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(2079)

What Everyone Missed About Circle's Explosive IPO

What Everyone Missed About Circle's Explosive IPO

Circle's IPO wasn't just successful—it was a rocket ship, surging from its initial price of $31 to over $100 per share in just days. But why did analysts and markets underestimate Circle so dramatical...

15 Kesä 202510min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

On today's Breakdown, NLW covers a dramatic escalation as Israel launches airstrikes against Iran, rattling global markets. He explores Bitcoin's initial response as a risk asset rather than a safe ha...

14 Kesä 202512min

The Stablecoin Surge and Stripe’s Crypto Power Play

The Stablecoin Surge and Stripe’s Crypto Power Play

Nathaniel dives into the growing momentum behind stablecoin legislation in Washington, including the Senate’s latest approval of the Genius Act, the political posturing surrounding it, and why this is...

12 Kesä 202513min

Bitcoin’s Hot Summer, Solana ETF Momentum, and Connecticut's Crypto Ban

Bitcoin’s Hot Summer, Solana ETF Momentum, and Connecticut's Crypto Ban

Bitcoin is sizzling this summer, surging back to $110,000 amid optimistic predictions from figures like Michael Saylor, who argues that crypto winter is permanently behind us. But is this bullish enth...

11 Kesä 202511min

Why the SEC Chair Just Declared Self-Custody a Foundational American Value

Why the SEC Chair Just Declared Self-Custody a Foundational American Value

In a significant policy shift, SEC Chair Paul Atkins defends self-custody as a fundamental American right, marking a turning point for crypto regulation and DeFi innovation. NLW explores why this decl...

11 Kesä 202512min

Trump's Taco Trade and the Dollar's Dangerous Game

Trump's Taco Trade and the Dollar's Dangerous Game

Markets settle on the "taco trade," betting Trump won't push tariffs too far—but uncertainty reigns as China tensions linger, automakers scramble over rare earth metals, and CEO confidence plummets. M...

10 Kesä 202513min

The End of Money as You Know It

The End of Money as You Know It

On today's Long Read Sunday, NLW explores Hugh Hendry's provocative essay "Sovereignty 3.0," examining how rising Treasury yields signal the collapse of traditional financial structures and the emerge...

8 Kesä 20258min

Circle Soars, Trump and Musk Clash, and JPMorgan Embraces Bitcoin ETFs

Circle Soars, Trump and Musk Clash, and JPMorgan Embraces Bitcoin ETFs

Scott Melker joins NLW for a packed Friday Five: Circle’s IPO skyrockets, Musk and Trump’s crypto-fueled feud jolts markets, and JPMorgan quietly normalizes Bitcoin as financial collateral. Plus, lawm...

7 Kesä 202522min

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