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)

Welcome Back, Flippening Narrative

Welcome Back, Flippening Narrative

On this edition of “The Breakdown’s Weekly Recap,” NLW explores: Why JPM and Tesla drove the bitcoin story Why Ethereans are hot on the call for a “flippening” again Why CBDCs are low key one of t...

1 Mai 202110min

Crypto's War of the Roses: The 7 Factions of the 2021 Bull Market

Crypto's War of the Roses: The 7 Factions of the 2021 Bull Market

On today’s episode, NLW gives a comprehensive view of the battleground for attention and resources that makes up this 2021 bull market, including: Bitcoin Ethereum and DeFi Ethereum alternatives  ...

1 Mai 202123min

What an Increasingly Booming Economy Means for Bitcoin

What an Increasingly Booming Economy Means for Bitcoin

For the past year, bitcoin’s narrative has been deeply tied to the larger macro narrative of looming inflation. As the economy starts to boom, many continue to point to the spectre of inflation as a b...

30 Apr 202119min

Visa's CEO on Crypto: "This Is a Space We Are Leaning Into in a Very, Very Big Way"

Visa's CEO on Crypto: "This Is a Space We Are Leaning Into in a Very, Very Big Way"

Today on the Brief: Elon pumps Doge again Detailing Biden’s $1.8T American Families Plan  Turkey, Iran, SEC Our main discussion looks at comments this week from Visa CEO Al Kelly on the company’...

29 Apr 202114min

Tesla's Bitcoin Selling Shows How BTC Is More Than Digital Gold

Tesla's Bitcoin Selling Shows How BTC Is More Than Digital Gold

Yesterday Bitcoin Twitter reacted in horror upon discovering that Tesla had sold 10% of its bitcoin. Elon has paper hands! Institutions will abandon us! The horror and scorn ran far and wide.  On tod...

28 Apr 202116min

JPMorgan's Bitcoin Journey: From 'Worse Than Tulips' to 'Not My Cup of Tea' to New Product

JPMorgan's Bitcoin Journey: From 'Worse Than Tulips' to 'Not My Cup of Tea' to New Product

Today on the Brief: Sports and crypto come together WTF is going on in Turkey? Wyoming DAO law  Our main discussion: After years of CEO Jamie Dimon ragging on bitcoin, JPMorgan is reportedly set...

27 Apr 202112min

Bitcoin and the New Non-Governmental Monetary Reality

Bitcoin and the New Non-Governmental Monetary Reality

For this week’s “Long Reads Sunday,” NLW reads Nik Bhatia’s latest piece: “Asset Managers, Owning Bitcoin Is Now Your Fiduciary Duty.” He also provides more thoughts on the notion of bitcoin as a non-...

25 Apr 202110min

2017 PTSD and the Dip That Ate Alt Season

2017 PTSD and the Dip That Ate Alt Season

On this edition of “The Weekly Recap,” NLW looks at the twin dips that shaped the week. He argues that one upshot is the dips may have taken the wind out of the sales of some very 2017-esque froth tha...

24 Apr 202110min

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