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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

Macro Roils After Surprising Jobs Report (and Bitcoin Follows)

NLW covers the latest moves in Bitcoin's price, exploring what they say about the larger macro environment for risk assets... more

15 Jan 2025 · 13 minutes
E. Warren's CFPB Tries Some Midnight Crypto Rulemaking

It wouldn't be an outgoing administration without some last minute political intrigue. This time it's the Consumer Financial Protection Bureau... more

14 Jan 2025 · 13 minutes
Is 2025 the Year of Crypto x AI Agents?

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

12 Jan 2025 · 14 minutes
The Five Most Important Stories in Crypto This Week

Turns out it was a very heavily macro-influenced week, with some policy and price action thrown in. NLW and Scott... more

11 Jan 2025 · 26 minutes
Macro Jitters Roil the Crypto Markets

Fresh off starting the year at $100,000, Bitcoin (and the rest of crypto) tanked. Some thought it was all about... more

10 Jan 2025 · 15 minutes
Is the FDIC Whistleblower Account Real?

Some disturbing allegations about the FDIC coverup about its role in Operation Chokepoint 2.0 are gripping cryptotwitter. But how much... more

09 Jan 2025 · 14 minutes
Crisis Averted: Fed Vice Chair for Supervision Steps Down

A significant conflict was brewing at the Fed. Some suspected that Vice Chair for Supervision Michael S. Barr would try... more

08 Jan 2025 · 11 minutes
Operation Chokepoint 2.0 Finally Has Smoking Guns

Updated compliance with a Coinbase FOIA request shows not only how extensive the FDIC's campaign against crypto business was, but... more

07 Jan 2025 · 16 minutes
2 of the 4 Best Performing Assets of 2024 Were BTC Related

NLW catches up on all the stories from the Holiday, including the outperformance of Bitcoin related assets (and digital asset... more

04 Jan 2025 · 12 minutes
The Ghosts of Bitcoin's Future

Part 3 of a three part end of year special exploring where we've been, where we are, and where we're... more

31 Dec 2024 · 11 minutes
The Breakdown
Macro Roils After Surprising Jobs Report (and Bitcoin Follows)
The Breakdown