The Breakdown

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

The latest Fed minutes show a deeply divided committee but a clear signal: no December rate cut is coming. Markets reacted fast, sending Bitcoin tumbling to new lows as leveraged traders piled in and ...

22 Nov 20259min

Bitcoin’s brutal drawdown has traders asking whether the market finally found its bottom, with price testing $90K multiple times, sentiment crushed into extreme fear, ETF flows bleeding out, futures s...

20 Nov 20259min

A look at why the long-awaited return of ICOs to the US started with a whimper, not a bang. The debut sale on Coinbase’s new platform underperformed expectations, raising questions about demand for ne...

19 Nov 202510min