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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Bitcoin Vegas Goes Big as Politics Takes Center Stage

Bitcoin Vegas Goes Big as Politics Takes Center Stage

The Bitcoin Conference returned to Las Vegas bigger than ever, drawing over 30,000 Bitcoiners and showcasing political heavyweights championing crypto’s future. Vice President JD Vance outlined the ad...

31 Maj 202513min

Who Can Out-Saylor Saylor?

Who Can Out-Saylor Saylor?

Trump Media, GameStop, Joe Lubin, and a growing list of others are embracing the Michael Saylor playbook—raising massive capital to load up on Bitcoin. Today on The Breakdown, NLW unpacks the explosio...

29 Maj 202511min

The Big Bank Stablecoin Consortium

The Big Bank Stablecoin Consortium

America’s biggest banks are planning a joint stablecoin, signaling a new phase of institutional crypto adoption — but it’s happening just as political backlash intensifies. NLW breaks down the Wall St...

29 Maj 202511min

Bitcoin Hits All-Time High — But Nobody Seems to Care

Bitcoin Hits All-Time High — But Nobody Seems to Care

Bitcoin just notched a new all-time high, but this time, there’s no mania, no frenzy—just a shrug. NLW breaks down the weirdest ATH in Bitcoin’s history, why it happened without a clear catalyst, and ...

23 Maj 202513min

Bitcoin Inches Toward History as Politics, Policy, and Memecoins Collide

Bitcoin Inches Toward History as Politics, Policy, and Memecoins Collide

Bitcoin hovers just below a new all-time high, with traders bracing for a potential liquidation cascade and analysts divided on what comes next. NLW explores whether upcoming catalysts—ranging from a ...

22 Maj 202511min

Senate Clears Stablecoin Bill Hurdle

Senate Clears Stablecoin Bill Hurdle

In a major breakthrough for crypto legislation, the U.S. Senate voted 66-32 to advance the Genius Act—marking the most significant step yet toward stablecoin regulation. NLW breaks down what flipped D...

21 Maj 202511min

US Credit Downgrade Hits—Bitcoin Pumps Anyway

US Credit Downgrade Hits—Bitcoin Pumps Anyway

Moody’s has officially downgraded the U.S. credit rating, joining S&P and Fitch in knocking the government off its AAA pedestal. NLW breaks down the political reaction, the muted market response, and ...

20 Maj 202513min

When Investors Should Say "No" vs. "Yes"

When Investors Should Say "No" vs. "Yes"

A reading and discussion inspired by https://blockworks.co/news/investors-prediction-market-no-bet-outcome Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch ...

19 Maj 202510min

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