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, September 27th, 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,

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. All right, friends, back with another Friday

five. Really interesting one this week. We have some embers of a shifting vibe. We're

about to close a September where Bitcoin is actually done better than it's ever done in any

September before. So we talk a little bit about what that might mean. We, of course,

check in on the Harris pivot to see if it's

real or realer. And we dig a little bit into what's going on with the macro environment,

particularly with China and how that might be playing into things as well. It's a good conversation,

so without any further ado, let's dig in. As you guys probably know, we were in the path of the hurricane.

Luckily, things not too bad. I lost a trampoline to the neighbors that was supposed to be a tight town.

A few trees down in the neighborhood had definitely no power, but luckily my generator at least powers this room and my internet.

So my kids can go scream in the other room where it's

really hot with all the neighborhood kids who have showed up at our house because we have coffee

and a refrigerator. So the adults and kids are all here. You don't want to hear about any of that.

You want to hear about the news. You also had a little hurricane action going on, right?

I was flying through Atlanta last night.

I was supposed to be on a late night flight and I was able to move it up about 12 hours

...