This episode is sponsored by, Chainalysis and FTX US.

On this edition of the “Weekly Recap,” NLW looks at four reasons markets could see heightened volatility between now and November:

  • Fund managers making YOLO bets to avoid redemptions
  • Inflation surprises shift the Fed back to hawkish
  • Regulatory and media surprises for crypto
  • Politics and geopolitics

“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsors is “The Now” by Aaron Sprinkle. Image credit: Nuthawut Somsuk/Getty Images, modified by CoinDesk. Join the discussion at