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.

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Investing
926
What Jack Dorsey Leaving Twitter Means for Bitcoin
This episode is sponsored by . On today’s episode, NLW looks at two topics. The first is the market crash that left bitcoin down 8.5% on Friday, only to partially recover over the weekend. NLW looks at the combination of macro factors – led by the...
14 min
927
America and the Metaverse
This episode is sponsored by . On this week’s “Long Reads Sunday,” NLW draws from two threads by on Twitter:   , the institutional-grade platform for bitcoin, is making it possible for thousands of banks who have trusted relationships...
13 min
928
Alyse Killeen on Why Bitcoin Was Ready for Nati...
This episode is sponsored by . On the final part of his three-part miniseries “Gratitude for Bitcoin,” NLW is joined by Stillmark’s Alyse Killeen, a venture capitalist focused entirely on the bitcoin ecosystem. Alyse explains how remarkable it...
27 min
929
Dan Held on the Mainstreaming of Bitcoin
This episode is sponsored by . On part 2 of NLW’s three-part “Gratitude for Bitcoin” miniseries, he’s joined by serial bitcoin entrepreneur and Kraken’s director of growth marketing, Dan Held. Dan discusses the changes happening as bitcoin...
24 min
930
Dylan LeClair on Bitcoin Data Where Macro Meets...
This episode is sponsored by . Today, NLW kicks off his “Gratitude for Bitcoin” three-part miniseries with Bitcoin Magazine and UTXO Management bitcoin analyst Dylan LeClair.  Find Dylan on Twitter: , the institutional-grade platform for...
30 min
931
What Jerome Powell’s Second Term Means for Bitcoin
This episode is sponsored by . This week, after months of speculation, President Joe Biden has named Jerome Powell to a second term as Federal Reserve chairman. His most likely alternate, Lael Brainard, was promoted to vice chairwoman. On today’s...
15 min
932
Are El Salvador’s Bitcoin ‘Volcano Bonds’ an En...
This episode is sponsored by . Today on “The Breakdown,” a check in on El Salvador, where President Nayib Bukele has just announced “Bitcoin City,” a new community that will feature no income or capital gains tax and be designed to attract...
16 min
933
Are Stablecoins the Path to Continued Dollar Do...
This episode is sponsored by . In today’s Long Reads Sunday, NLW goes back to read excerpts from two Nic Carter pieces that seem particularly prescient today, as the U.S. weighs the opportunities and risks of stablecoins.  , the...
12 min
934
What Billions of Dollars in Crypto Fundraising ...
This episode is sponsored by . Description From $400 million to a crypto exchange to $2.5 billion for the biggest crypto fund in history, NLW tells the story of this week’s big fundraising events by the numbers.  , the institutional-grade...
12 min
935
Did ConstitutionDAO Shift the Overton Window on...
This episode is sponsored by . Last night the crypto community waited with bated breath to see who had won the first printing of the U.S. Constitution. Despite raising over $40 million from 17,000 people, the ConstitutionDAO was ultimately outbid. In...
17 min
936
What We Learned From Congress' ‘Demystifying Cr...
This episode is sponsored by . Yesterday’s show was a global regulatory roundup, but today’s is all about the U.S. The Joint Economic Committee held an event this week all about “Demystifying Crypto.” In this episode, NLW looks at: The...
13 min
937
Will New Anti-Terrorism Rules Help Israeli Cryp...
This episode is sponsored by . On today’s episode, NLW does a whistle-stop tour of global crypto regulatory news, including: India – set to ban crypto as payment but regulated as asset?  Israel – might new AML rules make it easier for...
15 min
938
What Drove Bitcoin's Dip Under $60K
This episode is sponsored by . Bitcoin has been on a journey over the last 24 hours, from nearly $65,000 all the way down to $58,000 and everywhere in between. On today’s episode, NLW explores what’s driving it, including:  Leveraged traders...
15 min
939
This DAO Is Trying to Buy the Constitution for ...
This episode is sponsored by . On Thursday, Nov. 18th, Sotheby’s is auctioning off one of just 13 (or 11, depending on your source) copies of the original edition of the U.S. Constitution, printed in September 1787 for distribution to members of the...
18 min
940
Crypto Is for the Dissidents and Disenfranchised
This episode is sponsored by . On this edition of “Long Reads Sunday,” NLW reads two pieces: “” by William Foxley  “” by Anna Baydakova , the institutional-grade platform for bitcoin, is making it possible for thousands of banks who...
14 min
941
Is Jack Dorsey About to Announce a Bitcoin DeFi...
This episode is sponsored by . On this edition of “The Breakdown Weekly Recap,” NLW follows up on the story about the politics of bitcoin with an SEC commissioner’s recent essay on decentralized finance (DeFi). He also looks at the forthcoming...
14 min
942
The Politics of Bitcoin
This episode is sponsored by .   On today’s episode of “The Breakdown,” NLW looks at how bitcoin’s place in the political dialogue in the United States has changed dramatically over the years. He argues 2021 will be remembered as the year...
14 min
943
Why Yesterday Was One of the Most Illuminating ...
This episode is sponsored by . Yesterday was quite the day. A 6.2% inflation print led to a new bitcoin all-time high. Within hours, however, BTC’s price crashed 10% on an overall risk-off move in markets. That was precipitated by rumors that...
14 min
944
Inflation Nation: US Sees Highest Price Increas...
This episode is sponsored by . New statistics show a 6.2% rise in the consumer price index (CPI) year over year for October. On today’s episode, NLW breaks down the news, discussing: How the 2020 inflation debate set up the current bitcoin bull...
15 min
945
Apple CEO Tim Cook Reveals Crypto Holdings as B...
This episode is sponsored by . Last night both BTC and ETH hit new all-time highs. In today’s episode, NLW explores: What on-chain analysis suggests about how this ATH differs from previous ones Why some are pointing to institutional accumulation...
13 min
946
What Elon Musk's $21B Tesla Sale Gambit Says Ab...
This episode is sponsored by . Today on “The Breakdown,” NLW looks at why the fracas around Elon Musk’s Twitter poll about his selling 10% of his Tesla stock is about much more than Tesla. It has implications for domestic politics, market...
15 min
947
The End of the Super Bubble vs. WAGMI
This episode is sponsored by . On this week’s ”Long Reads Sunday,” NLW looks at two very different takes on the economy in threads by and .  , the institutional-grade platform for bitcoin, is making it possible for thousands of banks who...
13 min
948
What to Do About the Looming Disaster for Crypt...
This episode is sponsored by . On this edition of “The Breakdown Weekly Recap,” NLW covers: SEC Chair Gensler’s recent comments on crypto enforcement The OCC concludes its crypto sprint Why the crypto community is so concerned about...
12 min
949
Central Banks Sending Worrisome Signals About t...
This episode is sponsored by . On today’s episode, NLW gets macro with a discussion of a flattening of the yield curve and what increasingly seems like a failed yield curve control experiment in Australia. He looks at: What the “yield curve” is...
10 min
950
Why Some US Congressmen Are Asking Gensler Abou...
This episode is sponsored by . On today’s episode, NLW follows up on the burgeoning bitcoin-mayor competition between New York City’s Eric Adams and Miami’s Francis Suarez. The show’s main topic is an open letter sent by Congressional...
12 min