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)

Ark Invest Ramps Up BTC 2030 Prediction to $2.4M

Ark Invest Ramps Up BTC 2030 Prediction to $2.4M

Perma Bitcoin bulls Ark Invest have raised their 2030 bullish bitcoin target. More important than the number is the logic, which argues that we're not accounting enough for lost coins with our supply ...

29 Apr 202515min

A Better(?) Approach to Fixing the Broken Global Trading System

A Better(?) Approach to Fixing the Broken Global Trading System

A reading and discussion inspired by https://www.foreignaffairs.com/world/global-trading-system-was-already-broken Sponsored by: ⁠⁠Crypto Tax Calculator⁠⁠ Accurate Crypto Taxes. No Guesswork....

27 Apr 202515min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

NLW joins Scott Melker to discuss the big topics in crypto and macro this week. Trade, tariffs, crypto banking and much more. Sponsored by: ⁠Crypto Tax Calculator⁠ Accurate Crypto Taxes. No Gue...

26 Apr 202521min

Bessent Says US to Stick with Bretton Woods Institutions

Bessent Says US to Stick with Bretton Woods Institutions

NLW discusses market reactions to US tariff negotiations, potential tariff reductions with China, and Bretton Woods institutions facing criticism from the Trump administration for mission creep. He ex...

25 Apr 202515min

Bitcoin Rallies as Both Hedge and Risk-On

Bitcoin Rallies as Both Hedge and Risk-On

There are indicators that trade tensions are dissipating, seeing rallies in both stocks and crypto. Bitcoin is taking its unique place as an asset that can do double duty in a portfolio. Plus the late...

24 Apr 202513min

Respect the Bitcoin Pump

Respect the Bitcoin Pump

Stocks were down bad again on Monday on concern around the Powell-Trump tiff, but Bitcoin started soaring. How real is this pump? What does it mean for BTC going forward? NLW explores. Sponsored by:...

23 Apr 202514min

How Trade Negotiations Are Impacting Crypto

How Trade Negotiations Are Impacting Crypto

NLW catches up on the key macro and crypto stories shaping the news heading into a new week. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season head...

21 Apr 202518min

Bell Curve: Beyond the Hype: Crypto’s Next Phase | Roundup

Bell Curve: Beyond the Hype: Crypto’s Next Phase | Roundup

In this episode, we’re joined by Santi from Empire! We discuss today’s crypto market conditions, stablecoin proliferation, and how long-term allocators are accumulating Bitcoin. We also touch on crypt...

18 Apr 20251h 3min

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