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)

‘If You’re Not Radicalized, You’re Not Paying Attention’ Feat. Nic Carter

‘If You’re Not Radicalized, You’re Not Paying Attention’ Feat. Nic Carter

In this wide-ranging discussion, Castle Island Ventures founding partner and Coin Metrics co-founder Nic Carter joins @NLW to discuss: Why corporations weren’t adequately prepared for any serious ec...

31 Mar 202042min

Bitcoin, Stablecoins, DeFi and Privacy: How COVID-19 is Changing Key Crypto Narratives

Bitcoin, Stablecoins, DeFi and Privacy: How COVID-19 is Changing Key Crypto Narratives

On January 28th, Bloomberg’s Joe Weisenthal tweeted “Notable overlap on here between the most alarmist people tweeting about the virus and those who are obsessed with the size of the Fed balance sheet...

30 Mar 202021min

The Breakdown Weekly Recap | March 28 2020

The Breakdown Weekly Recap | March 28 2020

The full week's episode, in one convenient file.  Monday | Unlimited QE and Why Markets Can’t Price In COVID19 Tuesday | Cronyism, Zombie Companies and the True Cost of the Corona Crisis, Feat....

28 Mar 20203h 26min

Corporate Socialism to Dying for the Dow: 7 Themes That Defined the Week

Corporate Socialism to Dying for the Dow: 7 Themes That Defined the Week

In this episode of The Breakdown, @NLW reflects on the themes that defined an absolutely wild week in global markets and society.  Those themes include: Unlimited QE - broad new powers (corporate b...

27 Mar 202021min

How BlackRock Ended Up on Both Sides of the Bailout, Feat. Meltem Demirors

How BlackRock Ended Up on Both Sides of the Bailout, Feat. Meltem Demirors

The Senate passed $2T in Stimulus. That includes a one time $1,200 check to impacted individuals and….you guessed it, billions and billions for corporate relief. Included in that are hundreds of billi...

26 Mar 20201h 4min

How the U.S.' $2 Trillion Stimulus Will Expose the Monetary System’s Flaws

How the U.S.' $2 Trillion Stimulus Will Expose the Monetary System’s Flaws

CoinDesk’s Chief Content Officer Michael Casey and Head of Research Noelle Acheson join for a lively debate about the new $2 trillion stimulus package and era of “unlimited” QE, including: Whether (...

25 Mar 202033min

Cronyism, Zombie Companies and the True Cost of the Corona Crisis, Feat. Morgan Creek's Mark Yusko

Cronyism, Zombie Companies and the True Cost of the Corona Crisis, Feat. Morgan Creek's Mark Yusko

Mark Yusko is the founder of Morgan Creek Capital Management. In this wide-ranging conversation, he and @NLW discuss:  Why bitcoin has fallen with stocks over the last few weeks Why price and value...

24 Mar 20201h 3min

Unlimited QE and Why Markets Can’t Price In COVID19

Unlimited QE and Why Markets Can’t Price In COVID19

Last October, Ikigai Asset Management’s Travis Kling predicted that Central Banks would have to “juice QE to infinity” in order to save markets from recession. Yesterday on 60 Minutes, Fed President N...

23 Mar 202017min

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