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)

As Circle Prepares to IPO, Crypto Deals Heat Up

As Circle Prepares to IPO, Crypto Deals Heat Up

May was a breakout month for crypto deals, with $3.5 billion in activity signaling a shift from stagnation to strategic consolidation. NLW breaks down the Robinhood–Bitstamp acquisition, Jump’s bet on...

4 Kesä 202512min

Who is Funding These Bitcoin Treasury Companies?

Who is Funding These Bitcoin Treasury Companies?

Bitcoin treasury companies are multiplying fast—some with billions in backing, others chasing quick gains. Today’s episode examines who’s funding these firms, how the Michael Saylor playbook is evolvi...

3 Kesä 202513min

The Five Most Important Stories in Bitcoin Last Week

The Five Most Important Stories in Bitcoin Last Week

Recorded live on Friday May 30th, 2025. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to...

2 Kesä 202525min

Bitcoin Vegas Goes Big as Politics Takes Center Stage

Bitcoin Vegas Goes Big as Politics Takes Center Stage

The Bitcoin Conference returned to Las Vegas bigger than ever, drawing over 30,000 Bitcoiners and showcasing political heavyweights championing crypto’s future. Vice President JD Vance outlined the ad...

31 Touko 202513min

Who Can Out-Saylor Saylor?

Who Can Out-Saylor Saylor?

Trump Media, GameStop, Joe Lubin, and a growing list of others are embracing the Michael Saylor playbook—raising massive capital to load up on Bitcoin. Today on The Breakdown, NLW unpacks the explosio...

29 Touko 202511min

The Big Bank Stablecoin Consortium

The Big Bank Stablecoin Consortium

America’s biggest banks are planning a joint stablecoin, signaling a new phase of institutional crypto adoption — but it’s happening just as political backlash intensifies. NLW breaks down the Wall St...

29 Touko 202511min

Bitcoin Hits All-Time High — But Nobody Seems to Care

Bitcoin Hits All-Time High — But Nobody Seems to Care

Bitcoin just notched a new all-time high, but this time, there’s no mania, no frenzy—just a shrug. NLW breaks down the weirdest ATH in Bitcoin’s history, why it happened without a clear catalyst, and ...

23 Touko 202513min

Bitcoin Inches Toward History as Politics, Policy, and Memecoins Collide

Bitcoin Inches Toward History as Politics, Policy, and Memecoins Collide

Bitcoin hovers just below a new all-time high, with traders bracing for a potential liquidation cascade and analysts divided on what comes next. NLW explores whether upcoming catalysts—ranging from a ...

22 Touko 202511min

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