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(2058)

Senate Passes Historic Stablecoin Bill

Senate Passes Historic Stablecoin Bill

The U.S. Senate has passed landmark stablecoin legislation, signaling a new era for digital finance in America. As institutions gear up for massive crypto adoption, JPMorgan announces plans for its ow...

18 Jun 202513min

Is Tron Going Public This Cycle's Shark Jump?

Is Tron Going Public This Cycle's Shark Jump?

On today's Breakdown, NLW dives into Justin Sun's controversial move to take Tron public on the Nasdaq, signaling a potential peak in the Bitcoin treasury hype cycle. He also explores how escalating t...

18 Jun 202513min

How Markets Are Reacting to the Middle East

How Markets Are Reacting to the Middle East

As tensions flare between Israel and Iran, NLW explores how markets—particularly Bitcoin—are reacting to escalating geopolitical risk. Despite missile strikes, assassination reports, and fears of oil ...

17 Jun 202513min

What Everyone Missed About Circle's Explosive IPO

What Everyone Missed About Circle's Explosive IPO

Circle's IPO wasn't just successful—it was a rocket ship, surging from its initial price of $31 to over $100 per share in just days. But why did analysts and markets underestimate Circle so dramatical...

15 Jun 202510min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

On today's Breakdown, NLW covers a dramatic escalation as Israel launches airstrikes against Iran, rattling global markets. He explores Bitcoin's initial response as a risk asset rather than a safe ha...

14 Jun 202512min

The Stablecoin Surge and Stripe’s Crypto Power Play

The Stablecoin Surge and Stripe’s Crypto Power Play

Nathaniel dives into the growing momentum behind stablecoin legislation in Washington, including the Senate’s latest approval of the Genius Act, the political posturing surrounding it, and why this is...

12 Jun 202513min

Bitcoin’s Hot Summer, Solana ETF Momentum, and Connecticut's Crypto Ban

Bitcoin’s Hot Summer, Solana ETF Momentum, and Connecticut's Crypto Ban

Bitcoin is sizzling this summer, surging back to $110,000 amid optimistic predictions from figures like Michael Saylor, who argues that crypto winter is permanently behind us. But is this bullish enth...

11 Jun 202511min

Why the SEC Chair Just Declared Self-Custody a Foundational American Value

Why the SEC Chair Just Declared Self-Custody a Foundational American Value

In a significant policy shift, SEC Chair Paul Atkins defends self-custody as a fundamental American right, marking a turning point for crypto regulation and DeFi innovation. NLW explores why this decl...

11 Jun 202512min

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