Are We Measuring Crypto All Wrong? | Nick Almond
While The Breakdown is between seasons, we’re sharing the full version of a past conversation with Nick Almond. The discussion explores how to think about crypto networks, why common metrics can be mi...
24 Maalis 27min
The Macro Chain Reaction of Oil Shocks | Forward Guidance
While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance. Felix is joined by Bob Elliott to break down how oil shocks impact inflation, growth, and central bank poli...
19 Maalis 48min
Why I’m Hosting The Breakdown | David Canellis | The Breakdown
As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and the industry’s next phase. – Follow David: https:/...
17 Maalis 22min
The Real Forces Moving Bitcoin Now | Marc Arjoon
Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market. As always, remember this podcast is for i...
12 Maalis 33min
Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown
From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fading. Plus, a conversation with Marc Arjoon. As ...
10 Maalis 22min
AI Agents and the Next Wave of Crypto Demand | The Breakdown
How should crypto tokens be valued? Haseeb Qureshi breaks down why cash-flow rights won’t “fix” prices, and how AI agents transacting on-chain could drive the next wave of demand. As always, rememb...
5 Maalis 33min
Introducing: Inflection Point | The Crypto-TradFi Convergence
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial...
5 Maalis 1h 3min
Crypto VC Is Not The Problem | The Breakdown
Are retail investors just exit liquidity? We unpack the token premium, forced price discovery, and what Ethereum and Tron data reveals about when fundamentals actually matter. Featuring insights from ...
3 Maalis 31min
