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)

‘America and Sound Money,’ the Most Important Bitcoin Essay of the Last Year

‘America and Sound Money,’ the Most Important Bitcoin Essay of the Last Year

This week’s Long Reads Sunday is a reading of the “Stone Ridge 2020 Shareholder Letter” by Ross Stevens, CEO and co-founder of Stone Ridge Asset Management, discussing the history of America, sound mo...

17 Jan 202135min

Crashes, Rallies and Stimulus: A Normal Week for 2021 Bitcoin

Crashes, Rallies and Stimulus: A Normal Week for 2021 Bitcoin

On “The Breakdown’s” Weekly Recap, NLW argues that this week is exemplary of a set of trends that will define 2021, including: Market volatility Macro tailwinds  Convergence of crypto and traditio...

16 Jan 20219min

Will Mayor Suarez's Miami Be the First Major City to Buy Bitcoin?

Will Mayor Suarez's Miami Be the First Major City to Buy Bitcoin?

Today on the Brief: Initial jobless claims grow the most since March Biden unveils emergency relief plan Fed Chair Powell discusses CBDCs and stablecoins Our main discussion: Is Miami about to p...

16 Jan 202117min

The Definitive Breakdown of All Bitcoin FUD, With Dan Held

The Definitive Breakdown of All Bitcoin FUD, With Dan Held

On today’s episode of The Breakdown, NLW is joined by Dan Held, growth lead at Kraken and a serial bitcoin entrepreneur.  As the market heats up, so, too, does the number of articles and tweets sprea...

15 Jan 202146min

A New SEC Chair Who Actually Understands Bitcoin and Crypto?

A New SEC Chair Who Actually Understands Bitcoin and Crypto?

Today on the Brief: Visa drops $5.3B Plaid acquisition after DOJ antitrust suit ECB President Christine Lagarde discusses bitcoin and digital euro  Acting OCC chief Brian Brooks to step down this ...

14 Jan 202114min

Is China Poised to Nationalize Alibaba?

Is China Poised to Nationalize Alibaba?

Today on the Brief: Whales accumulated during yesterday’s crash  Kentucky legislators introduce bill to attract crypto miners UBS lowers the threshold for charging savers because of negative inter...

13 Jan 202118min

Did This Bitcoin Cycle’s FUD Phase Just Begin?

Did This Bitcoin Cycle’s FUD Phase Just Begin?

Today on the brief: Trump ejected from social media  Bakkt confirms plans to go public via SPAC NYDIG buys Digital Assets Data Our main discussion: Are we at the beginning of a new FUD cycle?  ...

12 Jan 202116min

Why I Changed My Mind on Bitcoin

Why I Changed My Mind on Bitcoin

On this week’s Long Reads Sunday, NLW reads two pieces from former bitcoin skeptics who have changed their mind about the asset.  “Bitcoin Crushes Doubters as 224% Rally Proves It’s Here to Stay” by ...

10 Jan 202112min

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