The Big Bitcoin Vibe Shift

FromThe Breakdown

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The Big Bitcoin Vibe Shift

FromThe Breakdown

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Length:

9 minutes

Released:

Feb 26, 2024

Format:

Podcast episode

Description

A reading and discussion of https://www.coindesk.com/consensus-magazine/2024/02/20/the-crypto-vibe-shift/

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Released:

Feb 26, 2024

Format:

Podcast episode

Titles in the series (100)

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.

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Crypto Daily 3@3 - 7.15 | Long Reads Sunday #55 Top 5: Every Sunday, I put together a list of the top tweets, threads and essays shaping the crypto conversation. On Monday, I countdown my five favorites with BlockTV. Monday's Crypto Daily is the audio recording version. For those who want to... by The Breakdown
21 min listen
Crypto Daily 3@3 - 7.9.19 | Deutsche Bank layoffs; Does Libra drown the BTC narrative? + more: Deutsche Bank announces 18k layoffs & a photo instafamous memes a tailor with a Bitcoin bag as a fired banker Strong counter argument against the idea that Libra is somehow good for Bitcoin A new platform for fractionalized art and culture... by The Breakdown
11 min listen
$Crypto Daily 3@3 - 7.9.19 | Deutsche Bank layoffs; Does Libra drown the BTC narrative? + more: Deutsche Bank announces 18k layoffs & a photo instafamous memes a tailor with a Bitcoin bag as a fired banker Strong counter argument against the idea that Libra is somehow good for Bitcoin A new platform for fractionalized art and culture...$
Crypto Daily 3@3 - 7.23 | Trontroversy! // Ethereum dev tax? // #IndiaWantsCrypto: Justin Sun canceled his lunch with Warren Buffett this week, claiming kidney stones. Reports today, however, suggested that he was compelled not to leave China by border authorities due to investigations. But then he showed up in SF? So basically,... by The Breakdown
15 min listen
Crypto Daily 3@3 - 7.18 | Libra Aftermath - G7, China, and Dalio's dystopia: Libra was a hotbutton issue at the G7 meetings - maybe the one thing they agreed on. Meanwhile, the project made news in China as Facebook's David Marcus revealed explicitly that it saw Alipay and Wechat as competitors. Meanwhile, the crypto community... by The Breakdown
12 min listen
The Great BTC-Alt Divergence / Epic Rap Battles Of Adoption / Derivative Games: BTC dominance is over 70%, and the gap between its performance and everything else may be accounting for the strange dissonance between 3x BTC price growth in 2019 and the serious gloomy pallor on display on crypto Twitter. We look at that divergence... by The Breakdown
17 min listen
The SEC's ICO cleanup / China's convenient surveillance money / Recruiting new blood: What is dead may yet still die. At least, that seems to be the case as the SEC goes one by one through its list of unregistered securities offerings and outright scams. This week it was one unregistered SAFT settlement and one emergency lawsuit... by The Breakdown
15 min listen
Narrative Watch: Binance, Venus and the coming battle of CBDCs & non-sovereign fiat: Binance blew open the doors on the global battle for stablecoin supremacy today when they announced Venus - a project that seems to combine some aspects of permissioned corporate chains with central bank digital currencies (aka convenient surveillance... by The Breakdown
12 min listen
Crypto Daily 3@3 - 7.24 | Encryption Backdoors // Americans Trust BTC More Than Libra // Regulatory Roundup: The US Attorney General has reignited a debate about encryption backdoors for law enforcement. Libra has a long way to go, with a recent poll finding it significantly less trustworthy to Americans than Bitcoin. And finally, a regulatory roundup... by The Breakdown
14 min listen
Ponzi scam selling, Hong Kong protest bank runs & buying creators with internet money: Why number go down? That's all anyone was asking as BTC plunged below $10k, a line that, according to Hodlonaut, we'd never cross again. Was it Ponzi scam selling in China or something less sinister? Either way, there was a bit of snark about a safe... by The Breakdown
17 min listen
Crypto Daily 3@3 - 7.11 | Comply or Die Token Sales | Turkey and CBDCs | Crypto Startup Studio: On this episode, we discuss: 1) Reg A+ compliant token sales from Blockstack and YouNow and why it's becoming comply or die; 2) Turkey planning a central bank digital currency and how the crypto market is trifurcating; 3) IDEO's new crypto startup... by The Breakdown
13 min listen
Crypto Daily 3@3 - 7.10 | Alt Season Dreams & Nightmares | New Crypto Funding | Mr. Libra Goes To Washington: We discuss: 1) the chatter around a potential alt season and what makes things different this time around; 2) new financing that shows where crypto investors heads are at (hint: infrastructure not apps); 3) the latest salvos between Libra and... by The Breakdown
13 min listen
Crypto Daily 3@3 - 7.31 | What Fed rate cuts mean for BTC / IEO performance / Funding/M&A Roundup: The Fed cut interest rates today for the first time in Bitcoin's life. This move is interesting directly because lower rates lead to more money in the markets. It's interesting symbolically as it represents a major narrative evolution where financial... by The Breakdown
14 min listen
Crypto Daily 3@3 - 7.12 | Special Edition: Trump Gives Bitcoin A Mainstream Moment: A very Trump-y special edition! On this episode, we look at 1) what happened with Trump’s Bitcoin/Libra tweet; 2) the crypto community’s response; 3) the surprisingly with it mainstream media response; and 4) what it means going forward and why we... by The Breakdown
25 min listen
Crypto Daily 3@3 - 7.19 | BitMEX vs. CFTC / Bitcoin legal in China? / Ycash and Friendly Forks: The CFTC's investigation of BitMEX is the latest in string of screws tightening on global exchanges touching US customers. In an interesting twist, a lawsuit leads to a Chinese court determining that Bitcoin is a protected legal property. Ycash has... by The Breakdown
