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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
Bitcoin Breaks $125,000: The October Melt-Up Is On
The Breakdown
11 minutes
4 weeks ago
Bitcoin Breaks $125,000: The October Melt-Up Is On
Bitcoin hit a new all-time high over the weekend, surging past $125,000 and capping its strongest week since May. Analysts point to ETF inflows, a weakening dollar, and broad asset rotation as drivers behind the move — while skeptics warn of monetary panic and late-cycle exuberance. In today’s episode, NLW explores whether this is a true macro melt-up, what it means for institutional adoption, and how traditional portfolios are evolving as hard assets take center stage.
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The Breakdown
A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
