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 Fed Is Stuck Waiting While the Trade War Reshapes the Economy

The Fed Is Stuck Waiting While the Trade War Reshapes the Economy

The latest FOMC meeting resulted in zero policy changes as the Federal Reserve adopts a cautious "wait and see" stance amid rising economic risks. NLW analyzes Chair Powell’s careful positioning, bala...

9 Mai 202512min

Democrats Stage Crypto Walkout to Hold Dueling Hearing

Democrats Stage Crypto Walkout to Hold Dueling Hearing

Yesterday's Congressional crypto hearings descended into partisan theatrics as Democrats led by Maxine Waters staged a dramatic walkout, splitting discussions into dueling roundtables. At issue: alleg...

8 Mai 202513min

Crypto Clash: Waters’ Walkout vs. Market-Structure Bill

Crypto Clash: Waters’ Walkout vs. Market-Structure Bill

House Democrats, led by Rep. Maxine Waters, plan a walkout to derail a joint hearing on the 212-page crypto market-structure bill, framing it as a protest against Trump-linked stablecoin dealings. NLW...

7 Mai 202511min

Arizona Gov Vetoes Bitcoin Bill

Arizona Gov Vetoes Bitcoin Bill

Today on The Breakdown, NLW discusses Arizona Governor Katie Hobbs' veto of a bill allowing state investments in Bitcoin, highlighting existing crypto exposure via Strategy (formerly MicroStrategy). H...

6 Mai 202510min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

From big price targets from major institutions to Ray Dalio sayings its too late to Arthur Hayes saying long everything, NLW breaks down an interesting if confusing week. Sponsored by: ⁠⁠⁠⁠⁠⁠⁠Cr...

4 Mai 202514min

Hayes: "Time to Long Everything!"

Hayes: "Time to Long Everything!"

Arthur Hayes says it’s time to “long everything”—and in today’s episode, NLW digs into why. Broadcasting from Token 2049 in Dubai, Hayes makes a bold case for an upcoming liquidity wave that could sup...

3 Mai 202514min

The Global Economic Order on the Brink

The Global Economic Order on the Brink

In this episode of The Breakdown, host NLW explores legendary investor Ray Dalio's recent update on the shifting global monetary order. Dalio asserts that the U.S. is nearing a significant decline due...

1 Mai 202514min

Arizona Drives Ahead with Bitcoin Reserve Bill

Arizona Drives Ahead with Bitcoin Reserve Bill

Both houses of Arizona legislature have passed a Bitcoin Reserve Bill. The question now is whether the Governor will actually sign it. Meanwhile, bullish sentiment is coming back as BTC floats around ...

30 Apr 202513min

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