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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US Treasury Department Won’t Go After Miners, a...
This episode is sponsored by , , and . Today on “The Breakdown,” NLW covers a set of news from the past few days, including: U.S. Treasury Dept. sends a letter to six concerned senators, saying it won’t be including miners and validators...
16 min
1152
NFTs, Markets and What Happens Next
This episode is sponsored by , , and . On this edition of “Long Reads Sunday," NLW reads three threads: on why NFTs are a better business model for games on what NFT skeptics should know on the 2022 crypto outlook - is a...
16 min
1153
Why This Week's House and Senate Hearings Sugge...
This episode is sponsored by , , and . This week saw a hearing on stablecoins in the House and on crypto in general and the role of the CFTC in specific in the Senate. On this edition of the “Weekly Recap,” NLW argues that both were...
15 min
1154
The Game Theory Behind Russia's New Crypto Policy
This episode is sponsored by , , and . On today’s episode, NLW explores possible reasons why Russia’s recent 180 on cryptocurrencies might make sense. As the country prepares to legalize and regulate cryptos as a type of currency, he looks...
18 min
1155
What's More Important: BlackRock Trading Crypto...
This episode is sponsored by , , and . Today Twitter was alight with discussion of the biggest inflation print since 1982. With 7.5% inflation, a hike of 50 basis points is looking more and more likely in March. This should be bad news for risk...
15 min
1156
As the US Seizes $3.6B in BTC, a Frontline Stor...
This episode is sponsored by , , and . Yesterday the U.S. government arrested two individuals in connection with money laundering and the 2016 Bitfinex hack that saw nearly 120,000 BTC stolen. They also announced the confiscation of around...
33 min
1157
Why KPMG's Bitcoin Buy May Be a Bigger Deal Lon...
This episode is sponsored by , , and . KPMG Canada announced Monday it added BTC and ETH to its balance sheet, as well as buying carbon credits to offset its new environmental impact. On today’s episode, NLW explores how the market and crypto...
16 min
1158
Is the Bull Market Back?
At the end of last week, bitcoin reversed a couple months of downward momentum and reclaimed $40,000. Now, as momentum builds, the community is wondering whether this is a temporary reprieve or a fundamental turn back to the bullish. NLW shares a...
16 min
1159
Why Web 3 and Digital Money Should Be Private b...
On this week’s “Long Reads Sunday,” NLW reads: – Murtaza Hussain – Tor Bair - is a powerful, all-in-one crypto platform where you can securely store your crypto. Invest, borrow, exchange and earn up to 18% APR on...
14 min
1160
Meta Loses a Quarter-Trillion Dollars in Market...
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW looks at Meta’s big flop in the equities markets and how it's spilling over into crypto metaverse tokens. He also looks at the Boston Fed’s CBDC research...
14 min
1161
Crypto and the Global Competition for Talent, W...
This episode is sponsored by , and . Patrick Stanley is the former Head of Growth at Stacks, the founder at Freehold and a contributor at CityCoins. In this conversation, he and NLW discuss one of the biggest trends for the coming decade –...
46 min
1162
The Battle to Change How the IRS Taxes Mining a...
This episode is sponsored by , and . Two Tezos stakers sued the IRS to get back taxes paid on property they say they created through staking. The IRS offered to pay them back but didn’t commit to clear policy guidance. The stakers will now continue...
14 min
1163
India Heading Toward Crypto Legalization?
One of the key themes for 2022 is the relationship between governments and the crypto industry. On today’s show, NLW looks at the latest from India, one of the countries with the highest degree of speculation on whether banning or regulation is the...
13 min
1164
Bullish or Bearish? 2022 Markets Started Rough,...
Today on “The Breakdown,” NLW looks at what the first month of the year taught us about what to expect in 2022. Overall, he argues that the most important megatrend was the shift from risk-off to risk-on as the U.S. Federal Reserve looks towards...
16 min
1165
Unpacking Arizona's Bitcoin Legal Tender Proposal
This episode is sponsored by , and . On today’s episode, NLW looks at a proposal moving through Arizona’s Senate to make bitcoin legal tender. He explores: The specifics of the Arizona proposal The controversial author of the...
16 min
1166
The Big Numbers from Ark's Big Ideas Report
On this week’s “Long Reads Sunday,” NLW pulls out some of the most interesting data from innovation investor . - is a powerful, all-in-one crypto platform where you can securely store your crypto. Invest, borrow, exchange and earn...
13 min
1167
Are NFTs the True Store of Value?
This episode is sponsored by , and . On this edition of the “Weekly Recap,” NLW examines why NFTs are having their best month ever, even as the rest of the crypto market bleeds value. - is a powerful, all-in-one crypto...
13 min
1168
The 3 Most Thought-Provoking Questions in Bitco...
This episode is sponsored by , and . On today’s episode, NLW is joined by Nik Bhatia, author of “Layered Money” and newsletter. They discuss: Bitcoin’s relationship with equities and the TradFi markets Why the Fed is...
41 min
1169
A Crypto Industry Poison Pill Hidden in the Ame...
This episode is sponsored by , and . Today on “The Breakdown,” NLW looks at a topic that has seized the attention of the crypto policy community. Hidden in the America COMPETES Act is a change to the Bank Secrecy Act that would allow...
16 min
1170
El Salvador's Battle With the IMF Is Bigger Tha...
This episode is sponsored by , and . When Nayib Bukele announced that El Salvador would be making bitcoin legal tender, the international monetary establishment acted with some amount of skepticism. When he announced the nation would be...
14 min
1171
The State of DAOs With Syndicate’s Ian Lee
This episode is sponsored by , and . Today on “The Breakdown,” NLW is joined by , co-founder at Syndicate. Syndicate helps groups tap into Web 3 tools to transform investing and capital allocation. Today Syndicate announced their...
67 min
1172
After Bloody Weekend, Crypto Market Sentiment G...
This episode is sponsored by , and . On today’s episode, NLW looks at the growing bearish sentiment around the crypto industry. The culprit, he argues, is a deepening macro malaise that has been exacerbated by growing concerns about war in...
17 min
1173
What Facebook’s Patents Tell Us About the Fight...
On this week’s “Long Reads Sunday,” NLW reads David Z. Morris’ “.” - is a powerful, all-in-one crypto platform where you can securely store your crypto. Invest, borrow, exchange and earn up to 17% APR on Bitcoin and 20+ other top coins....
12 min
1174
What Happened at Congress’ Bitcoin Energy Hearing?
This episode is sponsored by , and . This week on the “Weekly Recap,” NLW breaks down the House hearing on energy in the crypto industry. He looks at problems with the advance memo and provides refutations of some of the...
14 min
1175
The Federal Reserve Shares Its Thinking About a...
This episode is sponsored by , and . For more than a year, the Federal Reserve has been talking about a forthcoming paper on central bank digital currencies in the U.S. Now that the paper has finally been released, NLW walks us step by step...