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)

CBDCs Aren't About Money, They're About Power

CBDCs Aren't About Money, They're About Power

On this week’s “Long Reads Sunday,” NLW reads Sune Sorenson’s “China Is Opting Out of US-Run Financial System.” He also discusses recent pieces by Niall Ferguson and The Economist that point to a grow...

9 Mai 202113min

‘My 401(k) is now my 401(k9)': Doge, SNL and Why This Was Quietly a Massive Week for Bitcoin

‘My 401(k) is now my 401(k9)': Doge, SNL and Why This Was Quietly a Massive Week for Bitcoin

On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: Why ETH should have had most of the attention The camps forming around dogecoin and why it’s likely to dump after “Saturday Night Li...

8 Mai 202113min

The Balkanization of Bitcoin: The Next Attack on BTC Is About Mining Provenance

The Balkanization of Bitcoin: The Next Attack on BTC Is About Mining Provenance

Today on the Brief: Square puts up monster Q1 bitcoin numbers First crypto comments from new SEC Chair Gary Gensler 3 new institutional bitcoin developments  Our main discussion:  As bitcoin be...

8 Mai 202118min

Are Banks Getting Nervous About Competition From DeFi?

Are Banks Getting Nervous About Competition From DeFi?

Today on the Brief: MercadoLibre has added bitcoin to its balance sheet Galaxy Digital buys BitGo  Debates around the new, improved, real economy  Our main discussion: While the last year has s...

6 Mai 202117min

The Biggest Bitcoin News of the Year? NYDIG CEO Explains How Latest Partnership Could Bring Bitcoin to 300M US Bank Accounts

The Biggest Bitcoin News of the Year? NYDIG CEO Explains How Latest Partnership Could Bring Bitcoin to 300M US Bank Accounts

NLW is joined today by Robby Gutmann, CEO of NYDIG. NYDIG is quickly emerging as one of the leading companies helping onboard institutions to bitcoin. This year, it received investment from and annou...

5 Mai 202129min

Is Dogecoin at $0.58 a Triumph or an FU to the Crypto Industry?

Is Dogecoin at $0.58 a Triumph or an FU to the Crypto Industry?

NLW asked his Twitter followers about what the success of dogecoin meant to the crypto industry. He got an extremely diverse set of takes. Some see it as a triumph of crypto’s uncontrollability. Some ...

5 Mai 202114min

Why Bitcoin Is Making Some Legendary Investors Emotional

Why Bitcoin Is Making Some Legendary Investors Emotional

Today on The Breakdown, NLW looks at: Charlie Munger’s and Bill Maher’s weekend comments about bitcoin and why we’re likely to see a lot more of this type of critique the more the bull market heats ...

4 Mai 202114min

Wall Street’s Bitcoin Isn’t Your Bitcoin

Wall Street’s Bitcoin Isn’t Your Bitcoin

Ben Hunt is the author of the wildly popular and always provocative “Epsilon Theory.” In his recent essay “In Praise of Bitcoin,” he calls on bitcoiners to rise up and recognize that the “bitcoin” bei...

2 Mai 202124min

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