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Are Central Bank Coins the End of Financial Privacy?
5.10.2020
As the European Union gets more serious about a digital euro, most central bank digital currencies intend to remove the anonymity of cash
Inflation Is the Cruelest Tax
4.10.2020
A reading of a new piece on inflation from the Wall Street Journal that NLW argues shows a shifting mainstream narrative
‘The Fed Meetings Are a Dead Spectator Sport’ – Best of The Breakdown September 2020
3.10.2020
A monthly recap featuring conversations with Luke Gromen, Raoul Pal, Tavi Costa, Sven Henrich, Corey Hoffstein and Michael Saylor
‘Good Reason to Worry’: What the BitMEX Indictment Means for DeFi and Bitcoin, Feat. Stephen Palley and Preston Byrne
2.10.2020
Crypto legal experts join to discuss the U.S. government’s case against BitMEX and its implications for the broader ecosystem
10 Popular Investing Beliefs We Should Be Questioning
1.10.2020
NLW dives into a viral twitter thread asking people which financial conventional wisdom they disagree with
DeFi Summer; Bitcoin Fall
30.9.2020
The attention may have been with DeFi when it was warm, but as the cold winds of COVID-19 return fears and election volatility blow, bitcoin is resuming narrative dominance
So Now They’re Hacking DeFi Protocols Before They’ve Even Launched?
29.9.2020
When the DeFi degens caught wind of a new pre-release Andre Cronje project they piled in, only to get $16 million hacked away in a flash
Coinbase’s New Policy: Anti-Woke or Just a Joke?
29.9.2020
CEO Brian Armstrong’s letter has not just the crypto world but the larger world of tech and business talking about the role of corporations in society
Why Bitcoin’s Longest Run Above $10,000 Matters
28.9.2020
Bitcoin has been above $10,000 for even longer than the record 2017-18 run, giving confidence to long term HODLers in the process
Understanding the Coming Currency Cold War
27.9.2020
Will the future of currency be led by the U.S., China, Bitcoin, or some combination we can barely imagine today?
Why the Stock Market is Poised for Its Worst September Since 2011
26.9.2020
Last week saw the third-biggest outflow from stock funds in history, and the dollar is the strongest it’s been since April. Here’s what’s going on
Sven Henrich on the Ever-Weakening Economic Cycle
25.9.2020
The founder and lead market strategist at NorthmanTrader explains how the Fed has boxed itself in and why our fundamental economic capacity fails to grow
Did Corporate Insiders Perfectly Predict the Market Top?
24.9.2020
In August, the volume of personally owned stock sold by corporate executives reached its highest level since 2015, followed by a 10% decline in the S&P500 in September
Violent Reflexivity: Why Market Movements Are More Aggressive Than Ever, Feat. Corey Hoffstein
23.9.2020
How the Fed and the rise of passive investing and volatility strategies have combined to make market movements faster and more severe
Marty Bent on Why Bitcoin and Big Energy Are Unlikely Allies
22.9.2020
Bitcoin mining can help big energy companies produce more efficiently, increasing American energy independence in the process
The FinCEN Files Show Banks Don’t Actually Care About Stopping Money Laundering
21.9.2020
The massive leak of suspicious activity reports shows how banks let the government know about likely money laundering, then go right on providing services
Lyn Alden’s Latest: Why Currency Devaluation Is Inevitable
20.9.2020
This week’s “Long Reads Sunday” reading is from macro analyst Lyn Alden and focuses on the inflation vs. deflation debate in historical context
Why the First US Crypto Bank Is a Big Deal
19.9.2020
Kraken became the first crypto exchange to win a U.S. banking license this week. Here’s why that matters
BREAKDOWN: Why the First US Crypto Bank Is a Big Deal
19.9.2020
Kraken became the first crypto exchange to win a U.S. banking license this week. Here’s why that matters
‘I Didn’t Buy It to Sell It. Ever.’ MicroStrategy’s Michael Saylor on Shifting $425M From Cash to Bitcoin
18.9.2020
The CEO of publicly traded MicroStrategy (MSTR) shares why he started to feel like he was “sitting on a 500-lb block of ice” and how he came to bitcoin as a solution