The Breakdown

Latest Episodes:

An AI Primer for Bitcoiners Apr 14, 2023

Show notes

On todays show, NLW gives a primer on the rapidly evolving artificial intelligence (AI) space, including introducing key concepts such as Generative AI, LLMs and more. He also looks at why bitcoiners have a particularly important vantage point in the emerging AI conversation.

“The Breakdown” is written, produced and narrated by Nathaniel Whittemore aka NLW, with editing by Michele Musso and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Music behind our sponsor today is “Foothill Blvd” by Sam Barsh. Image credit: Midjourney.

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Inflation Drops Most In 2 Years, but Not Everyone Is Buying It Apr 13, 2023

Show notes

Inflation came in at an annualized 5% this month, beating economists’ expectations and dropping to its lowest level in two years. That’s good, right? Well, hold your horses, say some analysts. Services inflation remains sticky, and with recent production cuts from OPEC+ and an end to tapping U.S. Strategic Petroleum Reserves, energy prices could come back up during the U.S. summer high season.

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Bitcoin’s Rally to $30K Being Driven by Good Old-Fashioned Spot BTC Buying Apr 12, 2023

Show notes

Description

Bitcoin hit $30,000 for the first time since June 2022 last night. On today’s episode, NLW looks at why the evidence suggests this rally is – unlike previous crypto rallies –driven by spot buying instead of leverage trading. He also looks at how the crypto market has evolved and is seemingly more hostile to previously hyped narratives.

Join the discussion at discord.gg/VrKRrfKCz8.

Announcing The Breakdown Network and Bitcoin Builders Apr 11, 2023

Show notes

The Breakdown is expanding to become The Breakdown Network. The first spinoff show will be called Bitcoin Builders and is all about the entrepreneurial and creative energy flowing into bitcoin. Learn more about the changes and what you can expect. Sound credit: “Shattuck Hall” by Garvanza licensed via Track Club

Everyone Is Talking About De-Dollarization, Is There Anything To It? Apr 11, 2023

Show notes

On today’s episode of “The Breakdown,” NLW looks at shifting geopolitical alignments, honing in on French President Macron’s recent visit to China, China’s war games in the South China Sea and the growing de-dollarization narrative.

Join the discussion at discord.gg/VrKRrfKCz8.

Traders Shifting to Tether and BTC Are Voting Against the U.S. Apr 09, 2023

Show notes

On this week’s “Long Reads Sunday,” NLW reads:

USDC Boasted Transparency but It Didn't Help When Silicon Valley Bank Got Into Trouble - J.P. Koning

Happy 48th Birthday, Satoshi Nakamoto - George Kaloudis

Are Real-World Assets (RWA) the Next Big Crypto Narrative? Apr 08, 2023

Show notes

On this edition of the “Weekly Recap,” NLW looks at some followup stories from the shutdown of Signature Bank last month, as well as the emerging trend of real-world asset tokenization.

Is Crypto Already Soft-Banned in the U.S.? Apr 07, 2023

Show notes

Wednesday, Foreign Affairs published an argument from American University professor Hilary Allen that the U.S. should consider a full ban on crypto. The argument gives explicit voice to a position that has been held quietly in the Biden Administration, and represents a ratcheting up of the rhetorical war around crypto in the U.S.

Join the discussion at discord.gg/VrKRrfKCz8.

Is the Banking Crisis Really Over? Apr 06, 2023

Show notes

On today’s episode of “The Breakdown,” NLW looks at the debate raging on Twitter about whether the banking crisis is actually over. $390 billion in deposits left U.S. banks last month – the most ever in a single month – but the bleeding seems to have been stemmed. Still, many are looking uncomfortably at commercial real estate loans coming due as another source of trouble for the same small and regional banks that were under the gun last month.

Join the discussion at discord.gg/VrKRrfKCz8.

Interpol, Elon-DOGE and the Latest Crypto Controversy Apr 05, 2023

Show notes

Ah, just a casual Monday in crypto land, where an encrypted tweet from an influencer leads to billions of dollars of value wiped off the market cap. On today’s episode, NLW looks at the CZ Interpol Red Notice rumors, explanations for Elon Musk changing Twitter’s blue bird icon to a Shiba Inu dog, and more substantive news about the latest hearings around Binance.US’ intended acquisition of bankrupt Voyager Digital’s assets.

Join the discussion at discord.gg/VrKRrfKCz8.

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