Today on the Brief: COVID-19 vs. Stimulus  Small hedge funds outperform large brethren  Equities now worth 115% of global GDP  Our main discussion: Why the newest trial of China’s central bank digital currency is its most important...

On today’s Long Reads Sunday, NLW reads Niall Ferguson’s latest Op-Ed for Bloomberg: “” In it, Ferguson argues that bitcoin’s sovereignty and “built-in scarcity in a virtual world characterized by boundless abundance” are driving its...

On this edition of the weekly recap, NLW looks at the consolidating narrative of a bitcoin rally that is: Being driven by institutional investors Shifting the center of the industry from East Asia to North America  Winning converts from major...

Today on the Brief: Payrolls report underperforms expectations Spotify looking for crypto director Lame-duck crypto legislation on the way?    Our main discussion: Will we see a “Santa Claus rally” this year?  This kind of rally...

On Wednesday, three U.S. congressional Democrats announced the STABLE Act, an 18-page bill that would require, among other things, stablecoin issuers to acquire banking charters, get approval from the Federal Reserve and hold FDIC insurance.  The...

Josh Brown is the CEO of Ritholtz Wealth Management. He is also the host of “The Halftime Report” on CNBC, author of the “Reformed Broker” blog and host of “The Compound Show” podcast.  Most recently, he is the author of “.” In...

Today on the Brief: Libra is now “Diem”  Christine Lagarde comes down on private stablecoins  Dow closes its best month in 33 years  Our main discussion: AllianceBernstein changes its mind.  Yesterday, CoinDesk received...

On this historic day, NLW looks at punching through its previous December 2017 all-time high. Specifically, he looks at: How different people benchmark the all-time high  What drove the latest price action, including the prospect of new...

On this edition of The Breakdown’s Long Reads Sunday, NLW reads  by Hong Fang, CEO of OKCoin.  In it, Fang provides a set of valuation models and scenarios that plausibly lead to bitcoin achieving a significant $100,000 value...

On this edition of The Breakdown weekly recap, NLW looks at what was an absolutely action-packed holiday week.  He discusses: price action  The Dow’s 30,000 psychological milestone  Eth 2.0 cleared for Beacon chain launch  The...

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...

When NLW asked Crypto Twitter for recommendations of the best way to convince friends and family about 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...

Today’s Breakdown is a prep kit for the inevitable conversations about 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...

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: Anti-deflation vs. inflation Why money printing is...

Today on the Brief: AstraZeneca and University of Oxford release third positive COVID-19 vaccine trial data Trump administration ratchets up pressure on China Another DCEP lottery trial coming Our main discussion: a narrative shift, growing...

On this week’s Long Reads Sunday, NLW reads Joe Nocera’s recent Op-Ed “” from Bloomberg.  NLW expands upon the piece, discussing Clayton’s legacy in crypto and how a Biden economic team might impact the space.

On this edition of The Breakdown weekly recap, NLW discusses: Traditional markets: The tension between vaccine optimism and a growing national wave of economy-disrupting lockdowns Regulatory landscape: Crypto ally Brian Brooks nominated for full term...

Earlier this week, investor Nic Carter published a piece called “” 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...

Today on the Brief: Markets fight to remain optimistic  Jobless claims rise for the first time in five weeks China borrows at negative rates for the first time  Our main discussion: a crypto ally as top bank regulator?  Brian Brooks...

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...

Today on the Brief: Tesla to join S&P 500 Airbnb files for IPO  The Mooch wants crypto  Our main discussion: HODL FOMO vs. Speculative FOMO. The 2017-2018 bull run was driven by ICO mania and a relentless get-richism that was nothing...

Today on the Brief:  Moderna trial success drives markets up New all-time high in negative-yielding debt Jay Clayton to leave SEC  Our main discussion: BTC $318,000 in December 2021? That’s the prediction of one Citibank exec in a report...

On this week’s edition of Long Reads Sunday, NLW reads former IMF chief and current Harvard economist Kenneth Rogoff’s latest Op-Ed, “” in Project Syndicate.

On this edition of the weekly recap, NLW looks at bitcoin’s surge past $16,000. Additionally, he explores some recent FUD from Ray Dalio, which NLW argues seems strangely locked in years-old narratives. 

Today on the Brief: Christine Lagarde’s digital euro hunch Deutsche Bank CBDC note COVID-19 resurgent    Our main discussion: PayPal is rolling out crypto to all its users and increasing transaction limits from $10,000 to $20,000. In...