The Breakdown

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The Breakdown

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/

  1. 23H AGO

    US Credit Downgrade Hits—Bitcoin Pumps Anyway

    Moody’s has officially downgraded the U.S. credit rating, joining S&P and Fitch in knocking the government off its AAA pedestal. NLW breaks down the political reaction, the muted market response, and why institutional investors still seem bullish on Bitcoin despite fiscal dysfunction. Plus, what rising transaction fees and ETF flows reveal about the next phase of the Bitcoin cycle. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

    14 min

  2. 1D AGO

    When Investors Should Say "No" vs. "Yes"

    A reading and discussion inspired by https://blockworks.co/news/investors-prediction-market-no-bet-outcome Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

    10 min

  3. 2D AGO

    The Five Most Important Stories in Crypto This Week

    This week’s Friday Five is a whirlwind tour through one of the most bullish weeks for crypto on Wall Street in recent memory. NLW and Scott Melker break down Coinbase’s historic addition to the S&P 500, Galaxy’s NASDAQ uplisting, and eToro’s surprisingly strong IPO. They also cover a surprisingly soft inflation print, new Bitcoin treasury players raising eyebrows, a potential regulatory shift at the SEC, and the return of Meta’s stablecoin ambitions. From index fund legitimacy to political stablecoin fights, this episode is packed with signals that crypto may be entering a new phase of mainstream integration. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠https://blockworks.co/newsletter/thebreakdown⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

    19 min

  4. 5D AGO

    As eToro IPO Pops is Wall Street Getting Crypto Fever?

    eToro's successful NASDAQ debut signals renewed investor appetite for crypto-focused companies, potentially reopening the IPO window for others like Kraken and Circle. Meanwhile, traditional finance giants JPMorgan and Standard Chartered accelerate their blockchain integrations, highlighting growing convergence with crypto. Plus, Bitcoin treasury company 21 Capital gears up for a massive market entry amid debates over the next crypto bubble. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

    11 min

  5. 6D AGO

    5 Questions Shaping the Near Future of Crypto and Macro

    Blockworks announced that we're bringing together their daily newsletter together with The Breakdown brand to build the best daily content package in crypto. In celebration of that, NLW is joined by Byron Gilliam to discuss some of the big explorations of the moment. Find Byron on X: https://x.com/bgilliam1982 Subscribe to the Newsletter: https://blockworks.co/newsletter/daily Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

    18 min

  6. MAY 14

    Coinbase Joins the S&P 500 as Bitcoin and Traditional Finance Converge

    Coinbase has officially become the first crypto company added to the S&P 500, signaling a new era of legitimacy for crypto in traditional finance. Meanwhile, Bitcoin's increasing acceptance is marked by Goldman Sachs ramping up client exposure, Galaxy Digital's upcoming NASDAQ listing, and Nakamoto Holdings going public. NLW explores how these developments underline a deepening convergence between digital assets and mainstream financial markets. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

    10 min

  7. MAY 13

    Bitcoin's Quiet Rally and the Stablecoin Standoff

    Bitcoin has surged back above $100,000, but why does this record-breaking rally feel so muted? As markets quietly climb higher, NLW explores the curious lack of excitement, alongside major developments like the U.S.-China trade truce and ongoing struggles over crucial stablecoin legislation in Washington. Is this calm confidence or cautious skepticism? This episode decodes the week ahead and what's quietly shaping crypto's new normal. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

    12 min

  8. MAY 11

    Crypto's Crossroads for Democrats

    Democrats are at a critical crossroads: Can embracing decentralized crypto reshape their electoral future? This Long Read Sunday dives into how crypto represents not just an emerging technology but a political opportunity to reclaim young voters lost in recent cycles. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

    10 min
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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/

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