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
4 snips
Apr 22, 2024 • 13min
The Halving Shows Satoshi's Marketing Genius
Exploring the upcoming Bitcoin halving event and its impact on public trust & on-chain activity, Bitcoin market analysis leading up to the 2024 halving, Bitcoin custody best practices, strategic design of Bitcoin's halving event, and Bitcoin's marketing strategy with comparisons to gold and integration into traditional markets.
Apr 20, 2024 • 11min
The Five Biggest Stories in Crypto This Week
The podcast covers geopolitics, stablecoin legislation, and the Bitcoin halving. It discusses Binance in India, Bitcoin and Ethereum ETFs in Hong Kong, stablecoin bill by Senators Lummiss and Gillibrand, global regulatory developments, and market consolidation with the upcoming Bitcoin halving event.
Apr 19, 2024 • 13min
Crypto Reacts to the Lummis-Gillibrand Stablecoin Bill
Senators Lummis and Gillibrand introduce new stablecoin bill, sparking debate in the crypto community. Bill addresses regulation, AML compliance, and insolvency through FDIC. Experts analyze impacts on industry, Ethereum, and regulatory challenges. Senator Warren pushes for stronger AML regulations in stablecoin sector.
Apr 18, 2024 • 13min
Is The Bitcoin Rally Over Early?
Exploring the Bitcoin rally and concerns about its end, Ledger security, Consensus 2024 event, Federal Reserve comments, A16Z fundraising, crypto price movements, market sentiment, economic pressures, market dynamics, and Bitcoin rally shifts.
Apr 17, 2024 • 15min
The UK Heading Towards Stablecoin Rules
Exploring UK crypto legislation, spot Ether ETF approval in Hong Kong, Bitcoin mining impact in Norway, and Senator's demands for transparency in a high-profile fraud case.
Apr 16, 2024 • 13min
The Market Reacts to Iran's Attack and Geopolitical Insecurity
The podcast discusses the impact of Iran's attack on Israel, including the use of drones and missiles. It explores market reactions to escalating tensions, global demand for gold, and the shift towards safe haven assets. Analysis includes the surge in tokenized gold premiums, dislocation in traditional markets, and fluctuations in US stocks and Bitcoin prices.
Apr 14, 2024 • 9min
The Inevitability of the Fight Against DeFi
The podcast delves into the SEC's legal action against Uniswap in the DeFi sector, discussing the regulatory challenges and uncertainties in the crypto industry. It explores the impact on other platforms and projects, such as Luna and Tornado Cash, hinting at significant regulatory actions looming over the DeFi space.
Apr 13, 2024 • 28min
The Five Most Important Stories in Crypto This Week
Topics include Bitcoin price predictions, evolution of focus in the crypto community, insights into Bitcoin mining strategies, exploring secure custody solutions, and discussions on crypto regulations and enforcement actions.
Apr 11, 2024 • 13min
A Treasury Hearing On Crypto and Illicit Finance -- But Does Anyone Care Anymore?
Recent Treasury hearing sparks debates on crypto's involvement in illicit activities. Republicans question administration's focus on digital assets. Diverse views on regulating crypto and stablecoins in Congress. Bitcoin's resilience against regulatory challenges discussed.
Apr 9, 2024 • 11min
The Bitcoin Halving Through History
Exploring the history of Bitcoin halvings, including early investing, community splits, academic analysis, company investments, and regulatory concerns. Reflecting on key endorsements and events like the COVID-19 crisis impact and Jerome Powell's money printing acknowledgment.
