Afleveringen
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Crypto markets have a lemon problem. Token issuers know way more than token buyers, creating hidden risks and a lack of trust. Today, NLW explores Blockworks' ambitious solution—the Token Transparency Framework. Inspired by traditional securities disclosures, it aims to standardize essential token information like supply schedules and insider deals. Could this new industry-led initiative finally bring transparency and investor confidence to crypto markets, or is it just another well-intentioned effort bound to struggle?
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On this week's Friday Five, NLW and Scott dive into Bitcoin's remarkable stability above $100,000 despite global uncertainty, major bipartisan passage of the Genius stablecoin bill in the Senate, Circle's blockbuster IPO performance, JPMorgan's surprising move onto Coinbase's Base layer, and Elon Musk's continued push toward making X an "everything app." Plus, Fed divisions deepen as rate cuts remain uncertain.
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Zijn er afleveringen die ontbreken?
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The U.S. Senate has passed landmark stablecoin legislation, signaling a new era for digital finance in America. As institutions gear up for massive crypto adoption, JPMorgan announces plans for its own permissioned token in partnership with Coinbase. Meanwhile, escalating tensions between the U.S., Iran, and Israel rattle global markets. NLW breaks down the implications for crypto, geopolitics, and finance.
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On today's Breakdown, NLW dives into Justin Sun's controversial move to take Tron public on the Nasdaq, signaling a potential peak in the Bitcoin treasury hype cycle. He also explores how escalating tensions between the U.S. and Iran are influencing Bitcoin markets, examines Metaplanet’s rapid ascent among corporate Bitcoin holders, and provides an update on the latest crypto legislation battles in Congress, complicated by Trump's crypto connections.
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As tensions flare between Israel and Iran, NLW explores how markets—particularly Bitcoin—are reacting to escalating geopolitical risk. Despite missile strikes, assassination reports, and fears of oil supply shocks via the Strait of Hormuz, Bitcoin remains steady at $105K. NLW dives into whether this marks a new resilience or just a temporary lull. Plus, a deep dive into the rise of Bitcoin Treasury companies: Are they pioneering a new financial model—or setting up the next crash? Finally, updates on Solana ETF filings and rumors that Amazon and Walmart are eyeing stablecoins as the Genius Act nears a Senate vote.
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Circle's IPO wasn't just successful—it was a rocket ship, surging from its initial price of $31 to over $100 per share in just days. But why did analysts and markets underestimate Circle so dramatically? In this episode of The Breakdown, NLW explores the real story behind Circle's IPO frenzy. He examines why markets are betting big on stablecoins as essential financial infrastructure, breaks down the evolving regulatory landscape, and highlights how Circle's meticulous, years-in-the-making strategy positioned them perfectly for this moment.
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On today's Breakdown, NLW covers a dramatic escalation as Israel launches airstrikes against Iran, rattling global markets. He explores Bitcoin's initial response as a risk asset rather than a safe haven amid geopolitical tensions, and analyzes whether that dynamic might shift in the coming days. Plus, the SEC's Paul Atkins labels self-custody a foundational American digital right, Stripe deepens its crypto commitment with a new acquisition, and stablecoins continue their march toward mainstream adoption as the Clarity and Genius Acts progress through Congress.
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Nathaniel dives into the growing momentum behind stablecoin legislation in Washington, including the Senate’s latest approval of the Genius Act, the political posturing surrounding it, and why this isn’t a crypto bill—it’s a dollar dominance bill. He explores Meta’s potential reentry into stablecoins and breaks down Stripe’s major crypto infrastructure move with its acquisition of wallet provider Privy. Plus, what Treasury Secretary Scott Bessino’s stablecoin vision signals for global dollar strategy, why GameStop’s Bitcoin treasury plan is raising eyebrows, and how altcoin treasury strategies are veering into the absurd.
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Bitcoin is sizzling this summer, surging back to $110,000 amid optimistic predictions from figures like Michael Saylor, who argues that crypto winter is permanently behind us. But is this bullish enthusiasm a sign of strength or a setup for disappointment? Meanwhile, the SEC hints at an upcoming wave of altcoin ETFs, led by Solana, suggesting a busy fall ahead. At the same time, Connecticut makes headlines by banning state-level crypto investments, signaling ongoing tension between crypto adopters and skeptics. Plus, updates on crypto-friendly legislation advancing in Washington, and insights from Brian Quintenz’s confirmation hearing as incoming CFTC Chair.
