CoinDesk Podcast Network

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 replay of NLW’s epic conversation with macro analyst Luke Gromen from April 2020. In it, Luke discusses the entire history of that U.S. dollar system, including:

Find our guest online:

Website: fftt-llc.com

Twitter: @LukeGromen

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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 piece for Bloomberg, “Why I Invested In Bitcoin.” 

Even among prescient early pieces, this one is particularly salient.

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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 who is buying to why they’re buying to good old-fashioned supply and demand. He leaves with one big conclusion:

If there was ever a year to discuss bitcoin, this is it.

And don’t forget to check out casebitcoin.com.

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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:

Find our guest online:

Twitter: @LynAldenContact

Website: lynalden.com

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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:

Our main discussion: a narrative shift, growing attention and a bitcoin shortage. 

What happens when demand exceeds supply and supply is being gobbled up aggressively by new market actors? That’s the question posed by Pantera’s recent investor letter and today’s Breakdown episode. 

NLW also looks at 

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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 crypto and how a Biden economic team might impact the space.

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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:

Maisie "Arya Stark" Williams' tweet about buying Bitcoin:

twitter.com/Maisie_Williams/status/1328428879334297600

This week on The Breakdown:

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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-up was. 

In this piece, NLW goes over those metrics that have achieved all-time highs, and adds one more that happened after Nic published his piece. The metrics include:

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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:

Our main discussion: a crypto ally as top bank regulator? 

Brian Brooks was an executive at Coinbase when he was tapped by Treasury Secretary Steve Mnuchin to be the number two at the Office of the Comptroller of the Currency, the nation’s main bank regulator. Within two months he was acting Comptroller and now Brooks has been nominated for a full term. 

In his short tenure, he has given banks the OK to provide custody of crypto and banking services to stablecoin issuers. In so doing, he has aroused the ire of congressional Democrats, who have accused him of acting too quickly and unilaterally on crypto. 

In this discussion, NLW breaks down Brooks’ time at the OCC and asks whether he’s likely to be confirmed before the next administration early next year.

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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 his board on the merits of what would become its big bitcoin move. 

In this conversation with NLW, Vijay discusses his recent thinking around four valuation frameworks that help us understand 1) how people see bitcoin’s upside potential and 2) the likely values they suggest for bitcoin. We also discuss why state-level attacks are Vijay’s biggest concern for bitcoin’s future.

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