The Breakdown


Markets

For What Future Are We Building Bitcoin?

A reading of Meltem Demirors new essay “Unintended Architecture” asks some key questions about intention setting for the future of Bitcoin.

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Markets

Previewing the Economic Showdowns Coming This Fall

From the size of a second round of stimulus to COVID-19 litigation to reshoring, last week previewed some key economic issues for the months to come.

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Markets

What a Professional Trader Thinks of the Fed, Robinhood and Real Estate, Feat. Tony Greer

The editor of the Morning Navigator newsletter discusses a variety of macro topics and how to trade against a very strange market.

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Markets

The Bond Market Is the Truth Teller No One Heeds, Feat. George Goncalves

A veteran bond strategist gives his take on why the bond market has a better read than equities on short-term and long-term macro trends.

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Markets

How DeFi Could Disrupt Traditional Finance, Feat. Sergey Nazarov

"Imagine a world without counterparty risk..." - Chainlink's co-founder Sergey Nazarov shares why the move from brand-based contracts to math-based contracts is inevitable.

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Markets

How Real Is Bitcoin’s Rally? 8 Interpretations of Bitcoin's Massive Surge

As bitcoin retraces slightly after reaching a new 2020 high about $11,000, NLW explores what’s driving the rally and how likely it is to continue.

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Markets

SPACs 101: A Bubble, the Future or Both?

A primer on, and critical look at, one of Wall Street’s hottest trends: special purpose acquisition companies.

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Markets

Is This China’s Century or the US’s? Maybe It’s Both

This Long Reads Sunday is a reading of Adam Tooze's recent review of four books on the growing conflict between the U.S. and China.

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Markets

As Economic Indicators Get Worse, the US Revs Up the Next Multi-Trillion Stimulus

The Breakdown Weekly Recap covers growing U.S.-China tensions, worsening job numbers and the next casual $1 trillion to $3 trillion in stimulus.

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Markets

Could the European Recovery Plan Actually Break Europe Apart?

The EU’s Recovery Plan agreement has been widely hailed, but some argue that it is taking Europe down a dangerous path.

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