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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Jeremy Allaire on the Regulatory Fallout After ...
This episode is sponsored by , and . Jeremy Allaire is the CEO of Circle, a leader of the USDC consortium. In today’s episode, he and NLW review the state of the stablecoin discussion among U.S. regulators before the implosion of UST and...
23 min
1077
Inflation Plateaus, but Now Markets Fear Recession
This episode is sponsored by , and . For the first time in eight months, the year-over-year rate of inflation did not increase in April. In March, headline inflation hit 8.5% while last month that number came down slightly to 8.3%. Still,...
17 min
1078
Après Terra, le Déluge
This episode is sponsored by , and . For those interested, here is the famous phrase referenced in the title: https://en.wikipedia.org/wiki/Apr%C3%A8s_moi,_le_d%C3%A9luge Today, NLW follows up Tuesday’s primer on the UST-LUNA story with a...
20 min
1079
Meltdown Monday and the Great De-Pegging
This episode is sponsored by , and . Yesterday was one for the history books. NLW discusses the shifting macro setup as markets start to move from concern around inflation to concern around recession. The bulk of the episode is spent on the...
19 min
1080
The IMF and California Chart Different Courses ...
This episode is sponsored by , and . One of the key themes in the bitcoin () and crypto industry in 2022 is engagement from governments and the key financial institutions of the existing monetary system. Today, NLW examines two different...
16 min
1081
The Importance of Politically Neutral Money
This episode is sponsored by , and . On this week’s “Long Reads Sunday,” NLW reads: - JP Koning - Daniel Kuhn - is a secure crypto exchange and crypto lending platform. Buy 40+ hot coins with your bank card in seconds and swap...
15 min
1082
Otherside and the Rise of the Bored Apes
This episode is sponsored by , and . It’s only been a year since people were able to mint a bored looking ape NFT for about $200. But in that year, the company behind the Bored Ape Yacht Club has recruited celebrities, raised hundreds of...
16 min
1083
The Transformation of Everything, feat. Vance S...
This episode is sponsored by , and . In today’s interview, NLW talks with Vance Spencer, co-founder of Framework Ventures and Framework Labs, about DeFi, crypto investing, the social disruption of play-to-earn, blockchain gaming and...
53 min
1084
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
1085
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
1086
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
1087
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
1088
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
1089
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
1090
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
1091
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
1092
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
1093
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
1094
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
1095
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
1096
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
1097
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
1098
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
1099
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
1100
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...