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/

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Avsnitt(2072)

While Others Warn of Market Bubble, Bitcoin Bull Bill Miller Doesn't Think So

While Others Warn of Market Bubble, Bitcoin Bull Bill Miller Doesn't Think So

On this episode of “The Breakdown,” NLW analyzes value investor turned bitcoin bull Bill Miller’s contrarian take on a possible upcoming market bubble. Miller’s background lies in traditional markets,...

14 Juli 202117min

Bitcoin Leads to Hyperinflation? Meet the Strangest FUD Yet

Bitcoin Leads to Hyperinflation? Meet the Strangest FUD Yet

In this episode, NLW focuses on: Inflation measures, impacts and who’s to blame News out of Paraguay concerning pro-bitcoin legislation A recent “Wall Street Journal” survey of economists reveale...

13 Juli 202112min

The Progressive Case for Bitcoin

The Progressive Case for Bitcoin

On this edition of “Long Reads Sunday,” NLW reads an excerpt from Sen. Elizabeth Warren’s questions to SEC Chairman Gensler about crypto and crypto exchanges. NLW then reads an essay responding to Wa...

11 Juli 202112min

Can a New Wave of Crypto IPOs Rekindle Wall Street Excitement?

Can a New Wave of Crypto IPOs Rekindle Wall Street Excitement?

On this edition of “The Breakdown’s Weekly Recap,” NLW looks at how Wall Street momentum in crypto rose last year only to fade this year. With Circle coming to markets via a SPAC merger and Robinhood ...

10 Juli 202114min

As Biden Targets Big Tech, a Reminder That Decentralized Technologies Are Anti-Monopolist

As Biden Targets Big Tech, a Reminder That Decentralized Technologies Are Anti-Monopolist

On this episode of “The Breakdown,” NLW analyzes President Joe Biden’s “Factsheet: Executive Order on Promoting Competition in the American Economy,” including: The shift in public sentiment against...

10 Juli 202118min

Are GBTC Unwinds Bullish or Bearish for Bitcoin?

Are GBTC Unwinds Bullish or Bearish for Bitcoin?

NLW explores the debate surrounding the GBTC unlock’s bearish or bullish nature on this episode of “The Breakdown,” including:  Historical impacts of market structure on prices GBTC’s influence on ...

9 Juli 202122min

De-Globalization vs. De-Nationification: Which Trend Wins?

De-Globalization vs. De-Nationification: Which Trend Wins?

Today on “The Breakdown,” NLW explores what he calls “the shifting tectonic plates of the global social order.” On one side, he argues, are the forces of de-globalization, with nations turning inward ...

8 Juli 202113min

Will Bitcoin or Russia Be Blamed for the Latest Ransomware Attacks?

Will Bitcoin or Russia Be Blamed for the Latest Ransomware Attacks?

On this extended-brief style episode of “The Breakdown,” NLW discusses recent news, FUD and policy in the world of crypto, including: The ransomware group behind the Colonial Pipeline attack strikes...

7 Juli 202111min

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