A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
The week's full episode run in one long-run, long-drive ready podcast. Monday | Deplatforming, Ethereum Marketing and Whether Brexit Matters for Crypto feat. Ledger CEO Pascal Gauthier Tuesday | Are Uncensorable Web Domains Blockchain's Next Killer...
111 min
1702
Kraken’s Dan Held on What’s Different About Bit...
Bitcoin is on a 7 week upward trend. Having already smashed through its $9,000 Vegeta memes, it is now inching closer towards $10k. On this episode, @nlw is joined by Kraken’s Dan Held to discuss how bitcoin has changed in a number of...
25 min
1703
The Federal Reserve Has Its ‘Come to Satoshi’ M...
That’s the way Meltem Demirors Federal Reserve Governor Lael Brainard’s at Stanford yesterday. For the first time, the Fed has it is actively researching and experimenting with digital currencies and distributed...
17 min
1704
What All This VC and M&A Activity Tells Us Abou...
If venture investments and acquisitions provide a window into the sentiment in markets, boy did we get a big dose of information today. Today we look at investments in the world’s of the Lightning Network; a new for a tokenized securities...
20 min
1705
Are Uncensorable Web Domains Blockchain’s Next ...
As claims of election tampering, fraud, and other dubious activities fly around the botched Democratic Caucus in Iowa, trust in our public institutions continues to crater. The question of trust and censorship are at the heart of our episode...
22 min
1706
Deplatforming, Ethereum Marketing and Whether B...
Much of the Crypto Twitter conversation this weekend was dominated by talk of Twitter’s suspension of ZeroHedge. @nlw explores why the specifics of the infraction or the quality of the publication aren’t the important part of the conversation, and...
21 min
1707
The Breakdown Weekly Recap | Feb 1 2020
The full week's episodes in one (plus a bonus TL;DR on ZeroHedge's deplatforming. Tuesday | Narrative Watch: The Future of Fud Wednesday | Exclusive Interview with Binance US CEO Catherine Coley announcing staking Thursday | The Unsolved...
124 min
1708
The Founders of Chainlink and Synthetix on DeFi...
Yesterday Chainlink price reference data for 25 of its decentralized oracle networks which, together, power more than $100m in DeFi. On this special interview episode, @nlw talks with Sergey Nazarov and Kain Warwick, the founders of Chainlink...
51 min
1709
The Unsolved Mystery of How to Fund Public Prot...
The best way to fund open source projects remains a question, and one that - in the context of crypto protocols - has never had higher stakes. Over the last few weeks, we’ve seen live action experiments in a number of different approaches. ...
21 min
1710
EXCLUSIVE INTERVIEW: Binance US CEO Catherine C...
In a Breakdown exclusive, Binance US CEO announces that the exchange will begin supporting staking, starting with ALGO and ATOMs. On this episode, Catherine and I discuss: How the company prioritizes both new features and which audiences to...
22 min
1711
Narrative Watch: The Future of Crypto FUD
We’re over $9,000! That means a lot of good things, of course. But any price increase brings with it increased scrutiny and, yes, increased FUD. The question for this time around is whether the FUD is the same old same old or something new. In...
22 min
1712
The Breakdown Weekly Recap | Jan 25 2020
A single long-form episode with all the week's content + a TL;DR. This week was all about macro frame-setting coming out of Davos. Monday - 4 Reasons Crypto Should Care About Davos Tuesday - Gitcoin's Kevin Owocki on Controversy and the Future...
114 min
1713
Davos Takeaways, CBDCs & the Rise of Bitcoin Ar...
That’s a wrap! The World Economic Forum is over, and the key ideas coming out of Davos for our industry are: 1) a continued ‘blockchain, not crypto’ narrative; 2) a believe in the inevitability of cashless futures (without much concern about the...
20 min
1714
Will Mass Adoption Be More PayPal or Pornhub?
There is an ongoing debate in the crypto community about where mainstream adoption. One point of view is that it will be the slow steady acceptance of digital assets. On that front, Bakkt president Adam White said in Davos yesterday that the company...
19 min
1715
Why Vodafone’s Defection Won't Matter For Libra
News broke yesterday that the Libra Association had seen it’s 8th high profile defection, this time from the telecom giant Vodafone. In today’s episode of the breakdown, @nlw argues that Association members are far less of a factor in Libra’s...
18 min
1716
Gitcoin's Kevin Owocki on Controversy and the F...
Ever since announcing their fourth round of grants, Gitcoin has been a major subject of conversation across the Twittersphere. In addition to all the excited buzz from both technical projects and media creators vying for grants matched based on E....
27 min
1717
4 Reasons Crypto Should Care About Davos
The World Economic Forum kicks off today. CoinDesk and The Block both have representatives there. Numerous panels relate to topics around the industry. At the same time, the centralized power structure is something of an anathema to the world crypto...
22 min
1718
The Breakdown Weekly Recap | Jan 18 2020
A single long-form episode with all daily episodes of The Breakdown along with a TL;DR on the week: Monday - Tokenized NBA Contracts & The Hunt For Crypto’s Killer App Tuesday - Mati Greenspan on the Technical and Macro Roots of Bitcoin’s...
104 min
1719
Tyrone Ross On The Next Million Crypto Investors
One man. Three piping hot takes. In this special interview episode of The Breakdown, financial advisor and crypto advocate Tyrone Ross shares his thoughts on: Why Financial Advisors are the key to bringing in the next wave of crypto investors Why...
28 min
1720
Why ‘Crypto Dad’ Is Building the Digital Dollar...
As Libra continues to spur discussions among regulators around the world, and China’s digital yuan comes ever closer to fruition, the U.S. Federal Reserve seems disinclined to look seriously at a digital dollar. Ex-CFTC Chair Chris Giancarlo - aka...
16 min
1721
Why DeFi Is Surging As The Market Pumps
Crypto tokens weren’t the only thing that saw a major pump yesterday. The total value locked in DeFi ascended to new heights. While part of this can be explained simply by the rise in ETH price, it also reflected traders turning to DeFi platforms as...
16 min
1722
Mati Greenspan on the Technical and Macro Roots...
Bitcoin is up more than 8% in the last 24 hours. BSV, meanwhile, is up nearly a whopping 100%. The question is, of course, why? Is it some larger macro context? A pump-and-dump? Or just the crypto markets being as crazy as they are. The Breakdown...
18 min
1723
Tokenized NBA Contracts & The Hunt For Crypto’s...
Starting today, accredited investors will be able to part of $13.5m in tokenized bonds connected to the contract of Brooklyn Nets Point Guard Spencer Dinwiddie. The first-of-its-kind offering took months of negotiation with the NBA but marks a seminal...
20 min
1724
The Breakdown Weekly Recap | Jan 11 2020
All 5 episodes of The Breakdown in one long file. By popular demand, this is an experiment to see if it's useful to have the full week's episodes compiled in a single file. I've also summed up what I think is most important about the week. Let me know...
74 min
1725
China Completes "Top-Level" Digital Currency De...
China’s digital currency project continues to move ahead aggressively, with a new paper from the People’s Bank of China suggesting that a core design is complete. Whatever stage of development the currency actually is, it’s clear that China...