You can feel the palpable money printer get revved energy on Twitter right now.

And I would not be surprised if we see some new announcement about additional pressure on Congress to act or some new narrative from the Fed or something, right?

The stock market is the great political scoreboard, and there is no way that that thing is going to be allowed to stay down for long.

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.

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What's going on, guys? It is Saturday, September 5th, and that means it's time for the weekly

recap. This week, I'm going to be looking at the stock market. I think that

we learned a lot about how to interpret the stock market this week. And frankly, what happens next

as it relates to the stock market probably is going to have a pretty dramatic impact on

not just stock prices, but also on a bunch of

different areas like Bitcoin as well. So I'm going to go through four stories that I think tell

this complete story. And first up is SoftBanks Balsey Bet. Over the last few months, a

quote, NASDAQ whale has been pumping huge amounts into tech stock options.

Basically, this has been piling on top of the Davey Day Trader trade and in that way, accelerating the valuation bubble, which has become really pronounced.

The Financial Times has unmasked this NASDAQ whale as SoftBank, the firm behind

the $100 billion Vision Fund, which has been hugely credited with ramping up and inflating

to the moon the price and valuation of private Silicon Valley tech companies before they go

public. They've basically been playing the same

game as the Wall Street Betts crowd. As the Wall Street Journal put it, investors buy options,

contracts tied to individual stocks, and or to broad indexes such as the S&P 500 or the NASDAQ

...