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)

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

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

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