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)

The Bull Market Is Back on the Menu! (Did It Ever Leave?)

The Bull Market Is Back on the Menu! (Did It Ever Leave?)

On this episode of “The Breakdown,” NLW covers bull market indicators, including: Investment firms reporting positive market signals Continued NFT boom Markets ignoring outdated FUD Both NYDIG a...

12 Elo 202113min

Compromise Provision Tanked by Octogenarian Near-Retiree, but Crypto Shows DC It's Here to Stay

Compromise Provision Tanked by Octogenarian Near-Retiree, but Crypto Shows DC It's Here to Stay

The compromise amendment to the crypto provision in the infrastructure bill was shot down in the Senate yesterday. On this episode of “The Breakdown,” NLW covers what’s happened, what’s next and what ...

11 Elo 202114min

Bitcoin Rallies Defiantly as Senate Infrastructure Battle Hits a Snag

Bitcoin Rallies Defiantly as Senate Infrastructure Battle Hits a Snag

Contention over the crypto provision in the infrastructure bill continues. Today on “The Breakdown,” NLW brings the latest, including: Consensus mechanism confusion A weekend stalemate  The emerge...

10 Elo 202115min

What Happens if the Dollar Loses Reserve Currency Status?

What Happens if the Dollar Loses Reserve Currency Status?

On this week’s “Long Reads Sunday,” NLW reads David Z. Morris’ “The End of Exorbitant Privilege: Inflation, the Global Dollar and What Comes Next,” which covers inflation’s potential impact on the sta...

8 Elo 202114min

'Crypto IS Macro Now': Raoul Pal on Bitcoin, DeFi and the Transformation of Power

'Crypto IS Macro Now': Raoul Pal on Bitcoin, DeFi and the Transformation of Power

On today’s episode, NLW is joined by Raoul Pal. Raoul is the founder and CEO of Global Macro Investor and Real Vision, whose Real Vision Crypto community has raced to more than 100,000 after launching...

7 Elo 202148min

White House Unveiled as Puppet Master as New Amendment Threatens Crypto Industry

White House Unveiled as Puppet Master as New Amendment Threatens Crypto Industry

The infrastructure bill-related surprise in the U.S. Congress came in the form of a competing amendment with a short list of exemptions from the original language. On this episode of “The Breakdown,” ...

7 Elo 202117min

With EIP 1559, Has ETH Become Ultra Sound Money?

With EIP 1559, Has ETH Become Ultra Sound Money?

On today’s episode of “The Breakdown,” host NLW discusses: Proposed amendments to the infrastructure bill Notable EIP 1559 changes “Ultra-sound” money meme explained Amendment proposals came fro...

6 Elo 202117min

What’s Really Behind SEC Chairman Gary Gensler’s Crypto Speech

What’s Really Behind SEC Chairman Gary Gensler’s Crypto Speech

SEC Chairman Gary Gensler’s speech at the Aspen Security Conference has Crypto Twitter in a frenzy. On this episode, NLW covers the latest in regulatory action, including: Infrastructure bill update...

5 Elo 202116min

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