Episodes

Powell's Hawkish Wait-and-See

The July FOMC meeting delivered no rate change—but plenty of political drama. Powell refused to guide toward September cuts, triggering hawkish market reactions and rare dissent from Fed governors Waller and Bowman...

Crypto Treasuries Face Their First Real Test

Crypto treasury companies like Bitmine and Backed are under pressure as investor enthusiasm wanes. Bitmine’s share buyback failed to move markets, raising concerns about narrative exhaustion despite bullish projections and backing from..

Is the Trade War Actually a Capital War?

In today’s episode of The Breakdown, NLW dives deep into the evolving trade dynamics between the U.S. and Japan, asking whether the current trade war is really masking a larger capital or..

The Senate's Surprising Market Structure Bill

In today’s episode, NLW breaks down the newly released Senate draft of the crypto market structure bill—a shockingly slim but significant proposal that could redefine how digital assets are treated in U.S...