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/

Episoder(2060)

A Crypto Ally as Top US Bank Regulator?

A Crypto Ally as Top US Bank Regulator?

Today on the Brief: Markets fight to remain optimistic  Jobless claims rise for the first time in five weeks China borrows at negative rates for the first time  Our main discussion: a crypto all...

20 Nov 202014min

Vijay Boyapati’s Four Mental Models for Valuing Bitcoin

Vijay Boyapati’s Four Mental Models for Valuing Bitcoin

Vijay Boyapati’s “The Bullish Case for Bitcoin” is one of the most influential articles in the history of the industry – even being assigned reading from MicroStrategy’s Michael Saylor as he tried to ...

19 Nov 202057min

HODL FOMO vs. Speculative FOMO: Why This Bull Market Will Be Different

HODL FOMO vs. Speculative FOMO: Why This Bull Market Will Be Different

Today on the Brief: Tesla to join S&P 500 Airbnb files for IPO  The Mooch wants crypto  Our main discussion: HODL FOMO vs. Speculative FOMO. The 2017-2018 bull run was driven by ICO mania and a...

18 Nov 202017min

Bitcoin at $318,000 Next December? One Citibank Exec Says It’s Possible

Bitcoin at $318,000 Next December? One Citibank Exec Says It’s Possible

Today on the Brief:  Moderna trial success drives markets up New all-time high in negative-yielding debt Jay Clayton to leave SEC  Our main discussion: BTC $318,000 in December 2021? That’s the...

17 Nov 202014min

Dollar Decline and the Paralysis of Conventional Monetary Policy

Dollar Decline and the Paralysis of Conventional Monetary Policy

On this week’s edition of Long Reads Sunday, NLW reads former IMF chief and current Harvard economist Kenneth Rogoff’s latest Op-Ed, “The Calm Before the Exchange Rate Storm” in Project Syndicate.

15 Nov 20209min

Dalio Says Governments Will Kill Bitcoin. Is He Right?

Dalio Says Governments Will Kill Bitcoin. Is He Right?

On this edition of the weekly recap, NLW looks at bitcoin’s surge past $16,000. Additionally, he explores some recent FUD from Ray Dalio, which NLW argues seems strangely locked in years-old narrative...

14 Nov 202011min

PayPal Rolls Out Crypto for All US Customers

PayPal Rolls Out Crypto for All US Customers

Today on the Brief: Christine Lagarde’s digital euro hunch Deutsche Bank CBDC note COVID-19 resurgent    Our main discussion: PayPal is rolling out crypto to all its users and increasing trans...

14 Nov 202011min

Meet the $10B Asset Manager With a 10,000 BTC Treasury, feat. NYDIG’s Robby Gutmann

Meet the $10B Asset Manager With a 10,000 BTC Treasury, feat. NYDIG’s Robby Gutmann

Robby Gutmann is the co-founder of Stone Ridge Holdings Group, a $10 billion alternative asset manager and co-founder and CEO of NYDIG, the group’s bitcoin subsidiary.  In this first-ever podcast con...

13 Nov 20201h 8min

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