The Market Indicator Flashing ‘Recession’

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

Why the U.S. Treasury yield curve inverted and what it means.  This episode is sponsored by Nexo.io, Arculus and FTX US.  Since 1955, every U.S. recession has been preceded by the inversion of the U.S. Treasury yield curve, meaning that short-dated notes had higher yields than lo ...  Show more

Corporate America seems to be more convinced that it is inevitable. This episode is sponsored by Nexo.io, NEAR and FTX US.   Last week, corporate executives from Tesla’s Elon Musk to BlackRock’s Larry Fink discussed what they see as a coming recession. JPMorgan Chase CEO Jamie Di ...  Show more

What happens when everything about the market is stuck in transition? This episode is sponsored by Nexo.io, Arculus and FTX US.  On today’s episode, NLW examines what he is calling “Crypto’s Liminal Phase.” He argues the crypto industry specifically and the macroeconomic landscap ...  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