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)

The CIO of $230B Guggenheim Just Called for $400,000 BTC

The CIO of $230B Guggenheim Just Called for $400,000 BTC

With so much focus on bitcoin’s record-setting price run, a number of huge (and hugely bullish) stories have gotten comparatively short shrift. In this episode, NLW looks at: Ruffer LLP’s $744 milli...

18 Dec 202011min

Why $20,000 Bitcoin Matters

Why $20,000 Bitcoin Matters

After weeks of flirting with all-time highs, bitcoin has broken through the most significant psychological barrier: $20,000.  In today’s episode of The Breakdown, NLW looks at why the moment is so si...

16 Dec 202013min

Will Wall Street Ruin Bitcoin? Featuring Ben Hunt and Alex Gladstein

Will Wall Street Ruin Bitcoin? Featuring Ben Hunt and Alex Gladstein

Ben Hunt is the founder of Second Foundation Partners and lead author of Epsilon Theory. Alex Gladstein is the chief strategy officer at the Human Rights Foundation.  In this conversation, they discu...

16 Dec 20201h 21min

JPMorgan Discusses $600B in Potential New Bitcoin Demand

JPMorgan Discusses $600B in Potential New Bitcoin Demand

Today on the Brief: First COVID-19 vaccines roll out in the U.S.  Are IPOs the new ICOs? U.S. Treasury and other federal departments hacked  Our main discussion: A massive new category of bitcoi...

15 Dec 202014min

How Much Debt Can a Country Handle?

How Much Debt Can a Country Handle?

This week’s edition of Long Reads Sunday is a reading of “How Much Debt Is Too Much?” by Raghuram Rajan on Project Syndicate. In it, the author explores the shifting conventional wisdom on national d...

13 Dec 202011min

The Bitcoin Banking Battle Heats Up

The Bitcoin Banking Battle Heats Up

On this edition of the weekly recap, NLW looks at the brewing battle to be the bitcoin and crypto bank of the future. He looks at three stories reporting banks getting into crypto (BBVA, Standard Char...

12 Dec 202010min

Why a Massive 169-Year-Old Insurance Company Just Bought $100M in Bitcoin

Why a Massive 169-Year-Old Insurance Company Just Bought $100M in Bitcoin

Today on the Brief: FDA panel recommends Pfizer vaccine approval as initial jobless claims soar Antitrust lawsuit calls for Facebook breakup Crypto-friendly CFTC chairman to resign at the beginnin...

12 Dec 202014min

SEC Commissioner Hester Peirce on a Bitcoin ETF, Custody Rules and What's Next for the SEC

SEC Commissioner Hester Peirce on a Bitcoin ETF, Custody Rules and What's Next for the SEC

Hester Peirce is a commissioner at the Securities Exchange Commission, sworn in for her second term in August.  Sometimes referred to as “Crypto Mom,” Peirce has been a fierce advocate for the indust...

11 Dec 202020min

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