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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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
1077
'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
1078
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
1079
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
1080
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
1081
Russia’s Plan to Force the World to Use Rubles
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW looks at the latest news regarding Russia’s economy. Vladimir Putin is trying to leverage energy exports to prop up the ruble. But can he really make...
17 min
1082
Laura Shin on Greed, Hacks and Crypto Idealism
This episode is sponsored by , and . Laura Shin is the host of “Unchained,” one of the best known and longest running crypto podcasts. She is also the author of the new book “The Cryptopians: Idealism, Greed, Lies, and the Making...
48 min
1083
The Stablecoin TRUST Act Could Enshrine Financi...
This episode is sponsored by , and . One of crypto’s biggest allies in the Senate, Pat Toomey (R-Pa.), has just released a discussion draft of a bill that would clarify stablecoin legislation. On today’s episode, NLW breaks down what...
15 min
1084
JPMorgan: ‘Bitcoin Shows Some Merit as a Store ...
This episode is sponsored by , and . JPMorgan has launched two new monthly research reports on the crypto industry, including one on markets and one focused on bitcoin mining. In today’s episode, NLW breaks down the inaugural editions of...
17 min
1085
The UK’s New Push to Be a Global Crypto Hub
This episode is sponsored by , and . On today’s episode, NLW explores the seeming about-face by the British government on crypto. He first explores the recent tension around a March 31 registration deadline imposed by the country’s...
17 min
1086
Is Elon's 9.2% Stake in Twitter a Web 3 Play?
This episode is sponsored by , and . Elon Musk has been talking about Twitter a lot lately. He did a poll asking whether it should make its algorithm open source (80% said “yes”). Another poll asked if Twitter lived up to the...
18 min
1087
Where Europe Fits In a Tech-Powered World
This episode is sponsored by , and . On this edition of “Long Reads Sunday,” NLW reads: - Punk6529 - Boaz Sobrado - From cash to crypto in no time with . Invest in hot coins and swap between exclusive pairs for...
16 min
1088
The New/Old Bitcoin FUD Cycle
This episode is sponsored by , and . Today on the “Weekly Recap,” NLW looks at two old bitcoin FUDs that came roaring back with a vengeance. The “crypto is for criminals” narrative was built into the assumption that led the...
17 min
1089
The Geopolitics of Crypto, With Jill Gunter
This episode is sponsored by , and . Today on “The Breakdown,” NLW is joined by Espresso Systems co-founder and Chief Strategy Officer Jill Gunter. She is also an investor with Slow Ventures and the former co-founder of the Open...
55 min
1090
The European Union vs. Self-Hosted Crypto Wallets
This episode is sponsored by , and . The EU Parliament today voted to advance new anti-money laundering (AML) rules that would require European crypto asset service providers to collect and verify information about the beneficial owners of all...
17 min
1091
The Market Indicator Flashing ‘Recession’
This episode is sponsored by , and . Since 1955, every U.S. recession has been preceded by the inversion of the U.S. Treasury yield curve, meaning that short-dated notes had higher yields than long-dated bonds. Only one time during that period was...
16 min
1092
Why Is Bitcoin Going Up?
Enjoying this content? SUBSCRIBE to the Podcast Apple: Spotify: Google: Join the discussion: Follow on Twitter: NLW: Breakdown:
17 min
1093
Bitcoin’s Allies in the US Senate Are Increasing
This episode is sponsored by , and . On today’s episode of “The Breakdown,” NLW looks at the news that long-time Bitcoin advocate Sen. Cynthia Lummis (R-Wyo.) is now working with Sen. Kirsten Gillibrand (D-N.Y.) on what aspires to be...
19 min
1094
Post-Modern Monetary Theory
On this edition of “Long Reads Sunday,” NLW reads two macro-themed Twitter threads. Sam Bankman-Fried: Lyn Alden: - Take your crypto to the next level with . Invest and swap instantly, earn up to 20% APR on your idle assets...
17 min
1095
BlackRock’s Larry Fink Says Ukraine Conflict Co...
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW looks at recent comments from the leader of the world’s largest asset manager on Ukraine and digital currencies, as well as other important updates...
14 min
1096
Inside China and Russia's Battle Against the US...
This episode is sponsored by , and . NLW explores how the global monetary order is shifting. Specifically, he looks at Putin’s demand that Russian energy now be paid for in rubles, as well as the growing discussion between Saudi Arabia...
17 min
1097
The Fed’s Powell Is Getting More Hawkish as Mar...
his episode is sponsored by , and . On today’s episode, NLW takes a tour of recent macro sentiment, focusing on the shifting tone coming out of the U.S. Federal Reserve. In speeches and interviews this week, Fed Chair Jerome Powell made it...
16 min
1098
Florida to Accept Bitcoin for Taxes?
This episode is sponsored by , and . Today NLW looks at global crypto news, including: El Salvador’s bitcoin bond delay. Florida Governor DeSantis’ comments about accepting crypto for taxes. New York moves forward with a...
16 min
1099
How Ray Dalio’s ‘Changing World Order’ Thesis F...
This episode is sponsored by , and . Today on “The Breakdown,” NLW looks at the latest institutional moves into crypto, including an over-the-counter (OTC) transaction between Goldman Sachs (GS) and Galaxy (the first of its kind with...
16 min
1100
Why the IMF Is Pressuring Argentina to Discoura...
This episode is sponsored by , and . As many in geopolitics and economics try to understand how the world global order is shifting in the wake of Russia’s invasion of Ukraine and the resulting sanctions (see ), one battleground is the...