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
976
13 Years On, The Significance of ‘Chancellor on...
This episode is sponsored by , and . Thirteen years ago today, Satoshi released the Bitcoin Genesis Block - block 0. Embedded in it was a quote, “The Times 03/Jan/2009 Chancellor on brink of second bailout for banks." In today’s episode, NLW...
18 min
977
12 Big-Picture Power Shifts to Watch in 2022
This episode is sponsored by , and . On “The Breakdown’s” first episode of the new year, NLW looks at the most important power shifts that he’s watching this year, including: Fed vs. stock market  U.S. midterm elections Stablecoins vs....
19 min
978
Jason Yanowitz and Michael Ippolito on the Most...
This episode is sponsored by . On the final episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Jason Yanowitz and Michael Ippolito, the founders of Blockworks, a growing media company focused on the stories shaping the...
26 min
979
Tom Shaughnessy on the Big Metaverse Bet
This episode is sponsored by . On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Tom Shaughnessy. Tom is a co-founder at Delphi Digital, where he invests in early-stage innovation in the crypto space. ...
24 min
980
Katherine Wu on What Gets Built Next in Crypto
This episode is sponsored by . On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Katherine Wu. Katherine invests in early-stage crypto companies with Coinbase Ventures.  Find our guest on Twitter: ...
22 min
981
Travis Kling on Why Elon’s BTC Buy Was the Bigg...
This episode is sponsored by .  On this episode of “The Breakdown’s” “End of Year Extravaganza”, NLW is joined by Travis Kling. Travis is the co-founder and chief investment officer of Ikigai Asset Management, and discusses the shift in...
23 min
982
The Programmable Future of Bitcoin, Feat. Munee...
This episode is sponsored by . On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Muneeb Ali. Muneeb is the co-founder of Stacks and CEO of Hiro. In this conversation, he discusses the programmable...
21 min
983
The Emergence of DAOs With Santiago Santos
This episode is sponsored by . On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Santaigo Santos. Santiago is a crypto investor, thinker and podcast. He built one of the first funds in DeFi, was early into...
24 min
984
Deeze on Why 2021 Was the Year of NFTs
This episode is sponsored by .  On this episode of “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by Deeze. Deeze is known throughout NFT circles as a true community member. As host of one of the most popular regular...
28 min
985
Nexo’s Antoni Trenchev on the Stories That Shap...
This episode is sponsored by . Today on “The Breakdown’s” “End of Year Extravaganza,” NLW is joined by the co-founder and managing partner of Nexo.  Find our guest on Twitter: Enjoying this content?   SUBSCRIBE to the Podcast...
21 min
986
The Year of Institutional Bitcoin, Feat. Galaxy...
This episode is sponsored by . On this edition of “The Breakdown’s” “End of Year Extravaganza,” Galaxy Digital’s head of firmwide research discusses the key trends that shaped 2021.  Find our guest on Twitter: , the...
22 min
987
Lyn Alden on Bitcoin, El Salvador and the Unpre...
This episode is sponsored by . Today on “The Breakdown’s” “End of Year Extravaganza,” we’re joined by macro analyst and thought leader Lyn Alden.  Find our guest on Twitter: , the institutional-grade platform for bitcoin, is making...
24 min
988
The Hashrate Migration and Bitcoin’s Resilience...
This episode is sponsored by . Welcome to “The Breakdown’s” “End of Year Extravaganza.” First up, Whit Gibbs, CEO of Compass Mining.  Find our guest on   Enjoying this content?   SUBSCRIBE to the Podcast Apple:  Spotify:...
23 min
989
Year of the Doge
This episode is sponsored by . For the final “Long Reads Sunday” of the year, NLW reads Michael Casey’s “.” Enjoying this content?   SUBSCRIBE to the Podcast Apple:  Spotify: Google:   Join the discussion:   Follow on...
12 min
990
The Biggest Stories in Crypto and Macro in 2021
This episode is sponsored by . On this episode of “The Breakdown,” NLW previews the forthcoming “End of Year Extravaganza” by answering the same questions he’ll be asking a dozen guests in the weeks to come.  Enjoying this content?...
12 min
991
The Statistics That Defined Bitcoin and Crypto ...
This episode is sponsored by . Today’s episode digs through two excellent end-of-year reports from and to curate a set of numbers and statistics that tell the story of the markets in 2021. These numbers include growth in on-chain metrics, hashrate...
14 min
992
What the Fed’s ‘Hawkish’ Turn Means for Bitcoin
This episode is sponsored by . Yesterday in the wake of the FOMC meeting, the Federal Reserve signaled a hawkish turn. Asset purchases will be tapered at twice the speed, and the Fed is now anticipating three rate hikes next year. So why, in the wake...
15 min
993
The Senate’s Arguments Against Stablecoins
This episode is sponsored by .   Today on “The Breakdown,” NLW looks at the recent U.S. Senate Banking Committee hearing on stablecoins. More contentious than the previous week’s House Financial Services Committee hearing on crypto, NLW...
12 min
994
Just How Bearish Are the Bitcoin and Crypto Com...
This episode is sponsored by . Today on “The Breakdown,” NLW looks at a few explanations for the current bearish sentiment turn, including: A belief that a bubble is finally bursting A larger market shift to risk-off based on inflation concerns...
16 min
995
11 Years Ago Today, Satoshi Disappeared
This episode is sponsored by . Eleven years ago, on Dec. 13, 2010, Satoshi Nakamoto posted on the BitcoinTalk forum for the last time. He would pop up in emails here and there for a few more months, but for the majority of the Bitcoin community, he...
14 min
996
Can DAOs Be a 10X Improvement for Fundraising?
This episode is sponsored by .   On this week’s “Long Read’s Sunday,” NLW looks at DAOs and their benefits over traditional fundraising, reading: “” by Will Gottsegen “” by Daniel Kuhn    - , the institutional-grade...
10 min
997
The 10 (Other) Most Crypto Influential
This episode is sponsored by . CoinDesk has just completed its list of . On today’s episode, NLW shares that list, and then adds brief commentary on 10 more people or groups that he might have included, including Dylan LeClair and Will Clemente,...
13 min
998
The Highest Inflation Since 1982
This episode is sponsored by . November inflation came in at 6.8%, the highest in 39 years. In this episode, NLW looks at: The state of the inflation discussion following October  Why the Biden administration tried to reframe expectations...
12 min
999
Yesterday's Hearing Was Crypto's Most Positive ...
This episode is sponsored by . Yesterday the House Financial Services Committee held a hearing on the future of digital assets. Shockingly to almost everyone, the tone was respectful, collegial and considered, and lawmakers seemed genuinely interested...
21 min
1000
Meet Visa's New Crypto Advisory Unit
This episode is sponsored by . Today’s episode covers a set of topics, including: Visa’s new crypto advisory unit An AWS official is leaving for Unstoppable Domains AWS downtime brings up questions of decentralized infrastructure Saule Omarova...
13 min