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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Episoder(2080)

Could This Actually Be An Amazing Setup for Bitcoin?

Could This Actually Be An Amazing Setup for Bitcoin?

NLW and Scott Melker count down the five most important stories in the crypto week. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://ww...

10 Okt 202521min

Wall Street Discovers the “Debasement Trade”

Wall Street Discovers the “Debasement Trade”

Bitcoin’s October rally isn’t just another crypto surge — it’s part of what JPMorgan calls the Debasement Trade. As gold spikes and the dollar weakens, major banks and economists are finally voicing f...

10 Okt 202512min

ICE Invests $2 Billion in Polymarket

ICE Invests $2 Billion in Polymarket

The parent company of the New York Stock Exchange just made a $2 billion investment in Polymarket, valuing the prediction-market platform at $9 billion and signaling a huge shift toward crypto-native ...

9 Okt 202510min

The TradFi-Crypto Fusion Is Here

The TradFi-Crypto Fusion Is Here

Galaxy Digital just launched Galaxy One — a platform merging crypto, stocks, and yield accounts into a single financial hub. Coinbase is pursuing a banking charter. Stripe and stablecoin issuers are d...

8 Okt 202510min

Bitcoin Breaks $125,000: The October Melt-Up Is On

Bitcoin Breaks $125,000: The October Melt-Up Is On

Bitcoin hit a new all-time high over the weekend, surging past $125,000 and capping its strongest week since May. Analysts point to ETF inflows, a weakening dollar, and broad asset rotation as drivers...

7 Okt 202511min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

On today’s Breakdown, NLW kicks off the first Friday Five of October with Bitcoin’s soaring price action. From October’s uncanny seasonality and ETF inflow momentum to government shutdown delays and C...

4 Okt 202519min

Bitcoin’s Favorite Month Has Arrived

Bitcoin’s Favorite Month Has Arrived

October has a reputation as Bitcoin’s strongest month, and so far 2025 is no exception. After a choppy September, BTC is already pushing back toward new all-time highs, shrugging off a government shut...

3 Okt 202511min

Government Shutdown Hits as Politics Markets and AI Collide

Government Shutdown Hits as Politics Markets and AI Collide

As of midnight, the U.S. government has officially shut down after Democrats and Republicans failed to reach a last-minute deal. In today’s Breakdown, NLW explores the political brinkmanship behind th...

2 Okt 202511min

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