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)

Another Pro-Crypto Appointment in the Biden Administration?

Another Pro-Crypto Appointment in the Biden Administration?

On this edition of the Weekly Recap, NLW argues that while bitcoin’s price was the short-term story of the week, the medium-term story was all about the transition of power in the U.S. to the new Bide...

23 Tammi 202111min

This Bitcoin Dip Was Not Caused by FUD

This Bitcoin Dip Was Not Caused by FUD

Today on the Brief: Home sales up, home supply down Biden’s first test on the stimulus Euro pessimism  Our main discussion: Why the bitcoin dip wasn’t caused by FUD.  Anyone paying attention th...

23 Tammi 202114min

Why the World's Largest Asset Manager Is Getting Into Bitcoin

Why the World's Largest Asset Manager Is Getting Into Bitcoin

Today on the Brief: A new SPAC exchange-traded fund with bitcoin-experienced leadership First look at Brian Brooks’ possible replacement at OCC What to expect from institutional bitcoin price targ...

22 Tammi 202113min

Is Janet Yellen Bitcoin's Biggest Enemy or Greatest Asset? Yes

Is Janet Yellen Bitcoin's Biggest Enemy or Greatest Asset? Yes

Today on the Brief: Jack Ma is not dead The latest in crypto M&A Deutsche Bank survey sites bitcoin as biggest bubble Our main discussion: Yellen’s impact on bitcoin and digital assets In this ...

21 Tammi 202121min

Goldman Sachs Can No Longer Dismiss Bitcoin

Goldman Sachs Can No Longer Dismiss Bitcoin

Today on the Brief:  Gary Gensler is officially Biden’s pick for SEC chairman Investors are betting against the U.S. dollar Grayscale has best day ever with $700 million in investment Ethereum re...

20 Tammi 202115min

Lyn Alden on Why the Dollar System No Longer Serves the US or the World

Lyn Alden on Why the Dollar System No Longer Serves the US or the World

This is an encore presentation of NLW’s first interview with macro analyst Lyn Alden, from May 2020. In it, they discuss: Why we’re at the end of a strong dollar cycle Why the Federal Reserve is te...

19 Tammi 202159min

‘America and Sound Money,’ the Most Important Bitcoin Essay of the Last Year

‘America and Sound Money,’ the Most Important Bitcoin Essay of the Last Year

This week’s Long Reads Sunday is a reading of the “Stone Ridge 2020 Shareholder Letter” by Ross Stevens, CEO and co-founder of Stone Ridge Asset Management, discussing the history of America, sound mo...

17 Tammi 202135min

Crashes, Rallies and Stimulus: A Normal Week for 2021 Bitcoin

Crashes, Rallies and Stimulus: A Normal Week for 2021 Bitcoin

On “The Breakdown’s” Weekly Recap, NLW argues that this week is exemplary of a set of trends that will define 2021, including: Market volatility Macro tailwinds  Convergence of crypto and traditio...

16 Tammi 20219min

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