The Revolution Will Be Retweeted: The Breakdown Weekly Recap
The Breakdown6 Jun 2020

The Revolution Will Be Retweeted: The Breakdown Weekly Recap

The Breakdown Weekly Recap looks at the key themes that shaped the week. On this week’s episode, NLW discusses: The modern significance of Tiananmen Square, and why this week’s U.S. protests show why the tools of surveillance need to be applied to states, not citizens. The importance of “narrative violations,” or fighting to see things without falling into popular but often wrong conventional wisdoms The need to resist attempts from both the left and the right to fit today’s unrest into convenient culture-war frameworks that perpetuate each group’s power. This week on The Breakdown: Monday | The Power and Peril of the 'Bitcoin Fixes This' Meme A look at what role, if any, bitcoin has to play in remaking the world that is being protested around the U.S. (and world) this week. Tuesday | Bitcoin, Cellphones and the Citizen Tools of Anti-Authoritarianism, Feat. Alex Gladstein A look at the anti-authoritarian technology stack, including where non-state money like bitcoin fits in. Wednesday | 5 Numbers That Tell the Story of Markets Right Now From the number of U.S. flights from Chinese carriers to S&P 500 growth in the tumultuous year of 1968, these (unexpected) numbers tell the story of today’s markets. Thursday | The Mirage of the Money Printer: Why the Fed Is More PR Than Policy, Feat. Jeffrey P. Snider An argument that the Fed is actually highly ineffectual due to the presence of the eurodollar shadow-banking system. Friday | The Biggest Realignment in the US-China Relationship Since Nixon, Feat. Graham Webster A 101-level primer on the history of the U.S.-China relationship, and why today’s bluster represents a fundamental shift.

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Episoder(2085)

Venice Is Now a Crypto-AI Unicorn — But Its Token Tanked 50%

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

2 Groups Now Control Ethereum's Future. Here's What They Want.

2 Groups Now Control Ethereum's Future. Here's What They Want.

David sits down with Paul Dylan-Ennis — lecturer at University College Dublin and member of the Ethereum Foundation’s Silviculture Society — to map the split between the EF and the newly-formed ETH La...

1 Jul 34min

Binance Needs A Friend in The European Union

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

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

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?

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

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

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

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