CoinDesk Podcast Network

From Charlie Munger’s “civilization” comments to the Taproot activation, everything you need to know to start your week. This episode is sponsored by Nexo.io, NEAR.org and Genesis Trading. Today on The Breakdown, NLW looks at: Charlie Munger’s and Bill Maher’s weekend comments about bitcoin and why we’re likely to see a lot more of this type of critique the more the bull market heats up The beginn...

A reading of Ben Hunt’s latest essay “In Praise of Bitcoin.” This episode is sponsored by Nexo.io and NEAR.org. Ben Hunt is the author of the wildly popular and always provocative “Epsilon Theory.” In his recent essay “In Praise of Bitcoin,” he calls on bitcoiners to rise up and recognize that the “bitcoin” being adopted by Wall Street is an abstraction that comes with unacceptable compromises.  -...

After a good performance from ETH this week, partisans are calling for a flippening yet again. This episode is sponsored by Nexo.io and NEAR.org. On this edition of “The Breakdown’s Weekly Recap,” NLW explores: Why JPM and Tesla drove the bitcoin story Why Ethereans are hot on the call for a “flippening” again Why CBDCs are low key one of the most important stories of 2021 - Nexo.io lets you borro...

From BTC to ETH to NFTs to DOGE, it’s a battle for attention out there. This episode is sponsored by Nexo.io and NEAR.org. On today’s episode, NLW gives a comprehensive view of the battleground for attention and resources that makes up this 2021 bull market, including: Bitcoin Ethereum and DeFi Ethereum alternatives  Ponzi coins Stablecoins and CBDCs NFTs Doge Where do the next fights and fault li...

What macro role does bitcoin play as GDP and consumer confidence grow? This episode is sponsored by Nexo.io and NEAR.org. For the past year, bitcoin’s narrative has been deeply tied to the larger macro narrative of looming inflation. As the economy starts to boom, many continue to point to the spectre of inflation as a bullish force for bitcoin. In today’s episode, NLW explores growing confidence...

Visa’s earnings call makes it clear just how invested the company is in the crypto space.  This episode is sponsored by Nexo.io and NEAR.org. Today on the Brief: Elon pumps Doge again Detailing Biden’s $1.8T American Families Plan  Turkey, Iran, SEC Our main discussion looks at comments this week from Visa CEO Al Kelly on the company’s relationship with crypto, analyzing the five areas of opportun...

According to Elon himself, it was all about demonstrating bitcoin’s liquidity.  This episode is sponsored by Nexo.io and NEAR.org. Yesterday Bitcoin Twitter reacted in horror upon discovering that Tesla had sold 10% of its bitcoin. Elon has paper hands! Institutions will abandon us! The horror and scorn ran far and wide.  On today’s episode, NLW argues that: The sales proved to Tesla that bitcoin...

Sources say JPMorgan’s new actively managed bitcoin product will be available this summer. This episode is sponsored by Nexo.io and NEAR.org. Today on the Brief: Sports and crypto come together WTF is going on in Turkey? Wyoming DAO law  Our main discussion: After years of CEO Jamie Dimon ragging on bitcoin, JPMorgan is reportedly set to offer a new actively managed bitcoin product. In this episod...

A reading of Nik Bhatia’s latest essay for CoinDesk.  This episode is sponsored by Nexo.io. For this week’s “Long Reads Sunday,” NLW reads Nik Bhatia’s latest piece: “Asset Managers, Owning Bitcoin Is Now Your Fiduciary Duty.” He also provides more thoughts on the notion of bitcoin as a non-sovereign money and what that might mean in terms of global balances of power. - Nexo.io lets you borrow aga...

The story of the week was the Tale of Two Dips.  This episode is sponsored by Nexo.io. On this edition of “The Weekly Recap,” NLW looks at the twin dips that shaped the week. He argues that one upshot is the dips may have taken the wind out of the sales of some very 2017-esque froth that threatened the entire industry. - Nexo.io lets you borrow against your crypto at 5.9% APR, earn up to 12% on yo...

Some say this amounts to a way to profit off assets inflated by monetary policy. This episode is sponsored by Nexo.io. Today on the Brief: Coinbase Pro to list USDT A new Bitcoin Mayor in Tennessee ETH and BTC ETF updates Our main discussion looks at President Biden’s proposed increase of the capital gains tax rate. NLW breaks down everything bitcoiners are saying about it, with a particular focus...

Bitcoin mining isn’t destroying the planet, it’s creating a solution to key problems of renewable energy. This episode is sponsored by Nexo.io. Today on the Brief: Crypto M&A heats up Is ETH deflationary now? Cathie Wood is the Michael Saylor of Coinbase stock Our main discussion: Square’s Bitcoin Clean Energy Initiative and ARK Investments have teamed up to release a memo about how bitcoin addres...

