Searching for the Ethereum Foundation's Remaining Cash
FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown DISCLAIMER As alway...
24 Jun 23min
Is Strategy Really the Next Terra Luna?
Strategy’s STRC is still trading below its $100 target and has drawn comparisons to Terra Luna. David walks through how Terra Luna actually imploded, why Strategy's flywheel is meaningfully different,...
22 Jun 27min
The History of Standard Chartered Megabullish Price Predictions
Standard Chartered just put a $100 price target on Uniswap by 2030 — a 40× move from current levels. David walks through the call, the tokenization thesis underpinning it, and how Standard Chartered's...
17 Jun 18min
The US Just Made the Case for Open-Source AI
Anthropic released Fable V — a wrapper around its Mythos model with strict guardrails. Within 24 hours, the White House forced it offline over a jailbreak that exposed Mythos's full cyber capabilities...
15 Jun 21min
Blockworks Acquires Messari
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research ...
12 Jun 28min
SpaceX Just Became the Most Valuable Post-IPO Company Ever
It's SpaceX IPO day, and it’s on track to be the most valuable post-IPO company in history — $1.77T, surpassing Saudi Aramco. David walks through the numbers, the pre-IPO trade on Hyperliquid, and why...
12 Jun 21min
BlackRock's Bitcoin ETF Is $13 Billion Underwater
BlackRock's IBIT is sitting about $13 billion underwater on its Bitcoin holdings. Every ETH ETF is in the red. David walks through which funds bought the top, which took profit, and what happens to cr...
10 Jun 26min
Inside Pump.fun's New Bounty Platform
Pump.fun just rolled out Pump.fun Go — a bounty platform that pays you crypto for filming yourself doing… well, whatever. David on why this might actually matter for the next retail cycle. Plus: the c...
8 Jun 30min
