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 19th, 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

5, and this week we have everything from a new agent protocol that works with stable

coins in crypto to the much-ballahood Fed rate cut, although much good it may have done us.

Lots and lots to dive into, so without any further ado, let's do this thing.

Good morning, everybody, and happy Friday 5 to all of you. I got a frog in my throat. The minute I started doing that intro, it was great. Sounded terrific. Felt good. I thought a good intro. I was telling them in the comments, NLW. It's sad, but this is going to be our last show because you and I have been hired by Disney to replace Jimmy Kimmel. For a very short period of time. And so I mouth off and say something that gets me fired. We'll be back in three. We'll be gone for one. We'll be back in three weeks for the much smaller, more offended audience. But listen, we got this title here that Bitcoin has never been this bullish in September. For those who haven't seen this,

we've got this chart right here, 8.13% last year, 7.29% reminds me of the meme, you know,

not going to lie, I thought they had us in the first half. Doesn't this feel like we're kind

of celebrating a little early, though? Last I checked, it's September 19th. It's up a little bit

because it went down a bunch.

Look, September is a historically bad month for Bitcoin.

It always is.

We always get all excited about coming back from the summer and are like, all right, ready

to go.

And then it's dog poo.

And it's dog poo for all the markets.

And so basically, it's just not awful right now is sort of the TLDR.

I don't think there's anyone out there who's feeling super jazzed about anything.

It's just kind of holding its own.

Now, that said, it is chaos out there.

No one has any freaking idea what to make of markets.

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