The Breakdown Newsletter

There are a total of 81 articles associated with The Breakdown Newsletter.
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Elder fraud, hard money myths, and tokens that refuse to stay dead

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The ECB’s Stablecoin Defense Initiative™ seems doomed to fail

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A stock by any other name — even “token” — is still a security

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Uber raised fares. Disney ignored costs. Linux gave everything away. Which model should Ethereum follow?

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Bubbles are how markets create the future

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Crypto finds fundamentals, Chanos books profits and prediction markets make trouble

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Stripe and Circle are betting the plumbing of payments is ripe for disruption

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Gold is proof that belief sustained over millennia creates real value; crypto is hoping to take a shortcut

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Every transformational technology begins with utopian hopes, and then runs into the world as it is

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If fear moves markets, there could be more all-time highs to come

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Airlines defend their rewards moat, Binance courts favor over breakfast, DAT fees pile up and systematic thinking

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An SEC commissioner walks into a cypherpunk meetup…

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Peter Thiel’s $5 billion Roth IRA walked so token IRAs could run

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Uniswap’s DUNA plan might blaze a new trail for decentralized governance

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When politics divides, the market conquers

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What happens when banks fear regulators and DAOs fear no one

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Crypto is still on a mission — and still needs users

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You don’t own the protocol. You own the incentives.

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All models are wrong, but some are useful

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A new quantum experiment shows that observation changes reality — but investors knew that already

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Fiscal dominance isn’t about interest rates and it isn’t about Trump, either

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SPAC investors seem surprisingly skeptical of crypto

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Some businesses run on low margins by choice. Others do it because they have no choice.

Decoding crypto and the markets. Daily, with Byron Gilliam.