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(2073)

Bitcoin and the New Non-Governmental Monetary Reality

Bitcoin and the New Non-Governmental Monetary Reality

For this week’s “Long Reads Sunday,” NLW reads Nik Bhatia’s latest piece: “Asset Managers, Owning Bitcoin Is Now Your Fiduciary Duty.” He also provides more thoughts on the notion of bitcoin as a non-...

25 Apr 202110min

2017 PTSD and the Dip That Ate Alt Season

2017 PTSD and the Dip That Ate Alt Season

On this edition of “The Weekly Recap,” NLW looks at the twin dips that shaped the week. He argues that one upshot is the dips may have taken the wind out of the sales of some very 2017-esque froth tha...

24 Apr 202110min

What Biden's Tax Hike Has to Do With Money Printing and Inflation

What Biden's Tax Hike Has to Do With Money Printing and Inflation

Today on the Brief: Coinbase Pro to list USDT A new Bitcoin Mayor in Tennessee ETH and BTC ETF updates Our main discussion looks at President Biden’s proposed increase of the capital gains tax r...

24 Apr 202113min

This Earth Day, Let's Reclaim the Bitcoin Energy Debate

This Earth Day, Let's Reclaim the Bitcoin Energy Debate

Today on the Brief: Crypto M&A heats up Is ETH deflationary now? Cathie Wood is the Michael Saylor of Coinbase stock Our main discussion: Square’s Bitcoin Clean Energy Initiative and ARK Investm...

23 Apr 202112min

ICO 2.0: How Will Big Bitcoin-Buying Institutions React to Inevitable Crypto Market Froth?

ICO 2.0: How Will Big Bitcoin-Buying Institutions React to Inevitable Crypto Market Froth?

The years 2017 and 2018 were some of the frothiest, wildest times in crypto market history. Their fallout also dragged the industry down for years, leaving an unmistakable stench of scam for many.  T...

22 Apr 202114min

Governments Banning Bitcoin? Not So Fast as Former Regulators Brooks and Giancarlo Join Crypto Companies

Governments Banning Bitcoin? Not So Fast as Former Regulators Brooks and Giancarlo Join Crypto Companies

As this cycle heats up, “governments will ban bitcoin” is one of the top areas of fear, uncertainty and doubt. On this episode, NLW breaks down why that FUD just doesn’t hold much weight right now, lo...

21 Apr 202116min

No, Bitcoin's Flash Crash Wasn't Caused by Turkey or Money Laundering or China or Any Other FUD

No, Bitcoin's Flash Crash Wasn't Caused by Turkey or Money Laundering or China or Any Other FUD

In 20 minutes on Saturday night, bitcoin’s price fell by more than 12%. Crypto Twitter raced to explain it as the byproduct of hashrate crashes after Chinese miners went offline, a suspicious report a...

20 Apr 202119min

A Point-by-Point Rebuttal of the Most Recent Bitcoin Environmental FUD

A Point-by-Point Rebuttal of the Most Recent Bitcoin Environmental FUD

On this week’s “Long Reads Sunday,” NLW reads Nic Carter’s “On Bitcoin, the Gray Lady Embraces Climate Lysenkoism,” a rebuttal of the New York Times’ recent piece on bitcoin energy consumption he says...

18 Apr 202130min

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