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The Breakdown

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nat

Episodes

Total: 1735

Everyone in markets is confused about everything it seems. NLW explains the latest CPI numbers; what

The House Financial Services Committee held a hearing on DeFi -- the first ever full Congressional h

NLW explores what recent price action in crypto suggests about the state of markets. Enjoying this c

With a Fed rates cut all but assured, the question has shifted to whether it will be a 25bps or 50bp

A reading and discussion inspired by Ikigai's Travis Kling https://x.com/Travis_Kling/status/1830981

Another day, another crypto settlement with the US government that seems designed to be about settin

What the Galois Capital settlement with the SEC means for crypto. Spoiler alert: it's not good. Enjo

September. On the one hand investors start coming back from the summer. On the other, it tends not t

A reading and discussion inspired by https://blockworks.co/news/bitcoin-powerful-defi-potentialEnjoy

NLW and Scott Melker count down the five most important stories of the week. Enjoying this content?

What's next, Pokemon and Magic the Gathering as securities? NLW covers the SEC sending a Wells Notic

NLW catches up on the latest on Binance exec Tigran Gambaryan's wrongful detention in Nigeria, where

NLW breaks down the Fed Chair's big moment at the end of last week. It's clear that the way is paved

Telegram CEO Pavel Durov was arrested over the weekend. NLW breaks down the news, possible interpret

NLW counts down the five most important stories of the week with Scott Melker. Recorded live on Frid

NLW catches up on the latest little hints of a Harris/Dem pivot on crypto, and also discusses the la

NLW covers the latest in Mt. Gox distributions, a DAO voting on an SEC settlement and much more. Enj

Recently, a very loosely sourced article claimed that VP Harris was likely to name Gary Gensler as T

Earlier this year, Cantor Fitzgerald CEO Howard Lutnick made news when he began discussing his compa

NLW notes that crypto critics have increased the rate at which their published op-eds -- perhaps a s