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)

John McAfee and the End of Crypto’s Gonzo Era

John McAfee and the End of Crypto’s Gonzo Era

The passing of an icon in crypto necessitates reflection. John McAfee was at times reviled, and at the same time, deadly serious and a prophet, sometimes a clown. The many facets to his personality mi...

25 Jun 202115min

Bear Market? Not According to These Monster Funding Rounds

Bear Market? Not According to These Monster Funding Rounds

Today on “The Breakdown,” NLW looks at the contrast between growing bear market sentiment versus a sustained set of high-profile eight and nine figure financing rounds across multiple dimensions of th...

24 Jun 202114min

Lyn Alden on Bitcoin, Inflation and the Potential Coming Energy Shock

Lyn Alden on Bitcoin, Inflation and the Potential Coming Energy Shock

Lyn Alden, investment researcher and strategist with a keen eye on both crypto and traditional markets, joins NLW on today’s “The Breakdown.” Listen for a conversation about the state of the market an...

23 Jun 202154min

The De-Chinafication of Bitcoin

The De-Chinafication of Bitcoin

On this episode of “The Breakdown,” NLW takes a look at the most recent crypto news before taking a deeper dive into the latest step in the de-Chinafication of bitcoin.   MicroStrategy going “all-i...

22 Jun 202112min

Does a Law From the Civil War Make Stablecoins Illegal?

Does a Law From the Civil War Make Stablecoins Illegal?

On this week’s Long Reads Sunday, NLW reads “How the Civil War Shapes the Future of Stablecoins” by Franklin Noll, and discusses the recent debates around stablecoins and CBDCs.  -- Earn up to 12% AP...

20 Jun 202111min

What Are the Prospects for a Bitcoin Standard in Africa?

What Are the Prospects for a Bitcoin Standard in Africa?

This week on “The Breakdown’s Weekly Recap” NLW covers: More institutional bitcoin news, including a new Morgan Stanley fund from NYDIG and FS Investments and a Goldman Sachs trading partnership wit...

19 Jun 202112min

The Shorter Cycle Theory With Larry Cermak

The Shorter Cycle Theory With Larry Cermak

The idea of a multiyear supercycle is fading as shorter cycles take their place. In this episode, NLW and guest Larry Cermak, director of research at The Block, discuss the transformation of the super...

19 Jun 202134min

From a $1T Asset to a $100T Network: Everything We Learned About the Bitcoin Mining Council From Michael Saylor's Twitter Spaces

From a $1T Asset to a $100T Network: Everything We Learned About the Bitcoin Mining Council From Michael Saylor's Twitter Spaces

On today’s episode of “The Breakdown,” NLW first follows up on yesterday’s episode about the FOMC meeting and a potential future shift in Fed policy. As many expected, the Fed kept its short-term poli...

18 Jun 202116min

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