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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What the Highest Inflation in 4 Decades Means f...
This episode is sponsored by , and . Markets have been nervous since last week’s FOMC meeting minutes revealed the Fed was considering early “balance sheet normalization” or quantitative tightening. At yesterday’s confirmation hearings, Fed...
16 min
1102
A Web 3 Company Just Bought a Stake in a TradFi...
This episode is sponsored by , and . On today’s episode of “The Breakdown,” NLW covers the latest news from macro and the crypto space, including: Value investing legend Bill Miller holds 50% of his net worth in bitcoin Paradigm...
15 min
1103
The Macro Battle That Will Shape Crypto Markets...
This episode is sponsored by , and . Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering “balance sheet normalization” (read: quantitative...
20 min
1104
Breaking Down the Fight Between Bitcoin and Web 3
This episode is sponsored by , and . This week’s Long Reads Sunday features a reading of David Z. Morris’ Enjoying this content? SUBSCRIBE to the Podcast Apple: Spotify: Google: Join the discussion: Follow on...
16 min
1105
Welcome to 2022 - The Year of Absolutely Everyt...
This episode is sponsored by , and . In the first 2022 edition of the Weekly Recap, NLW looks at: The Fed’s impact on crypto markets. The situation in Kazakhstan and how it impacts bitcoin mining. NFTs finding their way into U.S. politics. ...
14 min
1106
Internet Shut Down, Bitcoin Mining Offline as K...
On today’s episode of “The Breakdown,” NLW provides a basic primer on the escalating political crisis in Kazakhstan. He covers: The country’s basic economic overview and modern political history. The fuel price increase that started protests...
17 min
1107
Why Bitcoin and Crypto Are Crashing
This episode is sponsored by , and . Today on “The Breakdown,” NLW looks at one of the most important relationships in economics: the relationship between Fed statements and market actions. With bitcoin cratering under $43,000 NLW explores: The...
18 min
1108
We’ve Come a Long Way Since ‘What the Hell’s an...
This episode is sponsored by , and . On today’s episode of “The Breakdown,” NLW looks at the latest news out of NFTs, including: Samsung’s NFT TV announcement OpenSea’s fundraise at a $13.3 billion valuation Bored Apes flippen CryptoPunks...
14 min
1109
A Massive $879.6M Bitcoin Mining Machine Buy Ki...
This episode is sponsored by , and . On today’s episode, NLW rounds up news from the last few weeks of 2021, including updates on the global bitcoin mining landscape as well as central bank digital currency (CBDC) and regulatory updates from the...
16 min
1110
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
1111
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
1112
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
1113
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
1114
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
1115
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
1116
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
1117
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
1118
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
1119
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
1120
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
1121
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
1122
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
1123
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
1124
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
1125
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...