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(2085)

A Mid-Year Bitcoin Check-In

A Mid-Year Bitcoin Check-In

We're halfway through a wild year for Bitcoin and crypto, with treasury companies stacking sats, ETFs finally breaking through, and Robinhood diving deep into tokenization. Amid a noisy debate on mark...

3 Juli 202512min

Robinhood and Kraken Bet Big on Tokenized Stocks

Robinhood and Kraken Bet Big on Tokenized Stocks

Robinhood just unveiled major plans to offer tokenized stocks—including SpaceX and OpenAI—on their own Ethereum L2 blockchain, potentially reshaping private and public markets. NLW explores how Robinh...

2 Juli 202512min

Trump Eyes Fed Shake-Up as Markets Brace for Cuts

Trump Eyes Fed Shake-Up as Markets Brace for Cuts

Speculation swirls around who could replace Jerome Powell as Trump hints at naming a new Fed chair early—potentially upending central bank independence. NLW breaks down the leading contenders, market ...

1 Juli 202513min

Is Tokenization the 3rd Leg of this Bull Market?

Is Tokenization the 3rd Leg of this Bull Market?

This Long Read Sunday explores the rise of tokenization in financial markets. NLW reads and analyzes a piece from Galaxy’s Thomas Cowan on how stablecoins, tokenized money market funds, and on-chain s...

1 Juli 202510min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

In this week’s Friday Five, NLW unpacks a major shift in crypto policy: Fannie Mae and Freddie Mac have been ordered to treat crypto as mortgage-worthy assets—a milestone in crypto’s integration into ...

29 Juni 202522min

Crypto Mortgages Are Here

Crypto Mortgages Are Here

A sweeping look at crypto's mainstream march. From Fannie Mae and Freddie Mac counting crypto toward mortgage applications to the SEC signaling ETF redemption upgrades and SoFi relaunching crypto serv...

27 Juni 202511min

The Central Banks Strike Back on Stablecoins

The Central Banks Strike Back on Stablecoins

The Bank for International Settlements (BIS)—the central bank for central banks—has delivered a major critique against stablecoins, arguing they lack critical features for mainstream adoption. NLW exp...

26 Juni 202511min

Texas Gets to Bitcoin Buying

Texas Gets to Bitcoin Buying

On today's Breakdown, the big story is Texas becoming the first state to actively build a Bitcoin reserve. Governor Greg Abbott has signed legislation allocating an initial $10 million to the reserve,...

24 Juni 202510min

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