Venice Is Now a Crypto-AI Unicorn — But Its Token Tanked 50%
VVV is down 50% on news that should be good for Venice. David unpacks why — covering the token vs. equity distinction, Dragonfly's reasoning, and what the onchain data says about how many people are a...
6 Jul 30min
Binance Needs A Friend in The European Union
Binance is out of the EU as of July 1 after its MICA license application in Greece was rejected. David runs through who is and isn't licensed under MICA, checks Blockworks Research for Binance's actua...
29 Jun 29min
How Strategy Insiders Insulated Themselves From the Crash
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...
26 Jun 21min
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
