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(2071)

Bitcoin Mining Council: A “Green” Advance for BTC or a Trojan Horse for Centralization?

Bitcoin Mining Council: A “Green” Advance for BTC or a Trojan Horse for Centralization?

Yesterday, Michael Saylor and Elon Musk surprised the Bitcoin community when they announced a new “green” mining initiative that would see many of North America’s leading mining operators come togethe...

26 Mai 202120min

Hedge Fund Billionaire Ray Dalio Has Officially Bought Bitcoin

Hedge Fund Billionaire Ray Dalio Has Officially Bought Bitcoin

Today’s episode of “The Breakdown” is split into two parts. In part one, NLW recaps the latest out of China, including: Interpretations of Friday’s surprise targeting in a speech by the Vice Premier...

25 Mai 202116min

The Unexplored Risks of a US Digital Dollar

The Unexplored Risks of a US Digital Dollar

For this week’s “Long Reads Sunday,” NLW reads: “What If Somebody Hacks the Money Pipeline Next?” By David Z. Morris “A Central Bank Digital Currency Would Be Bad for the US” by Dante Disparte -- E...

23 Mai 202116min

Why the Carlyle Group’s David Rubenstein Says Governments Can't Stop Crypto

Why the Carlyle Group’s David Rubenstein Says Governments Can't Stop Crypto

On this week’s “Breakdown Weekly Recap,” NLW explores U.S. regulatory FUD. He specifically looks at recent statements from the SEC’s Gary Gensler, as well as new Treasury Dept. policy that wants busin...

22 Mai 202111min

Why Bitcoiners Are Rooting for This Latest China Mining Ban to Finally, Actually Be Real

Why Bitcoiners Are Rooting for This Latest China Mining Ban to Finally, Actually Be Real

This week has been China story after China story in the world of crypto. Increasingly, NLW argues, bitcoiners are getting sick of the baggage that Chinese mining and Chinese state involvement place on...

22 Mai 202110min

The Real Story of the Crypto Crash Isn't about Elon or China

The Real Story of the Crypto Crash Isn't about Elon or China

In this episode of “The Breakdown,” NLW looks at the market structure dimension of the crypto crash, leveraging insights from Alameda Research, Willy Woo and many more. He explores:  Why the recent ...

21 Mai 202114min

The Bloodbath-ening: Is This the End of the Crypto Bull Market?

The Bloodbath-ening: Is This the End of the Crypto Bull Market?

In one of the bloodiest days in recent crypto history, NLW looks at the reasons behind the wild market crash and explores whether it means an end to the bull market. As part of this, he explores five ...

20 Mai 202115min

No, China Didn’t Just Ban Crypto

No, China Didn’t Just Ban Crypto

On today’s episode, NLW provides an extended brief style episode, covering: Crypto’s allies on Capitol Hill Is “long bitcoin” the most crowded trade in the world? How much of the dip was just Tax ...

19 Mai 202110min

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