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/
1990 episodes transcribedIn 20 minutes on Saturday night, bitcoin’s price fell by more than 12%. Crypto Twitter raced to explain it as the byproduct of hashrate crashes after...
On this week’s “Long Reads Sunday,” NLW reads Nic Carter’s “On Bitcoin, the Gray Lady Embraces Climate Lysenkoism,” a rebuttal of the New York Times’...
On this edition of the “Weekly Recap,” NLW looks at three key themes: The continued institutionalization of bitcoin (and, increasingly, ethereum as...
Dogecoin is on a tear. And it’s causing many mainstream media outlets to call “bubble.” On this episode, NLW breaks down DOGE as: Valueless memecoin...
On today’s “The Breakdown,” NLW looks at an underreported story from earlier this week. There are increasingly loud whispers that officials across sev...
On the day of Coinbase’s historic direct listing on NASDAQ, NLW answers your most important questions about the company and its place in the industry....
There is perhaps no question more debated in macroeconomics than what sort of inflation we’re likely to see in the coming years. Many are convinced th...
Coinbase is set to go public via direct listing on Wednesday. In today’s episode, NLW breaks down why this is the current bull market’s first big tes...
This week’s edition of “Long Reads Sunday” features NLW reading Bradley Rettler’s “The Rich Get Richer, the Poor Get Bitcoin.” It is an argument that,...
On this week’s “Weekly Recap,” NLW digs into the theory of the bitcoin supercycle. Are we in the same sort of four-year, halving-driven, boom-bust cyc...
Today on the Brief: Crypto Climate Accord Robinhood crypto trading The decentralization of venture capital Our main discussion: This week was...
Peter Thiel is nothing if not good at igniting controversy. For the last 24 hours or so, Bitcoin Twitter (and really, FinTwit and TechTwit and Politic...
Today on the Brief: Coinbase’s monster Q1 numbers 150 million evaporate from the global middle class Jamie Dimon’s shareholder letter comments on...
On today’s episode, NLW provides a whistle stop tour of some of the most interesting and illuminating numbers from crypto and traditional markets, inc...
Today on the Brief: The 88th anniversary of Executive Order 6102 Former SEC Jay Clayton on bitcoin regulations GBTC intends to become an ETF Ou...
On this week’s “Long Reads Sunday,” NLW reads CoinDesk journalist Brady Dale’s “Don’t Follow the Suits, Follow the Weirdos.” NLW argues this topic is...
On this edition of “The Breakdown” Weekly Recap, NLW looks at a set of mainstream moments including: “SNL” doing a song about NFTs Visa accepting U...
This episode is a replay of NLW’s conversation with Cathie Wood from October 2020. In it, they discuss: Why she had conviction in Tesla before th...
The financial world has been rocked by the Archegos scandal. A family office managing at least $10 billion and betting with $50 billion-$80 billion on...
As the old saying goes: “First they ignore you, then they mock you, then they fight you, then you win.” Ten months ago, Goldman Sachs declared that...
