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(2071)

What Was That -- A Market Crash for Ants?

What Was That -- A Market Crash for Ants?

Wait, is that it? After all that fuss and bluster Monday didn't turn out nearly as bad as many had predicted. What's more, for once, no one blamed Bitcoin (even though it heralded the violent down mov...

7 Aug 202412min

What Drove the Market Crash

What Drove the Market Crash

The market hemorrhaged on Monday, and it was preceded by a big move down in Bitcoin and crypto. NLW explains the most likely causes, including the Japanese Yen Carry trade unwind, the jobs report, and...

6 Aug 202412min

Powell Signals Rate Cuts Finally Coming in September

Powell Signals Rate Cuts Finally Coming in September

At yesterday's FOMC, the Fed held rates steady but Powell signaled a September cut to come. Still he left himself characteristic wiggle room. NLW covers it all on this macro focused episode. Enjoyi...

1 Aug 202414min

The Debate Around the Bitcoin Reserve

The Debate Around the Bitcoin Reserve

NLW catches up on the debate around a US Bitcoin Strategic Reserve, plus looks at the indictment of Nader al-Naji. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch...

1 Aug 202413min

Is the US Preparing to Sell Silk Road BTC?

Is the US Preparing to Sell Silk Road BTC?

Just days after Former President Trump pledges not to sell seized Bitcoin, the US government has around $2B worth of BTC on the move. Is it just custodial reshuffling or the prelude to a sale? And mos...

31 Jul 202412min

The Political Class Bends the Knee to Bitcoin

The Political Class Bends the Knee to Bitcoin

NLW covers speeches from President Trump, Robert F. Kennedy Jr., Cynthia Lummis, Wiley Nickel and more from the Bitcoin Conference. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.lin...

30 Jul 202415min

Senator Bill Hagerty on the Stakes of the Election for Bitcoin

Senator Bill Hagerty on the Stakes of the Election for Bitcoin

A reading and discussion inspired by https://bitcoinmagazine.com/politics/the-future-of-bitcoin-in-america-will-be-decided-at-the-ballot-box Enjoying this content? SUBSCRIBE to the Podcast: https://...

26 Jul 202410min

The Worst Day in Stonks Since 2024

The Worst Day in Stonks Since 2024

NLW goes macro and looks at the fluttering in markets plus a variety of other signals which suggest rougher times on the horizon. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1...

26 Jul 202417min

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