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The Breakdown
The Breakdown
Nathaniel Whittemore

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of... more

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Episodes

How Much Does the 90-Day Tariff Pause Actually Change?

After bond markets started absolutely puking, President Trump reconsidered his tariffs and announced a 90-day pause. The at least partial... more

11 Apr 2025 · 11 minutes
Everything in Crypto That ISN'T the Tariffs

Despite tariffs dominating the news (and the markets), there have been a number of important stories in crypto, including a... more

10 Apr 2025 · 14 minutes
Are We Headed to the Mar-a-Lago Accords?

The Trump Admin has made clear that they end game for tariffs is a total restructuring of the global economic... more

09 Apr 2025 · 15 minutes
The Worst 3 Days in Stocks Since Oct 1987

Tariff turmoil is in full swing. The Trump White House spent the weekend staying on message and ensuring that their... more

08 Apr 2025 · 13 minutes
Bitcoin Holds Up Better Than Stocks in the Tariff Turmoil

Scott Melker and NLW count down the 5 most important stories in crypto this week. Sponsored by: Ledger Ledger, the world leader... more

05 Apr 2025 · 25 minutes
Trump's Tariff Trouble

The Trump tariffs are finally here, and more extensive than just about anyone expected. The market is puking, most pundits... more

04 Apr 2025 · 17 minutes
Big Day For Crypto Biz As Circle Prepares for IPO

After years of trying, Circle is finally going public. NLW explores the conversation around the latest information released by the... more

03 Apr 2025 · 12 minutes
Trump's Crypto Engagement is Making it Hard for Pro-Crypto Republicans

It was supposed to be an effortless gloryland, where all our hopes and dreams for crypto would come true. But... more

02 Apr 2025 · 12 minutes
What to Make of Galaxy Digital's $200m Fine

The New York Attorney General has settled with Galaxy Digital around their promotion of Luna. The company will pay a... more

01 Apr 2025 · 13 minutes
Hester Peirce Charts a New Course for the SEC

In comments this week, SEC Commissioner Hester Peirce articulated the new path for the agency, including how it was going... more

30 Mar 2025 · 14 minutes