Coinbase Joins the S&P 500 as Bitcoin and Traditional Finance Converge
Coinbase has officially become the first crypto company added to the S&P 500, signaling a new era of legitimacy for crypto in traditional finance. Meanwhile, Bitcoin's increasing acceptance is marked by Goldman Sachs ramping up client exposure, Galaxy Digital's upcoming NASDAQ listing, and Nakamoto Holdings going public. NLW explores how these developments underline a deepening convergence between digital assets and mainstream financial markets.
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10:06
Bitcoin's Quiet Rally and the Stablecoin Standoff
Bitcoin has surged back above $100,000, but why does this record-breaking rally feel so muted? As markets quietly climb higher, NLW explores the curious lack of excitement, alongside major developments like the U.S.-China trade truce and ongoing struggles over crucial stablecoin legislation in Washington. Is this calm confidence or cautious skepticism? This episode decodes the week ahead and what's quietly shaping crypto's new normal.
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12:06
Crypto's Crossroads for Democrats
Democrats are at a critical crossroads: Can embracing decentralized crypto reshape their electoral future? This Long Read Sunday dives into how crypto represents not just an emerging technology but a political opportunity to reclaim young voters lost in recent cycles.
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10:08
The Five Most Important Stories in Crypto This Week
Sentencing for the Celsius founder. Dueling crypto hearings in Washington. Bitcoin back over $100k. NLW and Scott Melker count down the 5 most important stories in crypto this week.
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23:36
The Fed Is Stuck Waiting While the Trade War Reshapes the Economy
The latest FOMC meeting resulted in zero policy changes as the Federal Reserve adopts a cautious "wait and see" stance amid rising economic risks. NLW analyzes Chair Powell’s careful positioning, balancing uncertainty around trade-induced inflation and employment pressures. Plus, the evolving trade landscape: negotiations intensify with China, the UK deal looms, and the U.S. administration signals it's reshaping global economic order—not just settling trade disputes.
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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.