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
No Pivot and Higher Terminal Rate Talk at FOMC Send Markets Back Down 2022-11-04
Dan Held on Bitcoin and the Battle Against CBDCs 2022-11-03
Can Elon Musk’s Twitter Challenge the Internet’s Advertising Model? 2022-11-02
Reflections on the Crypto Market Cycle, With David Hoffman 2022-11-01
What Bitcoin and the Stock Market’s Correlation Really Means 2022-11-01
Xi and the Shift From Economics to Ideology 2022-10-29
Why Energy Is the Most (Geo)Political Market, With Tony Greer 2022-10-29
Why Bitcoin’s Bear Market Hashrate Surge May Not Be Bullish 2022-10-28
Crypto Markets Put the ‘Pump’ in ‘Pumpkin’ 2022-10-27
Reddit NFTs Show People Like Crypto When They Don’t Know It’s Crypto 2022-10-26
Does the Bank of Japan’s Intervention Spell Trouble for the US Treasury Market? 2022-10-25
The Debate Around SBF’s Regulatory Ideas 2022-10-23
Is Voluntary Regulation the Right Approach to DeFi? 2022-10-22
The Institutions Aren’t Just Sticking With Crypto, They’re Expanding Their Offerings 2022-10-22
A Head of Lettuce Outlasted British PM Liz Truss 2022-10-21
100% Chance of Recession 2022-10-20
A CFTC Commissioner Proposes a New Definition of Retail Investor 2022-10-19
Are NFTs Still Disruptive in a Zero-Royalty World? 2022-10-18
Is Bitcoin Maximalism a Historical Aberration? 2022-10-16
Why Chip Manufacturing Is at the Center of Great Power Tension 2022-10-15
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