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The Breakdown

Blockworks
Bitcoin
SEC
Etfs
Coinbase
Kraken
Ethereum
Bitcoin Etfs
Elizabeth Warren
Bank Of America
Wells Fargo
Finance
Vanguard
Proof Of Work
Digital Payments
Stablecoins
Ledger
February
Satoshi Nakamoto
Circle
Tron

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks. Subscribe to The Breakdown newsletter: the-breakdown.carrd.co/

PublishesDailyEpisodes2007Founded7 years ago
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Artwork for The Breakdown

Latest Episodes

Today’s episode examines Washington’s increasingly public admission that the market-structure bill is stuck, with key senators signaling that negotiations have become frustrating and unlikely to resolve this year. From there the focus turns to MicroS... more

A crypto regulatory update looking at why the long-promised market structure bill is likely slipping into next year as negotiators get bogged down in stablecoin yield, conflict-of-interest language, and the thorny problem of DeFi. The episode also co... more

Larry Fink and Brian Armstrong hit the DealBook Summit with a message that couldn’t be clearer: crypto is now a mainstream financial conversation, not a curiosity. Their joint interview laid out Bitcoin’s purpose, tokenization’s inevitability, and wh... more

Larry Fink makes his most explicit case yet that tokenization is entering its internet-1996 moment, and the rest of Wall Street is suddenly lining up behind him. Today’s episode looks at why this shift matters, how macro liquidity and Fed policy are ... more

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Accepts Sponsors
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Recent Guests

Elena Nisenoff
Co-founder of Halcyon, a new crypto-focused PR firm
Halcyon
Episode: What FTX Marketing Was Actually Trying to Accomplish
Aubrey Strabel
Co-founder of Halcyon, a new crypto-focused PR firm
Halcyon
Episode: What FTX Marketing Was Actually Trying to Accomplish
Dan Tapiero
Friend of the show and crypto investor predicting growth in the crypto ecosystem.
50T
Episode: Crypto's Institutional Summer: Perps, Policy, and the Ethereum Surge
Thomas Cowan
Head of tokenization in on-chain capital markets at Galaxy
Galaxy Digital
Episode: Is Tokenization the 3rd Leg of this Bull Market?
Andy Baer
Leads research and product development of digital asset indices at Coindesk
Coindesk
Episode: What Everyone Missed About Circle's Explosive IPO
Hugh Hendry
Former global macro hedge fund manager and the author of the piece being discussed
Acid Capitalist
Episode: The End of Money as You Know It
Byron Gilliam
Writer of the daily newsletter for The Breakdown
Blockworks
Episode: When Investors Should Say "No" vs. "Yes"
Arthur Hayes
Founder and former CEO of BitMEX
Episode: Hayes: "Time to Long Everything!"
Michael Sonnenshein
COO of Securitize and previously CEO of Grayscale
Securitize
Episode: Lightspeed: Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein

Host

Nathaniel Whittemore
Host of the Breakdown, providing insights on macroeconomics, Bitcoin, and market dynamics.

Reviews

4.9 out of 5 stars from 1.7k ratings
  • Daily Listen

    Great show - part of my daily listen

    Apple Podcasts
    5
    Samlinsf
    United States3 months ago
  • Ok

    Great show

    Apple Podcasts
    5
    kfixbwhdisa
    United States4 months ago
  • This guy hates Trump

    All through the election cycle this pod promoted Kamala. Now that Trump is in office he is clearly showing his bias. No one, no one has trusted the labor data for years. Trump removes the head of the agency that provides that data. No brainer. If someone isn’t performing, you remove them. This pod spends 14 minutes saying the firing was wrong. 1 minute of discussing why it was the right move. This is just one example of why this is now a Democrat who is pushing his own agenda.

    Apple Podcasts
    2
    HHI 44
    United States4 months ago
  • Ok

    Used to be a good show till AI turned the content into beige vacuity. Not a drop of original reasoning in entire shows amid the vibes and giggles and tautological appeals to authority. Too lazy to read a 15 minute piece lol?

    Apple Podcasts
    4
    kfixbwhdisa
    United States4 months ago
  • Valuable, concise

    Podcast Addict
    5
    DbONZ
    4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many appreciate the quick, digestible format that provides essential information in a timely manner.
Users express an appreciation for the host's ability to explain complex economic concepts in an accessible way.
Some feedback indicates concerns about occasional political commentary detracting from the content's focus.
Listeners praise the show for its insightful analysis and valuable updates on Bitcoin and macroeconomic trends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Bell Curve: Beyond the Hype: Crypto’s Next Phase | Roundup
Q: How are you guys situating yourselves at the moment?
The guests discuss their perspectives on the current market conditions, mentioning the confusion around bull and bear markets and how they are planning their strategies amidst these dynamics.
Lightspeed: Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein
Q: Are people talking about security when discussing Solana?
Security concerns regarding Solana don't typically come up in discussions, especially as Securitize follows stringent KYC and security measures.
Lightspeed: Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein
Q: What do the big asset managers really think about Solana?
Solana is generally well-received as it has household name recognition and asset managers are excited to deploy RWAs onto it.
Supply Shock: The BPI's Plan To Make America A Bitcoin Nation | Grant McCarty
Q: Where do people find out more about the Bitcoin Policy Institute?
You can visit our website at btcpolicy.org.
Supply Shock: The BPI's Plan To Make America A Bitcoin Nation | Grant McCarty
Q: How involved were you in shaping the Strategic Bitcoin Reserve as a concept?
We turned public conversations about the need for a U.S. Bitcoin position into serious policy discussions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About The Breakdown

What is The Breakdown about and what kind of topics does it cover?

Focusing on the intersection of macroeconomics and the cryptocurrency landscape, this podcast offers daily insights into Bitcoin and broader geopolitical dynamics that influence market trends. Episodes consistently highlight recent events affecting the financial sector, including regulatory changes, significant economic shifts, and pivotal happenings in the cryptocurrency space, making it a vital resource for those wanting to stay informed about digital assets and macroeconomic factors. Unique in its ability to relate high-level economic theories to the day-to-day developments within crypto markets, the podcast caters to listeners seeking clarity in a complex and rapidly changing environment.

Listeners can expect a blend of detailed analys... more

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Which podcasts are similar to The Breakdown?

These podcasts share a similar audience with The Breakdown:

1. CoinDesk Podcast Network
2. The Wolf Of All Streets
3. Unchained
4. On The Brink with Castle Island
5. The Pomp Podcast

How many episodes of The Breakdown are there?

The Breakdown launched 7 years ago and published 2007 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Breakdown?

Recent guests on The Breakdown include:

1. Elena Nisenoff
2. Aubrey Strabel
3. Dan Tapiero
4. Thomas Cowan
5. Andy Baer
6. Hugh Hendry
7. Byron Gilliam
8. Arthur Hayes

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