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(2072)

This Presidential Candidate Has a Crypto Plan That Includes "Code is Law"

This Presidential Candidate Has a Crypto Plan That Includes "Code is Law"

ORIGINALLY PUBLISHED FRIDAY NOVEMBER 17th Vivek Ramaswamy introduced a thoughtful, comprehensive crypto plan. Will other candidates match him? Today's Sponsor: Kraken Kraken: See what crypto can be -...

19 Nov 202315min

Delay Ends Mass BTC Spot ETF Approval Dream

Delay Ends Mass BTC Spot ETF Approval Dream

There was a very small window where the SEC could have approved all the Bitcoin Spot ETF applications at once. That window is now once again closed as one of the applicants was delayed. Today's Sponso...

17 Nov 202314min

Not the BTC Decoupling We Were Looking For

Not the BTC Decoupling We Were Looking For

In the midst of an "everything rally" after a pleasant CPI surprise, BTC and crypto went the other direction. Today's Sponsor: Kraken Kraken: See what crypto can be - https://kraken.com/TheBreakdown ...

16 Nov 202313min

With Latest CPI, the Fed Hiking Cycle Finally Appears Over

With Latest CPI, the Fed Hiking Cycle Finally Appears Over

Before today's CPI numbers were released, markets were pricing in a 14% chance of one more rate hike. After the numbers were released, that number plummeted to zero. NLW catches up on the macro. Toda...

15 Nov 202314min

BTC Held By Institutional Products Hits ATH

BTC Held By Institutional Products Hits ATH

Even before the formal approval of a Bitcoin spot ETF, Bitcoin funds have seen weeks and weeks of continuous inflows, reaching a new all-time high for BTC held in institutional funds. Today's Sponsor...

14 Nov 202314min

Markets Surge as BlackRock Files ETH Spot ETF

Markets Surge as BlackRock Files ETH Spot ETF

The market return continues and the institutional narrative grows as BlackRock files their spot Ethereum ETF. Today's Sponsor: Kraken Kraken: See what crypto can be - https://kraken.com/TheBreakdown E...

11 Nov 202311min

ETF Excitement Drives Bitcoin Past $36,000

ETF Excitement Drives Bitcoin Past $36,000

NLW continues the bull recovery post SBF trial with an exploration of ETF excitement. Today's Sponsor: Kraken Kraken: See what crypto can be - https://kraken.com/TheBreakdown Enjoying this content? ...

10 Nov 202315min

Is Circling Preparing for an IPO?

Is Circling Preparing for an IPO?

NLW looks at a number of stories that suggest the crypto industry is finally facing forward and looking to the future, almost exactly a year after FTX collapsed. Today's Sponsor: Kraken Kraken: See w...

8 Nov 202316min

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