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The Breakdown

Decoding crypto and the markets. Daily.

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Crypto is a business — and it might be winner-takes-most

In crypto investing, quantity has a quality all its own.
Why equities are more stable than in past decades, plus advice from Peter Lynch
Conferences are pop-up innovation clusters—and filters for the riff-raff
RECENT PODCAST EPISODES
Speculation swirls around who could replace Jerome Powell as Trump hints at naming a new Fed chair early—potentially upending central bank independence. NLW breaks down the leading contenders, market reactions, Trump’s radical..
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This Long Read Sunday explores the rise of tokenization in financial markets. NLW reads and analyzes a piece from Galaxy’s Thomas Cowan on how stablecoins, tokenized money market funds, and on-chain structured..
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In this week’s Friday Five, NLW unpacks a major shift in crypto policy: Fannie Mae and Freddie Mac have been ordered to treat crypto as mortgage-worthy assets—a milestone in crypto’s integration into..
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LATEST The Breakdown ARTICLES
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Permissionless IV, Day 2 takeaways

Money for enemies isn’t fun, but crypto can be

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Permissionless IV, Day I takeaways

The future of crypto isn’t just going to happen

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The banking system still processes payments like it’s 1975. Crypto might have a fix.

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Markets look forward, even when we can’t see past the news

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Thursday links: Systemic risks, digital oil and Black Wall Street

Greenwood was a success story before it was a tragedy

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Crypto doesn’t have to be a market for lemons

Asymmetric information is threatening crypto the same way it once threatened equities. Disclosure might be the fix.

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Byron Gilliam

Newsletter writer

Nathaniel Whittemore profile image
Nathaniel Whittemore

Podcast host

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