A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of... more
NLW covers the latest moves in Bitcoin's price, exploring what they say about the larger macro environment for risk assets... more
It wouldn't be an outgoing administration without some last minute political intrigue. This time it's the Consumer Financial Protection Bureau... more
A reading and discussion inspired by: https://www.coindesk.com/opinion/2024/12/24/2025-will-be-the-year-that-ai-agents-transform-crypto https://www.coindesk.com/opinion/2025/01/09/the-ai-revolution-will-spawn-millions-of-new-tokens Sponsored by: Ledn Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been... more
Turns out it was a very heavily macro-influenced week, with some policy and price action thrown in. NLW and Scott... more
Fresh off starting the year at $100,000, Bitcoin (and the rest of crypto) tanked. Some thought it was all about... more
Some disturbing allegations about the FDIC coverup about its role in Operation Chokepoint 2.0 are gripping cryptotwitter. But how much... more
A significant conflict was brewing at the Fed. Some suspected that Vice Chair for Supervision Michael S. Barr would try... more
Updated compliance with a Coinbase FOIA request shows not only how extensive the FDIC's campaign against crypto business was, but... more
NLW catches up on all the stories from the Holiday, including the outperformance of Bitcoin related assets (and digital asset... more
Part 3 of a three part end of year special exploring where we've been, where we are, and where we're... more