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, December 13th, 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.L.Y slash breakdown pod. All right, friends, we are rounding out the year with our last couple of Friday 5s. This week we have a bit.ly slash breakdown pod. All right, friends, we are rounding out the year with our last couple of Friday fives.

This week we have a presidential price prediction, some institutional trend guessing, and a lot more.

This was recorded on the morning of Friday, December 13th.

Let's go.

Good morning.

How are you today?

Things are good.

Wear a Mercedes hat.

You know, they didn't win.

I have a slew of leftover hats from the FTX era.

This one is in fact.

I was going to say, I saw it when you turned.

I saw what was on the side.

Yeah, exactly.

That's, it's anonymous.

The only place I can wear them is in this basement. So, yeah, I, it is this one. It's fine by Lewis Hamilton, though. Okay, well, okay. That, that, I think that that's a winner. My favorite Oudy when Udi goes on shows is when he wears those like bright orange FTCX glasses, you know, the sunglasses.

I will say I was responsible for a lot of FTCS marketing decisions. There were some that I wasn't. The condoms, not me. Just want to put that out there. That predates my time. I mean, are you sure you don't want to take credit for that? You could. Yeah, not after FTCS. FDX, everyone, man. Oh, I see what you did there.

Walk right into it.

Yeah. for that. You could. Yeah, not after FTCX, everyone, man. Oh, I see what you did there.

Walk right into it.

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