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 Sunday, May 18th, and that means it's time for Long Read Sunday.

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, well, as you heard earlier this

week, the breakdown has officially become the daily content brand of Blockworks overall, meaning that

their daily newsletter written by Byron Gilliam is also going to be called The Breakdown,

and we're going to be finding cool ways to cross-pollinate some of that content. None of this

will be forced. I don't have to care

about what Byron is writing about and he doesn't have to care about what I'm talking about,

but we're both going to be looking out to see if there are ways that are worthy of overlap.

And Long Green Sunday feels like an obvious place to me for a chance to get some of Byron's

thinking onto the show, for a chance to bring some of that different thinking in. This week,

we're doing something a little bit different. A lot of the Long Read Sundays recently have been

from sitting U.S. congressmen about the need for crypto regulation, or about stable coins,

or basically about a handful of topics that get rotated in and out, which makes sense. It's those

handful of topics that are dominating things right now.

But this week, we're getting a little bit more philosophical. Byronote a piece called

why investors should say no more often. And I think there's some interesting things there

to contemplate more broadly. So I'm going to turn it over to the 11 Labs version of me to read

...