A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.

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Title Date published
The Fed Hikes, Credit Tightens and Commercial Real Estate Looks Like the Next Problem for Banks 2023-03-25
The SEC Finally Picks a Fight With Someone Who Can Fight Back 2023-03-24
The Fed's Balance Sheet Jumped $300B Last Week. Is That Inflationary? 2023-03-23
The FDIC is Exploring How to Ensure All US Bank Deposits 2023-03-22
Was UBS Buying Credit Suisse Just ‘Soft Nationalization’? 2023-03-21
Bitcoin Was Created for Times Like These 2023-03-19
A Real-Time History of the Crypto Banking Crisis, With Austin Campbell 2023-03-18
The 5 Key Bitcoin Building Themes, With Wolf Lightning Accelerator CEO Kelly Brewster 2023-03-18
Apparently, U.S. Regulated Banks Are Riskier Than Stablecoins 2023-03-17
Is Credit Suisse the Next Banking Domino? 2023-03-16
The Banking System Broke; Will That Force a Fed Pivot? 2023-03-15
Even Barney Frank Thinks Signature Was Shut Down to Send an Anti-Crypto Message 2023-03-14
We Pushed Semiconductors Offshore; Are We Doing the Same to Crypto? 2023-03-12
The Government Game Plan: Call Ether a Security, Tax the Crap Out of Bitcoin Mining 2023-03-11
The 2nd Biggest Bank Failure In American History: Silicon Valley Bank Is No More 2023-03-11
The Real Reasons Silvergate Collapsed 2023-03-10
Fed’s Powell Brings the Dog and Pony Show to DC for the Semiannual Monetary Policy Review 2023-03-09
Fireworks in the Grayscale Bitcoin ETF Lawsuit as Judge Visibly Rattles SEC Attorney 2023-03-08
Are the WSJ Articles on Binance and Tether ‘Trial by Press’? 2023-03-07
Crypto’s Center of Gravity Is Shifting Away from the U.S. 2023-03-05
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