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)

22% of Goldman Sachs Wealthiest Clients Think Bitcoin Will Reach $100,000+ in 12 Months

22% of Goldman Sachs Wealthiest Clients Think Bitcoin Will Reach $100,000+ in 12 Months

On this edition of The Breakdown’s weekly recap, NLW looks at: Whether bitcoin is being caught up in the larger macro volatility The latest NFT shenanigans including a burned IRL Banksy The latest...

6 Mar 202111min

Macro 101: Bonds, the Fed and Money Printing, Feat. Delphi Digital’s Kevin Kelly

Macro 101: Bonds, the Fed and Money Printing, Feat. Delphi Digital’s Kevin Kelly

What are Treasury bonds? Why does it matter how they’re doing? Does the Federal Reserve actually print money? What’s the difference between quantitative easing and yield curve control?  Bitcoin unden...

6 Mar 202151min

Bitcoin Isn't Acting Like Stocks, Stocks Are Acting Like Bitcoin

Bitcoin Isn't Acting Like Stocks, Stocks Are Acting Like Bitcoin

Over the last year there has been a growing correlation between the stock market and bitcoin. Some of this is attributed to the new traditional participants in bitcoin. Some of it is attributed to bit...

5 Mar 202115min

Are You Really Surprised Elizabeth Warren Doesn't Get Bitcoin?

Are You Really Surprised Elizabeth Warren Doesn't Get Bitcoin?

Today on the Brief: PayPal acquiring Curv for $500 million? Traditional markets are very confused Portnoy launches Buzz exchange-traded fund Our main discussion: NLW looks at the emerging politi...

4 Mar 202114min

Are NFTs Just This Cycle’s ICOs?

Are NFTs Just This Cycle’s ICOs?

On today’s episode, NLW looks at the explosion of interest in NFTs. Big money, big names, big problems?  He asks whether non-fungible tokens are this cycle’s initial coin offerings by looking at five...

3 Mar 202118min

Why Citi Thinks Bitcoin Is at a Tipping Point

Why Citi Thinks Bitcoin Is at a Tipping Point

Today on the Brief: Michael Saylor bought the dip China bans bitcoin mining in Inner Mongolia WallStreetBets moving off Reddit?  Our main discussion: Citi’s analysis of bitcoin.  February saw a...

2 Mar 202114min

Governments Couldn’t Ban Bitcoin Even if They Wanted To

Governments Couldn’t Ban Bitcoin Even if They Wanted To

Today on “Long Reads Sunday,” NLW reads “Can Governments Stop Bitcoin?” by Alex Gladstein, published recently by Quillette. Gladstein argues that both technical and legal attacks on bitcoin are extrem...

28 Feb 202120min

Are Beeple's $6.6M Sale and Christie's Auction a Turning Point for NFTs?

Are Beeple's $6.6M Sale and Christie's Auction a Turning Point for NFTs?

This week on the Weekly Recap, NLW discusses: The price dip Tether’s settlement with the NYAG Coinbase’s S1 Filings Beeple’s record-setting NFT sales and what it means for the NFT space as a whol...

27 Feb 202110min

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