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)

Chinese State Media Indicates China Is NOT Banning Crypto Trading

Chinese State Media Indicates China Is NOT Banning Crypto Trading

Today’s episode looks at crypto in geopolitical context, focusing on: A follow-up on the ransomware surge, with experts suggesting that it’s not about crypto payments but about the “ransomware-as-a-...

4 Juni 202110min

Ransomware Is The Next Big Bitcoin FUD

Ransomware Is The Next Big Bitcoin FUD

Today on the Brief: China’s next digital yuan trial More Bitcoin ETF delays Standard Chartered to open crypto prime brokerage Our main discussion focuses on the rise of ransomware. NLW examines:...

3 Juni 202114min

More Crypto Regulation Is Likely Coming, but Bans Are Not

More Crypto Regulation Is Likely Coming, but Bans Are Not

Today’s episode includes a quick update on Marathon’s bitcoin mining about-face. Our main discussion focuses on the changing shape of crypto regulatory discussion in the U.S. While more regulation app...

2 Juni 202114min

Revisiting Paul Tudor Jones’ ‘Great Monetary Inflation’ Thesis

Revisiting Paul Tudor Jones’ ‘Great Monetary Inflation’ Thesis

A year ago this month, legendary hedge fund manager Paul Tudor Jones released a paper about the “Great Monetary Inflation.” It set the entire narrative backdrop for the institutional move into bitcoin...

31 Maj 202127min

Networks vs. Governments: Could Crypto-Powered Digital Communities Challenge the Power of Cities and States?

Networks vs. Governments: Could Crypto-Powered Digital Communities Challenge the Power of Cities and States?

What exists between a Facebook group and a formal organization? Right now, not much. But in the future, Balaji Srinivasan argues, blockchain-powered communities will be able to exert the power to help...

30 Maj 202116min

Is the ‘Bitcoin Supercycle’ Theory Dead?

Is the ‘Bitcoin Supercycle’ Theory Dead?

On this edition of “The Breakdown’s Weekly Recap,” NLW looks at what this cycle has taught us in terms of: Who is investing and how it’s influencing markets How market structure and narrative inter...

29 Maj 202111min

Cathie Wood on Cathie Wood on Why Central Banks Will Add Bitcoin to their Balance Sheets

Cathie Wood on Cathie Wood on Why Central Banks Will Add Bitcoin to their Balance Sheets

Today’s special edition of “The Breakdown'' is a replay of NLW’s fireside chat with ARK’s Cathie Wood that premiered yesterday as a closing keynote at Consensus 2021. In this conversation, they discus...

28 Maj 202136min

‘Crypto Is Here to Stay’: Activist Investor Carl Icahn Looks Toward a Crypto Position in the Billions

‘Crypto Is Here to Stay’: Activist Investor Carl Icahn Looks Toward a Crypto Position in the Billions

Today on the Brief: PayPal to allow crypto withdrawals Regulatory rumblings from the SEC and FinCEN Bitcoin moving off exchanges again In our main discussion, NLW looks at the macro conversation...

28 Maj 202115min

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