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)

PayPal's Stablecoin is the (Second) Biggest Crypto News Story of the Year

PayPal's Stablecoin is the (Second) Biggest Crypto News Story of the Year

In today's episode, NLW dives deep on PayPal's Announcement, which he argues forms a matched pair with BlackRock's spot BTC ETF application as the key events in the most important trend of this bear m...

8 Aug 202314min

Crypto and the Major Questions Doctrine

Crypto and the Major Questions Doctrine

Coinbase argues that crypto is a "major question" that requires Congress to explicitly authorize the SEC to oversee. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Wat...

7 Aug 202313min

How Stablecoins Could Save the Dollar's Global Reserve Role

How Stablecoins Could Save the Dollar's Global Reserve Role

On this Long Reads Sunday, NLW reads: Pass the Stablecoin Bill Now - Austin Campbell Stablecoins: A Potential Counter to Dedollarization - Yiannis Giokas Enjoying this content? SUBSCRIBE to the Podc...

6 Aug 202310min

Worldcoin Iris Scanning Shut Down in Kenya

Worldcoin Iris Scanning Shut Down in Kenya

On this edition of the Weekly Recap, NLW looks at Worldcoin's issues in Kenya; the NYT's weird defense of SBF's leaking of Caroline Ellison's journal; guilty pleas from the Bitfinex hacker and more. ...

5 Aug 202314min

A Primer on LK-99

A Primer on LK-99

LK-99 has captured the world's attention for its promise of room-temperature superconductivity. But what does that even mean? NLW provides an overview and primer. Enjoying this content? SUBSCRIBE to...

4 Aug 202317min

Binance: Too Big to Jail

Binance: Too Big to Jail

Semafor is reporting that the DoJ is exploring options other than a full criminal complaint against CZ and Binance for fear that it would cause a bank run that could harm consumers. Is Binance now too...

3 Aug 202312min

Is the US Credit Rating Downgrade a Nothingburger?

Is the US Credit Rating Downgrade a Nothingburger?

NLW explores a range of reactions to Fitch's decision to downgrade US sovereign debt from AAA to AA+ from the political responses to the market response to the shoulder shrug of people who don't think...

2 Aug 202315min

Tether Holds More US Government Debt Than Australia

Tether Holds More US Government Debt Than Australia

A look at the latest Tether reserve attestation, plus an update on the Curve hack and a new court ruling that rejects the Torres Doctrine from the Ripple vs. SEC case. Today's Episode Sponsored By: I...

1 Aug 202313min

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