The Breakdown


Markets

A Crypto Ally as Top US Bank Regulator?

President Trump has nominated former Coinbase counsel Brian Brooks to a full five-year term as Comptroller of the Currency, but will he be confirmed in time?

Breakdown 11.19 brian brooks

Markets

Vijay Boyapati’s Four Mental Models for Valuing Bitcoin

From “Tulip Mania” to “the World’s Reserve Currency,” these valuation models show the full range of bitcoin’s long-term possibilities.

Breakdown 11.18 Vijay Boyapati

Markets

HODL FOMO vs. Speculative FOMO: Why This Bitcoin Bull Market Will Be Different

As bitcoin crosses $17,000 it’s not retail speculation but a new, long-term investor mindset driving the price up.

Breakdown 11.17 hodl fomo bitcoin $17,000

Markets

Bitcoin at $318,000 Next December? One Citibank Exec Says It’s Possible

Breaking down a recent report that has Bitcoin Twitter salivating and skeptical at the same time.

Breakdown 11.16 $318K BTC

Markets

Dollar Decline and the Paralysis of Conventional Monetary Policy

A reading of Kenneth Rogoff’s latest piece on the strange reality of the dollar’s global status.

Breakdown 11.15 dollar bill barbed wire

Markets

Dalio Says Governments Will Kill Bitcoin. Is He Right?

In an otherwise extremely bullish week, famed investor Ray Dalio reiterated his skepticism of bitcoin and digital assets.

Breakdown 11.14 ray dalio

Markets

PayPal Rolls Out Crypto for All US Customers

Crypto Twitter reacts to the announcement and answers the question: Just how big a deal is this?

Breakdown 11.13 PayPal

Markets

Meet the $10B Asset Manager With a 10,000 BTC Treasury, feat. NYDIG’s Robby Gutmann

One of the (quietly) largest players in the institutional bitcoin space discusses the changing investor landscape in his first-ever podcast interview.

Breakdown 11.12 Robby Gutmann, Stone Ridge Holdings Group, NYDIG.

Markets

Discovering Bitcoin Through the #EndSARS Movement, Feat. Yele Bademosi & Akin Sawyerr

When the Nigerian government shut down #EndSARS protestors’ bank accounts, bitcoin and crypto became a way around.

Breakdown 11.11 #EndSARS

Markets

Legendary Investor Stan Druckenmiller Turns Bitcoin Bull

Billionaire investor Stan Druckenmiller made pro-bitcoin comments on CNBC, joining other high-profile, ultra high-net-worth investors.

Breakdown 11-10 Stan Druckenmiller Bitcoin