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 Fee War and the ETF Terrordome

The Fee War and the ETF Terrordome

Final S-1s show Bitcoin Spot ETF competitors competing aggressively around fees. Today's Sponsor: Kraken Kraken: See what crypto can be - https://kraken.com/TheBreakdown Enjoying this content? SUBSC...

9 Jan 202417min

Why Stay in Crypto?

Why Stay in Crypto?

A reading of: https://www.coindesk.com/business/2024/01/03/stablecoins-can-help-fix-the-current-lending-market/ and https://twitter.com/CampbellJAustin/status/1742292350578090368

8 Jan 202411min

The 5 Most Important Stories in Crypto This Week

The 5 Most Important Stories in Crypto This Week

Recorded live with Scott Melker on Friday January 5th. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecry...

6 Jan 202429min

The Last Details Before Bitcoin Spot ETF Approval

The Last Details Before Bitcoin Spot ETF Approval

NLW covers the last details as the crypto industry gets hyped for an anticipated ETF approval. Today's Sponsor: Kraken Kraken: See what crypto can be - https://kraken.com/TheBreakdown Enjoying this c...

6 Jan 202416min

Did a Matrixport Report Really Send BTC Crashing?

Did a Matrixport Report Really Send BTC Crashing?

And if it wasn't that, why did Bitcoin fall so much yesterday? NLW looks at market structure and narrative as ETF expectations heat up. Today's Sponsor: Kraken Kraken: See what crypto can be - https:...

4 Jan 202416min

A Dangerous New Crypto Tax Policy Might Have Just Gone Into Effect

A Dangerous New Crypto Tax Policy Might Have Just Gone Into Effect

NLW covers the latest on 6050i, a provision from the 2021 infrastructure bill with major implications for the crypto industry. Today's Sponsor: Kraken Kraken: See what crypto can be - https://kraken....

4 Jan 202415min

Silbert Out at Grayscale; No 2nd Trial for SBF: The Biggest Crypto News from the Holiday Break

Silbert Out at Grayscale; No 2nd Trial for SBF: The Biggest Crypto News from the Holiday Break

NLW recaps the biggest stories from the last week and a half, including Barry Silbert resigning from the board at Grayscale (clearing the path to an ETF conversion?) as well as the dubious DOJ decisio...

3 Jan 202417min

2024: Bitcoin's Big Year

2024: Bitcoin's Big Year

A reading of: https://www.coindesk.com/business/2023/12/20/tis-the-season-to-be-jolly-about-the-crypto-market-in-2024/ and https://www.coindesk.com/consensus-magazine/2023/12/19/etfs-halving-upgrades-...

24 Des 202311min

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