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The Breakdown episodes
- Why a Norwegian Billionaire Is Betting on Bitcoin's Positive Environmental Potential
Today on the Brief
- Followup on the FOMC meeting
- $3.1M for an anonymous team
- Could we finally see a bitcoin ETF?
Our main discussion: Aker ASA’s new Seetee bitcoin division. NLW explores:
- Why a Norwegian billionaire is buying into bitcoin
- Why the move is part of a larger institutional shift
- Why Seetee founder Kjell Rokke believes bitcoin can spur positive environmental change
16 min - Morgan Stanley Is First Big Bank Offering Bitcoin to Wealthy Clients
Today on the Brief:
- What markets want from the Federal Reserve’s FOMC meeting
- eToro’s $10B SPAC
- The latest on Coinbase’s IPO
Our main discussion: Morgan Stanley set to become the first big bank to offer wealthy clients access to bitcoin.
In this episode, NLW breaks down this breaking news, including:
- Restrictions on the fund in terms of who can buy and how much they can spend
- Background of the firms partnering with Morgan Stanley
- Why the direct bitcoin exposure is a sea change for institutional investors offering bitcoin products
13 min - Ray Dalio on Dumb Dollar Debt, Bitcoin Controls and the Coming Assault on Capitalism
Today on The Breakdown, NLW reviews Ray Dalio’s latest essay, looking at:
- The six reasons why it doesn’t make sense to hold bonds anymore
- Why holding bonds is especially troubling in the concept of growing government money printing
- Why sovereign bond holdings are shifting from the U.S. to China
- Why proposed wealth taxes are likely just the beginning of a more aggressive period of financial regulation
- Why we could see the government try to ban gold and bitcoin as their grip on reserve currency status weakens
21 min - Survey: Americans Could Spend Up to $40B in Stimulus Payments on Bitcoin
Today on the Brief:
- Bitcoin’s $60,000 weekend price brings out the angry bears
- India’s mixed signals on a crypto ban
- Tesla’s new Master of Coin
Our main discussion:
A new $1.9 trillion stimulus package is on the books, of which about $400 billion is going to Americans in the form of direct payments. In this episode, NLW looks at what percentage of that might find its way into investments like bitcoin, specifically looking at a just-released survey from Mizuho with some juicy results.
-- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io -- 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/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW The Breakdown is produced and distributed by CoinDesk.com16 min - The Case for $1M Bitcoin
On this week’s “Long Reads Sunday,” NLW reads Layered Money author Nik Bhatia’s recent essay for CoinDesk, “Why $1 Million Bitcoin Is Coming”
-- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io -- 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/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW The Breakdown is produced and distributed by CoinDesk.com12 min - Is This the Beginning of the Next Institutional Bitcoin Wave?
On The Breakdown’s “Weekly Recap,” NLW looks at news of institutional involvement in the bitcoin and digital asset space including:
- New York Life investing in and joining the board of directors of NYDIG
- JPMorgan introducing a “cryptocurrency exposure basket” debt product
- Goldman Sachs’ COO saying demand is rising
10 min - What the $1.9T Stimulus Means for Bitcoin
COVID-19 sent the money printer into overdrive. With the newly signed $1.9 trillion stimulus bill, the total spent on pandemic relief in the U.S. exceeds $6 trillion, more than WWII’s inflation-adjusted $4.1 trillion.
In this episode, NLW explores what the possible implications of this spending are for bitcoin, including:
- Whether we’re likely to see if some of the $400 billion allocated for direct checks to citizens find its way into bitcoin
- Whether the $1.9 trillion is just the start of a larger set of Biden Administration initiatives that will redefine our relationship with the balance sheet
NLW also does a quick regulatory roundup looking at:
- The CFTC investigating Binance
- U.S. Rep. Warren Davidson reintroducing the “Token Taxonomy Act”
- The introduction of the “Eliminate Barriers to Innovation Act”
14 min - A Beeple Artwork Just Sold for $69M: NFT Bubble or Everything Bubble?
Everyone paying attention knew that Beeple’s Christie’s auction was likely going to set a new high water mark for NFT sales. Fewer would have guessed that it would lead to the third-highest auction price for a living artist in history.
On this episode, NLW breaks down:
- How interest in NFT is at an inflection point
- Why it’s not just digital art but sports collectibles as well
- How the traditional collectibles markets are also exploding
- Why people think growing NFT prices might be a sign of an everything bubble
16 min - Why the CEO of New York Life Just Joined the Board of One of Bitcoin's Fastest-Growing Companies
Today on The Breakdown, NLW catches up on the news from the past few days, looking at:
- NFTs heating up – and capturing some negative attention in the process
- Infrastructure acquisitions and M&A heat up
- Eliminate Barriers to Innovation Act 2021
- Coinbase’s $100B valuation
- NYDIG’s $200M round and new board member
18 min - The World’s Most Important Geopolitical Fault Lines, Feat. Tracy Shuchart
On today’s episode, NLW is joined by investor and FinTwit star Tracy Shuchart. On the show, they discuss:
- The world’s most important geopolitical fault lines, from the Middle East to China
- The early indicators from the Biden administration around foreign policy
- Jerome Powell’s recent statements on CBDCs
- The changing global energy landscape
48 min
About The Breakdown
From the publisher's feed
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.
Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system.
A Blockworks podcast.
Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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