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.

Business
Investing
751
Powell Finally Talks Recession
This episode is sponsored by , and .  For the past two days, Federal Reserve Chairman Jerome Powell has been testifying on the Hill before both committees in the Senate and House. One of the most pointed discussions has been around the...
16 min
752
Is Miner Selling Contributing to Bitcoin's Pric...
  This episode is sponsored by , and .    On today’s episode, NLW looks at the state of bitcoin miners’ balance sheets. Specifically, he looks at increased selling of bitcoin over the past few months, and to what extent it has to...
17 min
753
How Real Is This Relief Rally?
This episode is sponsored by , and .    On today’s show, NLW explores the discussion around the bitcoin relief rally of the last two days, following the crash last Friday and Saturday. Some think that there are a plethora of bottom...
16 min
754
How Much of the Market Meltdown Is Macro vs. Cr...
This episode is sponsored by , and .  The crypto market just went through one of its most turbulent and brutal weekends in recent memory. In today’s episode, NLW looks at how much the broader downturn as well as these more recent moves are...
17 min
755
The Importance of an Open Metaverse
This episode is sponsored by , and .    On this “Long Reads Sunday,” NLW reads a thread from Punk6529, “.” - is an all-in-one platform where you can buy crypto with a bank card and earn up to 16% interest on your assets. On the...
15 min
756
Why Coin Center Is Suing the US Government
This episode is sponsored by , and .    On this edition of the “Weekly Recap,” NLW looks at two stories from the past week in crypto. The first is advocacy group Coin Center’s lawsuit against the U.S. Treasury Department and the IRS...
18 min
757
US Recession Odds Surge Over 70%
This episode is sponsored by , and .    Yesterday, the Federal Reserve increased the target Federal Funds rate by 0.75% – the biggest increase since 1994. While the markets initially popped on the news, stocks subsequently tanked and...
17 min
758
What a More Aggressive Fed Means for the Housin...
This episode is sponsored by , and .    On this episode of “The Breakdown,” NLW looks at the Federal Reserve’s increasing hawkishness on inflation. He explains how market expectations around Fed interest rate raises have shifted, and...
16 min
759
The Second Horseman of the Cryptopocalypse
This episode is sponsored by , and .    On today’s episode, NLW looks at the market’s reaction to Celsius’ struggle to remain solvent. He also examines to what extent the recent downturn is being driven by Celsius and other...
15 min
760
Sens. Cynthia Lummis and Kirsten Gillibrand on ...
This episode is sponsored by , and .    Today on “The Breakdown,” Sens. Cynthia Lummis and Kirsten Gillibrand join NLW to discuss their recently released Responsible Financial Innovation Act. They discuss: How Senator Gillibrand came...
21 min
761
Why New York City Might Be the Right Model for ...
This episode is sponsored by , and .    On today’s interview, NLW is joined by Mathieu Nouzareth, the CEO of The Sandbox. The Sandbox is one of the leading metaverse platforms today, with deep roots in gaming. In this conversation, they...
18 min
762
Nic Carter on How to Make the Best of a Bear Ma...
This episode is sponsored by , and .    NLW is joined on “The Breakdown” by Nic Carter, the founding partner at Castle Island Ventures. In this conversation, they discuss the market cycle, what’s valuable about being in a bear market...
26 min
763
Crypto’s Appetite for Legal Battles Is Growing
This episode is sponsored by , and .    There is a growing appetite among crypto companies to avail themselves of the legal system to fight for what they believe. This week, Custodia Bank (formerly Avanti), run by Caitlin Long, filed suit...
13 min
764
Bitcoin Is Human Rights Technology
This episode is sponsored by , and .    Crypto critics have been emboldened lately. The New York Times this week published an article seemingly meant to convince people that because early bitcoin mining was concentrated, bitcoin’s ideal...
13 min
765
The Great Repricing Comes to Crypto
This episode is sponsored by , and .    On today’s episode, NLW covers a set of recent news in the crypto industry, including: Reactions to the Responsible Financial Innovation Act SEC investigating Binance over BNB Reuters report on...
15 min
766
The First Comprehensive US Crypto Legislation I...
This episode is sponsored by , and .    After months of anticipation, new landmark crypto legislation has arrived. Senators Cythnia Lummis (R-Wyo.) and Kirsten Gillibrand (D-NY) released their Responsible Financial Innovation Act today. The...
18 min
767
So, Are We Headed Into Recession or Not?
This episode is sponsored by , and .    Last week, corporate executives from Tesla’s Elon Musk to BlackRock’s Larry Fink discussed what they see as a coming recession. JPMorgan Chase CEO Jamie Dimon called the coming economic...
16 min
768
How Crypto Wealth Will Change the Impact Sector
This episode is sponsored by , and .    On this edition of “Long Reads Sunday,” NLW reads “” by Rhys Lindmark.  - is an all-in-one platform where you can buy crypto with a bank card and earn up to 16% interest on your assets....
18 min
769
New York's Latest Anti-Crypto Action
This episode is sponsored by , and .    On this edition of the “Weekly Recap,” NLW looks at New York State’s latest crypto-unfriendly actions, including a last-minute, frankly sneaky passing of a proof-of-work mining moratorium. ...
15 min
770
It's OpenSeason for Regulatory Enforcement
This episode is sponsored by , and .    In September, then-OpenSea product manager Nate Chastain was discovered to be front running the market by using secret addresses to buy non-fungible tokens (NFT) from collections that the site was...
17 min
771
Should Bitcoiners Be Worried About Biden's Ener...
This episode is sponsored by , and .    Today on “The Breakdown,” NLW looks at a story – or at least a headline – that is getting big traction on Twitter. The headline is about the Biden administration pushing Bitcoin to be more...
19 min
772
RIP Transitory Inflation, Long Live Quantitativ...
This episode is sponsored by , and .    On today’s episode, NLW marks the next phase in the shift in monetary policy. Starting this month, the Federal Reserve is going to allow U.S. Treasurys and mortgage-backed securities held on its...
18 min
773
Biden Meets with Powell as Inflation Battle Hea...
This episode is sponsored by , and .    “Sell in May and go away,” says the old market aphorism. Today on “The Breakdown,” NLW previews a set of discussions he believes will shape markets this summer: The inflation battle – the...
17 min
774
Bitcoin Isn't Apolitical, but It Is Nonpartisan
  This episode is sponsored by , and .    On this week’s “Long Reads Sunday,” NLW reads and comments on “” by Daniel Kuhn.  - is a secure crypto exchange and crypto lending platform. Buy 40+ hot coins with your bank...
15 min
775
Sequoia's Guide to Surviving the 2022 Bear Market
This episode is sponsored by , and .    On this edition of the “Weekly Recap,” NLW looks at why venture capitalists are not only recommending their companies batten down the hatches, but wondering if the fundamental assumptions of their...
15 min