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The Breakdown

Decoding crypto and the markets. Daily.

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Vitalik wants one story, DATs want five, and investors just want to know which ball to catch

Insiders have the best information — markets should be willing to pay for it
A main character of the dotcom boom is suddenly a main character of the AI one
In bonds, stablecoins and billionaires, a reminder of what makes crypto special
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In this week’s Friday Five, NLW digs into why Bitcoin’s September performance is surprising markets, what the Fed’s anticlimactic rate cut means for the economy, and how new SEC approvals are reshaping..
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The Federal Reserve delivered its first rate cut since last November, reducing the target range to 4–4.25% as weakening labor data outweighed inflation concerns. Chair Powell framed the move as a "risk..
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For DATs, getting to the stock market first may mean owning a business no one wants

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Byron Gilliam

Newsletter writer

Nathaniel Whittemore profile image
Nathaniel Whittemore

Podcast host

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