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)

The Case for $1M Bitcoin

The Case for $1M Bitcoin

On this week’s “Long Reads Sunday,” NLW reads Layered Money author Nik Bhatia’s recent essay for CoinDesk, “Why $1 Million Bitcoin Is Coming” -- Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP...

14 Mar 202111min

Is This the Beginning of the Next Institutional Bitcoin Wave?

Is This the Beginning of the Next Institutional Bitcoin Wave?

On The Breakdown’s “Weekly Recap,” NLW looks at news of institutional involvement in the bitcoin and digital asset space including: New York Life investing in and joining the board of directors of N...

13 Mar 20219min

What the $1.9T Stimulus Means for Bitcoin

What the $1.9T Stimulus Means for Bitcoin

COVID-19 sent the money printer into overdrive. With the newly signed $1.9 trillion stimulus bill, the total spent on pandemic relief in the U.S. exceeds $6 trillion, more than WWII’s inflation-adjust...

13 Mar 202113min

A Beeple Artwork Just Sold for $69M: NFT Bubble or Everything Bubble?

A Beeple Artwork Just Sold for $69M: NFT Bubble or Everything Bubble?

Everyone paying attention knew that Beeple’s Christie’s auction was likely going to set a new high water mark for NFT sales. Fewer would have guessed that it would lead to the third-highest auction pr...

12 Mar 202115min

Why the CEO of New York Life Just Joined the Board of One of Bitcoin's Fastest-Growing Companies

Why the CEO of New York Life Just Joined the Board of One of Bitcoin's Fastest-Growing Companies

Today on The Breakdown, NLW catches up on the news from the past few days, looking at: NFTs heating up – and capturing some negative attention in the process Infrastructure acquisitions and M&A hea...

11 Mar 202117min

The World’s Most Important Geopolitical Fault Lines, Feat. Tracy Shuchart

The World’s Most Important Geopolitical Fault Lines, Feat. Tracy Shuchart

On today’s episode, NLW is joined by investor and FinTwit star Tracy Shuchart. On the show, they discuss: The world’s most important geopolitical fault lines, from the Middle East to China The earl...

10 Mar 202147min

No, the Digital Dollar Won't Kill Bitcoin

No, the Digital Dollar Won't Kill Bitcoin

On today’s episode, NLW provides a 101-style overview of central bank digital currencies, looking at: Why governments are interested in CBDCs Why Facebook’s libra announcement accelerated CBDC deve...

9 Mar 202114min

What Governments Should Do in the Coming Global Monetary Competition

What Governments Should Do in the Coming Global Monetary Competition

On today’s episode, NLW reads Balaji Srinivasan’s essay “How India Legalizes Crypto.” NLW argues that while India’s proposed crypto ban is nominally the focus, the implications are much bigger and hav...

7 Mar 202130min

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