A whiff of 2017 is in the air as TikTok investors and pump-and-dump private groups increase.  This episode is sponsored by Nexo.io. The years 2017 and 2018 were some of the frothiest, wildest times in crypto market history. Their fallout also dragged the industry down for years, leaving an unmistakable stench of scam for many.  Thus far in this market cycle, much of those excesses have been avoide...

Despite the FUD, the prospects for bitcoin and crypto in a broader regulatory context have never looked brighter.  This episode is sponsored by Nexo.io. As this cycle heats up, “governments will ban bitcoin” is one of the top areas of fear, uncertainty and doubt. On this episode, NLW breaks down why that FUD just doesn’t hold much weight right now, looking at: Why the examples of India, Turkey, Ni...

Instead, the weekend’s rapid price action had its roots in over-leveraged traders. This episode is sponsored by Nexo.io. In 20 minutes on Saturday night, bitcoin’s price fell by more than 12%. Crypto Twitter raced to explain it as the byproduct of hashrate crashes after Chinese miners went offline, a suspicious report about the U.S. Treasury Department going after crypto money launders, and/or an...

A reading of Nic Carter’s latest painstaking response to the New York Times’ recent hit job. This episode is sponsored by Nexo.io. On this week’s “Long Reads Sunday,” NLW reads Nic Carter’s “On Bitcoin, the Gray Lady Embraces Climate Lysenkoism,” a rebuttal of the New York Times’ recent piece on bitcoin energy consumption he says is riddled with false data and debunked sources.  - Nexo.io lets you...

A look at the news that flew under the radar this week. This episode is sponsored by Nexo.io. On this edition of the “Weekly Recap,” NLW looks at three key themes: The continued institutionalization of bitcoin (and, increasingly, ethereum as well)  Warning signs of market mania in DOGE and NFT prices Global intrigue around bitcoin and central bank digital currencies - Nexo.io lets you borrow again...

After a 9,392% run-up over the last three months, is there something about DOGE beyond the meme? This episode is sponsored by Nexo.io. Dogecoin is on a tear. And it’s causing many mainstream media outlets to call “bubble.” On this episode, NLW breaks down DOGE as: Valueless memecoin Internet culture incarnate Dada-esque protest to a broken system  Much wow.  - Nexo.io lets you borrow against your...

A shifting global balance of power is causing a rethink in the U.S.’ relationship with cryptocurrency.  This episode is sponsored by Nexo.io. On today’s “The Breakdown,” NLW looks at an underreported story from earlier this week. There are increasingly loud whispers that officials across several agencies, including Treasury, National Security and Defense, are growing concerned with China’s digital...

From the company’s history to business model to controversy, it’s everything you need to know. This episode is sponsored by Nexo.io. On the day of Coinbase’s historic direct listing on NASDAQ, NLW answers your most important questions about the company and its place in the industry.  How did Coinbase become successful? What is the crypto public's perception of Coinbase? What is Coinbase's business...

New CPI numbers show growing inflation, but is that the whole story?  This episode is sponsored by Nexo.io. There is perhaps no question more debated in macroeconomics than what sort of inflation we’re likely to see in the coming years. Many are convinced that the combination of a growing money supply, expansionary monetary policy, pent-up demand, reshoring of manufacturing and more are pointing u...

This inflection point moment could have major implications for where markets head next This episode is sponsored by Nexo.io. Coinbase is set to go public via direct listing on Wednesday. In today’s episode, NLW breaks down why this is the current bull market’s first big test, looking at: Mainstream narratives  Institutional liquidity  Retail participation  Spillover effects  The direction in which...

A reading of an essay from University of Wyoming philosophy professor Bradley Rettler. This episode is sponsored by Nexo.io and this week’s special product launch, Exodus. This week’s edition of “Long Reads Sunday” features NLW reading Bradley Rettler’s “The Rich Get Richer, the Poor Get Bitcoin.” It is an argument that, far from being just a speculative tool for the already wealthy, bitcoin repre...

Some say “top signal,” others say “Supercycle.” Who is right?  This episode is sponsored by Nexo.io and this week’s special product launch, Exodus. On this week’s “Weekly Recap,” NLW digs into the theory of the bitcoin supercycle. Are we in the same sort of four-year, halving-driven, boom-bust cycle that has characterized bitcoin so far, or are the new institutional participants breaking us out of...

Institutional participation in Bitcoin shows no signs of slowing down.  This episode is sponsored by Nexo.io and this week’s special product launch, Exodus. Today on the Brief: Crypto Climate Accord Robinhood crypto trading  The decentralization of venture capital Our main discussion: This week was absolutely chock-full of institutions getting into the bitcoin space, yet barely anyone noticed. Fro...