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(2085)

What Jerome Powell Said at Jackson Hole

What Jerome Powell Said at Jackson Hole

The Kansas City Fed’s annual Jackson Hole Economic Symposium is sort of like TED for Central Bankers. In the lead-up to this year’s event, the conversation has been totally focused on whether or not F...

28 Aug 202111min

The World Economy's 'Transitory' Supply Chain Issues Don't Seem so Transitory After All

The World Economy's 'Transitory' Supply Chain Issues Don't Seem so Transitory After All

First, on the Brief: Bitcoin hash power coming back online A new millionaire testing out crypto An emerging music tokenization platform Bitcoin saw a significant drop in hashrate after China’s m...

27 Aug 202115min

Why the Crypto Industry Doesn't Trust the Treasury

Why the Crypto Industry Doesn't Trust the Treasury

First, on the Brief: OnlyFans’ reversal of its decision to ban sexuually explicit content Budweiser’s NFT Twitter profile picture The U.K.’s warnings to Binance Last week, OnlyFans announced it ...

26 Aug 202113min

Citi to Trade Bitcoin Futures?

Citi to Trade Bitcoin Futures?

On this episode of “The Breakdown”: Surveys and reports detailing expected institutional adoption Citigroup to trade on the CME Global perception of crypto, CBDCs NFT and DeFi on the rise Bitcoi...

25 Aug 202110min

Visa Buys a Punk as Bitcoin Returns to $50K

Visa Buys a Punk as Bitcoin Returns to $50K

Late Sunday evening, bitcoin pushed above $50,000 for the first time in three months. Overall BTC is up 46% in the last 30 days. NLW explores arguments that this move has been spot driven and connecte...

24 Aug 202113min

Why Time Is the Ultimate Scarce Asset

Why Time Is the Ultimate Scarce Asset

This week, “Long Reads Sunday” returns to its Twitter roots with a reading of two threads from crypto VCs. The first comes from Andreessen Horowitz’ Chris Dixon and the second from Kyle Samani of Mu...

22 Aug 202115min

Why Is the Fed so Scared of Stablecoins?

Why Is the Fed so Scared of Stablecoins?

On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: News that Brian Brooks left Binance.US after a fundraise proved unsuccessful  Why Coinbase is investing $500B in crypto  The Fed’s ...

21 Aug 20219min

What's Really Going on With OnlyFans and Payment Censorship

What's Really Going on With OnlyFans and Payment Censorship

The tyranny of payment processors as moral barometers strikes again. On Thursday, Axios revealed that OnlyFans was struggling to raise money from outside investors despite being on track to make more ...

21 Aug 202117min

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