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(2085)

What 2020 Taught Us About the ‘Dollar Milkshake Theory,’ feat. Brent Johnson

What 2020 Taught Us About the ‘Dollar Milkshake Theory,’ feat. Brent Johnson

Brent Johnson is an investor at Santiago Capital and the creator of the well-known “Dollar Milkshake Theory.” In this conversation with NLW, he discusses what 2020 taught us about the state of the dol...

31 Des 202022min

The Devastation of Main Street Business, feat. Daniel Lacalle

The Devastation of Main Street Business, feat. Daniel Lacalle

Daniel Lacalle is the chief economist for Tressis SV and a well-known economics personality. In this conversation with NLW he discusses the devastation of small businesses in America and around the wo...

30 Des 202021min

Bitcoin, Bank Coins and Bonds, feat. George Goncalves

Bitcoin, Bank Coins and Bonds, feat. George Goncalves

George Goncalves has been a macro analyst specializing in bonds for more than 20 years. In this conversation, he and NLW discuss the story bonds are telling the market and why central bank digital cur...

29 Des 202023min

Sound Money vs. the Great Reset, feat. Mark Moss

Sound Money vs. the Great Reset, feat. Mark Moss

Mark Moss is the host of a fast-growing and popular YouTube channel covering economics, bitcoin and more. In this conversation, he discusses why gold, bitcoin and sound money have become even more im...

28 Des 202024min

Central Banks Gone Wild! Feat. Bill Barhydt

Central Banks Gone Wild! Feat. Bill Barhydt

Bill Baryhdt is the CEO of Abra, a mobile crypto banking app. In this discussion with NLW, Bill talks about the year in bitcoin and why the mass expansion of central bank balance sheets was the most i...

27 Des 202024min

The View on Bitcoin From Inside Fidelity Digital Assets, feat. Ria Bhutoria

The View on Bitcoin From Inside Fidelity Digital Assets, feat. Ria Bhutoria

Ria Bhutoria is the director of research at Fidelity Digital Assets. In this conversation she gives listeners a look at how one of the most important institutional players in the space has viewed the ...

26 Des 202025min

‘Bitcoin and Ethereum Have Gone Completely Separate Directions,’ Feat. Bully Esq.

‘Bitcoin and Ethereum Have Gone Completely Separate Directions,’ Feat. Bully Esq.

Bully Esquire is a Crypto Twitter personality, lawyer, founder of AlphaMarkets and host of the “Bully Esquire” podcast. In this conversation, he and NLW discuss what was good and bad about the DeFi bo...

25 Des 202022min

Why 2020 Unlocked a New Generation of Investors, feat. Jill Carlson

Why 2020 Unlocked a New Generation of Investors, feat. Jill Carlson

No one would have expected an economic crisis to bring a new generation of investors to the table, but that's exactly what it did.

24 Des 202025min

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