
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.
Latest episodes

19 snips
Dec 21, 2024 • 22min
The Five Most Important Stories in Crypto This Week
Scott Melker, a prominent crypto contributor, shares insights on this week's crucial market stories. He discusses the downward trend in crypto prices and the emotional impact on the community. Key topics include the transformative influence of BlackRock on Bitcoin adoption, alongside Coinbase's impressive revenue amid growing trading activity. The conversation also delves into institutional involvement and the potential recovery of the market, highlighting challenges and the optimistic outlook as we approach the holiday season.

12 snips
Dec 20, 2024 • 13min
Fed Cuts But Says That's It
The recent Federal Reserve decision to cut interest rates has sparked significant market reactions. Analysts discuss the unexpected uncertainty around future cuts projected for 2025. Stock and cryptocurrency responses reveal a complex landscape, highlighting mixed economic signals. The conversation dives into the implications of these developments on financial markets, underscoring a cautious outlook moving forward.

8 snips
Dec 18, 2024 • 12min
The SEC Sends a Parting Shot at the NFT Space
Bitcoin is soaring to new all-time highs, driven by traditional finance trends. The SEC has targeted the NFT project CyberKongs, raising concerns about the future of Web3 gaming and regulatory challenges. The political climate around the SEC could reshape crypto regulations, especially for Bitcoin ETFs. As potential changes in the commission loom, the impact on the evolving landscape of crypto investments could be significant. Tune in for insights on these pressing issues!

31 snips
Dec 17, 2024 • 12min
Bitcoin in Santa Claus Mode Smashes to New ATH
Bitcoin has soared to an all-time high, igniting excitement among analysts forecasting prices between $125,000 to $800,000. The discussion shifts to the potential creation of a national Bitcoin Strategic Reserve, driven by new administration initiatives. MicroStrategy's entry into the Nasdaq 100 highlights corporate crypto strategies, while regulatory changes face scrutiny, impacting public trust in banks. As countries consider Bitcoin reserves, the implications for global finance and politics become increasingly significant.

7 snips
Dec 15, 2024 • 9min
How to Unwind OCP 2.0
Explore the FDIC's controversial push to debank crypto firms amid banking turmoil. Dive into the political hurdles that Chokepoint 2.0 presents for cryptocurrency access to banking services. Discover the implications of the proposed Bitcoin Act 2024, which could legitimize Bitcoin as a treasury asset. Unpack how upcoming legislation may reshape the entire crypto landscape in the U.S. and influence Bitcoin's role as a safe haven.

51 snips
Dec 14, 2024 • 29min
The Five Most Important Stories in Crypto This Week
Scott Melker, a keen commentator in cryptocurrency, joins for a lively discussion on Bitcoin's future. They dive into bold political predictions, including the potential for Bitcoin to hit $150,000. The conversation covers states like Texas exploring Bitcoin reserves and debates on their economic impacts. They also discuss the evolving relationship between politics and crypto, as well as the potential market implications of El Salvador's negotiations with the IMF regarding Bitcoin. Humor and insightful anecdotes make for a captivating listen!

28 snips
Dec 14, 2024 • 10min
$200k BTC and More Crypto 2025 Predictions
Dive into bold predictions for the cryptocurrency market in 2025! Explore potential price targets, the rise of institutional adoption, and how trading dynamics could shift. Discover the growth prospects for stablecoins and the influence of ETFs on the market. This insightful analysis reveals emerging trends that could redefine the financial landscape, making it a must-listen for crypto enthusiasts!

7 snips
Dec 12, 2024 • 11min
Trump's $150k BTC Price Target
Donald Trump's bold prediction of Bitcoin reaching $150,000 highlights its potential impact on his presidency. The discussion dives into corporate attitudes towards Bitcoin, especially with MicroStrategy's NASDAQ ambitions. Shifts in sentiment reflect its growing legitimacy as an investment, spurred by industry leaders. Key regulatory advancements, like Tether's legalization and partnerships within crypto, set the stage for future developments, promising to reshape the landscape of digital currencies.

19 snips
Dec 11, 2024 • 10min
Global Bitcoin Game Theory
Dive into the intriguing global race for Bitcoin reserves, where Russia seeks to leverage cryptocurrency to counter sanctions. Discover El Salvador's shifting economic landscape, balancing Bitcoin ambitions with newfound gold prospects amid IMF negotiations. Plus, explore the dynamic fluctuations in cryptocurrency markets, including the impact of MicroStrategy's acquisitions on Bitcoin and altcoins. The interplay between national policies and Bitcoin's role as a reserve asset takes center stage in this fascinating discussion.

14 snips
Dec 10, 2024 • 14min
FOIA Requests Prove Operation Choke Point 2.0 is Real
A deep dive into Bitcoin's recent surge over $100,000 reveals key insights from market analysts. The discussion shifts to the effects of regulatory pressures on banks, highlighting the implications of Operation Choke Point 2.0. As concerns about debanking grow, transparency in regulations becomes crucial. The idea of a U.S. Bitcoin Strategic Reserve arises, sparking debate among finance experts about its potential benefits and challenges, all while linking to corporate strategies like Amazon's Bitcoin treasury.