The Breakdown

By BlockworksBusiness Investing

The Breakdown episodes

June 06, 2021 What a New Era of Big Government Could Mean for Bitcoin
A reading of David Z. Morris’ piece for CoinDesk “Has COVID-19 Made Biden’s Big Spending the New Normal?”.

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13 min
June 05, 2021 Is the Bitcoin Bull Market Over?
Today on “The Breakdown’s Weekly Recap” NLW looks at a growing number of predictions of a new “crypto winter” as well as some reviews of how companies and DAOs are preparing for that possibility. He shares poll results from whether Bitcoin Twitter thinks this bull market is over and discusses how the macro landscape may be playing into it.
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10 min
June 05, 2021Who Matters More to Bitcoin: Whales or Plebs?
Today on the Brief:

May’s middling jobs report

A ransomware update

Square building a bitcoin hardware wallet

Our main discussion looks at the various constituencies within bitcoin and asks who has what type of power to shape the network. Specifically, NLW homes in on recent price action and the divergent actions of large holders and small holders over the month of May.
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15 min
June 04, 2021Chinese State Media Indicates China Is NOT Banning Crypto Trading
Today’s episode looks at crypto in geopolitical context, focusing on:

A follow-up on the ransomware surge, with experts suggesting that it’s not about crypto payments but about the “ransomware-as-a-service” distribution model

A look at why a Russian opposition leader is moving his supporters to crypto fundraising exclusively

A review of a series of reports from Chinese state-owned media that, while trying to convince citizens to stay away, nevertheless reinforce they still have agency to own and trade crypto

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11 min
June 03, 2021Ransomware Is The Next Big Bitcoin FUD
Today on the Brief:

China’s next digital yuan trial

More Bitcoin ETF delays

Standard Chartered to open crypto prime brokerage

Our main discussion focuses on the rise of ransomware. NLW examines:

The real reasons ransomware is on the rise

The factors beyond crypto payments that contribute to ransomware

Why some are using ransomware as justification for crypto bans

Why crypto bans would be painfully ineffective at stopping ransomware

Why the Biden Administration’s response to ransomware should give the crypto industry cause for optimism

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15 min
June 02, 2021 More Crypto Regulation Is Likely Coming, but Bans Are Not
Today’s episode includes a quick update on Marathon’s bitcoin mining about-face. Our main discussion focuses on the changing shape of crypto regulatory discussion in the U.S. While more regulation appears to be on the horizon, that regulation likely reduces the chance of more extreme actions.
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15 min
May 31, 2021 Revisiting Paul Tudor Jones’ ‘Great Monetary Inflation’ Thesis
A year ago this month, legendary hedge fund manager Paul Tudor Jones released a paper about the “Great Monetary Inflation.” It set the entire narrative backdrop for the institutional move into bitcoin, and also revealed PTJ as a bitcoiner. This is a replay of NLW’s original episode breaking down why the paper mattered.
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28 min
May 30, 2021 Networks vs. Governments: Could Crypto-Powered Digital Communities Challenge the Power of Cities and States?
What exists between a Facebook group and a formal organization? Right now, not much. But in the future, Balaji Srinivasan argues, blockchain-powered communities will be able to exert the power to help them develop the polities of the future. On this “Long Reads Sunday,” NLW reads Balaji’s “A Network Union.”
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17 min
May 29, 2021Is the ‘Bitcoin Supercycle’ Theory Dead?
On this edition of “The Breakdown’s Weekly Recap,” NLW looks at what this cycle has taught us in terms of:

Who is investing and how it’s influencing markets

How market structure and narrative interact to shape price action

Why stablecoins could be a dark horse for reducing the duration of future market downturns

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12 min
May 28, 2021Cathie Wood on Cathie Wood on Why Central Banks Will Add Bitcoin to their Balance Sheets
Today’s special edition of “The Breakdown'' is a replay of NLW’s fireside chat with ARK’s Cathie Wood that premiered yesterday as a closing keynote at Consensus 2021. In this conversation, they discuss:

How macro going risk-off has impacted bitcoin

What was driving Elon’s about-face

China and “green” mining

Investing in technology innovation

Why ARK is investing in Ethereum

What role bitcoin plays in a world characterized by deflation rather than inflation

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37 min

About The Breakdown

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The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics.