A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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
1302
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
1303
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
1304
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
1305
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
1306
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
1307
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
1308
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
1309
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
1310
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
1311
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
1312
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
1313
'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
1314
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
1315
Bitcoin Is Economic Empowerment
On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: Why the El Salvador news didn’t (immediately) impact bitcoin’s price How narratives set the tone for new entrants to the bitcoin market How the digital gold/inflation...
16 min
1316
An Interview With Bitcoin Beach, the Community ...
On today’s episode, NLW is joined by Mike Peterson, director of Bitcoin Beach. Bitcoin Beach is a community project in El Salvador that has spent the last two years helping individuals and companies integrate bitcoin into their daily lives and...
42 min
1317
The Empire Strikes Back: Inflation Hits 5% Whil...
In a week so filled with the optimism coming out of El Salvador, of course there had to be another side of the story. On today’s episode, NLW looks at three examples of the existing power structure fighting back against the rise of crypto: ...
12 min
1318
El Salvador Made Bitcoin Legal Tender As Presid...
Last night, El Salvador voted to pass the bill making Bitcoin legal tender. As representatives debated the bill, the President of El Salvador Nayib Bukele and his brother and campaign manager Karim Bukele surprise-joined a Twitter Space hosted by Nic...
19 min
1319
Biden’s Top Antitrust Adviser Is a Bitcoin Mill...
On today’s episode, NLW looks at a grab bag of recent news: El Salvador’s bitcoin announcement makes waves as politicians from six more Central and South American countries change their profiles to laser eyes Donald Trump resurfaces to rip...
11 min
1320
El Salvador to Become the First Bitcoin Country...
On Saturday, the Bitcoin 2021 organizers teased that one of the biggest announcements in bitcoin’s history was coming. That announcement ended up being from El Salvador President Nayib Bukele, who shared that he was advancing a bill to make bitcoin...
25 min
1321
What a New Era of Big Government Could Mean for...
A reading of David Z. Morris’ piece for CoinDesk “”. -- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io -- Enjoying this content? SUBSCRIBE to the Podcast Apple: ...
12 min
1322
Is the Bitcoin Bull Market Over?
Today on “The Breakdown’s Weekly Recap” NLW looks at a growing number of predictions of a new “crypto winter” as well as some reviews of how companies and DAOs are preparing for that possibility. He shares poll results from whether Bitcoin...
9 min
1323
Who Matters More to Bitcoin: Whales or Plebs?
Today on the Brief: May’s middling jobs report A ransomware update Square building a bitcoin hardware wallet Our main discussion looks at the various constituencies within bitcoin and asks who has what type of power to shape the network....
14 min
1324
Chinese State Media Indicates China Is NOT Bann...
Today’s episode looks at crypto in geopolitical context, focusing on: A follow-up on the ransomware surge, with experts suggesting that it’s not about crypto payments but about the “ransomware-as-a-service” distribution model A look at why a...
10 min
1325
Ransomware Is The Next Big Bitcoin FUD
Today on the Brief: China’s next digital yuan trial More Bitcoin ETF delays Standard Chartered to open crypto prime brokerage Our main discussion focuses on the rise of ransomware. NLW examines: The real reasons ransomware is on the rise ...