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: https://the-breakdown.carrd.co/

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Title Date published
Government Shutdown Hits as Politics Markets and AI Collide 2025-10-02
SEC & CFTC Call a Truce on Crypto Regulation 2025-10-01
Kraken’s $15B Secret Raise and the Race to IPO 2025-09-30
Friday Five: Tether’s $500B Play, SEC Opens the Door, and Vanguard Bows to Crypto 2025-09-27
Agentic Payments and the Next Internet Economy 2025-09-26
Tether’s Half-Trillion Dollar Valuation 2025-09-25
Bitcoin’s September Shakeout: $1.7B in Liquidations Sets Stage for Q4 2025-09-24
Senate Democrats Push for Bipartisan Role in Crypto Market Structure Bill 2025-09-23
The Five Most Important Stories in Crypto This Week 2025-09-20
Fed Cuts Rates Amid Rising Labor Market Risks 2025-09-19
Google’s New Agent Payments Protocol and What It Means for Crypto 2025-09-18
Coinbase Considers Token Launch 2025-09-17
Checking In On Last Week’s Crypto IPOs 2025-09-15
Friday Five: SEC Turns Pro-Crypto, Tokenization Race Heats Up, Gemini IPO 2025-09-13
SEC Chair: "Crypto’s Time Has Come" 2025-09-12
Senate Democrats Unveil Competing Crypto Market Structure Bill 2025-09-11
Soft Jobs Report Clears the Way for Fed Cuts 2025-09-10
Stripe’s Tempo Chain and the Return of Enterprise Blockchains 2025-09-09
The Five Most Important Stories in Crypto This Week 2025-09-06
The Fed’s Big Stablecoin Shift 2025-09-05
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