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)

How 2,000 Years of Monetary History Led Us to Bitcoin, Feat. Nik Bhatia

How 2,000 Years of Monetary History Led Us to Bitcoin, Feat. Nik Bhatia

Nik Bhatia is a financial researcher, a CFA charterholder and an Adjunct Professor of Finance and Business Economics at the University of Southern California Marshall School of Business.  Nik’s new b...

19 Feb 202155min

Coinbase Trades at a $77B Valuation as BTC Heads Towards a $1T Market Cap

Coinbase Trades at a $77B Valuation as BTC Heads Towards a $1T Market Cap

Today’s episode of “The Breakdown” analyzes a number of topics across the bitcoin and crypto industry, including: Bitcoin reclaims $50,000 and looks towards a $1 trillion market cap Treasury yields...

18 Feb 202110min

Is $50,000 BTC the Beginning of a Bitcoin Supercycle?

Is $50,000 BTC the Beginning of a Bitcoin Supercycle?

Early this morning, bitcoin reached a new all-time high above $50,000. While the market quickly retraced, the psychological barrier was breached. On today’s episode, NLW explores what it means, includ...

16 Feb 202119min

The Mainstream Media Narrative Shifts as Deutsche Bank and Morgan Stanley Come to Bitcoin

The Mainstream Media Narrative Shifts as Deutsche Bank and Morgan Stanley Come to Bitcoin

Today on the Brief: A follow-up on celebrity in crypto Dapper Labs and BlockFi raising at multibillion dollar valuations Cathie Wood and ARK increase their bitcoin position Our main discussion l...

16 Feb 202112min

Why Comparing Bitcoin to Visa Doesn’t Make Any Sense

Why Comparing Bitcoin to Visa Doesn’t Make Any Sense

This week’s “Long Reads Sunday” is a reading of Nic Carter’s latest essay for CoinDesk “What Bloomberg Gets Wrong About Bitcoin’s Climate Footprint.” -- Earn up to 12% APY on Bitcoin, Ethereum, USD, ...

14 Feb 202114min

Corporate Crypto Makes Government Bans Less Likely

Corporate Crypto Makes Government Bans Less Likely

On this edition of the weekly recap, NLW breaks down the entrance of corporates into the crypto space this week, including: Tesla BNY Mellon Mastercard Twitter Amazon He also argues that more ...

13 Feb 20218min

Why Jay-Z's Bitcoin Trust Matters

Why Jay-Z's Bitcoin Trust Matters

On today’s episode, NLW breaks down: The Miami Commissioners vote to start educating people about bitcoin and crypto The Nigerian Senate debate following the Central Bank of Nigeria’s recent crypto...

13 Feb 202114min

Gradually, Then Suddenly: Mastercard, BNY Mellon, Amazon, Twitter Poised to Join the Bitcoin Party

Gradually, Then Suddenly: Mastercard, BNY Mellon, Amazon, Twitter Poised to Join the Bitcoin Party

On today’s episode of The Breakdown, NLW looks at a slew of news from corporates getting into the bitcoin and crypto space, including: Twitter CFO exploring bitcoin treasury holdings and payments to...

12 Feb 202113min

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