A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
This episode is sponsored by , and . On today’s episode, NLW checks in on the macro scene, including: What the earnings report season that begins this week might tell us about where corporate America is headed Why the Federal Reserve still...
17 min
702
Is PayPal Going to Fine You for Your Opinions?
This episode is sponsored by , and . On Saturday, a PayPal policy was announced where customers could be fined up to $2,500 for misinformation and other causes, at the sole discretion of the company. The internet’s outrage was quick and...
16 min
703
A Legal Argument for Why Staking Doesn’t Make E...
This episode is sponsored by , and . On this week’s “Long Reads Sunday,” NLW reads “.” The piece was authored by: Rodrigo Seira, crypto counsel at Paradigm Amy Aixi Zhang, policy counsel at Paradigm Jake Chervinsky, head of policy...
18 min
704
Ray Dalio and Big-Picture Power Shifts
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW looks at a slew of Federal Reserve comments indicating that no pivot on interest rates is on the horizon. He also reads a set of Ray Dalio threads as the...
17 min
705
Hacks and Doxxing Raise Questions About CeFi Ma...
This episode is sponsored by , and . On this crypto recap episode, NLW looks at the latest news including: Binance Smart Chain exploit Celsius user data leak MiCA regulation text finalization - allows you to trade on the spot...
16 min
706
What OPEC+ Oil Cuts Mean for the Global Economy...
This episode is sponsored by , and . As inflation rages, the global economy slows, and the U.S. releases more and more oil from its Strategic Petroleum Reserve, OPEC+ has decided to decrease oil output. The move happens in spite of significant...
17 min
707
Elon’s Twitter Deal Is Back On!
This episode is sponsored by , and . On today’s episode, NLW checks in on “Uptober” and asks whether the market rally has legs beyond Monday. He then looks at the news that Elon Musk’s purchase of Twitter is back on track, and explores what...
16 min
708
After Rektember, Is Uptober Back?
This episode is sponsored by , and . After a brutal “Rektember,” might a green “Uptober” be back on the menu? On today’s episode, NLW looks at the markets’ impressive October Day One performance and what’s behind the positive shift. He...
18 min
709
Is Credit Suisse the Next Lehman Brothers?
This episode is sponsored by , and . After a wild weekend of speculation and discussion, NLW breaks down what’s actually happening with beleaguered Credit Suisse, as well as why the FinTwit doom machine seems so focused on it. - ...
16 min
710
What One Crypto VC Is Focusing on During the Be...
This episode is sponsored by , and . On this edition of “Long Reads Sunday,” NLW reads threads from MacroAlf on , degentrading on and Meltem Demirors on . - allows you to trade on the spot and futures markets with a 50% discount on fees....
17 min
711
The Fed Crushes the Idea of a UK-Inspired Pivot
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW summarizes the Bank of England’s intervention into U.K. bond markets and covers comments from various Federal Reserve officials that make clear the BOE’s...
15 min
712
Jerome Powell Confusingly Calls Out DeFi for La...
This episode is sponsored by , and . On today’s episode, NLW catches up on recent crypto news including: Jerome Powell’s recent comments on DeFi California enforcement actions An update on Do Kwon TBD teams up with Circle - is a...
15 min
713
Is the Problem That Not Enough Is Breaking?
This episode is sponsored by , and . On today’s episode, NLW examines a theory articulated by folks like analyst Jim Bianco. His theory is, the biggest issue for equities markets right now isn’t that things are breaking but that while...
19 min
714
As Bank of England Intervenes, Druckenmiller Se...
This episode is sponsored by , and . The Bank of England made huge news today when it intervened in the U.K. bond markets to prop up pension funds in the country that were in serious trouble due to recent volatility. On this episode, NLW...
16 min
715
The Dollar Is Our Currency and Your Problem
This episode is sponsored by , and . The joke du jour on FinTwit has been that the British pound is trading like an emerging market currency (or on Crypto Twitter, like a s**tcoin). On today’s episode NLW looks at what’s happening...
19 min
716
A Surprise Crypto Bill Veto in California
This episode is sponsored by , and . On today’s episode, NLW looks a set of recent crypto news, including: A veto of California’s version of New York’s BitLicense bill A new DARPA initiative to study crypto as a...
18 min
717
Will the Debt Crush Powell’s Volker Dreams?
This episode is sponsored by , and . On this week’s “Long Reads Sunday,” NLW reads by Eric Basmajian and by James Lavish. - is a security-first platform where you can buy, exchange and borrow against your crypto. The company...
19 min
718
The 'New Weird' and the Terror of the In-Between
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW looks at: The market’s reaction to the FOMC, a few days on The “golden handcuffs” in the housing market A recap of the bank CEO hearing on Capitol...
16 min
719
The CFTC Goes After a DAO
This episode is sponsored by , and . On today’s episode, NLW looks at news that a draft of the House stablecoin bill is now circulating, and would, among other things, set out a two-year ban on algorithmic stablecoins like Terra. He...
19 min
720
The Single-Mandate Fed Says There Are Too Many ...
This episode is sponsored by , and . On Wednesday, the U.S. Federal Reserve raised the benchmark federal funds rate by 75 basis points, the third consecutive hike of that size. The market expected this, but reacted negatively to...
19 min
721
'Housing Recession?' How the Beleaguered Real E...
This episode is sponsored by , and . On today’s episode, NLW looks at the housing market, which has shifted dramatically in the last six months. Mortgages today cost more than double what they did last year – the biggest...
18 min
722
Why Today’s News Tells You Everything You Need ...
This episode is sponsored by , and . On today’s episode, NLW breaks down the day’s news in terms of how it demonstrates the archetypes of the 2022 crypto bear market, looking at: Market moves A DeFi hack CBDCs Regulatory enforcement...
20 min
723
Bleak Week as Bitcoin Hits 3-Month Low
This episode is sponsored by , and . On today’s episode, NLW looks at why bitcoin hit a three-month low over the weekend. He also discusses traders’ predictions about the upcoming interest rate hike at this week’s Federal Open...
19 min
724
After the Merge, How Do We Think About Change W...
This episode is sponsored by , and . For this edition of “Long Reads Sunday,” NLW reads and discusses Chris Castiglione’s “,” as well as a . - is a security-first platform where you can buy, exchange and borrow against your...
16 min
725
Two Regulatory Hearings Show Difference in SEC ...
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW looks at the latest in market action plus how two congressional hearings highlighted differences in the approaches the CFTC and SEC are taking to crypto. ...