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)

Senate Clears Stablecoin Bill Hurdle

Senate Clears Stablecoin Bill Hurdle

In a major breakthrough for crypto legislation, the U.S. Senate voted 66-32 to advance the Genius Act—marking the most significant step yet toward stablecoin regulation. NLW breaks down what flipped D...

21 Mai 202511min

US Credit Downgrade Hits—Bitcoin Pumps Anyway

US Credit Downgrade Hits—Bitcoin Pumps Anyway

Moody’s has officially downgraded the U.S. credit rating, joining S&P and Fitch in knocking the government off its AAA pedestal. NLW breaks down the political reaction, the muted market response, and ...

20 Mai 202513min

When Investors Should Say "No" vs. "Yes"

When Investors Should Say "No" vs. "Yes"

A reading and discussion inspired by https://blockworks.co/news/investors-prediction-market-no-bet-outcome Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch ...

19 Mai 202510min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

This week’s Friday Five is a whirlwind tour through one of the most bullish weeks for crypto on Wall Street in recent memory. NLW and Scott Melker break down Coinbase’s historic addition to the S&P 50...

18 Mai 202518min

As eToro IPO Pops is Wall Street Getting Crypto Fever?

As eToro IPO Pops is Wall Street Getting Crypto Fever?

eToro's successful NASDAQ debut signals renewed investor appetite for crypto-focused companies, potentially reopening the IPO window for others like Kraken and Circle. Meanwhile, traditional finance g...

16 Mai 202511min

5 Questions Shaping the Near Future of Crypto and Macro

5 Questions Shaping the Near Future of Crypto and Macro

Blockworks announced that we're bringing together their daily newsletter together with The Breakdown brand to build the best daily content package in crypto. In celebration of that, NLW is joined by B...

15 Mai 202518min

Coinbase Joins the S&P 500 as Bitcoin and Traditional Finance Converge

Coinbase Joins the S&P 500 as Bitcoin and Traditional Finance Converge

Coinbase has officially become the first crypto company added to the S&P 500, signaling a new era of legitimacy for crypto in traditional finance. Meanwhile, Bitcoin's increasing acceptance is marked ...

14 Mai 202510min

Bitcoin's Quiet Rally and the Stablecoin Standoff

Bitcoin's Quiet Rally and the Stablecoin Standoff

Bitcoin has surged back above $100,000, but why does this record-breaking rally feel so muted? As markets quietly climb higher, NLW explores the curious lack of excitement, alongside major development...

13 Mai 202512min

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