A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
Meet the $10B Asset Manager With a 10,000 BTC T...
Robby Gutmann is the co-founder of Stone Ridge Holdings Group, a $10 billion alternative asset manager and co-founder and CEO of NYDIG, the group’s subsidiary. In this first-ever podcast conversation, Gutmann discusses: Buying his...
68 min
1477
Discovering Bitcoin Through the #EndSARS Moveme...
Yele Bademosi is CEO at Bundle social payments app and the founder of investment firm microtraction. Akin Sawyerr is involved across the industry and leads operations at BarnBridge. Over the course of October 2020, the world’s attention became...
52 min
1478
Legendary Investor Stan Druckenmiller Turns Bit...
Today on the Brief: Was Monday’s stock rally overdone? Lebanon to launch digital currency 3 reasons BTC has rallied 60%+ in two months Our main discussion: Stan Druckenmiller, Bitcoin Bull. A few months ago, Stan Druckenmiller...
14 min
1479
"The Biggest Macro Event Since March”
Today on the Brief: GRIN gets 51% attacked Crypto trading volume down 25.8% in October How the market is receiving Joe Biden Our main discussion: The stock market soars on promising Pfizer COVID-19 vaccine trials. The S&P 500...
14 min
1480
Why Emerging Markets Are Wary of Modern Monetar...
Today’s Long Reads Sunday is a reading of Andy Mukherjee’s piece: “”. The argument is that while Western governments debate just how far we can take the idea of money printing without paying a dubious price, for emerging-market governments...
7 min
1481
How a Massive Devaluation of the Egyptian Pound...
Hany Rashwan is the CEO of Amun/21Shares, the creator of a variety of publicly traded crypto products with over $100 million assets under management. In this conversation, he and NLW discuss: How he was introduced to by Tim Draper in 2012 How...
29 min
1482
How the World Stopped Producing Enough Money, F...
Emil Kalinowski is the host of “Making Sense/Eurodollar University” collaborations with Jeff Snider. In this illuminating conversation, he and NLW discuss: How the global monetary order changed over the last 50 years The exact moment the...
38 min
1483
Bitcoin Hits $15,000: Here Comes the FOMO
As the U.S. election picture starts to become more clear, bitcoin has smashed through $15,000 – its highest price since 2017’s record-breaking run. Alongside the price action has come a wave of mainstream media coverage. In this special...
9 min
1484
‘Economics Will No Longer Be the Handmaiden of ...
Jim Epstein is the executive editor of Reason TV and podcasts, and the producer of the recent documentary “Cypherpunks Write Code.” In this conversation, he gives NLW a behind the scenes look on the interviews and conversations that went...
45 min
1485
A (Not Quite) Complete History of Money, Feat. ...
Jacob Goldstein is one of the hosts of NPR’s Planet Money. He is also the author of the new book, “.” In this conversation, he and NLW discuss: How China invented paper money and then forgot about it for centuries Why the invention of the...
39 min
1486
Who Is Better for Bitcoin, Trump or Biden?
Today on the Brief: The digital euro is closer than ever Checking in on European COVID-19 lockdowns Economic events this week that aren’t the election Our main discussion: Which U.S. election outcome is better for bitcoin? Poll: After a...
14 min
1487
By the Numbers: More Bitcoin Bulls Than Ever Be...
On this week’s Long Reads Sunday, NLW diverts from our normal opinion and long-form essay to pursue Grayscale’s recent investor reports. In its survey of investors, Grayscale found more interest in investing than ever before, with a significant...
16 min
1488
The World Is Never Getting Off Government Stimulus
On this week’s weekly recap, NLW looks at: resilience in the face of a week where many investors went risk off, causing a drop in stocks and gold JPMorgan’s dramatic three-year attitude shift around bitcoin and crypto Iran stockpiling...
10 min
1489
Why Satoshi Chose Halloween to Release the Bitc...
One of the most powerful aspects of bitcoin is its mythology. In this episode, NLW explores the 12th anniversary of the Bitcoin white paper and the choices that went into its release date. Whether it was something to do with the...
14 min
1490
Mirage Recovery: What ‘Record’ GDP Growth Tells...
Today on the Brief: FTX launches equities trading Avanti gets Wyoming bank charter France locks down and ECB intimates new stimulus Our main discussion: GDP growth report The Department of Commerce released its Q3 GDP numbers. Touted as...
13 min
1491
The ‘Everything Crash’ Is Coming? Markets Go Ri...
Today on the Brief: Section 230 hearing with social media CEOs in Washington D.C. Bitwise now has more than $100 million AUM Trump website defaced with Monero request Our main discussion: Markets go risk-off. With rising fear of COVID-19...
11 min
1492
JPMorgan Launches JPM Coin: Welcome to the Priv...
Today on the Brief: Stocks down; bitcoin up Consumer confidence shaky as baking supplies demand grows 3,400% Bank for International Settlements and Swiss central bank to test CBDC this year Our main discussion: JPM Coin. Initially announced in...
13 min
1493
Hedge Funds Failures, Bankruptcies and Pandemic...
Today on the Brief: Turkey’s real inflation rate 3x official number Hot new DeFi protocol Harvest Financial hacked whales hit largest number since 2016 Our main conversation is about the rise of a new wave of COVID-19 and the economic fallout...
15 min
1494
Should We Care if the US Is Falling Behind on C...
For this week’s Long Reads Sunday, NLW reads two selections from CoinDesk’s op-ed section: - Benoit Coeure - JP Schnapper-Casteras & Misha Guttentag
16 min
1495
Billionaire Hedge Fund Manager Paul Tudor Jones...
On this week’s Breakdown weekly recap, NLW looks at: The initial price action that started the week Debates about whether was thriving at the expense of alts and DeFi The PayPal news News of more public companies putting treasury reserves into BTC...
14 min
1496
Why Fiat is Failing in 2020: Argentina, Turkey,...
Today on the Brief: DOJ crypto enforcement a “disaster” for privacy Ant’s blockchain tools pre-IPO Better news around jobless claims Our main discussion: fiat failures, 2020 edition. In this episode, NLW looks at a raft of...
14 min
1497
Monopoly is Un-American: Matt Stoller on Google...
Matt Stoller works with the American Economic Liberties Project and is the author of “Goliath: The 100-Year War Between Monopoly Power and Democracy” as well as the popular Substack newsletter “BIG.” In this conversation, he and NLW discuss...
45 min
1498
PayPal Adds Bitcoin: Most Bullish News of the Y...
Huge news broke this morning as PayPal announced it would be offering buying, selling and eventually merchant payments for and other cryptos across its network. In this late-breaking Breakdown episode, NLW explores: The specifics of the news...
15 min
1499
How Strong Is Bitcoin’s Push Above $12,000?
Today on the Brief: DOJ files biggest antitrust case in two decades against Google Goldman Sachs’ 1MDB settlement LINE’s new CBDC platform Our main discussion: bulls vs. bears as passes $12K Someone recently tweeted,...
15 min
1500
A New ‘Bretton Woods’ Moment?
Today on the Brief: Chinese citizens less than impressed with DCEP trial Is Filecoin the “Titanic” of ICOs? Mnuchin, Pelosi go one more round on stimulus Our main discussion: A new Bretton Woods moment? In a recent speech, the International...