On January 28th, Bloomberg’s Joe Weisenthal tweeted “Notable overlap on here between the most alarmist people tweeting about the virus and those who are obsessed with the size of the Fed balance sheet.”  There is no doubt that the bitcoin...

The full week's episode, in one convenient file.  Monday | Tuesday | Wednesday | Thursday | Friday | From Corporate Socialism to Dying for the Dow: 7 Themes That Defined the Week  

In this episode of The Breakdown, @NLW reflects on the themes that defined an absolutely wild week in global markets and society.  Those themes include: Unlimited QE - broad new powers (corporate bond buying anyone?) and an unlimited checkbook...

The Senate passed $2T in Stimulus. That includes a one time $1,200 check to impacted individuals and….you guessed it, billions and billions for corporate relief. Included in that are hundreds of billions of dollars in corporate bond buying programs....

CoinDesk’s Chief Content Officer Michael Casey and Head of Research Noelle Acheson join for a lively debate about the new $2 trillion stimulus package and era of “unlimited” QE, including: Whether (and on what time scale) fiscal and monetary...

Mark Yusko is the founder of Morgan Creek Capital Management. In this wide-ranging conversation, he and @NLW discuss:  Why bitcoin has fallen with stocks over the last few weeks Why price and value are not the same thing Why stocks have been...

Last October, Ikigai Asset Management’s Travis Kling predicted that Central Banks would have to “juice QE to infinity” in order to save markets from recession. Yesterday on 60 Minutes, Fed President Neel Kashkari said “there is an infinite...

Featuring CoinShares CEO Jean-Marie Mognetti and SwanBitcoin CEO Cory Klippsten

Peter McCormack is the host of What Bitcoin Did and the Defiance podcast. He recently returned from travel to a number of countries in South America including Venezuela and Colombia as well as the Turkey-Greece border.  In this off-the-cuff and...

In his daily Coronavirus press briefing today, New York Governor Andrew Cuomo said “our main scramble now is ventilators.” The state anticipates that within 45 days, it could need 37,000 ventilators. It currently has 3000.  Bruce Fenton was...

President Trump and Treasury Secretary Steve Mnuchin announced a significant slate of upcoming stimulus measures, including deferred taxes and direct payments to Americans (although those details remain to be seen).  On this episode of The...

Over the weekend, the Fed decided it couldn’t wait for Wednesday’s planned meeting to act, cutting interest rates to nearly 0%. It also announced $700 billion of direct capital injection through the purchase of Treasury securities and...

The entire week's shows in one convenient file: Monday | What the Market Crash Means for Bitcoin, Feat. Delphi's Kevin Kelly Tuesday | Crypto Fundraising and the Nothing-Is-Safe Haven Wednesday | Ben Hunt on the Clash of Narratives in the Age of...

Yesterday, the Federal Reserve announced more than a trillion dollars in liquidity injections into the market. In the coming weeks, many observers expect trillions of more in stimulus in a variety of exotic new intervention tactics.  While this...

The Coronavirus got really extra real today for markets. A two and a half week selloff was tipped to the next level by a major ratcheting up of action from the US government (which still seemed clearly to be not enough to calm markets).  In...

The week of February 12, the Dow Jones Industrial Average was reaching new all time highs. Meanwhile, China’s quarantine of the 11 million people in Wuhan was three weeks old and expanding to other parts of the country.  While the global...

Whatever you thought of the uncorrelated or safe haven narratives a few weeks ago, it’s hard to deny that bitcoin and crypto are moving in lock step with equities - even mirroring a small bounce in the morning that retreated in the early...

Bitcoin’s price has cratered, but it’s nothing compared to the broader market havoc. From the Coronavirus scare to an oil price war, a confluence of factors is aligning to make it a very rough Monday.  On this episode of The Breakdown, @nlw...

The full week's episodes in one convenient package The View From China: Crypto, Crisis and Digital Currencies Feat. Matthew Graham What Us Election Outcome Is Best for Bitcoin? Libra Plus? A New Global Digital Currency Strategy For Facebook Why...

As the Coronavirus took hold in China, officials in the Hubei province tracked potential patients by examining purchase records for cough and flu medicine for the previous month.  Welcome to the new frontiers of privacy. In this wide-ranging...

It was another good day for global crypto, as South Korea votes to formally integrate the industry into the existing financial system, opening the market to new players and potentially improving services for crypto companies.  In New York state,...

Yesterday, The Information reported that Facebook’s Calibra wallet would be abandoning the backed-by-a-basket-of-currencies Libra for a set of fiat-backed digital currencies for different regions. The company quickly amended that while they would be...

Today is Super Tuesday - the biggest day of the US primary election season. Increasingly, prediction markets and pollsters suggest it’s a two person race between Joe Biden and Bernie Sanders (although Mike Bloomberg has insisted he’s staying...

When everyone wrote their 2020 crypto prediction pieces, China featured prominently in everything from the exchange business to enterprise blockchain to the potential impact of a forthcoming digital yuan.  Coronavirus erased those issues from...

The full week's episode run in one long-run, long-chill, long-sleep episode: Monday | Caitlin Long on Coronavirus, Crypto Custody and Building a Bank Tuesday | 6 Explanations for Crypto’s Coronavirus Focus Wednesday | Is Bitcoin A Safe Haven or...