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
1151
De-Globalization vs. De-Nationification: Which ...
Today on “The Breakdown,” NLW explores what he calls “the shifting tectonic plates of the global social order.” On one side, he argues, are the forces of de-globalization, with nations turning inward and focusing on economic sovereignty. Part...
13 min
1152
Will Bitcoin or Russia Be Blamed for the Latest...
On this extended-brief style episode of “The Breakdown,” NLW discusses recent news, FUD and policy in the world of crypto, including: The ransomware group behind the Colonial Pipeline attack strikes again An increasing list of regulatory actions...
11 min
1153
The State of Institutional Adoption of DeFi, Fe...
This conversation was originally released as a sponsored content webinar from Circle and CoinDesk. NLW decided to release it on his podcast of his own volition and was not paid to do so. The conversation covers why institutions are becoming interested...
43 min
1154
Declaring Independence and Freedom From Bitcoin...
On this holiday edition of “Long Reads Sunday,” NLW reads Jeff Dorman’s .” -- Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify:...
11 min
1155
Are We On the Verge of a New Regulatory Era in ...
On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: Why this week’s congressional hearing suggests elected officials are taking crypto more seriously  A slate of CBDC news from around the world The beginning of a new macro...
8 min
1156
Network Undergoes Biggest Difficulty Adjustment...
Today on “The Breakdown,” NLW looks at the latest in the highly dynamic, fast-evolving world of bitcoin mining, including: China’s mining ban and the “Great Western Hashrate Migration” Bitcoin’s built-in hashrate fluctuation mitigation,...
11 min
1157
George Soros and Steve Cohen Go In on Bitcoin; ...
In this episode of “The Breakdown,” NLW discusses a fresh wave of investors and their potential disruptions to markets, including: Two new major hedge funds, Point72 and Soros Fund Inevitable short-term investors as part of market maturation...
12 min
1158
A "Crypto Frenzy"? Today's Congressional Hearin...
An interview with a congressman followed by a congressional hearing on crypto signal policymakers are moving to the next phase of talks about regulating crypto. Troubling comments in Congressman Bill Foster’s interview with Axios Upcoming committee...
19 min
1159
How the Macro Landscape Is Shaping Bitcoin Markets
Highlights from today’s Breakdown: The latest legal challenges around the Bitcoin white paper  A barrage of institutional bitcoin news  What the S&P 500 hitting all-time highs has to do with the crypto markets For those worried there...
10 min
1160
The Real Story of the UK Binance Ban
Today on the Brief: Indian investment in crypto soars The first Mexican bank to accept bitcoin?  Tether FUD from the FED?  In our main discussion, NLW looks at recent regulatory action from the U.K., Canada and Japan. He argues that...
12 min
1161
The Great Western Hashrate Migration Is Real
On this week’s “Long Reads Sunday,” NLW reads Nic Carter’s latest essay for CoinDesk “.” -- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at https://nexo.io/ -- Enjoying this content?  ...
10 min
1162
Even in an Off Week, Bitcoin Had Quietly Massiv...
On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: Two more massive fundraises  A set of positive regulatory news  A new partnership that will bring bitcoin directly to bank accounts and credit unions around...
7 min
1163
Elon Shitposting While El Salvador's President ...
Last night was one for the history books. As Elon Musk was making weird, stupid jokes about bitcoiners, the president of El Salvador was live on YouTube discussing what amounts to a $117 million BTC airdrop to citizens as a part of the recently passed...
11 min
1164
John McAfee and the End of Crypto’s Gonzo Era
The passing of an icon in crypto necessitates reflection. John McAfee was at times reviled, and at the same time, deadly serious and a prophet, sometimes a clown. The many facets to his personality mirror the roller-coaster history of crypto, a Wild...
15 min
1165
Bear Market? Not According to These Monster Fun...
Today on “The Breakdown,” NLW looks at the contrast between growing bear market sentiment versus a sustained set of high-profile eight and nine figure financing rounds across multiple dimensions of the crypto market. Specifically, he looks at...
14 min
1166
Lyn Alden on Bitcoin, Inflation and the Potenti...
, investment researcher and strategist with a keen eye on both crypto and traditional markets, joins NLW on today’s “The Breakdown.” Listen for a conversation about the state of the market and projections for the future including: Inflation:...
54 min
1167
The De-Chinafication of Bitcoin
On this episode of “The Breakdown,” NLW takes a look at the most recent crypto news before taking a deeper dive into the latest step in the de-Chinafication of bitcoin.   MicroStrategy going “all-in” on bitcoin   Michael Burry’s...
12 min
1168
Does a Law From the Civil War Make Stablecoins ...
On this week’s Long Reads Sunday, NLW reads “” by Franklin Noll, and discusses the recent debates around stablecoins and CBDCs.  -- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io --...
11 min
1169
What Are the Prospects for a Bitcoin Standard i...
This week on “The Breakdown’s Weekly Recap” NLW covers: More institutional bitcoin news, including a new Morgan Stanley fund from NYDIG and FS Investments and a Goldman Sachs trading partnership with Galaxy Digital  A resurgence of...
12 min
1170
The Shorter Cycle Theory With Larry Cermak
The idea of a multiyear supercycle is fading as shorter cycles take their place. In this episode, NLW and guest , director of research at The Block, discuss the transformation of the supercycle timeline as the crypto space evolves. The discussion...
34 min
1171
From a $1T Asset to a $100T Network: Everything...
On today’s episode of “The Breakdown,” NLW first follows up on yesterday’s episode about the FOMC meeting and a potential future shift in Fed policy. As many expected, the Fed kept its short-term policy the same, but revised forward its...
16 min
1172
Will the Fed Shift Policy Due to Increasing Inf...
On today’s episode, NLW looks at the Federal Open Markets Committee briefing coming up this afternoon and discusses what it might signal in terms of future monetary policy. The discussion includes: How the Great Financial Crisis inspired “the...
13 min
1173
Will a US Digital Dollar Protect Privacy?
The question of digital currencies is a question of power. On today’s episode, NLW explores that power in multiple dimensions: between states, between states and companies and within states with regard to their citizens. NLW looks at recent...
17 min
1174
'Bat-Shit Crazy’ Paul Tudor Jones on the Fed, I...
Just when it seemed like the “Economic Empowerment” narrative coming out of El Salvador was poised to overtake the inflation/digital gold narrative, one of that viewpoint’s strongest advocates was back on CNBC today. Hedge fund legend Paul Tudor...
11 min
1175
Is Bitcoin a Trojan Horse for Freedom?
This week’s “Long Reads Sunday” presents a reading of Human Rights Foundation CSO Alex Gladstein’s piece “.”  NLW contextualizes the piece with this week’s landmark legislation out of El Salvador and the concerns some international...
15 min