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)

Was This The Craziest Week in Bitcoin History?

Was This The Craziest Week in Bitcoin History?

On this edition of The Breakdown’s weekly recap, NLW looks at what was one of the most spectacular and surprising weeks in bitcoin and crypto history. Specifically, he discusses: Price action Macro...

9 Jan 202110min

BRRR: Biden Readies a New $3T Stimulus Package

BRRR: Biden Readies a New $3T Stimulus Package

Today on the Brief: U.S. loses 140,000 jobs in December Chamath’s SoFi SPAC A SPAC for Bakkt Our main discussion: upcoming stimulus plans  As the dust (finally? sort of?) settles on elections t...

9 Jan 202112min

Can Bitcoin Just Keep Going Up?

Can Bitcoin Just Keep Going Up?

Today on the Brief: U.S. President Trump signs order banning Chinese apps Initial jobless claims hold steady at 787,000 Elon Musk becomes the world’s richest person Our main discussion: Can bitc...

8 Jan 202115min

What Georgia’s Elections Mean for Bitcoin

What Georgia’s Elections Mean for Bitcoin

Today on the Brief: ShapeShift goes full DEX Neil Young and the changing business of music China stocks delisted from NYSE Our main discussion: What are the implications of Georgia’s runoff elec...

7 Jan 202116min

Most Important Crypto Regulation Yet? Banks Can Treat Public Blockchains Like SWIFT and ACH

Most Important Crypto Regulation Yet? Banks Can Treat Public Blockchains Like SWIFT and ACH

Yesterday, the Office of the Comptroller of the Currency released Interpretive Letter 1174. The letter allows banks to participate as nodes in “independent node verification networks” (which you might...

6 Jan 202123min

Understanding Bitcoin's Blistering Rise Past $30,000

Understanding Bitcoin's Blistering Rise Past $30,000

The end of December was a momentous time in bitcoin’s history. Not content to clear the psychological barrier of $20,000, bitcoin’s price smashed up almost all the way to $30,000, although it would ta...

5 Jan 202113min

The Unorthodox Trades That Will Drive Value in 2021, feat. Tony Greer

The Unorthodox Trades That Will Drive Value in 2021, feat. Tony Greer

Tony Greer is a macro analyst and author of the Morning Navigator Newsletter. In this conversation, he and NLW discuss how central banks continued to kick the can down the road on debt as well as unex...

3 Jan 202126min

Why Bitcoin Is Bigger Than an Inflation Hedge, feat. Dan Tapiero

Why Bitcoin Is Bigger Than an Inflation Hedge, feat. Dan Tapiero

Dan Tapiero is an investor and entrepreneur with deep experience in gold and bitcoin. In this conversation with NLW he discusses the new group of institutional investors coming into the space and why,...

2 Jan 202123min

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