Episodes

Trump's Taco Trade and the Dollar's Dangerous Game

Markets settle on the "taco trade," betting Trump won't push tariffs too far—but uncertainty reigns as China tensions linger, automakers scramble over rare earth metals, and CEO confidence plummets. Meanwhile, Trump's massive..

The End of Money as You Know It

On today's Long Read Sunday, NLW explores Hugh Hendry's provocative essay "Sovereignty 3.0," examining how rising Treasury yields signal the collapse of traditional financial structures and the emergence of Bitcoin and stablecoins..

Circle’s Blockbuster IPO Oversubscribed 25x

Circle’s IPO blew past expectations, pricing high and oversubscribed 25x, signaling Wall Street’s growing appetite for stablecoin exposure. NLW breaks down the offering’s details, why fintech insiders think Circle is still undervalued,..

Democrats Slam SEC Over Crypto Bill Chaos

Democrat frustration boils over after an SEC technical briefing on the crypto market structure bill goes disastrously wrong. NLW explores accusations of deliberate obstruction, political delay tactics, and how internal conflicts and..

As Circle Prepares to IPO, Crypto Deals Heat Up

May was a breakout month for crypto deals, with $3.5 billion in activity signaling a shift from stagnation to strategic consolidation. NLW breaks down the Robinhood–Bitstamp acquisition, Jump’s bet on tokenization, and..

Who is Funding These Bitcoin Treasury Companies?

Bitcoin treasury companies are multiplying fast—some with billions in backing, others chasing quick gains. Today’s episode examines who’s funding these firms, how the Michael Saylor playbook is evolving, and whether we’re watching..