198 - SUAVE Explained with Phil Daian & Andre...

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “ ...  Show more

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s controversial decision to freeze funds. They also explore whether AI will drive defl ...  Show more

The billionaire hedge funder previews a very tough period for the Fed.  This episode is sponsored by Nexo.io, NEAR and FTX US.  On today’s episode, NLW previews the upcoming Fed meeting through the lens of a CNBC interview with billionaire hedge funder Paul Tudor Jones. Jones cha ...  Show more

The CEO of Circle discusses where this leaves the stablecoin conversation in Washington, D.C. This episode is sponsored by Nexo.io, NEAR and FTX US.  Jeremy Allaire is the CEO of Circle, a leader of the USDC consortium. In today’s episode, he and NLW review the state of the stabl ...  Show more

From Elon’s shenanigans to Vitalik’s SHIB rug pull, this was one for the history books. This episode is sponsored by Nexo.io and Bitstamp. On this edition of “The Breakdown’s Weekly Recap,” NLW discusses: Why the Elon Musk issue is really one of power and audience What the Colo ...  Show more

Can Elon Musk fix Twitter’s original sin?  This episode is sponsored by Nexo.io, Arculus and FTX US.  Elon Musk is officially buying Twitter. In today’s show, NLW argues that the debate and discussion around the move is largely focused on content moderation policies, when the mor ...  Show more