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)

Why Monetary Debasement Is Here to Stay, Feat. Dr. Vikram Mansharamani

Why Monetary Debasement Is Here to Stay, Feat. Dr. Vikram Mansharamani

Today on the Brief: FTX lists two Compound tokens Reddit partners with Ethereum Foundation on Layer 2 scaling Black-In Freedom Festival reimagines Juneteenth Our main topic:  Dr. Vikram Manshar...

20 Jun 20201h 8min

6 Things Jobless Claims Tell Us About the State of the Real Economy

6 Things Jobless Claims Tell Us About the State of the Real Economy

Today on the Brief:  Powell says private companies shouldn’t be involved in Central Bank Digital Currencies According to former NSA head John Bolton, Trump told Mnuchin to go after Bitcoin Interes...

19 Jun 202025min

The Satoshi-fication of Social Media: Why The Future Is Pseudoanonymous, Feat. The Crypto Dog

The Satoshi-fication of Social Media: Why The Future Is Pseudoanonymous, Feat. The Crypto Dog

On the Brief: Big tech vs. the American political right and left Why TikTok users are pretending to love China for clout Decentralizing venture capital  Our main conversation: The Crypto Dog is...

18 Jun 202047min

The Fed's Folly: From Moral Hazard to Business as Usual, Feat. Jesse Felder

The Fed's Folly: From Moral Hazard to Business as Usual, Feat. Jesse Felder

Today on The Brief: An unexpectedly good retail sales report drives market confidence  Are we in for a second wave of white-collar layoffs?  The latest rumblings in central bank digital currencies...

17 Jun 20201h 13min

Sorry, Bloomberg: Here Are 6 Reasons Why 2020 Is a Great Year for Bitcoin

Sorry, Bloomberg: Here Are 6 Reasons Why 2020 Is a Great Year for Bitcoin

Today on the Brief: Stocks down on coronavirus fears Demand destruction The looming retirement crisis Our main theme:  Bitcoin is up more than 30% on the year. After a crash alongside equities,...

15 Jun 202028min

BONUS: Rubbish Rallies and Investor Amnesia by the Finance History Guy Jamie Catherwood

BONUS: Rubbish Rallies and Investor Amnesia by the Finance History Guy Jamie Catherwood

After a week where bankrupt Hertz pumped 890%, the question is: what is the historical precedent?  Luckily, we have finance history guy Jamie Catherwood to fill us in. In this essay "Rubbish Rallies"...

15 Jun 202015min

The Chad Index Versus Doomer Internet Money: The Breakdown Weekly Recap

The Chad Index Versus Doomer Internet Money: The Breakdown Weekly Recap

The stock market has long been disconnected from the underlying economy, but much of what happened this week - particularly the pumping of bankrupt company stocks - suggests that something new is afoo...

13 Jun 202011min

Avoiding the Narrative Trap: Bitcoin Is More Than an Inflation Hedge

Avoiding the Narrative Trap: Bitcoin Is More Than an Inflation Hedge

Today on the Brief: Why bitcoin sold off A bank-the-unbanked narrative for the digital dollar It’s Dave Portnoy’s world and we’re all just living in it Today’s main topic: Why inflation isn’t th...

13 Jun 202025min

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