Welcome back to The Breakdown with me, NLW.

It's a daily podcast on macro, Bitcoin, and the big picture power shifts remaking our world.

The breakdown is sponsored by crypto.com and nexo.io and produced and distributed by CoinDest.

What's going on, guys? It is Thursday, November 26th, Happy Thanksgiving. So yesterday I did

my episode about the most bullish signals, the most bullish facts, the most bullish events

from the year to bring to the Thanksgiving

table as you talk about Bitcoin and the crypto industry as a whole. Part of the way that I

sourced that list, I obviously had some ideas going in, but I always like hearing from you guys

about what you think is most interesting, what you think the strongest arguments are.

And when I asked earlier in the week on Twitter what

people thought the most bullish arguments for Bitcoin were to bring into the holiday, one of the

things that people suggested a number of times was to go back and read bullish articles from

2011, 2012, 2013 that had stood the test of time. This, of course, being a way to show that this

asset has had long-term conviction, long-term belief that it has lived up to. Well, I thought it was a

really good idea. And my strong guess was that not that many people were going to be listening

to podcasts on Thanksgiving Day itself. And so I'm actually

doing a second kind of a long read Sunday. Sunday will have its own long reads and it's a doozy,

100K Bitcoin, get ready. But this one is a throwback. It's a throwback Thursday, Longreed Sunday,

but for Thursday. You get what I'm saying. Anyways, we're going back to May 30th,

2013. Chimath Palahapatia, not yet the Buffet of his generation kind of figure, just someone

who had had some really profound success first with Facebook and then with his early social capital

fund, but was already getting a reputation for

...