

The Breakdown
Blockworks
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/
Episodes
Mentioned books

10 snips
Nov 26, 2024 • 13min
What Treasury Secretary Nominee Scott Bessent Means for Markets
The appointment of Scott Bessent as Treasury Secretary is stirring excitement across Wall Street and crypto markets. His focus on sustainable growth and deregulation could reshape economic policies. Bessent's optimistic take on the bond market and pro-crypto sentiment signals a modern fiscal approach. The discussion also highlights how his nomination may influence Treasury policy regarding digital currencies and potential shifts in SEC regulations, paving the way for clearer crypto oversight and collaboration.

9 snips
Nov 24, 2024 • 11min
The Thanksgiving Family Crypto Conversation
Dive into the intriguing dynamics of discussing Bitcoin during Thanksgiving gatherings, especially as it nears the $100,000 mark. Discover how cryptocurrency transcends political beliefs and appeals to diverse demographics. The hosts share tips for tackling misconceptions and the role of meme coins. Explore the benefits of crypto for marginalized communities and delve into the challenges that come with educating family about this evolving financial landscape. Learn how to frame these conversations with empathy and understanding.

Nov 23, 2024 • 27min
Bye Bye Gary! The Five Most Important Stories in Crypto This Week
Scott Melker, a seasoned crypto analyst and commentator, joins the discussion on pivotal developments in the crypto space. The resignation of SEC Chair Gary Gensler takes center stage, raising questions about future regulations. They explore potential appointments in the Treasury and SEC, signaling shifts in advocacy. The conversation highlights Michael Saylor's push for Bitcoin and new ETF options marking institutional acceptance. Finally, they discuss China's changing policies and the growing interest in alternative assets, illustrating the dynamic crypto environment.

Nov 22, 2024 • 11min
A Crypto Czar in the White House?
The potential appointment of a crypto czar by the Trump administration ignites speculation about candidates and the future of government crypto policy. Michael Saylor's influence at MicroStrategy is spotlighted amid a bullish crypto market. The discussion also covers current trends like Bitcoin's surge and the rise of meme coins, along with the increasing popularity of Solana's Phantom wallet. Insights into trader psychology reveal how sentiment is shaping market dynamics.

Nov 21, 2024 • 12min
Bitcoin Bull Howard Lutnick for Commerce Secretary
The podcast dives into Howard Lutnick's intriguing appointment as Secretary of Commerce, spotlighting his crypto advocacy and its potential influence on trade policies. It also discusses the shifting landscape of financial leadership and how candidates' crypto knowledge affects their roles. The conversation highlights Bitcoin's rising value, ETF trading options, and the broader implications for institutional adoption and market stability. Tune in for insights on the intersection of politics and cryptocurrency!

Nov 20, 2024 • 11min
The Latest Chapter in the Bakkt Saga Lies with DJT
Bakkt's tumultuous journey has taken a surprising turn with a potential acquisition by Trump Media Group. The podcast dives into the company's rocky past and the implications for Bitcoin's future. It also explores the crypto sector's influence during Trump's administration, showcasing MicroStrategy's strategic Bitcoin moves. Additionally, the discussion highlights market reactions to Marathon Holdings' debt issues and the buzz surrounding upcoming Bitcoin ETF options, revealing how these developments could shape investment strategies.

Nov 19, 2024 • 13min
Bitcoin is Manifest Destiny
Michael Saylor introduces an intriguing narrative: Bitcoin as Manifest Destiny. The conversation highlights Bitcoin's rising appeal among retail investors and the shift in search behaviors. Upcoming Bitcoin ETF options could significantly impact market liquidity and volatility, while regulatory changes loom on the horizon. With political transformations potentially guiding cryptocurrency regulations, the podcast delves into what this means for future investment trends. Prepare for an enlightening look at the evolving crypto landscape!

5 snips
Nov 17, 2024 • 11min
Crypto Won the Election. Now What?
The podcast dives into the recent elections and how they've positively impacted the regulatory landscape for crypto. Key growth areas like DeFi, AI, and utility tokens are highlighted, showcasing the U.S.'s potential as a crypto hub. The discussion also covers the critical need for deregulation and its parallels with the evolution of voice over IP. Challenges posed by traditional securities regulations are examined, as well as the promise of cryptocurrency in creating accessible fundraising opportunities. Lastly, the importance of proactive legislation and industry consolidation for future stability is emphasized.

9 snips
Nov 16, 2024 • 24min
The Five Most Important Stories of Bitcoin's $90K Week
Scott Melker, known as the 'Wolf of All Streets', shares his insights on Bitcoin's recent surge and the pivotal market changes driving it. They dive into the implications of political shifts, examining how new appointments may affect crypto legislation. The rise of Dogecoin in Korea is also discussed, highlighting its unique connection to political figures. Melker emphasizes the potential for a strategic Bitcoin reserve and explores the intricate economic landscape, including the milestone of the U.S. national debt reaching $36 trillion.

Nov 15, 2024 • 11min
FBI Raids Polymarket CEO -- Politically Motivated?
What happens when the FBI raids a crypto CEO? The podcast dives into the politically charged environment surrounding Polymarket and the implications of this unexpected action. Listeners learn about the clash between prediction markets and traditional polling, and how this event could signal regulatory shifts in the industry. The crypto community's mixed reactions highlight a tense landscape where politics and entrepreneurship intersect. With the outgoing administration's motives under scrutiny, the stakes in the crypto arena have never felt higher.


