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 Friday, January 17th, and that means it's time for the Friday

5. Before we get into that, however, if you are enjoying the breakdown, please go subscribe to it,

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slash breakdown pod. All right, friends, back with another Friday 5 today, and the themes are very clear.

Macro returns to the good, Bitcoin returns to 100K, and everything is about what happens next week

when we get a new presidential administration.

Let's dive in.

Here we go. Trump plans to designate cryptocurrency as a national priority.

Executive order expected to create a crypto advisory council.

We knew that Trump allies are discussing stopping federal crypto litigation,

which we'll get into later, but literally calling cryptocurrency a national priority. What does this mean?

I think that the question is, so one, you got to love when the breaking news articles on Bloomberg,

not like Coin desk or, you know, one of the crypto outlets, it just shows kind of how different

things are. So there is a flurry of information around what might

come with these executive orders. It seems to me, my best read is that there's a lot of discussion,

right? I don't think that this is a question of plans are fixed and we're just not getting the

full story. I think that there's probably a lot

in flux right now. We've heard the possibility of, you know, repealing or stopping, you know,

existing litigation efforts. We've heard a bunch of different things. One thing that notably,

...