12 min listen
Crypto Daily 3@3 - 8.13 | Argentina economic turbulence (feat. MakerDAO's Mariano Conti) + ETF delays & crypto dev report: After surprise election results, the Argentine economy tumbled. The stock market fell 48%, and the peso fell some 25-30% against USD. What is the role of crypto in this type of economic black swan event, if any? I asked MakerDAO's Mariano Conti, an... by The Breakdown
23 min listen
Crypto Daily 3@3 - 7.29 | Lightning Network vs. surveillance / US Congress response to de-Americanization / Paradigm shifts: Weekly countdown of the 5 most important essays and threads from the week before on Long Reads Sunday. This week featuring Lightning Network vs the encroaching surveillance state; a US Congressman's response to Circle leaving the US; a hot take on the... by The Breakdown
20 min listen
Crypto Daily 3@3 - 7.22 | The "Libra Goes To Washington" Recap [LRS56 Top 5]: From 5 to 1, counting down the most important threads, essays and content from last week. Featuring the key setup questions for the Libra hearings; a case study of Cuba on whether a project like Libra could make a difference to the "unbanked"; the... by The Breakdown
29 min listen
Libra vs. China: The Global Digital Money Wars Heat Up: One of the most important global economic battles of our time is the battle to create new standards for global digital money. While bitcoin has been quietly building its case for the last decade, the story of the last few months has been all about the... by The Breakdown
12 min listen
Crypto Daily 3@3 - 8.8 | Gaming, Mass Adoption and FUD Fighting: You've heard of the PayPal Mafia, but what about the Magic the Gathering Mafia? Both SkyWeaver and Gods Unchained have serious ex-Wizards of the Coast talent in their ranks. Does this mean blockchain gaming can succeed? Also in the realm of mass... by The Breakdown
13 min listen
Crypto Daily 3@3 - 7.17 | Libra Hearings Day 2 Recap - House Financial Services Committee by The Breakdown
21 min listen
Crypto Daily 3@3 - 7.16 | Libra Hearing Day 1 Recap - Senate Banking Committee: Libra's David Marcus testified before a relatively hostile Senate Banking Committee today. In today's we go over: 1) Facebook's trust problem; 2) the most important topics and themes of the questioning; 3) what it all means for Bitcoin. ... by The Breakdown
18 min listen
Crypto Daily 3@3 - 8.1 | UASF at 2 & power in crypto networks / Zcash dev fund / Crypto in the wild: It was the two year anniversary of UASF (and the BCH chain split from BTC), which marked a significant moment in the history of Bitcoin. In short, the culmination of the block size war demonstrated the relative power of the distributed network of... by The Breakdown
16 min listen
Crypto Daily 3@3 - 8.9 | Travis Kling on how BTC moves from risk asset to safe haven / Binance US listing framework / Crypto reality TV?: Travis Kling joins for today's 3@3 to explore how bitcoin might move from a risk asset to a safe haven. This isn't just about narrative, it's about how bets from one group trigger another group, which confirms models, and so on, creating a self... by The Breakdown
19 min listen
Crypto Daily 3@3 - 8.6 | China, Stonks and Safe Havens: First Trump threatened tariffs. Then China devalued the Yuan. Then Trump declared China to be currency manipulators. Then stonks went down while orange coin went up. Then everyone asked: "is Bitcoin the new safe haven asset?" For the last two days,... by The Breakdown
12 min listen
Crypto Daily 3@3 - 7.30 | Recap of Senate Banking Committee Hearing On Crypto Regulation: In their second hearing in 2 weeks, the Senate Banking Committee invited 3 panelists to discuss the current state of and recommendations for crypto and digital asset regulation. In this recap, I look at three key points: 1) the shadow of Libra and Big... by The Breakdown
13 min listen
The 11 Archetypes Of People You Need To Follow On Bitcoin/Crypto Twitter: Bitcoin and Crypto Twitter are wild, weird places. On this special "sorry I'm traveling, can't give you the news" edition of 3@3, I provide a guide to 11 key types of people that you should be following for your well-rounded Twitter... by The Breakdown
15 min listen
EU antitrust action on Libra / SEC dings ICO rating sites / CEOs vs. China on Hong Kong: Well that didn't take long. The European Union has already started looking into antitrust action on Facebook around Libra. In other regulatory news, US Sec of State Mike Pompeo says crypto should be regulated like SWIFT, India central bank fights for... by The Breakdown
19 min listen
Narrative Watch: The Game of Coins & The Battle Over The Global Reserve Currency: In the game of coins, you [replace the USD as the world's reserve currency or at least shore up your sovereign currency's position in the new global mix] or you die. Over the last few months, we've seen China accelerate work on its digital... by The Breakdown
14 min listen
Special Edition: Summer Recap & Fall Predictions from 15 of Crypto's Top VCs, Entrepreneurs & minds: To celebrate the official end of summer and beginning of fall, I asked 15 top crypto VCs, entrepreneurs and content creators including Jill Carlson, Ari Paul, Kyle Samani, Marty Bent and more 4 questions: What did we learn this Summer? What are your... by The Breakdown
20 min listen
Crypto Daily 3@3 - 8.12 | Impending currency crisis? Plus, Binance US listing criteria and prospects [LRS Top 5]: Bonds. Dollars. Bitcoin. Gold. That's what some are saying pay attention to at the beginning of a global currency crisis? On this week's LRS Top 5, we also look at: news from Binance US about its listing criteria and prospective token listings; KIK's... by The Breakdown
20 min listen

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The Big Bitcoin Vibe Shift

The Big Bitcoin Vibe Shift

Description

Titles in the series (100)

More Episodes from The Breakdown

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