The Breakdown

This episode is sponsored by NYDIG. On the final episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Jason Yanowitz and Michael Ippolito, the founders of Blockworks, a growing media company focused on the stories shaping the crypto space.  Find our guests on Twitter: @JasonYanowitz @MikeIppolito_   Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.app...

This episode is sponsored by NYDIG. On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Tom Shaughnessy. Tom is a co-founder at Delphi Digital, where he invests in early-stage innovation in the crypto space.  Find our guest on Twitter: @Shaughnessy119 Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb...

This episode is sponsored by NYDIG. On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Katherine Wu. Katherine invests in early-stage crypto companies with Coinbase Ventures.  Find our guest on Twitter: @katherineykwu Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com...

This episode is sponsored by NYDIG.  On this episode of “The Breakdown’s” “End of Year Extravaganza”, NLW is joined by Travis Kling. Travis is the co-founder and chief investment officer of Ikigai Asset Management, and discusses the shift in institutional involvement in the crypto space.  Find our guest on Twitter: @Travis_Kling Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://pod...

This episode is sponsored by NYDIG. On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Muneeb Ali. Muneeb is the co-founder of Stacks and CEO of Hiro. In this conversation, he discusses the programmable smart-contract future of Bitcoin as the base layer for the new internet.  Find our guest on Twitter: @muneeb Enjoying this content?   SUBSCRIBE to the Podcast Apple: ...

This episode is sponsored by NYDIG. On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Santaigo Santos. Santiago is a crypto investor, thinker and podcast. He built one of the first funds in DeFi, was early into NFTs and is heavily involved in the DAO space.  Find our guest on Twitter: @santiagoroel Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://po...

This episode is sponsored by NYDIG.  On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Deeze. Deeze is known throughout NFT circles as a true community member. As host of one of the most popular regular Twitter Spaces on NFTs, he creates context for many to explore the emerging area of NFTs.  Find our guest on Twitter: @DeezeFi Enjoying this content?   SUBSCRIBE to...

This episode is sponsored by NYDIG. Today on “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by the co-founder and managing partner of Nexo.  Find our guest on Twitter: @AntoniNexo Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ G...

This episode is sponsored by NYDIG. On this edition of “The Breakdown’s” “End of Year Extravaganza,” Galaxy Digital’s head of firmwide research discusses the key trends that shaped 2021.  Find our guest on Twitter: @intangiblecoins  NYDIG, the institutional-grade platform for bitcoin, is making it possible for thousands of banks who have trusted relationships with hundreds of millions of customers...

This episode is sponsored by NYDIG. Today on “The Breakdown’s” “End of Year Extravaganza,” we’re joined by macro analyst and thought leader Lyn Alden.  Find our guest on Twitter: @LynAldenContact NYDIG, the institutional-grade platform for bitcoin, is making it possible for thousands of banks who have trusted relationships with hundreds of millions of customers, to offer Bitcoin. Learn more at NYD...

This episode is sponsored by NYDIG. Welcome to “The Breakdown’s” “End of Year Extravaganza.” First up, Whit Gibbs, CEO of Compass Mining.  Find our guest on Twitter  Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.goo...

This episode is sponsored by NYDIG. For the final “Long Reads Sunday” of the year, NLW reads Michael Casey’s “Dogecoin and the New Meaning of Money.” Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR...

This episode is sponsored by NYDIG. On this episode of “The Breakdown,” NLW previews the forthcoming “End of Year Extravaganza” by answering the same questions he’ll be asking a dozen guests in the weeks to come.  Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddS...

This episode is sponsored by NYDIG. Today’s episode digs through two excellent end-of-year reports from Messari and The Block to curate a set of numbers and statistics that tell the story of the markets in 2021. These numbers include growth in on-chain metrics, hashrate and other types of adoption.  Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438...

