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 Most Important Trends and People Shaping Crypto 2020, With Ryan Selkis

The Most Important Trends and People Shaping Crypto 2020, With Ryan Selkis

What were the most important trends? Who were the most important people? Was it the year of Bitcoin Macro, the year of DeFi or both? Ryan Selkis is the founder and CEO of Messari. Each year he puts t...

10 Dec 20201h 2min

 MicroStrategy Is Raising Another $400M to Buy BTC

MicroStrategy Is Raising Another $400M to Buy BTC

Today on the Brief: BBVA set to offer crypto trading and custody Wells Fargo discusses bitcoin in recent investor memo Square launches Bitcoin Clean Energy Initiative with $10 million  Our main ...

9 Dec 202017min

China's Latest Digital Currency Trial Is Its Most Important Yet

China's Latest Digital Currency Trial Is Its Most Important Yet

Today on the Brief: COVID-19 vs. Stimulus  Small hedge funds outperform large brethren  Equities now worth 115% of global GDP  Our main discussion: Why the newest trial of China’s central bank d...

8 Dec 202013min

Niall Ferguson on Why Bitcoin and China Are Winning the Monetary Revolution

Niall Ferguson on Why Bitcoin and China Are Winning the Monetary Revolution

On today’s Long Reads Sunday, NLW reads Niall Ferguson’s latest Op-Ed for Bloomberg: “Bitcoin Is Winning the COVID-19 Monetary Revolution” In it, Ferguson argues that bitcoin’s sovereignty and “built...

6 Dec 202015min

$50K BTC in 2021? Bloomberg Analysts Join the 'Traditional Onslaught' Driving Bitcoin's Rally

$50K BTC in 2021? Bloomberg Analysts Join the 'Traditional Onslaught' Driving Bitcoin's Rally

On this edition of the weekly recap, NLW looks at the consolidating narrative of a bitcoin rally that is: Being driven by institutional investors Shifting the center of the industry from East Asia ...

5 Dec 20209min

A ‘Santa Claus Rally’ for the Stock Market?

A ‘Santa Claus Rally’ for the Stock Market?

Today on the Brief: Payrolls report underperforms expectations Spotify looking for crypto director Lame-duck crypto legislation on the way?    Our main discussion: Will we see a “Santa Claus ra...

5 Dec 202014min

Why Stablecoins Are the First Battleground of the Coming Crypto Regulation Wars

Why Stablecoins Are the First Battleground of the Coming Crypto Regulation Wars

On Wednesday, three U.S. congressional Democrats announced the STABLE Act, an 18-page bill that would require, among other things, stablecoin issuers to acquire banking charters, get approval from the...

4 Dec 202025min

Josh Brown on Bitcoin’s ‘Respectability Rally’ and Why We’ll See Dow 100,000 in Our Lifetime

Josh Brown on Bitcoin’s ‘Respectability Rally’ and Why We’ll See Dow 100,000 in Our Lifetime

Josh Brown is the CEO of Ritholtz Wealth Management. He is also the host of “The Halftime Report” on CNBC, author of the “Reformed Broker” blog and host of “The Compound Show” podcast.  Most recently...

3 Dec 202032min

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