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, May 10th, 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 I will tell you just in advance that

this one gets a little weird, structurally at least.

There is apparently some apocalyptic storm happening where Scott is recording from, meaning

that he had a hard time getting on initially, and then had to dip out for a few minutes

where I just had to wax poetic and op-ed style.

But the TLDR on this week, and I think that this is pretty clear, is that the big story is the

political realignment that's happening around crypto right now. I'm not going to say that much

more here because I talk a lot more than usual even on the show. So let's dive right in.

I just lost power two times in the lead up to this show trying to get it started.

So we probably should go and beat the next attempt.

How you doing today, man?

Things are good.

There's a storm here, but not so apocalyptic, it seems like.

You had some big news this week.

It's not one of our Friday five, but the breakdown is getting

some serious attention right now. Yeah, the breakdown is moving over into the Blockworks family.

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