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)

$400,000 Bitcoin in 2021? The Best of Bloomberg's Latest Bullish Bitcoin Report

$400,000 Bitcoin in 2021? The Best of Bloomberg's Latest Bullish Bitcoin Report

Today on the Brief: Coinbase’s monster Q1 numbers 150 million evaporate from the global middle class Jamie Dimon’s shareholder letter comments on crypto Our main discussion: Bloomberg’s latest c...

8 Apr 202115min

From Dinosaur Altcoins to the Kimchi Premium, 13 Numbers That Tell The Story of Markets Right Now

From Dinosaur Altcoins to the Kimchi Premium, 13 Numbers That Tell The Story of Markets Right Now

On today’s episode, NLW provides a whistle stop tour of some of the most interesting and illuminating numbers from crypto and traditional markets, including: The pop in Jurassic Park altcoins Arche...

7 Apr 202117min

How Will the Coinbase IPO Affect Bitcoin's Price?

How Will the Coinbase IPO Affect Bitcoin's Price?

Today on the Brief: The 88th anniversary of Executive Order 6102 Former SEC Jay Clayton on bitcoin regulations  GBTC intends to become an ETF Our main discussion:  NLW breaks down the potential...

6 Apr 202116min

The Future of Bitcoin Lies with Renegades and Malcontents

The Future of Bitcoin Lies with Renegades and Malcontents

On this week’s “Long Reads Sunday,” NLW reads CoinDesk journalist Brady Dale’s “Don’t Follow the Suits, Follow the Weirdos.” NLW argues this topic is even more important in the context of bitcoin inst...

4 Apr 20218min

For Bitcoin and Crypto, a Week of Mainstreaming Moments

For Bitcoin and Crypto, a Week of Mainstreaming Moments

On this edition of “The Breakdown” Weekly Recap, NLW looks at a set of mainstream moments including: “SNL” doing a song about NFTs Visa accepting USDC on Ethereum as a native settlement currency P...

3 Apr 20218min

An Interview With Cathie Wood on Bitcoin, Tesla and Innovation Investing

An Interview With Cathie Wood on Bitcoin, Tesla and Innovation Investing

This episode is a replay of NLW’s conversation with Cathie Wood from October 2020. In it, they discuss:   Why she had conviction in Tesla before the market caught up  Why her fund offered the firs...

2 Apr 20211h 18min

Corruption, Leverage and Cheap Money: Archegos and the Fastest Loss of Wealth in History

Corruption, Leverage and Cheap Money: Archegos and the Fastest Loss of Wealth in History

The financial world has been rocked by the Archegos scandal. A family office managing at least $10 billion and betting with $50 billion-$80 billion on leverage that was completely undone, literally ov...

2 Apr 202117min

Goldman Sachs To Offer Bitcoin to Wealthy Clients, Completely Reversing Course

Goldman Sachs To Offer Bitcoin to Wealthy Clients, Completely Reversing Course

As the old saying goes: “First they ignore you, then they mock you, then they fight you, then you win.”  Ten months ago, Goldman Sachs declared that “cryptocurrencies including bitcoin are not an ass...

1 Apr 202113min

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