The Breakdown
The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/

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Jaksot(2085)

Wall Street’s Crypto Push, Western Union’s Stablecoin, and the Fed’s Halloween Confusion

Wall Street’s Crypto Push, Western Union’s Stablecoin, and the Fed’s Halloween Confusion

On this Halloween Friday Five, NLW and Scott Melker break down a wild week in macro and crypto. The Fed’s latest meeting left markets confused about future rate cuts, while Wall Street and legacy paym...

1 Marras 202519min

Fed Cuts as Expected, But Powell Keeps Markets Guessing

Fed Cuts as Expected, But Powell Keeps Markets Guessing

Markets got the rate cut they expected — but not the clarity they wanted. Fed Chair Jerome Powell stunned investors by signaling that December’s cut is “far from a foregone conclusion,” while also ann...

31 Loka 202510min

Polymarket’s $9B Comeback: Prediction Markets Return to the U.S.

Polymarket’s $9B Comeback: Prediction Markets Return to the U.S.

Polymarket is preparing to relaunch in the U.S. after years in regulatory exile, now armed with a CFTC-compliant license and a $9B valuation. The move signals a new era for prediction markets—blurring...

30 Loka 202512min

Will Bitcoin Ever Fall Below $100K Again?

Will Bitcoin Ever Fall Below $100K Again?

Standard Chartered’s Jeff Kendrick says if this week goes well, Bitcoin may never drop below $100,000 again. NLW breaks down the key macro catalysts — a dovish Fed, a potential U.S.–China trade thaw, ...

29 Loka 202510min

Bitcoin Surges on Hopes of a China Deal

Bitcoin Surges on Hopes of a China Deal

Bitcoin and risk assets jumped as the U.S. and China appeared to reach a framework agreement that takes 100% tariffs and rare earth restrictions off the table. NLW breaks down what the potential trade...

28 Loka 20259min

The Five Most Important Stories in Crypto

The Five Most Important Stories in Crypto

NLW and Scott Melker chop up another week, with a big discussion of the controversial CZ pardon. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTub...

25 Loka 202525min

Democrats Blow Up at Crypto Executives Over Market Structure Bill

Democrats Blow Up at Crypto Executives Over Market Structure Bill

A tense closed-door meeting between Senate Democrats and crypto executives erupted into frustration and accusations after the leak of a draft market structure proposal seen as a de facto DeFi ban. NLW...

24 Loka 202510min

Is the Gold to Bitcoin Rotation Underway?

Is the Gold to Bitcoin Rotation Underway?

Gold’s record-breaking rally just snapped with its biggest one-day drop in over a decade, and now traders are asking whether the long-anticipated rotation from gold into Bitcoin has begun. In today’s ...

23 Loka 202511min

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