The Macro Battle That Will Shape Crypto Marke...

VVV is down 50% on news that should be good for Venice. David unpacks why — covering the token vs. equity distinction, Dragonfly's reasoning, and what the onchain data says about how many people are actually using Venice's paid features right now. FOLLOW THE SHOW › David — https: ...  Show more

David sits down with Paul Dylan-Ennis — lecturer at University College Dublin and member of the Ethereum Foundation’s Silviculture Society — to map the split between the EF and the newly-formed ETH Labs. TIMESTAMPS: (00:00) Intro (00:41) EF Silviculture Society (03:28) Full Cyphe ...  Show more

A Fed shift from QE to QT and a political battle over austerity and inflation. This episode is sponsored by Nexo, Abra and FTX US. Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively consideri ...  Show more

It all comes down to market expectations.  This episode is sponsored by Nexo, Abra and FTX US. Markets have been nervous since last week’s FOMC meeting minutes revealed the Fed was considering early “balance sheet normalization” or quantitative tightening. At yesterday’s confirma ...  Show more

A look at FOMC meeting minutes and other macro indicators. This episode is sponsored by Nexo.io, NEAR and FTX US.   Today on “The Breakdown,” NLW explores the macro set-up, including Fed unanimity on two 50 basis point rate hikes in June and July followed by optionality at the Se ...  Show more

Markets were down, fundraising was up and regulatory intrigue was everywhere.   This episode is sponsored by Nexo, Arculus and FTX US.   Today on “The Breakdown,” NLW looks at what the first month of the year taught us about what to expect in 2022. Overall, he argues that the mos ...  Show more