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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

Arizona Drives Ahead with Bitcoin Reserve Bill

Both houses of Arizona legislature have passed a Bitcoin Reserve Bill. The question now is whether the Governor will actually... more

30 Apr 2025 · 13 minutes
Ark Invest Ramps Up BTC 2030 Prediction to $2.4M

Perma Bitcoin bulls Ark Invest have raised their 2030 bullish bitcoin target. More important than the number is the logic,... more

29 Apr 2025 · 15 minutes
A Better(?) Approach to Fixing the Broken Global Trading System

A reading and discussion inspired by https://www.foreignaffairs.com/world/global-trading-system-was-already-broken Sponsored by: ⁠⁠Crypto Tax Calculator⁠⁠ Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches... more

27 Apr 2025 · 15 minutes
The Five Most Important Stories in Crypto This Week

NLW joins Scott Melker to discuss the big topics in crypto and macro this week. Trade, tariffs, crypto banking and... more

26 Apr 2025 · 21 minutes
Bessent Says US to Stick with Bretton Woods Institutions

NLW discusses market reactions to US tariff negotiations, potential tariff reductions with China, and Bretton Woods institutions facing criticism from... more

25 Apr 2025 · 15 minutes
Bitcoin Rallies as Both Hedge and Risk-On

There are indicators that trade tensions are dissipating, seeing rallies in both stocks and crypto. Bitcoin is taking its unique... more

24 Apr 2025 · 13 minutes
Respect the Bitcoin Pump

Stocks were down bad again on Monday on concern around the Powell-Trump tiff, but Bitcoin started soaring. How real is... more

23 Apr 2025 · 14 minutes
How Trade Negotiations Are Impacting Crypto

NLW catches up on the key macro and crypto stories shaping the news heading into a new week. Sponsored by: Crypto... more

21 Apr 2025 · 18 minutes
Bell Curve: Beyond the Hype: Crypto’s Next Phase | Roundup

In this episode, we’re joined by Santi from Empire! We discuss today’s crypto market conditions, stablecoin proliferation, and how long-term... more

18 Apr 2025 · 1 hour, 3 minutes
0xResearch: Crypto Meets TradFi: The New Convergence

In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest,... more

17 Apr 2025 · 1 hour, 14 minutes
The Breakdown
Arizona Drives Ahead with Bitcoin Reserve Bill
The Breakdown