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.
Episodes
May 8, 2025 • 12 mins
The latest FOMC meeting resulted in zero policy changes as the Federal Reserve adopts a cautious "wait and see" stance amid rising economic risks. NLW analyzes Chair Powell’s careful positioning, balancing uncertainty around trade-induced inflation and employment pressures. Plus, the evolving trade landscape: negotiations intensify with China, the UK deal looms, and the U.S. administration signals it's reshaping global economic ord...
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May 7, 2025 • 13 mins
Yesterday's Congressional crypto hearings descended into partisan theatrics as Democrats led by Maxine Waters staged a dramatic walkout, splitting discussions into dueling roundtables. At issue: allegations of presidential crypto-related corruption versus critical bipartisan efforts to establish regulatory clarity for crypto markets. NLW breaks down the political maneuvers, highlights the substantive points lost in the spectacle, a...
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May 6, 2025 • 11 mins
House Democrats, led by Rep. Maxine Waters, plan a walkout to derail a joint hearing on the 212-page crypto market-structure bill, framing it as a protest against Trump-linked stablecoin dealings. NLW dissects the politics, bill revisions, and industry reactions.
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May 5, 2025 • 10 mins
Today on The Breakdown, NLW discusses Arizona Governor Katie Hobbs' veto of a bill allowing state investments in Bitcoin, highlighting existing crypto exposure via Strategy (formerly MicroStrategy). He also covers Senate Democrats' resistance to stablecoin legislation, led by Elizabeth Warren, threatening bipartisan crypto regulation. On a positive note, Apple now allows crypto for in-app purchases, significantly boosting mobile cr...
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May 4, 2025 • 14 mins
From big price targets from major institutions to Ray Dalio sayings its too late to Arthur Hayes saying long everything, NLW breaks down an interesting if confusing week.
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May 2, 2025 • 14 mins
Arthur Hayes says it’s time to “long everything”—and in today’s episode, NLW digs into why. Broadcasting from Token 2049 in Dubai, Hayes makes a bold case for an upcoming liquidity wave that could supercharge markets. NLW breaks down Hayes’ forecast, the return of CZ to the public stage, and insights from BlackRock and Goldman on crypto’s next chapter. Then it’s a deep dive into troubling GDP numbers, the rising recession risk, and...
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May 1, 2025 • 14 mins
In this episode of The Breakdown, host NLW explores legendary investor Ray Dalio's recent update on the shifting global monetary order. Dalio asserts that the U.S. is nearing a significant decline due to unsustainable economic fundamentals, and nations are now actively reducing their dependence on the U.S. dollar. NLW discusses Dalio’s vision for a cooperative, negotiated global financial realignment rather than a chaotic collapse,...
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April 30, 2025 • 13 mins
Both houses of Arizona legislature have passed a Bitcoin Reserve Bill. The question now is whether the Governor will actually sign it. Meanwhile, bullish sentiment is coming back as BTC floats around $95,000.
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April 29, 2025 • 15 mins
Perma Bitcoin bulls Ark Invest have raised their 2030 bullish bitcoin target. More important than the number is the logic, which argues that we're not accounting enough for lost coins with our supply models.
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April 27, 2025 • 15 mins
A reading and discussion inspired by
https://www.foreignaffairs.com/world/global-trading-system-was-already-broken
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April 26, 2025 • 21 mins
NLW joins Scott Melker to discuss the big topics in crypto and macro this week. Trade, tariffs, crypto banking and much more.
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April 24, 2025 • 15 mins
NLW discusses market reactions to US tariff negotiations, potential tariff reductions with China, and Bretton Woods institutions facing criticism from the Trump administration for mission creep. He explores Bitcoin's reduced volatility, increased institutional adoption—including the controversial SoftBank-Tether Bitcoin venture—and ends on Trump's meme coin gala announcement driving speculative crypto behavior.
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April 23, 2025 • 13 mins
There are indicators that trade tensions are dissipating, seeing rallies in both stocks and crypto. Bitcoin is taking its unique place as an asset that can do double duty in a portfolio. Plus the latest on institutional adoption.
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April 22, 2025 • 14 mins
Stocks were down bad again on Monday on concern around the Powell-Trump tiff, but Bitcoin started soaring. How real is this pump? What does it mean for BTC going forward? NLW explores.
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April 21, 2025 • 18 mins
NLW catches up on the key macro and crypto stories shaping the news heading into a new week.
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April 18, 2025 • 63 mins
In this episode, we’re joined by Santi from Empire! We discuss today’s crypto market conditions, stablecoin proliferation, and how long-term allocators are accumulating Bitcoin. We also touch on crypto’s data and transparency issues, and the valuation of L1s before wrapping with speculation on alien life.
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April 17, 2025 • 74 mins
In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and traditional finance. They also examine airdrop mechanics, critique Berachain’s approach, and debate what trends will define the next two years.
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April 16, 2025 • 37 mins
This week we're joined by Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ripple's $1.25b acquisition & more.
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April 15, 2025 • 54 mins
In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto legislation, and the Strategic Bitcoin Reserve. We also delve into advancing Bitcoin as a debt instrument, the evolving political landscape, and more.
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April 14, 2025 • 71 mins
An Interview with Felix Jauvin & Quinn Thompson from the Forward Guidance podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, they deep dive into the bull vs bear case in 2025, Trump's end game, building the perfect portfolio, Coinbase vs Robinhood, is Bitcoin really a safe haven asset & more.
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