This episode is sponsored by NYDIG. Yesterday in the wake of the FOMC meeting, the Federal Reserve signaled a hawkish turn. Asset purchases will be tapered at twice the speed, and the Fed is now anticipating three rate hikes next year. So why, in the wake of all that, are risk assets going up, and five-year inflation expectations climbing?  Enjoying this content?   SUBSCRIBE to the Podcast Apple: ...

This episode is sponsored by NYDIG.   Today on “The Breakdown,” NLW looks at the recent U.S. Senate Banking Committee hearing on stablecoins. More contentious than the previous week’s House Financial Services Committee hearing on crypto, NLW argues the hearing helps us understand the current arguments against stablecoins from some of their most important political opponents.    - NYDIG, the instit...

This episode is sponsored by NYDIG. Today on “The Breakdown,” NLW looks at a few explanations for the current bearish sentiment turn, including: A belief that a bubble is finally bursting A larger market shift to risk-off based on inflation concerns and expectations around shifting monetary policy  A normal crypto “micro-cycle”  NYDIG, the institutional-grade platform for bitcoin, is making it pos...

This episode is sponsored by NYDIG. Eleven years ago, on Dec. 13, 2010, Satoshi Nakamoto posted on the BitcoinTalk forum for the last time. He would pop up in emails here and there for a few more months, but for the majority of the Bitcoin community, he was gone. In today’s episode, NLW explores how the Bitcoin community was changing, and how the legacy of that period remains with us today.  Read...

This episode is sponsored by NYDIG.   On this week’s “Long Read’s Sunday,” NLW looks at DAOs and their benefits over traditional fundraising, reading: “DAOs and the Next Crowdfunding Gold Rush” by Will Gottsegen “What Kickstarter Going Decentralized Means for Web 3” by Daniel Kuhn    - NYDIG, the institutional-grade platform for bitcoin, is making it possible for thousands of banks who have truste...

This episode is sponsored by NYDIG. CoinDesk has just completed its list of 2021’s 50 Most Influential people. On today’s episode, NLW shares that list, and then adds brief commentary on 10 more people or groups that he might have included, including Dylan LeClair and Will Clemente, Punk 6529, Visa’s Cuy Sheffield and more.  NYDIG, the institutional-grade platform for bitcoin, is making it possibl...

This episode is sponsored by NYDIG. November inflation came in at 6.8%, the highest in 39 years. In this episode, NLW looks at: The state of the inflation discussion following October  Why the Biden administration tried to reframe expectations leading into Friday’s announcement Why CEOs are selling their stock Why bitcoin is going down after high inflation    - NYDIG, the institutional-grade platf...

This episode is sponsored by NYDIG. Yesterday the House Financial Services Committee held a hearing on the future of digital assets. Shockingly to almost everyone, the tone was respectful, collegial and considered, and lawmakers seemed genuinely interested in working toward a greater understanding of the industry.  In today’s episode, NLW covers why the hearing felt different as well as key themes...

This episode is sponsored by NYDIG. Today’s episode covers a set of topics, including: Visa’s new crypto advisory unit An AWS official is leaving for Unstoppable Domains AWS downtime brings up questions of decentralized infrastructure Saule Omarova withdraws nomination for OCC chief  Dan Tapiero’s 10T raises a fresh $500 million  Eric Schmidt joins ChainLink Labs as an advisor  Ubisoft announces N...

This episode is sponsored by NYDIG. Today’s episode of “The Breakdown” is a grab bag of news stories from the past several days. NLW covers: The Bank for International Settlements report “DeFi Risk and the Decentralization Illusion”  Regulatory updates from the Biden administration, Japan, the U.K. and India Institutions leading the selling last week  OpenSea appears headed for IPO  NYDIG, the ins...

This episode is sponsored by NYDIG. Today on “The Breakdown,” NLW looks at the dramatic move downward in the crypto markets that started late Friday night U.S. time. He looks at both market structure factors such as low liquidity and thin weekend order books as well as macro factors including, insecurity around the new Omicron variant as well as a tightening Fed policy.  NYDIG, the institutional-g...