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.

What's going on, guys? It is Saturday, September 2nd, and that means it's time for the

weekly recap, albeit a slightly different version. Before we get into that, however, if you are

enjoying the breakdown, please go subscribe to it, give it a rating, give it a review, or if you want

to dive deeper into the conversation, come join us on the Breakers Discord. You can find a link

in the show notes or go to bit.

ly slash breakdown pod. Hello friends. How's it going? Happy Labor Day weekend. Now, one of the things

you've probably heard me talk about before is that I'm never exactly sure what I want to do with this

weekly recap slot. A lot of the weeks, I just use it as an extra episode because there's been so many topics going on that

we just didn't get a chance to cover everything. But one of the ideas that I had for it going way back

to when I first started doing these recaps was to actually use it as a chance to do a bit more,

call it editorialization. When it comes to the average breakdown show, part of what I think you guys

like is that I keep the opinion and op-edding to a minimum breakdown show, part of what I think you guys like is that I keep

the opinion and op-edding to a minimum.

Now, of course, I have my perspective on things and they come out, and there are some times

that episodes just need to let the hot takes rip, but by and large, my goal is to give you

information.

I think that news in general, and especially in a sector as contentious as crypto, is so hot

under the collar that simply presenting a diverse array of perspectives without trying to just

nudge you towards my own is the value ad that I can offer that maybe is missing in some other

places. That said, I also do think that there's something interesting about being able to

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