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
826
Wait, Was the Fed Meeting Dovish or Hawkish?
This episode is sponsored by , and .  Today on “The Breakdown,” NLW looks at this week’s FOMC meeting. The Fed increased the Federal Funds Rate target by the anticipated 50 basis points, but most of the discussion was about comments from...
12 min
827
Crypto Politics Heats Up In Advance of the Midt...
This episode is sponsored by , and .  Today on “The Breakdown,” NLW looks at a set of stories relating to crypto’s place in the political discourse, including: SEC increasing enforcement staff  Bitcoin Mining Council letter to the...
16 min
828
Paul Tudor Jones: 'It's Hard Not to Want to Be ...
  This episode is sponsored by , and .  On today’s episode, NLW previews the upcoming Fed meeting through the lens of a CNBC interview with billionaire hedge funder Paul Tudor Jones. Jones characterized this as one of the most challenging...
17 min
829
The Fed vs. VC: What’s Driving Crypto Short-Ter...
This episode is sponsored by , and .  In the short term, crypto is firmly a part of the larger macro cycle driven by the Fed’s fight against inflation. In the long term, however, there is much evidence that the market downturn won’t be...
17 min
830
Why Elon Musk Should Airdrop a New Twittercoin ...
This episode is sponsored by , and .  Today on “Long Reads Sunday,” NLW reads Balaji Srinivasan’s “.”  - is a secure crypto exchange and crypto lending platform. Buy 40+ hot coins with your bank card in seconds and swap between...
15 min
831
The US Economy's Declining GDP Surprise
  This episode is sponsored by , and .  On this edition of the “Weekly Recap,” NLW looks at the surprise GDP decline in the U.S., as well as wraps up other stories from the macro environment, regulatory sphere and around institutional...
14 min
832
What the Archegos Arrests Tell Us About the Fin...
This episode is sponsored by , and .  Bill Hwang is no stranger to law enforcement around financial crimes. In 2012 he settled an insider trading and market manipulation case involving Chinese stocks. Last year, he jumped back in the headlines...
21 min
833
Bitcoin Is Coming to Your 401(k)
This episode is sponsored by , and .  Today on “The Breakdown,” NLW looks at the institutional side of the crypto industry, focusing on:  A fascinating new sentiment survey from Bitstamp Fidelity’s plans to add bitcoin to 401(k)...
15 min
834
It’s Official: A Second Country Has Made Bitcoi...
This episode is sponsored by , and .  It’s another global crypto adoption and regulation roundup, led by confirmation that the Central African Republic is moving to make bitcoin legal tender, alongside the CFA franc. NLW looks at why this is...
16 min
835
The World's Biggest ‘Free Speech’ Experiment Ha...
This episode is sponsored by , and .  Elon Musk is officially buying Twitter. In today’s show, NLW argues that the debate and discussion around the move is largely focused on content moderation policies, when the more fundamental issue is the...
23 min
836
Did a Second Nation Actually Just Make Bitcoin ...
This episode is sponsored by , and .  On today’s episode, NLW digs into rumors that the Central African Republic has adopted bitcoin as legal tender. He also looks at Panama’s crypto legislation, which has moved forward out of committee....
18 min
837
How Crypto Can Help the Nascent Cannabis Industry
This episode is sponsored by , and .    On this edition of “Long Reads Sunday,” NLW reads: - Brett Harrison - Jurrien Timmer  - Alex Gladstein    - From cash to crypto in no time with . Invest in hot coins and swap...
13 min
838
The Return of Bitcoin ETF Optimism
This episode is sponsored by , and .    On this edition of the “Weekly Recap,” NLW looks at: Bitcoin spot ETF optimism in the U.S. Australian spot ETFs coming next week Coinbase’s new NFT features  Stripe adding crypto...
14 min
839
Why the Housing Market Is so F%#@ing Insane Rig...
This episode is sponsored by , and .    Housing prices around the country are up 19.2% this year, and 30% since the beginning of the coronavirus pandemic. Videos of desperate couples and families lining up for open houses have become...
24 min
840
Why Crypto Matters for Emerging Markets
  This episode is sponsored by , and .    Today on “The Breakdown,” NLW covers two topics. First, he looks at a on which countries realized the biggest crypto gains in 2021, and specifically how that list differs from the rank of...
15 min
841
Crypto's Liminal Phase
  This episode is sponsored by , and .  On today’s episode, NLW examines what he is calling “Crypto’s Liminal Phase.” He argues the crypto industry specifically and the macroeconomic landscape as a whole are in a transitional phase....
17 min
842
IMF Financial Stability Report Highlights Crypto
This episode is sponsored by , and .    On today’s episode, NLW looks at the latest Financial Stability report from the International Monetary Fund. The report looks at how the war in Ukraine is impacting financial stability. NLW argues...
15 min
843
Economists See Increasing Risk of Recession and...
This episode is sponsored by , and .    Today on “The Breakdown,” NLW explores the growing chorus of economists who think the U.S. is headed towards a recession as the inevitable consequence of the Federal Reserve’s attempt to fight...
15 min
844
Why Crypto Isn’t Just the Great Financial Crisi...
This episode is sponsored by , and .  On this edition of “Long Reads Sunday,” NLW reads Michael Casey’s “.” - From cash to crypto in no time with . Invest in hot coins and swap between exclusive pairs for cash back, earn up to 17%...
15 min
845
Would a Private Twitter Owned by Elon Musk Be B...
This episode is sponsored by , and .  The Elon Musk-Twitter saga continues! Today, Musk announced an offer to buy 100% of Twitter at $54.20 a share, saying that it was important for free speech and the company needed to be taken private to...
22 min
846
Web 3 Gobsmacked as Meta Announces 47.5% Creato...
This episode is sponsored by , and .  On this edition of the “Weekly Recap,” NLW explores whether large firms – either from traditional finance or big tech – can be good actors in the Web 3 space? He specifically explores BlackRock’s...
16 min
847
'Putin's Price Hike' vs. 'Bidenflation': The Bl...
This episode is sponsored by , and .  March saw the U.S.’ highest year-over-year inflation print since 1981, coming in at 8.5%. NLW explores why the discussion around inflation is taking an even more pitched and aggressive turn and how the...
17 min
848
Janet Yellen’s Shifting Tone on Crypto
This episode is sponsored by , and .    At the beginning of her tenure as Treasury secretary, Janet Yellen gave a number of indications that she was going to be a tough partner for crypto. In a speech last week, the industry got a glimpse...
17 min
849
The Race to the First Central Bank Digital Curr...
This episode is sponsored by , and .    According to the Biden administration, more than 100 countries worldwide are working on central bank digital currencies. On today’s episode, NLW does a survey of the places that are farthest along...
14 min
850
Bitcoin Mining and the Return of Realpolitik
This episode is sponsored by , and .    This week’s “Long Reads Sunday” features two essays on the strategic imperative of bitcoin mining.   - Nic Carter - Ben Caselin  - From cash to crypto in no time with . Invest in hot...
24 min