The Breakdown

Breakdown 11.29 bitcoin $100K
How Bitcoin Gets to $100,000
Another look at the bitcoin valuation models that could possibly lead to a six-figure bitcoin valuation over the course of the next year.
Breakdown 11.29 bitcoin $100K

Breakdown 11.28 weekly recap janet yellen
What Janet Yellen as Treasury Secretary Means for Bitcoin and Markets
NLW looks at price action in crypto, the ETH 2.0 Beacon chain launching Dec 1, the Dow at 30,000 and Janet Yellen’s nomination as Treasury secretary.
Breakdown 11.28 weekly recap janet yellen

Breakdown 11.27 Luke Gromen post-Bretton Woods economic system
ENCORE: Luke Gromen on the History and (Declining) Future of the Global Dollar System
As some start to wonder about a post-Bretton Woods economic system, macro analyst Luke Gromen explains how that post-World War II system came to be.
Breakdown 11.27 Luke Gromen post-Bretton Woods economic system

Breakdown 11.26 Schmuck Insurance - Chamath Palihapitiya
Schmuck Insurance
A reading of one of the most enduring early investor arguments for bitcoin.
Breakdown 11.26 Schmuck Insurance - Chamath Palihapitiya

Breakdown 11.25 Bitcoin thanksgiving dinner
The Most Bullish Bitcoin Arguments for Your Thanksgiving Table
This year, come prepared to explain the asset that has everyone from famous financiers to political dissidents talking about a money revolution.
Breakdown 11.25 Bitcoin thanksgiving dinner

Breakdown 11.24 lyn alden updated
Lyn Alden on Money Printing, Bitcoin and the End of an 80-Year Debt Cycle
One of the sharpest analysts in macroeconomics looks at how monetary and fiscal policy are likely to change in the coming years.
Breakdown 11.24 lyn alden updated

Breakdown 11.23 bitcoin shortage
A Bitcoin Shortage? PayPal and Cash App Buying More Than 100% of New Supply
When demand from these two sources alone exceeds the entire supply of newly minted bitcoins, expect serious supply pressure to follow.
Breakdown 11.23 bitcoin shortage

Breakdown 11.22 SEC Chairman Jay Clayton's Exit
Bitcoin ETF Time? What SEC Chairman Jay Clayton Stepping Down Means for Markets
Jay Clayon is stepping down as chairman of the Securities Exchange Commission. Here’s what that means for crypto and traditional markets.
Breakdown 11.22 SEC Chairman Jay Clayton's Exit

Breakdown 11.21 Mexico's Second Wealthiest Billionaire and Arya Stark
What Do Mexico’s Second Wealthiest Billionaire and Arya Stark Have in Common?
Recapping a wild week in bitcoin price action that has drawn out numerous previously-quiet HODLers.
Breakdown 11.21 Mexico's Second Wealthiest Billionaire and Arya Stark

Breakdown 11.20 nic carter bitcoin ATH post
10 Metrics Where Bitcoin Has Already Hit New All-Time Highs
While we haven’t achieved the elusive $20,000 spot price all-time high yet, these other metrics show where bitcoin has grown far beyond previous peaks.
Breakdown 11.20 nic carter bitcoin ATH post