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)

Here Are All the Institutions That Bought Bitcoin While You Weren't Paying Attention

Here Are All the Institutions That Bought Bitcoin While You Weren't Paying Attention

On this edition of the “Weekly Recap,” NLW looks at three key themes: The continued institutionalization of bitcoin (and, increasingly, ethereum as well)  Warning signs of market mania in DOGE and ...

17 Apr 202111min

Dogecoin: The Emperor of All Shitcoins and the Master of Memes

Dogecoin: The Emperor of All Shitcoins and the Master of Memes

Dogecoin is on a tear. And it’s causing many mainstream media outlets to call “bubble.” On this episode, NLW breaks down DOGE as: Valueless memecoin Internet culture incarnate Dada-esque protest t...

17 Apr 202116min

Why the Biden Administration Is Increasingly Concerned with China’s Digital Currency

Why the Biden Administration Is Increasingly Concerned with China’s Digital Currency

On today’s “The Breakdown,” NLW looks at an underreported story from earlier this week. There are increasingly loud whispers that officials across several agencies, including Treasury, National Securi...

16 Apr 202114min

The Definitive Guide to Coinbase Going Public

The Definitive Guide to Coinbase Going Public

On the day of Coinbase’s historic direct listing on NASDAQ, NLW answers your most important questions about the company and its place in the industry.  How did Coinbase become successful? What is t...

14 Apr 202122min

The Real Story of Inflation Right Now

The Real Story of Inflation Right Now

There is perhaps no question more debated in macroeconomics than what sort of inflation we’re likely to see in the coming years. Many are convinced that the combination of a growing money supply, expa...

14 Apr 202115min

Coinbase Going Public Is the Bitcoin Bull Market's First Big Test

Coinbase Going Public Is the Bitcoin Bull Market's First Big Test

Coinbase is set to go public via direct listing on Wednesday. In today’s episode, NLW breaks down why this is the current bull market’s first big test, looking at: Mainstream narratives  Instituti...

13 Apr 202123min

How Bitcoin Can Help Break Cycles of Poverty

How Bitcoin Can Help Break Cycles of Poverty

This week’s edition of “Long Reads Sunday” features NLW reading Bradley Rettler’s “The Rich Get Richer, the Poor Get Bitcoin.” It is an argument that, far from being just a speculative tool for the al...

11 Apr 202111min

So, Is This a Bitcoin Supercycle or What?

So, Is This a Bitcoin Supercycle or What?

On this week’s “Weekly Recap,” NLW digs into the theory of the bitcoin supercycle. Are we in the same sort of four-year, halving-driven, boom-bust cycle that has characterized bitcoin so far, or are t...

10 Apr 20219min

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