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)

Why Cathie Wood Thinks Bitcoin Could Replace Bonds

Why Cathie Wood Thinks Bitcoin Could Replace Bonds

Today on the Brief: SEC investigating Elon’s DOGE tweets? U.S. income growth has second biggest monthly gain ever Robinhood growth suggests crypto mainstreaming Main discussion: Cathie Wood thin...

27 Feb 202113min

Bitcoin Investing Is ESG Investing

Bitcoin Investing Is ESG Investing

In today's episode, NLW looks at how bitcoin fits with the growing trend of ESG (Environmental, Social, Governance) investing. In it, he:  Argues that ESG investors should disregard the false idea t...

26 Feb 202124min

If You Sell Your Bitcoin, Michael Saylor and Jack Dorsey WILL Buy It

If You Sell Your Bitcoin, Michael Saylor and Jack Dorsey WILL Buy It

Today on the Brief: Fed Chair Jerome Powell comments on markets and digital currency Cathie Wood’s ARK faces toughest stretch since last September  India’s latest anti-crypto sentiment  Our main...

25 Feb 202112min

The Most Conservative Regulator in America Just Settled Its Case Against Tether: Can We Move On Now?

The Most Conservative Regulator in America Just Settled Its Case Against Tether: Can We Move On Now?

On today’s episode, NLW breaks down the final settlement of the New York Attorney General’s case against Tether. He argues that the outcome is extremely positive for the industry, discussing: Why Te...

24 Feb 202116min

Canada's Bitcoin ETF is Soaring: Is A US Bitcoin ETF Next?

Canada's Bitcoin ETF is Soaring: Is A US Bitcoin ETF Next?

Today on the Brief: Welcome back to the price rollercoaster The latest from China’s digital yuan trial A 3-week sprint to a stimulus package Our main discussion: Canada’s first Bitcoin ETF. NLW...

23 Feb 202118min

Should the US Federal Reserve Buy Bitcoin?

Should the US Federal Reserve Buy Bitcoin?

On this week’s “Long Reads Sunday,” NLW reads Alex Treece’s recent essay “Why the US Needs Bitcoin.” The piece argues the U.S. will inevitably adopt bitcoin as a treasury reserve asset, but by doing s...

21 Feb 202114min

'I Am Not a Cat': The GameStop Hearing Shows How Desperately a New Financial System Is Needed

'I Am Not a Cat': The GameStop Hearing Shows How Desperately a New Financial System Is Needed

This week, instead of our normal Weekly Recap, NLW digs into Thursday’s congressional hearings around GameStop, Robinhood and WallStreetBets.  He explores:  Why there was a significant focus on T+2...

20 Feb 202122min

Bitcoin Is Now a Trillion-Dollar Asset: Where Do We Go From Here?

Bitcoin Is Now a Trillion-Dollar Asset: Where Do We Go From Here?

Bitcoin is officially a $1T asset. As the price surged over $54,000, the total market cap of bitcoin reached the new all-time high.  In this episode, NLW explores the significance of the milestone, a...

20 Feb 202111min

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