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)

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

Bitcoin at $318,000 Next December? One Citibank Exec Says It’s Possible

Bitcoin at $318,000 Next December? One Citibank Exec Says It’s Possible

Today on the Brief:  Moderna trial success drives markets up New all-time high in negative-yielding debt Jay Clayton to leave SEC  Our main discussion: BTC $318,000 in December 2021? That’s the...

17 Marras 202014min

Dollar Decline and the Paralysis of Conventional Monetary Policy

Dollar Decline and the Paralysis of Conventional Monetary Policy

On this week’s edition of Long Reads Sunday, NLW reads former IMF chief and current Harvard economist Kenneth Rogoff’s latest Op-Ed, “The Calm Before the Exchange Rate Storm” in Project Syndicate.

15 Marras 20209min

Dalio Says Governments Will Kill Bitcoin. Is He Right?

Dalio Says Governments Will Kill Bitcoin. Is He Right?

On this edition of the weekly recap, NLW looks at bitcoin’s surge past $16,000. Additionally, he explores some recent FUD from Ray Dalio, which NLW argues seems strangely locked in years-old narrative...

14 Marras 202011min

PayPal Rolls Out Crypto for All US Customers

PayPal Rolls Out Crypto for All US Customers

Today on the Brief: Christine Lagarde’s digital euro hunch Deutsche Bank CBDC note COVID-19 resurgent    Our main discussion: PayPal is rolling out crypto to all its users and increasing trans...

14 Marras 202011min

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