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The Breakdown

Business & Economics Podcasts

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.

Location:

United States

Description:

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.

Language:

English


Episodes

Circle Drops Tron

2/21/2024
The latest scuttlebutt from the world of stablecoins Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:14:37

USDT vs Bitcoin in Africa

2/21/2024
NLW looks at discussion of the preferred currency in developing markets. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:12:02

Why the Bitcoin Led Bull Market Will Be Different

2/18/2024
A reading and discussion of: https://www.coindesk.com/consensus-magazine/2024/02/15/bitcoin-is-back-back-back-baby/ and https://www.coindesk.com/business/2024/02/14/how-bitcoin-benefits-from-global-stresses/ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:09:10

The First Week of the New Bull Market?

2/17/2024
NLW and Scott Melker discuss the five most important stories in crypto, with NLW arguing that this week felt like a significant milestone. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:20:18

Coinbase SMASHES Earnings Estimates

2/16/2024
Coinbase had a great Q4 and Wall Street is loving it. NLW discusses the key stories to wrap up the week. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:15:00

SEC Chair Gensler's Feeble Anti-BTC Arguments Smacked Down on National TV

2/16/2024
We're officially living in the post-ETF world, and people are sick and tired of the supposedly "merit neutral" SEC spreading lies and FUD about Bitcoin. SEC Chair Gary Gensler went on Squawk Box, trotting out his greatest hits, only to be brutally rebuffed by host Joe Kernan. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:13:19

Bitcoin Reclaims $1T Market Cap, But Political Fights Remain

2/14/2024
Even as BTC reclaims an important milestone, the Blockchain Association is pushing back on legislation that could have a significant negative impact on the industry. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:15:22

Markets Wobble After CPI Surprise

2/13/2024
Markets got an unpleasant jolt this morning when January CPI numbers came in hotter than expected. Many investors took it as a reason that the Fed would look to push anticipated rate cuts out further into the year. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:13:07

Bitcoin Smashes Through $50,000

2/13/2024
NLW collects a set of takes that all amount to a shifting sentiment around the institutional bid. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:16:55

How Real Are Real World Assets?

2/11/2024
NLW reads two pieces with different takes on Real World Assets - one of crypto's big emerging themes. https://www.coindesk.com/consensus-magazine/2024/02/02/real-world-asset-tokenization-is-fake-news/ https://www.coindesk.com/business/2024/02/07/forget-etfs-lets-work-on-tokenizing-the-whole-value-chain/ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:11:10

Bitcoin Enthusiasm Returns: The Five Most Important Stories in Crypto This Week

2/10/2024
Recorded live with Scott Melker on Feb 9. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:25:09

Could Prometheum's Custody Plans Force the SEC on Ethereum?

2/9/2024
Ugh, yes we're talking about Prometheum and an argument that their Ethereum custody plans could lead the SEC to designate Ethereum a security. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:13:47

Bitcoin Breaks Out as ETF Flows Normalize

2/8/2024
Enthusiasm is back on the agenda in Bitcoin land! NLW looks at the recent price action, Bitcoin's decoupling from rates and more. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:14:35

The SEC Shoves New Market Maker Rule Through

2/7/2024
NLW summarizes the new market maker rules, their implications for crypto, and the pushback they're getting not only from crypto but hedge funds and other tradfi institutions as well. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:12:31

Will Anything Useful Be Built This Crypto Cycle?

2/6/2024
On this episode, NLW looks at a recent thread by Travis Kling on financial nihilism and what people expect out of crypto this cycle. https://twitter.com/Travis_Kling/status/1753455596462878815 That sets a frame for a conversation about Farcaster's recent 1000% growth. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:14:58

Bitcoin Bull Bukele Cruises to Second Term in El Salvador

2/5/2024
Plus updates from Jerome Powell, US jobs data, and Chinese stocks. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:15:31

Why the Bitcoin ETF Will Never Be the Same as Truly Owning Bitcoin

2/5/2024
A reading of "A Bitcoin ETF Will Never Be Your Bitcoin" by Pascal Gauthier, CEO of Ledger Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:06:55

The Five Most Important Stories in Crypto and Macro This Week

2/3/2024
Recorded live with Scott Melker on Friday Feb 2, 2024 Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:23:25

Tether Made More Money Than Goldman Sachs Last Quarter

2/2/2024
Is Tether the best company in the world? CMS Holdings says so after a banger of a Q4. NLW covers the key crypto news. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:15:39

Powell Says No Rate Cuts in March

2/1/2024
NLW breaks down the first FOMC meeting of the year. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Duration:00:15:19