12 Big-Picture Power Shifts to Watch in 2022

The Breakdown

Blockworks

Investing, Business

4.8 • 806 Ratings

🗓️ 2 January 2022

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

This episode is sponsored by Nexo, Abra and FTX US. On “The Breakdown’s” first episode of the new year, NLW looks at the most important power shifts that he’s watching this year, including: Fed vs. stock market U.S. midterm elections Stablecoins vs. CBDCs China and Russia vs. the dollar Bitcoin vs. fiat IMF vs. El Salvador Bitcoin DeFi vs. other DeFi DeFi vs. KYC DAOs vs. other forms of capital formation NFT/Web 3 games vs. traditional NFTs vs. record labels Web 3 vs. Web 2 Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW - Nexo is a powerful, all-in-one crypto platform where you can securely store your crypto. Invest, borrow, exchange and earn up to 17% APR on Bitcoin and 20+ other top coins. Insured for $375M. Audited in real-time by Armanino. Rated excellent on Trustpilot. Get started today at nexo.io. - Abra is proud to sponsor The Breakdown. Join 1M+ users and Conquer Crypto with Abra, a simple and secure app where you can trade 110+ cryptocurrencies, get 0% interest loans using crypto as collateral, and earn interest with up to 14% APY on stablecoins and 8.15% APY on Bitcoin. Visit Abra.com to get started. - FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today. - “The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell, research by Scott Hill and additional production support by Eleanor Pahl. Adam B. Levine is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsor is Time by OBOY. Image credit: Donald Iain Smith/Getty Images, modified by CoinDesk.

Transcript

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0:00.0	Welcome back to The Breakdown with me, NLW.
0:09.2	It's a daily podcast on macro, Bitcoin, and the big picture power shifts remaking our world.
0:14.9	The breakdown is sponsored by nexo.io, Abra, and FTX, and produced and distributed by CoinDesk.
0:22.5	What's going on, guys? It is Sunday, January 2nd, 2022. Welcome to the new year. You've survived
0:32.8	2021. And the next 365, or I guess four days at this point, are laid out before you to do what you will to achieve, what you want to achieve.
0:45.4	Let's get after it.
0:48.1	Originally, this was going to be my last end-of-year extravaganza show.
0:52.3	But because of this ridiculous wave of COVID that is hitting
0:55.8	everyone, I had some interviews cancel at the last minute. But I think it works out. Because something
1:02.0	I've been feeling is that I really wanted to revisit the tagline of the show that you hear
1:07.9	every episode. This idea that the breakdown is about big picture power shifts.
1:13.8	That remains the dominant framework that I think in terms of.
1:18.3	And so what I wanted to do today to kick off the new year was maybe a set of framework for
1:23.3	some of the big picture power shifts that I'm watching in 2022.
1:28.6	Before I do that, though, a little bit of housekeeping.
1:32.1	First of all, you'll notice that I have some new sponsors.
1:36.3	Before I get into the new folks, I want to thank Nidig for the six awesome months that we just
1:41.5	had, where they were the sole sponsor of the show.
1:45.0	Nidig is one of the leading lights of the Bitcoin industry, and I have absolutely no doubt
1:50.0	that a huge number of people are going to discover Bitcoin for the first time this year
1:55.8	because of the infrastructure that Nidig helped built last year. I've loved having them as a
2:00.4	sponsor,
	...

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