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)

Crypto Narratives Becoming Reality

Crypto Narratives Becoming Reality

On this Long Read Sunday, NLW turns to Byron Gilliam’s Breakdown newsletter for a discussion of whether crypto narratives are finally becoming reality. From gold’s millennia-long hold on value percept...

24 Aug 20259min

Markets Hold Their Breath in Wyoming

Markets Hold Their Breath in Wyoming

Markets turned their attention to Jackson Hole for Jerome Powell’s final speech as Fed Chair, while crypto and AI narratives kept investors on edge. NLW unpacks how Powell’s tone could shift rate cut ...

23 Aug 202522min

Fed Governor Waller Says Crypto Adoption Is Nothing to Fear

Fed Governor Waller Says Crypto Adoption Is Nothing to Fear

At the Wyoming Blockchain Summit, Federal Reserve Governor Christopher Waller delivered one of the most striking pro-crypto speeches ever from a senior central banker. Waller argued that decentralized...

22 Aug 202512min

Crypto at a Crossroads in Wyoming

Crypto at a Crossroads in Wyoming

At this year’s Wyoming Blockchain Symposium, regulators and policymakers made it clear that crypto’s role in the U.S. financial system is entering a new chapter. Federal Reserve Governor Michelle Bowm...

21 Aug 202515min

Jackson Hole Retrospective: Powell’s Fed Legacy

Jackson Hole Retrospective: Powell’s Fed Legacy

As Jerome Powell prepares for his final Jackson Hole address, we look back at how his speeches at the Fed’s most important annual gathering have shaped the past six years of monetary policy. From “tra...

20 Aug 202514min

Correction Watch 2025: Bitcoin Pullback or Just Another Bull Run Pause?

Correction Watch 2025: Bitcoin Pullback or Just Another Bull Run Pause?

After hitting new all-time highs above $124,000, Bitcoin is showing its first signs of weakness. Traders are watching closely as a six-week rally cools off, with historical cycles suggesting a pullbac...

19 Aug 202513min

Bitcoin, Politics, and Privacy

Bitcoin, Politics, and Privacy

On this week’s Long Read Sunday, NLW reads two essays exploring the intersection of Bitcoin, crypto, and politics. The first, Red Coin Blue Coin: The New Politics of Exposure, looks at the rise of pol...

17 Aug 202512min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

In this week’s Friday Five, NLW and Scott break down U.S. Treasury comments that rattled Bitcoin markets and offered a rare glimpse into America’s BTC holdings, then dive deep into Circle’s launch of ...

16 Aug 202522min

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