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In a significant policy shift, SEC Chair Paul Atkins defends self-custody as a fundamental American right, marking a turning point for crypto regulation and DeFi innovation. NLW explores why this declaration is critical for crypto’s future, how it impacts the ongoing legislative battles in Washington, and what it means for asset tokenization and blockchain developers. Plus, the ripple effects from Circle’s blockbuster IPO continue, igniting a wave of crypto IPO filings as Wall Street scrambles to catch up.
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Markets settle on the "taco trade," betting Trump won't push tariffs too far—but uncertainty reigns as China tensions linger, automakers scramble over rare earth metals, and CEO confidence plummets. Meanwhile, Trump's massive spending bill sparks bipartisan backlash, Elon Musk fumes over budget bloat, and discussions heat up about ditching the debt ceiling entirely. Plus, the weaponization of the dollar gains momentum as geopolitical conflicts put foreign reserves at risk. Is the financial system signaling distress, and does Bitcoin offer a way out?
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On today's Long Read Sunday, NLW explores Hugh Hendry's provocative essay "Sovereignty 3.0," examining how rising Treasury yields signal the collapse of traditional financial structures and the emergence of Bitcoin and stablecoins as new forms of sovereign power. Is the dollar becoming a weapon, and can Bitcoin actually replace it as global collateral?
Source: https://x.com/hendry_hugh/status/1929917531159920951
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Scott Melker joins NLW for a packed Friday Five: Circle’s IPO skyrockets, Musk and Trump’s crypto-fueled feud jolts markets, and JPMorgan quietly normalizes Bitcoin as financial collateral. Plus, lawmakers bungle crypto bill briefings and Cynthia Lummis sparks debate over Bitcoin’s role in national security.
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Circle’s IPO blew past expectations, pricing high and oversubscribed 25x, signaling Wall Street’s growing appetite for stablecoin exposure. NLW breaks down the offering’s details, why fintech insiders think Circle is still undervalued, and what this means for future crypto IPOs. Plus, JPMorgan embraces crypto ETFs, Bitcoin treasuries surge, and Congress continues its political theater over the Clarity Act.
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Democrat frustration boils over after an SEC technical briefing on the crypto market structure bill goes disastrously wrong. NLW explores accusations of deliberate obstruction, political delay tactics, and how internal conflicts and rushed legislation risk undermining crypto’s bipartisan push. Meanwhile, the Trump family's sprawling crypto projects cause further complications for a fragile industry caught between regulation and political spectacle.
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May was a breakout month for crypto deals, with $3.5 billion in activity signaling a shift from stagnation to strategic consolidation. NLW breaks down the Robinhood–Bitstamp acquisition, Jump’s bet on tokenization, and Circle’s suddenly hot IPO—backed by BlackRock and poised to reshape the stablecoin landscape.
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Bitcoin treasury companies are multiplying fast—some with billions in backing, others chasing quick gains. Today’s episode examines who’s funding these firms, how the Michael Saylor playbook is evolving, and whether we’re watching the rise of a sustainable trend or the start of a new crypto bubble.
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Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
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Recorded live on Friday May 30th, 2025.
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The Bitcoin Conference returned to Las Vegas bigger than ever, drawing over 30,000 Bitcoiners and showcasing political heavyweights championing crypto’s future. Vice President JD Vance outlined the administration’s bold crypto agenda, emphasizing Bitcoin’s role as a bulwark against financial tyranny, inflation, and elite control. David Sacks updated progress on the Strategic Bitcoin Reserve, while Eric and Don Jr. Trump discussed their family’s deep dive into Bitcoin, predicting record highs. Plus, embattled NYC Mayor Eric Adams pitched "bit bonds," hoping to restore the city as a crypto hub.
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Trump Media, GameStop, Joe Lubin, and a growing list of others are embracing the Michael Saylor playbook—raising massive capital to load up on Bitcoin. Today on The Breakdown, NLW unpacks the explosion of MicroStrategy-style public vehicles, the reflexive loop driving investor FOMO, and whether this leverage injection is a new frontier for Bitcoin-based finance—or a looming gray swan.
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