When Bitcoin’s Bear Market Might End
David maps the current Bitcoin bear market against every prior one — where we are, how much longer it could run, and where the bottom could land. FOLLOW THE SHOW › David — https://x.com/dcanellis ...
29 Touko 13min
A Google Engineer Made $1.2M Insider Trading on Polymarket
A Google engineer allegedly profited $1.2 million on Polymarket betting that d4vd would be Google's most-searched person of 2025 — using Google's own internal data. Plus: Blockworks' new Token Transpa...
28 Touko 28min
Is This $250M AI Company Fake?
Polsia (AI Slop spelled backwards) just announced a $30M raise at a $250M valuation with one human employee. David thinks it's less a company, more performance art. Plus: Uber, Microsoft and NVIDIA al...
26 Touko 34min
Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown
It's Bitcoin Pizza Day, and David runs through three Friday stories: Hyperliquid breaking all-time high (and why the buyback isn't really the driver), the XRP wallet and ETF flow narrative vs. what th...
22 Touko 32min
OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown
David unpacks the Ethereum Foundation exits, the Polymarket / UMA Oracle dispute mess revealed by the WSJ, and OpenAI's push to sell guaranteed compute on 1–3 year commits. Enjoy! TIMESTAMPS: (00:...
20 Touko 35min
The Messy State of Crypto Governance with Jito Foundation's Nick Almond | The Breakdown
Nick Almond of the Jito Foundation joins David to walk through why DAO governance is a mess, what “pragmatic decentralization” looks like in practice, and how the CLARITY Act will reshape governance g...
18 Touko 42min
The $70B AI IPO, Claude Cracks a Lost Wallet, and CLARITY Advances | The Breakdown
Hyperliquid enabled early exposure to the biggest AI IPO of the year. Claude helped recover a Bitcoin wallet locked for 11 years. And CLARITY made it through markup. David runs through all three. Enjo...
15 Touko 25min
