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/

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Title	Date published
The Tokenization Era Begins (says Fink)	2025-10-16
The Short, Brutal Bear Market of October ‘25	2025-10-15
Could This Actually Be An Amazing Setup for Bitcoin?	2025-10-10
Wall Street Discovers the “Debasement Trade”	2025-10-10
ICE Invests $2 Billion in Polymarket	2025-10-09
The TradFi-Crypto Fusion Is Here	2025-10-08
Bitcoin Breaks $125,000: The October Melt-Up Is On	2025-10-07
The Five Most Important Stories in Crypto This Week	2025-10-04
Bitcoin’s Favorite Month Has Arrived	2025-10-03
Government Shutdown Hits as Politics Markets and AI Collide	2025-10-02
SEC & CFTC Call a Truce on Crypto Regulation	2025-10-01
Kraken’s $15B Secret Raise and the Race to IPO	2025-09-30
Friday Five: Tether’s $500B Play, SEC Opens the Door, and Vanguard Bows to Crypto	2025-09-27
Agentic Payments and the Next Internet Economy	2025-09-26
Tether’s Half-Trillion Dollar Valuation	2025-09-25
Bitcoin’s September Shakeout: $1.7B in Liquidations Sets Stage for Q4	2025-09-24
Senate Democrats Push for Bipartisan Role in Crypto Market Structure Bill	2025-09-23
The Five Most Important Stories in Crypto This Week	2025-09-20
Fed Cuts Rates Amid Rising Labor Market Risks	2025-09-19
Google’s New Agent Payments Protocol and What It Means for Crypto	2025-09-18

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