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
Mar 24, 2024 • 28min
The Top 5 Stories in Crypto This Week
The podcast discusses the SEC's sanctioning, Bitcoin price analysis, regulatory uncertainties for Ethereum, global rate cuts, Bitcoin ETF outflows, and BlackRock's entry into asset tokenization race.
Mar 23, 2024 • 13min
After Record Weeks, BTC Spot ETFs See Net Outflows
Bitcoin spot ETFs experience significant outflows, while analysts debate possible reasons such as bankruptcies and creditor distributions. BlackRock introduces a tokenized fund, merging traditional finance with blockchain. Updates on stablecoins, legislation, and price targets. Discussion on Bitcoin price predictions for 2024 and potential halving impact. Analysis of historical Bitcoin halving trends and macroeconomic factors.
Mar 22, 2024 • 14min
What We Know About the Ethereum Foundation Investigation
Speculation arises from the Ethereum Foundation investigation by the SEC, with concerns about potential impact on the crypto space. Discussion on the Federal Reserve's inflation comments and policy decisions, including future rate cuts and balance sheet reduction. Chairman Powell's cautious approach towards monetary policy adjustments and market reactions to CBDC discussions.
Mar 21, 2024 • 14min
Blackrock Pushes the Tokenization Trend
Exploring BlackRock's move towards real-world asset tokenization with Ethereum-based tokens. Discussing the adoption of Ethereum in finance by BlackRock, Signum Bank, City, and Brazilian Development Bank. Highlighting the impact of crypto on financial systems and the rise of asset tokenization in the industry. Touching on the considerations of Bitcoin investments by pension funds and the changing dynamics of Bitcoin ETF demand.
Mar 19, 2024 • 16min
Judge Sanctions SEC for "Bad Faith" and "Abusive Conduct"
The podcast delves into a federal court's sanction against the SEC for misconduct in a crypto lawsuit, exposing abuse of power and misleading evidence. Founders of Debtbox recount the devastating impact on their real estate business. Criticism from industry experts, journalists, and politicians highlights the SEC's flawed approach to crypto enforcement and calls for accountability within the organization.
Mar 19, 2024 • 17min
BTC's 10% Weekend Dip: How Much Should We Worry?
Exploring Bitcoin market correction, ETF flows, past cycle patterns; strong correlation with NASDAQ, Nvidia stock; rise in market trends and ETF investments; resistance to Bitcoin ETFs, hedge fund losses, emergence of Bitcoin whale Mr. 100; speculation on Mr. 100's origins, Qatar Investment Authority's Bitcoin rumors
Mar 17, 2024 • 10min
Why Crypto Narratives Are Finally Making Sense to TradFi
The podcast explores the evolving acceptance of Bitcoin in traditional financial spaces, elite perspectives on crypto, Bitcoin custody best practices, and simplified narratives of Bitcoin and Ethereum for traditional finance individuals.
Mar 15, 2024 • 14min
Judge Confirms: We Are All Satoshi. Except Craig Wright.
UK judge rules that Craig Wright is not Satoshi Nakamoto, leading to discussions on Bitcoin price decrease, legal battles, and political perspectives on crypto ownership and ETF regulations.
Mar 15, 2024 • 15min
ETH Dencun Upgrade Transforms Blockchain Fee Competition
Ethereum's Denkoon upgrade reduces L2 costs, comparable to Solana. Microstrategy issues more debt to buy bitcoin. Podcast explores financial progress with crypto, legal cases, ETF flows impacting market, and Bitcoin euphoria.
Mar 14, 2024 • 16min
Binance Executives Still Being Held Hostage in Nigeria
This podcast discusses the ongoing situation of Binance executives being held hostage in Nigeria, with details on US government involvement and recovery efforts. It also covers topics like inflation data, challenges for the Fed, the growth of Bitcoin, and the implications of the crisis on the cryptocurrency industry.
