BTC Up; Dimon Down: Crypto Turns a Corner

FromThe Breakdown

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BTC Up; Dimon Down: Crypto Turns a Corner

FromThe Breakdown

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32 minutes

Released:

Dec 9, 2023

Format:

Podcast episode

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Recorded live with Scott Melker on Friday December 8, 2023.
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Released:

Dec 9, 2023

Format:

Podcast episode

Titles in the series (100)

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.

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$Crypto Daily 3@3 - 7.9.19 | Deutsche Bank layoffs; Does Libra drown the BTC narrative? + more: Deutsche Bank announces 18k layoffs & a photo instafamous memes a tailor with a Bitcoin bag as a fired banker Strong counter argument against the idea that Libra is somehow good for Bitcoin A new platform for fractionalized art and culture...$
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Crypto Daily 3@3 - 7.31 | What Fed rate cuts mean for BTC / IEO performance / Funding/M&A Roundup: The Fed cut interest rates today for the first time in Bitcoin's life. This move is interesting directly because lower rates lead to more money in the markets. It's interesting symbolically as it represents a major narrative evolution where financial... by The Breakdown
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EU antitrust action on Libra / SEC dings ICO rating sites / CEOs vs. China on Hong Kong: Well that didn't take long. The European Union has already started looking into antitrust action on Facebook around Libra. In other regulatory news, US Sec of State Mike Pompeo says crypto should be regulated like SWIFT, India central bank fights for... by The Breakdown
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Crypto Daily 3@3 - 8.6 | China, Stonks and Safe Havens: First Trump threatened tariffs. Then China devalued the Yuan. Then Trump declared China to be currency manipulators. Then stonks went down while orange coin went up. Then everyone asked: "is Bitcoin the new safe haven asset?" For the last two days,... by The Breakdown
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Crypto Daily 3@3 - 8.12 | Impending currency crisis? Plus, Binance US listing criteria and prospects [LRS Top 5]: Bonds. Dollars. Bitcoin. Gold. That's what some are saying pay attention to at the beginning of a global currency crisis? On this week's LRS Top 5, we also look at: news from Binance US about its listing criteria and prospective token listings; KIK's... by The Breakdown
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Crypto Daily 3@3 - 7.23 | Trontroversy! // Ethereum dev tax? // #IndiaWantsCrypto: Justin Sun canceled his lunch with Warren Buffett this week, claiming kidney stones. Reports today, however, suggested that he was compelled not to leave China by border authorities due to investigations. But then he showed up in SF? So basically,... by The Breakdown
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Crypto Daily 3@3 - 7.30 | Recap of Senate Banking Committee Hearing On Crypto Regulation: In their second hearing in 2 weeks, the Senate Banking Committee invited 3 panelists to discuss the current state of and recommendations for crypto and digital asset regulation. In this recap, I look at three key points: 1) the shadow of Libra and Big... by The Breakdown
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Crypto Daily 3@3 - 7.24 | Encryption Backdoors // Americans Trust BTC More Than Libra // Regulatory Roundup: The US Attorney General has reignited a debate about encryption backdoors for law enforcement. Libra has a long way to go, with a recent poll finding it significantly less trustworthy to Americans than Bitcoin. And finally, a regulatory roundup... by The Breakdown
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Dovey Wan on Binance's Venus / Snowden on surveillance at Web3 / INX $130m IPO / Bitcoin Miniscript: Binance is pursuing a strategy that is a bottoms-up "belt and road" alternative to Facebook's top down global cryptocurrency Libra. VC Dovey Wan explores that strategy, and why their Chinese announcement was more aggressive than their English. We also... by The Breakdown
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Crypto Daily 3@3 - 7.10 | Alt Season Dreams & Nightmares | New Crypto Funding | Mr. Libra Goes To Washington: We discuss: 1) the chatter around a potential alt season and what makes things different this time around; 2) new financing that shows where crypto investors heads are at (hint: infrastructure not apps); 3) the latest salvos between Libra and... by The Breakdown
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The SEC's ICO cleanup / China's convenient surveillance money / Recruiting new blood: What is dead may yet still die. At least, that seems to be the case as the SEC goes one by one through its list of unregistered securities offerings and outright scams. This week it was one unregistered SAFT settlement and one emergency lawsuit... by The Breakdown
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Crypto Daily 3@3 - 7.19 | BitMEX vs. CFTC / Bitcoin legal in China? / Ycash and Friendly Forks: The CFTC's investigation of BitMEX is the latest in string of screws tightening on global exchanges touching US customers. In an interesting twist, a lawsuit leads to a Chinese court determining that Bitcoin is a protected legal property. Ycash has... by The Breakdown
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Crypto Daily 3@3 - 8.8 | Gaming, Mass Adoption and FUD Fighting: You've heard of the PayPal Mafia, but what about the Magic the Gathering Mafia? Both SkyWeaver and Gods Unchained have serious ex-Wizards of the Coast talent in their ranks. Does this mean blockchain gaming can succeed? Also in the realm of mass... by The Breakdown
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Crypto Daily 3@3 - 7.15 | Long Reads Sunday #55 Top 5: Every Sunday, I put together a list of the top tweets, threads and essays shaping the crypto conversation. On Monday, I countdown my five favorites with BlockTV. Monday's Crypto Daily is the audio recording version. For those who want to... by The Breakdown
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Crypto Daily 3@3 - 8.2 | Q2 Crypto Data Extravaganza!: The Q2 crypto data reports are in, so on this special edition we’re breaking down the most interesting trends. We cover: asset performance; network activity in Bitcoin and Ethereum; the “non-correlated” narrative in Bitcoin and BTC’s relative... by The Breakdown
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Crypto Daily 3@3 - 8.5 | Protests & privacy / Global macro Bitcoin / Crypto's Inevitability: A key theme from last week's Senate Banking Committee hearing was the sense that, like it or not, cryptocurrency was an inevitable force. On this top 5 summary of Long Reads Sunday, we look at that plus how the global macro narrative is converging... by The Breakdown
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Narrative Watch: Binance, Venus and the coming battle of CBDCs & non-sovereign fiat: Binance blew open the doors on the global battle for stablecoin supremacy today when they announced Venus - a project that seems to combine some aspects of permissioned corporate chains with central bank digital currencies (aka convenient surveillance... by The Breakdown
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Crypto Daily 3@3 - 8.9 | Travis Kling on how BTC moves from risk asset to safe haven / Binance US listing framework / Crypto reality TV?: Travis Kling joins for today's 3@3 to explore how bitcoin might move from a risk asset to a safe haven. This isn't just about narrative, it's about how bets from one group trigger another group, which confirms models, and so on, creating a self... by The Breakdown
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Crypto Daily 3@3 - 8.13 | Argentina economic turbulence (feat. MakerDAO's Mariano Conti) + ETF delays & crypto dev report: After surprise election results, the Argentine economy tumbled. The stock market fell 48%, and the peso fell some 25-30% against USD. What is the role of crypto in this type of economic black swan event, if any? I asked MakerDAO's Mariano Conti, an... by The Breakdown
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BTC Up; Dimon Down: Crypto Turns a Corner

BTC Up; Dimon Down: Crypto Turns a Corner

Description

Titles in the series (100)

More Episodes from The Breakdown

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