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
Is Custodia a ‘Sacrificial Lamb’ to the Fed’s War on Crypto Banking? 2023-02-23
Narrative Watch: Hong Kong Nudges Towards Legalizing Crypto Trading for Retail 2023-02-22
How to Fight Back Against Rogue Regulators 2023-02-19
Why the Newly Proposed Custody Role Could Represent a De Facto Ban on Crypto 2023-02-18
Is the SEC’s Terra Lawsuit Trying to Set Precedent That Stablecoins are Securities? 2023-02-18
Why Bitcoin Rallied 11% on Wednesday 2023-02-17
Regulators Only Have Themselves to Blame for Crypto Not Being Better Regulated 2023-02-16
Slightly Hot Inflation Print Probably Won’t Change the Fed’s Perspective 2023-02-15
The Latest Front in the Crypto Wars Is Binance-Paxos and BUSD 2023-02-14
Are Ordinals Sneakily a Boon to Bitcoin Security? 2023-02-13
‘A Paternalistic and Lazy Regulator’: What the SEC-Kraken Staking Settlement Means for Crypto 2023-02-11
Python Politics Part 2: Operation Choke Point 2.0 Begins 2023-02-11
Python Politics Part 1: The US Government's Slow Squeeze on Crypto via the Banking System 2023-02-10
Here Comes ‘Britcoin’ 2023-02-09
The Fed’s Hawkish Walk Back 2023-02-08
Would a Genesis/DCG Deal With Creditors End the Crypto Contagion? 2023-02-07
Why Crypto Fundraising Could Be in for a Painful Winter 2023-02-05
The Tragedy of Lebanon’s Currency Devaluation 2023-02-04
Is the Narrative Around ESG and Bitcoin Mining Shifting? 2023-02-04
Jerome Powell Finally Believes He Might Actually Get His Soft Landing 2023-02-03
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