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)

Markets Wobble After CPI Surprise

Markets Wobble After CPI Surprise

Markets got an unpleasant jolt this morning when January CPI numbers came in hotter than expected. Many investors took it as a reason that the Fed would look to push anticipated rate cuts out further ...

14 Feb 202413min

Bitcoin Smashes Through $50,000

Bitcoin Smashes Through $50,000

NLW collects a set of takes that all amount to a shifting sentiment around the institutional bid. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: htt...

13 Feb 202416min

How Real Are Real World Assets?

How Real Are Real World Assets?

NLW reads two pieces with different takes on Real World Assets - one of crypto's big emerging themes. https://www.coindesk.com/consensus-magazine/2024/02/02/real-world-asset-tokenization-is-fake-news...

12 Feb 202411min

Bitcoin Enthusiasm Returns: The Five Most Important Stories in Crypto This Week

Bitcoin Enthusiasm Returns: The Five Most Important Stories in Crypto This Week

Recorded live with Scott Melker on Feb 9. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscri...

10 Feb 202425min

Could Prometheum's Custody Plans Force the SEC on Ethereum?

Could Prometheum's Custody Plans Force the SEC on Ethereum?

Ugh, yes we're talking about Prometheum and an argument that their Ethereum custody plans could lead the SEC to designate Ethereum a security. Enjoying this content? SUBSCRIBE to the Podcast: https:...

10 Feb 202413min

Bitcoin Breaks Out as ETF Flows Normalize

Bitcoin Breaks Out as ETF Flows Normalize

Enthusiasm is back on the agenda in Bitcoin land! NLW looks at the recent price action, Bitcoin's decoupling from rates and more. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/14...

8 Feb 202414min

The SEC Shoves New Market Maker Rule Through

The SEC Shoves New Market Maker Rule Through

NLW summarizes the new market maker rules, their implications for crypto, and the pushback they're getting not only from crypto but hedge funds and other tradfi institutions as well. Enjoying this co...

8 Feb 202412min

Will Anything Useful Be Built This Crypto Cycle?

Will Anything Useful Be Built This Crypto Cycle?

On this episode, NLW looks at a recent thread by Travis Kling on financial nihilism and what people expect out of crypto this cycle. https://twitter.com/Travis_Kling/status/1753455596462878815 That se...

7 Feb 202414min

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