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)

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

Discovering Bitcoin Through the #EndSARS Movement, Feat. Yele Bademosi & Akin Sawyerr

Discovering Bitcoin Through the #EndSARS Movement, Feat. Yele Bademosi & Akin Sawyerr

Yele Bademosi is CEO at Bundle social payments app and the founder of investment firm microtraction. Akin Sawyerr is involved across the industry and leads operations at BarnBridge.  Over the course ...

12 Nov 202052min

Legendary Investor Stan Druckenmiller Turns Bitcoin Bull

Legendary Investor Stan Druckenmiller Turns Bitcoin Bull

Today on the Brief:  Was Monday’s stock rally overdone?  Lebanon to launch digital currency 3 reasons BTC has rallied 60%+ in two months Our main discussion: Stan Druckenmiller, Bitcoin Bull.  ...

11 Nov 202014min

"The Biggest Macro Event Since March”

"The Biggest Macro Event Since March”

Today on the Brief:  GRIN gets 51% attacked Crypto trading volume down 25.8% in October  How the market is receiving Joe Biden Our main discussion: The stock market soars on promising Pfizer COV...

10 Nov 202014min

Why Emerging Markets Are Wary of Modern Monetary Theory

Why Emerging Markets Are Wary of Modern Monetary Theory

Today’s Long Reads Sunday is a reading of Andy Mukherjee’s piece: “Why Emerging Markets Are Wary of a Modern Monetary Fix”. The argument is that while Western governments debate just how far we can t...

8 Nov 20207min

How a Massive Devaluation of the Egyptian Pound Inspired a $100M Bitcoin ETP

How a Massive Devaluation of the Egyptian Pound Inspired a $100M Bitcoin ETP

Hany Rashwan is the CEO of Amun/21Shares, the creator of a variety of publicly traded crypto products with over $100 million assets under management.  In this conversation, he and NLW discuss: How ...

7 Nov 202029min

How the World Stopped Producing Enough Money, Feat. Emil Kalinowski

How the World Stopped Producing Enough Money, Feat. Emil Kalinowski

Emil Kalinowski is the host of “Making Sense/Eurodollar University” collaborations with Jeff Snider.  In this illuminating conversation, he and NLW discuss: How the global monetary order changed ov...

7 Nov 202038min

Bitcoin Hits $15,000: Here Comes the FOMO

Bitcoin Hits $15,000: Here Comes the FOMO

As the U.S. election picture starts to become more clear, bitcoin has smashed through $15,000 – its highest price since 2017’s record-breaking run. Alongside the price action has come a wave of mainst...

6 Nov 20209min

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