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)

The Bond Market Is the Truth Teller No One Listens To, Feat. George Goncalves

The Bond Market Is the Truth Teller No One Listens To, Feat. George Goncalves

Today on the Brief: More bad news from jobless claims and the GDP The big tech hearing was a whole bunch of nothing; watch TikTok instead Robinhood dives into Kodak (but so do illegal insider trad...

31 Jul 202055min

How DeFi Could Disrupt Traditional Finance, Feat. Sergey Nazarov

How DeFi Could Disrupt Traditional Finance, Feat. Sergey Nazarov

Today on the Brief: Big tech goes to Washington The debate on the next COVID-19 relief act heats up More on institutional investors’ move into gold  “Imagine a world without counterparty risk.” ...

30 Jul 20201h 22min

How Real Is Bitcoin’s Rally? 8 Interpretations of the $11k Surge

How Real Is Bitcoin’s Rally? 8 Interpretations of the $11k Surge

It was a beautiful Monday.  Bitcoin crashed through $10,000 and got all the way up to a new yearly high of about $11,000 before retracing slightly.  As with any dramatic price action, people were qu...

29 Jul 202024min

SPACs 101: A Bubble, the Future or Both?

SPACs 101: A Bubble, the Future or Both?

Special purpose acquisition companies have been around since the 1990s, but have seen a significant uptick in popularity in recent years. Companies like Virgin Galactic, Draft Kings and Nikola have ch...

28 Jul 202027min

The Economic Conflict That Will Shape The Next Century

The Economic Conflict That Will Shape The Next Century

This week on Long Reads Sunday, our selection is “Whose Century?” by Adam Tooze in the London Review of Books.  Nominally a review of four recent scholarly works on the conflict between the US and C...

26 Jul 202024min

As Economic Indicators Get Worse, the US Revs Up the Next Multi-Trillion Stimulus

As Economic Indicators Get Worse, the US Revs Up the Next Multi-Trillion Stimulus

This week on the Breakdown Weekly Recap, NLW covers: A terrible week for US-China tensions, with dueling Consulate closures and an incredibly hawkish speech from US Secretary of State Mike Pompeo W...

25 Jul 202014min

Could the European Recovery Plan Actually Break Europe Apart? Feat. Tuomas Malinen

Could the European Recovery Plan Actually Break Europe Apart? Feat. Tuomas Malinen

Today on the Brief: Which industries are recovering the best China retaliates against U.S. after consulate shutdown  Dollar heads toward its worst month since 2018 Our main discussion features r...

25 Jul 202032min

Will Big Tech Enable or Destroy Small Business? Feat. Sahil Bloom

Will Big Tech Enable or Destroy Small Business? Feat. Sahil Bloom

Today on the Brief: Disappointing jobless claim numbers with first increase in 4 months US banks now allows to custody crypto Senate hears arguments for a digital dollar in the context of US-China...

24 Jul 202051min

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