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)

Is Tesla About to Sell It's BTC? Bitcoin Doesn't Seem to Care

Is Tesla About to Sell It's BTC? Bitcoin Doesn't Seem to Care

Tesla shuffled all it's BTC after years of it being dormant, leading to some speculation that they're preparing to sell. Bitcoin price action shrugged off the rumors as a non-event, however, showing h...

17 Okt 202411min

Kamala Harris' Latest Crypto Overture

Kamala Harris' Latest Crypto Overture

Kamala Harris has included crypto in her appeal to win Black male voters. Some see it as a positive sign for crypto. Others just think the whole thing was weird. Is this a "here we go again" moment wi...

16 Okt 202412min

Crypto Takes the Fight Back to the SEC

Crypto Takes the Fight Back to the SEC

A reading and discussion inspired by https://blockworks.co/news/sec-wrong-about-crypto-asset-securities Unlocking Bitcoin DeFi with ExSat The exSat Network aims to unlock and scale the Bitcoin ecosys...

13 Okt 202412min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

NLW is back with Scott Melker for a countdown of the most important stories in crypto and macro this week, including Polymarket odds changes, SEC action, and a perfectly unhinged LinkedIn post. Unlo...

12 Okt 202432min

Is the Chinese Stimulus Walkback Bullish for Bitcoin?

Is the Chinese Stimulus Walkback Bullish for Bitcoin?

Investors have been paying close attention to China's stimulus plans for the past month, but got some cold water thrown on them this week. NLW looks at the implications for crypto and markets more bro...

11 Okt 202413min

Did an HBO Documentary Just Reveal Satoshi's True Identity?

Did an HBO Documentary Just Reveal Satoshi's True Identity?

One of the great mysteries of the modern age is the true identity of Bitcoin creator Satoshi Nakamoto. This year, we got a definitive court judgement that it was not Craig Wright (which any bitcoiner ...

9 Okt 202410min

Could a Robinhood Exec End up SEC Chair?

Could a Robinhood Exec End up SEC Chair?

NLW covers reporting that Robinhood Chief Legal Officer Dan Gallagher is in the running to lead the SEC after Gary Gensler. Plus a report from JPMorgan on Uptober. Unlocking Bitcoin DeFi with ExSat ...

9 Okt 202413min

How the Jobs Report Changes Rate Cut Calculus

How the Jobs Report Changes Rate Cut Calculus

On Friday, the nonfarm payrolls report came in much hotter than expected. On today's episode, NLW looks at the market reaction and specifically, what it means for the likely path of Federal Reserve in...

8 Okt 202413min

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