CoinDesk Podcast Network

A new crypto outlook from Bloomberg suggests BTC could reach $50,000 in 2021, topping off a month of major institutional momentum for the asset. This episode is sponsored by Crypto.com, Nexo.io and this week's special product launch, Allnodes. On this edition of the weekly recap, NLW looks at the consolidating narrative of a bitcoin rally that is: Being driven by institutional investors Shifting t...

Since 1969, 34 out of 45 years have seen a late December rally. Here are 5 reasons why that might not happen this year.  This episode is sponsored by Crypto.com, Nexo.io and this week's special product launch, Allnodes. Today on the Brief: Payrolls report underperforms expectations Spotify looking for crypto director Lame-duck crypto legislation on the way?  Our main discussion: Will we see a “San...

The STABLE Act would force all stablecoin issuers to have bank licenses, a shot across the bow that portends an emerging legal challenge for the industry. This episode is sponsored by Crypto.com, Nexo.io and this week's special product launch, Allnodes. On Wednesday, three U.S. congressional Democrats announced the STABLE Act, an 18-page bill that would require, among other things, stablecoin issu...

One of finance’s most colorful personalities joins NLW to discuss how advisers spend their money, Robinhood traders, bitcoin and more. This episode is sponsored by Crypto.com, Nexo.io and this week's special product launch, Allnodes. Josh Brown is the CEO of Ritholtz Wealth Management. He is also the host of “The Halftime Report” on CNBC, author of the “Reformed Broker” blog and host of “The Compo...

In a research note intended for clients, investing giant AllianceBernstein says it changed its mind on bitcoin’s role in asset allocation.  This episode is sponsored by Crypto.com, Nexo.io and this week's special product launch, Allnodes. 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: Allianc...

Why a price surge is not only attracting a new cadre of institutional investors, but also producing the beginnings of a new set of FUD.  This episode is sponsored by Crypto.com, Nexo.io and this week's special product launch, Allnodes. On this historic day, NLW looks at bitcoin’s punch through its previous December 2017 all time high. Specifically, he looks at: How different people benchmark the a...

Another look at the bitcoin valuation models that could possibly lead to a six-figure bitcoin valuation over the course of the next year. This episode is sponsored by Crypto.com and Nexo.io. 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 bitcoin achievin...

NLW looks at price action in crypto, the ETH 2.0 Beacon chain launching Dec 1, the Dow at 30,000 and Janet Yellen’s nomination as Treasury secretary. This episode is sponsored by Crypto.com and Nexo.io. On this edition of The Breakdown weekly recap, NLW looks at what was an absolutely action-packed holiday week, discussing: Bitcoin’s price action  The Dow’s 30,000 psychological milestone  Eth 2.0...

As some start to wonder about a post-Bretton Woods economic system, macro analyst Luke Gromen explains how that post-World War II system came to be. This episode is sponsored by Crypto.com and Nexo.io. 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...

A reading of one of the most enduring early investor arguments for bitcoin.  This episode is sponsored by Crypto.com and Nexo.io. 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.  With that in mind, NLW today reads Chamath Palihapitiya’s May 2013 p...

This year, come prepared to explain the asset that has everyone from famous financiers to political dissidents talking about a money revolution. This episode is sponsored by Crypto.com and Nexo.io. 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 to w...

One of the sharpest analysts in macroeconomics looks at how monetary and fiscal policy are likely to change in the coming years. This episode is sponsored by Crypto.com and Nexo.io. 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-deflation vs. inflation W...

When demand from these two sources alone exceeds the entire supply of newly minted bitcoins, expect serious supply pressure to follow. This episode is sponsored by Crypto.com and Nexo.io. Today on the Brief: AstraZeneca and University of Oxford release third positive COVID-19 vaccine trial data Trump administration ratchets up pressure on China  Another DCEP lottery trial coming  Our main discussi...

Jay Clayton is stepping down as chairman of the Securities Exchange Commission. Here’s what that means for crypto and traditional markets.  This episode is sponsored by Crypto.com and Nexo.io. On this week’s Long Reads Sunday, NLW reads Joe Nocera’s recent Op-Ed “Clayton’s Exit at SEC Opens Door to Protect Investors” from Bloomberg.  NLW expands upon the piece, discussing Clayton’s legacy in crypt...

