The Breakdown with David Canellis | Teaser
A crypto-native deep dive into the systems, incentives, and power structures shaping the industry. Hosted by David C.
28 Jan 1min
Market Structure Thaw as Stablecoin Fight Intensifies
As Washington digs out from a winter storm, there are signs that the long-stalled crypto market structure bill may be inching forward again, with behind-the-scenes negotiations aiming to revive a bipa...
28 Jan 9min
Gold Mania and a Bitcoin Stall
Bitcoin stumbles through another Sunday-night slide as gold rips to historic highs, pulling attention and liquidity away from crypto and fueling talk of a speculative metals mania layered on top of ge...
27 Jan 9min
Bitcoin Meets Davos
Brian Armstrong takes Bitcoin to the World Economic Forum as Davos wrestles with the visible unraveling of the old global order, putting the Bitcoin standard, stablecoin yield, and crypto market struc...
24 Jan 8min
The Macro Market Crash and the End of the Old Order
Markets are selling off across the board as stocks, bonds, and the dollar all fall together, signaling something bigger than a routine drawdown. This episode unpacks why the latest crash feels like a ...
23 Jan 8min
The Stablecoin Yield Standoff
Today’s episode digs into the deepening market structure fallout in Washington, tracing how Coinbase’s withdrawal from the bill triggered White House anger, exposed fractures across the crypto lobby, ...
21 Jan 8min
Bitcoin Wakes Up
Bitcoin finally delivered a jolt of life, surging to $96,000 in its biggest move of 2026 and breaking a long stretch of boredom for crypto markets. The episode unpacks why this rally may matter less f...
15 Jan 8min
Phase Two of Institutional Bitcoin Adoption
Bitcoin has spent the opening weeks of 2026 trading sideways, but beneath the surface a second phase of institutional adoption is taking shape. This episode unpacks why Morgan Stanley’s move toward a ...
14 Jan 9min
