The Breakdown

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/

Avsnitt(2058)

Whales Unload Billions As Bitcoin Plunges To Six-Week Low

Whales Unload Billions As Bitcoin Plunges To Six-Week Low

Bitcoin’s post–Jackson Hole rally was short-lived, with prices plunging below $110,000 after a massive whale liquidation sent shockwaves through the market. Today NLW unpacks how 24,000 BTC moved for ...

27 Aug 202511min

A Nothingburger Speech that Moved Markets

A Nothingburger Speech that Moved Markets

At last week’s Jackson Hole gathering, Jerome Powell delivered his final speech as Fed Chair. On the surface it was dry and technical, but markets read it as a dovish signal—and risk assets surged. In...

26 Aug 202514min

Crypto Narratives Becoming Reality

Crypto Narratives Becoming Reality

On this Long Read Sunday, NLW turns to Byron Gilliam’s Breakdown newsletter for a discussion of whether crypto narratives are finally becoming reality. From gold’s millennia-long hold on value percept...

24 Aug 20259min

Markets Hold Their Breath in Wyoming

Markets Hold Their Breath in Wyoming

Markets turned their attention to Jackson Hole for Jerome Powell’s final speech as Fed Chair, while crypto and AI narratives kept investors on edge. NLW unpacks how Powell’s tone could shift rate cut ...

23 Aug 202522min

Fed Governor Waller Says Crypto Adoption Is Nothing to Fear

Fed Governor Waller Says Crypto Adoption Is Nothing to Fear

At the Wyoming Blockchain Summit, Federal Reserve Governor Christopher Waller delivered one of the most striking pro-crypto speeches ever from a senior central banker. Waller argued that decentralized...

22 Aug 202512min

Crypto at a Crossroads in Wyoming

Crypto at a Crossroads in Wyoming

At this year’s Wyoming Blockchain Symposium, regulators and policymakers made it clear that crypto’s role in the U.S. financial system is entering a new chapter. Federal Reserve Governor Michelle Bowm...

21 Aug 202515min

Jackson Hole Retrospective: Powell’s Fed Legacy

Jackson Hole Retrospective: Powell’s Fed Legacy

As Jerome Powell prepares for his final Jackson Hole address, we look back at how his speeches at the Fed’s most important annual gathering have shaped the past six years of monetary policy. From “tra...

20 Aug 202514min

Correction Watch 2025: Bitcoin Pullback or Just Another Bull Run Pause?

Correction Watch 2025: Bitcoin Pullback or Just Another Bull Run Pause?

After hitting new all-time highs above $124,000, Bitcoin is showing its first signs of weakness. Traders are watching closely as a six-week rally cools off, with historical cycles suggesting a pullbac...

19 Aug 202513min

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