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(2059)

'Stocks Only Go Up' and Other Ignorable Investment Advice

'Stocks Only Go Up' and Other Ignorable Investment Advice

When popular finance writer Morgan Housel asked followers on Twitter to share the commonly held investing beliefs they most disagreed with, the internet responded with vigor.  A thousand or so replie...

2 Okt 202017min

DeFi Summer; Bitcoin Fall

DeFi Summer; Bitcoin Fall

Today on the Brief: Coinbase offers severance to employees who want to leave over new politics policy Long-term job cuts hamper any idea of V-shaped recovery Last chance for a stimulus package bef...

1 Okt 202019min

Coinbase’s New Policy: Anti-Woke or Just A Joke?

Coinbase’s New Policy: Anti-Woke or Just A Joke?

Monday, Coinbase CEO Brian Armstrong published the innocuously titled “Coinbase Is a Mission-Driven Company.”  While the post talked a lot about Coinbase’s core mission, its real goal seemed to be to...

30 Sep 202020min

So Now They’re Hacking DeFi Protocols Before They’ve Even Launched?

So Now They’re Hacking DeFi Protocols Before They’ve Even Launched?

DeFi is one of the breakout crypto categories of 2020. Indeed, yield farming and the grand game of “money legos” has been so profitable that many are following every new protocol with rapt attention. ...

30 Sep 202011min

Why Bitcoin's Longest Run Above $10,000 Matters

Why Bitcoin's Longest Run Above $10,000 Matters

Today on the Brief: After four weeks down, bitcoin bounces back on suspicions that recent bearishness was overblown KuCoin exchange gets hacked for somewhere between $150 million and $280 million ...

29 Sep 202016min

Understanding the Coming Currency Cold War

Understanding the Coming Currency Cold War

This week’s Long Reads Sunday is a reading of “The Currency Cold War: Four Scenarios” by Jeff Wilsner – part of CoinDesk’s Internet 2030 series.  In it, Wilsner talks to experts about four scenarios:...

27 Sep 202021min

Why the Stock Market is Poised for Its Worst September Since 2011

Why the Stock Market is Poised for Its Worst September Since 2011

On this edition of The Breakdown weekly recap, NLW looks at the fourth painful week for traditional markets in a row.  He discusses the factors contributing to the trouble, including:  A normal cor...

26 Sep 202012min

Sven Henrich (NorthmanTrader) on the Ever-Weakening Economic Cycle

Sven Henrich (NorthmanTrader) on the Ever-Weakening Economic Cycle

Sven Henrich is the founder and lead market strategist at NorthmanTrader. Well known for his appearances on CNBC, CNN Business and MarketWatch, Sven is also the host of the Straight Talk podcast.  In...

26 Sep 202051min

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