Recapping a wild week in bitcoin price action that has drawn out numerous previously-quiet HODLers.  This episode is sponsored by Crypto.com and Nexo.io. On this edition of The Breakdown weekly recap, NLW discusses: Traditional markets: The tension between vaccine optimism and a growing national wave of economy-disrupting lockdowns Regulatory landscape: Crypto ally Brian Brooks nominated for full...

While we haven’t achieved the elusive $20,000 spot price all-time high yet, these other metrics show where bitcoin has grown far beyond previous peaks. This episode is sponsored by Crypto.com and Nexo.io. Earlier this week, investor Nic Carter published a piece called “Nine Bitcoin Charts Already at All-Time Highs” showing just how far bitcoin had come and how fundamentally bullish this quiet run-...

President Trump has nominated former Coinbase counsel Brian Brooks to a full five-year term as Comptroller of the Currency, but will he be confirmed in time?  This episode is sponsored by Crypto.com and Nexo.io. Today on the Brief: Markets fight to remain optimistic  Jobless claims rise for the first time in five weeks China borrows at negative rates for the first time  Our main discussion: a cryp...

From “Tulip Mania” to “the World’s Reserve Currency,” these valuation models show the full range of bitcoin’s long-term possibilities.  This episode is sponsored by Crypto.com and Nexo.io. Vijay Boyapati’s “The Bullish Case for Bitcoin” is one of the most influential articles in the history of the industry – even being assigned reading from MicroStrategy’s Michael Saylor as he tried to convince hi...

As bitcoin crosses $17,000 it’s not retail speculation but a new, long-term investor mindset driving the price up.  This episode is sponsored by Crypto.com and Nexo.io. Today on the Brief: Tesla to join S&P 500 Airbnb files for IPO  The Mooch wants crypto  Our main discussion: HODL FOMO vs. Speculative FOMO. The 2017-2018 bull run was driven by ICO mania and a relentless get-richism that was nothi...

Breaking down a recent report that has Bitcoin Twitter salivating and skeptical at the same time. This episode is sponsored by Crypto.com and Nexo.io. Today on the Brief:  Moderna trial success drives markets up New all-time high in negative-yielding debt Jay Clayton to leave SEC  Our main discussion: BTC $318,000 in December 2021? That’s the prediction of one Citibank exec in a report called “Bit...

A reading of Kenneth Rogoff’s latest piece on the strange reality of the dollar’s global status.  This episode is sponsored by Crypto.com and Nexo.io. On this week’s edition of Long Reads Sunday, NLW reads former IMF chief and current Harvard economist Kenneth Rogoff’s latest Op-Ed, “The Calm Before the Exchange Rate Storm” in Project Syndicate. See Privacy Policy at https://art19.com/privacy and...

In an otherwise extremely bullish week, famed investor Ray Dalio reiterated his skepticism of bitcoin and digital assets. This episode is sponsored by Crypto.com and Nexo.io. Ray Dalio FUD: On this edition of the weekly recap, NLW looks at bitcoin’s surge past $16,000. Additionally, he explores some recent FUD from Ray Dalio, which NLW argues seems strangely locked in years-old narratives.  This w...

Crypto Twitter reacts to the announcement and answers the question: Just how big a deal is this?  This episode is sponsored by Crypto.com and Nexo.io. Today on the Brief: Christine Lagarde’s digital euro hunch Deutsche Bank CBDC note COVID-19 resurgent  Our main discussion: PayPal is rolling out crypto to all its users and increasing transaction limits from $10,000 to $20,000. In this episode, NLW...

One of the (quietly) largest players in the institutional bitcoin space discusses the changing investor landscape in his first-ever podcast interview. This episode is sponsored by Crypto.com and Nexo.io. Robby Gutmann is the co-founder of Stone Ridge Holdings Group, a $10 billion alternative asset manager and co-founder and CEO of NYDIG, the group’s bitcoin subsidiary. In this first-ever podcast c...

When the Nigerian government shut down protestors’ bank accounts, bitcoin and crypto became a way around.  This episode is sponsored by Crypto.com and Nexo.io. Yele Bademosi is CEO at Bundle social payments app and the founder of investment firm Microtraction. Akin Sawyerr is involved across the industry and leads operations at BarnBridge.  Over the course of October 2020, the world’s attention be...