dec 202026min
Bitcoin Hits New All-Time High: What Happens Next?
On this historic day, NLW looks at bitcoin’s punching through its previous December 2017 all-time high. Specifically, he looks at: How different people benchmark the all-time high What drove the l...
1 Dec 202013min
How Bitcoin Gets to $100,000
On this edition of The Breakdown’s Long Reads Sunday, NLW reads a recent piece by Hong Fang, CEO of OKCoin. In it, Fang provides a set of valuation models and scenarios that plausibly lead to bitc...
29 Nov 202021min
What Janet Yellen as Treasury Secretary Means for Bitcoin and Markets
On this edition of The Breakdown weekly recap, NLW looks at what was an absolutely action-packed holiday week. He discusses: Bitcoin’s price action The Dow’s 30,000 psychological milestone Et...
28 Nov 20209min
ENCORE: Luke Gromen on the History and (Declining) Future of the Global Dollar System
One of the most significant macroeconomic questions facing the world is what the future of the global reserve system, dominated for the last 80 years by the U.S. dollar, holds. Today’s episode is a ...
27 Nov 20201h 14min
Schmuck Insurance: Chamath Palihapitiya's Prescient 2013 Argument for Bitcoin
When NLW asked Crypto Twitter for recommendations of the best way to convince friends and family about bitcoin and crypto, one of the ideas was to review old articles that have stood the test of time....
26 Nov 202010min
The Most Bullish Bitcoin Arguments for Your Thanksgiving Table
Today’s Breakdown is a prep kit for the inevitable conversations about bitcoin as friends and family sit down at the Thanksgiving table this year. NLW discusses arguments ranging from price action t...
26 Nov 202016min
Lyn Alden on Money Printing, Bitcoin and the End of an 80-Year Debt Cycle
Today’s guest is Lyn Alden. Lyn is the founder of Lyn Alden Investment Strategy and one of today’s best-known and most-respected macro analysts. In this conversation, she and NLW discuss: Anti-defla...
25 Nov 20201h 3min
