The Breakdown

By BlockworksBusiness Investing

The Breakdown episodes

August 07, 2024What Was That -- A Market Crash for Ants?
Wait, is that it? After all that fuss and bluster Monday didn't turn out nearly as bad as many had predicted. What's more, for once, no one blamed Bitcoin (even though it heralded the violent down move to come). NLW finishes off coverage of the recent market movements.

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13 min
August 06, 2024What Drove the Market Crash
The market hemorrhaged on Monday, and it was preceded by a big move down in Bitcoin and crypto. NLW explains the most likely causes, including the Japanese Yen Carry trade unwind, the jobs report, and more.

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13 min
August 01, 2024Powell Signals Rate Cuts Finally Coming in September
At yesterday's FOMC, the Fed held rates steady but Powell signaled a September cut to come. Still he left himself characteristic wiggle room. NLW covers it all on this macro focused episode.

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15 min
August 01, 2024The Debate Around the Bitcoin Reserve
NLW catches up on the debate around a US Bitcoin Strategic Reserve, plus looks at the indictment of Nader al-Naji.

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14 min
July 31, 2024Is the US Preparing to Sell Silk Road BTC?
Just days after Former President Trump pledges not to sell seized Bitcoin, the US government has around $2B worth of BTC on the move. Is it just custodial reshuffling or the prelude to a sale? And most of all, is it politically motivated?

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13 min
July 30, 2024The Political Class Bends the Knee to Bitcoin
NLW covers speeches from President Trump, Robert F. Kennedy Jr., Cynthia Lummis, Wiley Nickel and more from the Bitcoin Conference.

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16 min
July 26, 2024Senator Bill Hagerty on the Stakes of the Election for Bitcoin
A reading and discussion inspired by https://bitcoinmagazine.com/politics/the-future-of-bitcoin-in-america-will-be-decided-at-the-ballot-box

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11 min
July 26, 2024The Worst Day in Stonks Since 2024
NLW goes macro and looks at the fluttering in markets plus a variety of other signals which suggest rougher times on the horizon.

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18 min
July 25, 2024ETH's Successful First Day ETF Launch
NLW covers day one of trading of the Ethereum Spot ETFs. Plus, no Kamala for The Bitcoin Conference.

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13 min
July 24, 2024Ethereum ETFs Go Live!
NLW covers the first day of trading of the Ethereum Spot ETFs. Will they live up to expectations? Will they restart the bull market? Plus, Swan shifts plans.

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13 min

About The Breakdown

From the publisher's feed

The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics.