
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.Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
Latest episodes

18 snips
Dec 8, 2024 • 13min
Think $100K BTC Would Stop Beanie Baby Comparisons? Think Again
The discussion highlights the stark divide between Bitcoin enthusiasts and skeptics amid its price surge to $100,000. They draw a satirical comparison between Bitcoin and the Beanie Babies craze of the 90s, critiquing the media's portrayal of the cryptocurrency. Experts voice skepticism, emphasizing the risks of crypto investments, while reflecting on Bitcoin's resilience as an alternative financial system. The balance between market hype and genuine utility sparks a thought-provoking dialogue about the future of digital currencies.

70 snips
Dec 7, 2024 • 28min
The Five Most Important Bitcoin Stories This Week
Scott Melker, a well-known crypto influencer and educator, joins to discuss Bitcoin's monumental week, hitting the $100,000 mark. They dive into reactions from figures like Donald Trump and the President of El Salvador, revealing the polarized views surrounding this cryptocurrency milestone. Scott elaborates on new economic appointments that could bolster crypto growth and reflects on shifting governance attitudes toward digital currencies. The conversation wraps up with insights on market volatility, exploring how high stakes and extreme fluctuations are shaping investment strategies.

59 snips
Dec 5, 2024 • 14min
BTC at $100,000: The Bitcoin Era Begins
Bitcoin hits the monumental $100,000 mark, igniting excitement and discussion about its future as a potential reserve currency. The growing recognition of Bitcoin as 'digital gold' rallies both supporters and skeptics, while contrasting U.S. skepticism clashes with Russia's embrace of cryptocurrencies for trade. Additionally, the evolving landscape of crypto regulation raises questions about the industry's future, spotlighting shifts in attitudes and ongoing challenges facing digital asset businesses.

16 snips
Dec 5, 2024 • 11min
Crypto Ally Paul Atkins To Be Named SEC Chair
The potential appointment of Paul Atkins as SEC Chair sparks excitement in the crypto sector, despite his hesitations over regulatory upheaval. A libertarian approach to SEC leadership could lead to much-needed reforms. The podcast delves into Coinbase's distancing from anti-crypto practices and the ripple effects of CEO Alex Mashinsky's guilty plea on industry accountability. It also touches on a Georgia congressman's surprising foray into meme coins, blending politics with crypto's evolving landscape.

24 snips
Dec 4, 2024 • 14min
The USG is Selling $2B Worth of Bitcoin
The U.S. government plans to sell $2 billion worth of Bitcoin seized from a notorious hacker, raising questions about its impact on the market. Major corporate pitches are reshaping views on Bitcoin, with companies like Microsoft exploring treasury strategies. Insights on Marathon Digital's bold moves to increase Bitcoin holdings amid competition reveal the evolving landscape of digital capital. Additionally, contrasting strategies between Marathon and MicroStrategy spark discussions on ethics in the crypto world, particularly in relation to corporate scandals.

16 snips
Dec 3, 2024 • 14min
November Was BTC's Biggest Monthly Gain Ever
Bitcoin experienced its largest monthly gain ever, sparking renewed enthusiasm in the cryptocurrency market. The discussion dives into the dynamics of Bitcoin and Ethereum's rally, brushing on the potential shift towards altcoins. Analysts speculate on Bitcoin reaching the $100,000 mark as investor sentiment turns bullish. The rising impact of nation-states and major companies like Microsoft adopting Bitcoin is explored. Additionally, the revival of NFTs signals a new dawn for crypto investments, highlighting a vibrant market landscape.

30 snips
Dec 2, 2024 • 15min
Do Memecoins Matter?
Dive into the fascinating world of meme coins and their surprising significance in crypto! Explore how these digital assets are transforming from quirky investments into civic engagement tools. Discover their power in democratizing investments and funding cultural movements, while also influencing AI development. Unpack the evolution of cryptocurrency trends and see why meme coins are becoming vital players in the market. It's a lively discussion that blends finance, technology, and social impact!

34 snips
Nov 29, 2024 • 13min
Tariffs and the Attempt to Remake the Global Trading Order
The discussion delves into the ambitious plans for global economic realignment led by the new administration. It highlights the strategic role of tariffs in reshaping relationships with Mexico, Canada, and China. The episode also explores Japan’s increased defense spending and the impact of currency devaluation on its foreign policy. Finally, it scrutinizes unconventional tariff strategies, weighing their potential effects on U.S. manufacturing and global trade dynamics.

36 snips
Nov 28, 2024 • 12min
A Huge Victory for Privacy in the Tornado Cash Suit
A significant ruling by the Federal Appeals Court has sparked joy in the crypto community, asserting that Tornado Cash's smart contracts are not considered property. This decision represents a pivotal moment for privacy rights in the digital currency realm. The conversation shifts toward the need for clearer regulations and the role of Congress in shaping crypto policy. In addition, the podcast delves into Bitcoin's volatile nature, reflecting on its price history and the implications for investors looking toward future trends.

28 snips
Nov 27, 2024 • 13min
Despite Record Saylor Buy, BTC Falls
Michael Saylor's record Bitcoin purchases raise eyebrows, but prices remain stubbornly below $100k. Long-term holders are selling off their assets, challenging traditional definitions and market stability. Innovations like the BitKey self-custody wallet and Tether's new financing partnership signal exciting changes in the ecosystem. Meanwhile, Rumble dives into crypto and gaming, highlighting the need for better content moderation as chaos unfolds in the meme coin space.