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(2073)

Lyn Alden on Money Printing, Bitcoin and the End of an 80-Year Debt Cycle

Lyn Alden on Money Printing, Bitcoin and the End of an 80-Year Debt Cycle

Today’s guest is Lyn Alden. Lyn is the founder of Lyn Alden Investment Strategy and one of today’s best-known and most-respected macro analysts. In this conversation, she and NLW discuss: Anti-defla...

25 Marras 20201h 3min

A Bitcoin Shortage? PayPal and Cash App Buying More Than 100% of New Supply

A Bitcoin Shortage? PayPal and Cash App Buying More Than 100% of New Supply

Today on the Brief: AstraZeneca and University of Oxford release third positive COVID-19 vaccine trial data Trump administration ratchets up pressure on China Another DCEP lottery trial coming O...

24 Marras 202013min

Bitcoin ETF Time? What SEC Chairman Jay Clayton Stepping Down Means for Markets

Bitcoin ETF Time? What SEC Chairman Jay Clayton Stepping Down Means for Markets

On this week’s Long Reads Sunday, NLW reads Joe Nocera’s recent Op-Ed “Clayton’s Exit at SEC Opens Door to Protect Investors” from Bloomberg.  NLW expands upon the piece, discussing Clayton’s legacy ...

22 Marras 202012min

What Do Mexico's Second Wealthiest Billionaire and Arya Stark Have In Common?

What Do Mexico's Second Wealthiest Billionaire and Arya Stark Have In Common?

On this edition of The Breakdown weekly recap, NLW discusses: Traditional markets: The tension between vaccine optimism and a growing national wave of economy-disrupting lockdowns Regulatory landsc...

21 Marras 202010min

10 Metrics Where Bitcoin Has Already Hit New All-Time Highs

10 Metrics Where Bitcoin Has Already Hit New All-Time Highs

Earlier this week, investor Nic Carter published a piece called “Nine Bitcoin Charts Already at All-Time Highs” showing just how far bitcoin had come and how fundamentally bullish this quiet run-up wa...

21 Marras 202014min

A Crypto Ally as Top US Bank Regulator?

A Crypto Ally as Top US Bank Regulator?

Today on the Brief: Markets fight to remain optimistic  Jobless claims rise for the first time in five weeks China borrows at negative rates for the first time  Our main discussion: a crypto all...

20 Marras 202014min

Vijay Boyapati’s Four Mental Models for Valuing Bitcoin

Vijay Boyapati’s Four Mental Models for Valuing Bitcoin

Vijay Boyapati’s “The Bullish Case for Bitcoin” is one of the most influential articles in the history of the industry – even being assigned reading from MicroStrategy’s Michael Saylor as he tried to ...

19 Marras 202057min

HODL FOMO vs. Speculative FOMO: Why This Bull Market Will Be Different

HODL FOMO vs. Speculative FOMO: Why This Bull Market Will Be Different

Today on the Brief: Tesla to join S&P 500 Airbnb files for IPO  The Mooch wants crypto  Our main discussion: HODL FOMO vs. Speculative FOMO. The 2017-2018 bull run was driven by ICO mania and a...

18 Marras 202017min

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