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(2072)

Did an HBO Documentary Just Reveal Satoshi's True Identity?

Did an HBO Documentary Just Reveal Satoshi's True Identity?

One of the great mysteries of the modern age is the true identity of Bitcoin creator Satoshi Nakamoto. This year, we got a definitive court judgement that it was not Craig Wright (which any bitcoiner ...

9 Loka 202410min

Could a Robinhood Exec End up SEC Chair?

Could a Robinhood Exec End up SEC Chair?

NLW covers reporting that Robinhood Chief Legal Officer Dan Gallagher is in the running to lead the SEC after Gary Gensler. Plus a report from JPMorgan on Uptober. Unlocking Bitcoin DeFi with ExSat ...

9 Loka 202413min

How the Jobs Report Changes Rate Cut Calculus

How the Jobs Report Changes Rate Cut Calculus

On Friday, the nonfarm payrolls report came in much hotter than expected. On today's episode, NLW looks at the market reaction and specifically, what it means for the likely path of Federal Reserve in...

8 Loka 202413min

Bitcoin's Incontrovertible Political Winning

Bitcoin's Incontrovertible Political Winning

A reading and description inspired by https://blockworks.co/news/political-candidates-cannot-ignore-crypto-voters Unlocking Bitcoin DeFi with ExSat The exSat Network aims to unlock and scale the Bitc...

7 Loka 202410min

JP Morgan on BTC and the Debasement Trade

JP Morgan on BTC and the Debasement Trade

NLW looks at the incredible progress Bitcoin has made as a mainstream asset, discussing the latest JP Morgan analysis affirming BTC's role in a period of increased global strife. Unlocking Bitcoin D...

5 Loka 202413min

Judge Declares Prediction Markets Legal in US

Judge Declares Prediction Markets Legal in US

Or at least...they're not illegal based on the CFTC's arguments. A Judge has rejected the CFTC's appeal to keep Kalshi from posting a presidential election market. The decision has led to numerous pla...

4 Loka 202414min

The Market Reaction to Iranian Bombing

The Market Reaction to Iranian Bombing

Yesterday Iran sent a barrage of missiles towards Israel, escalating the simmering regional conflict. NLW looks at how the markets -- both tradfi and crypto -- responded to the news. Unlocking Bitco...

3 Loka 202413min

Is Uptober On the Menu for Bitcoin?

Is Uptober On the Menu for Bitcoin?

October is historically Bitcoin's best month. After coming off a stronger-than-usual September, however, and facing down macro and geopolitical uncertainty, will the Uptober trend appear once again? ...

2 Loka 202415min

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