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 transcribedLast night, Tesla and SpaceX founder Elon Musk changed his Twitter profile to a single word: “bitcoin.” He also tweeted a cryptic message: “In Retrosp...
This week, a collective of foul-mouthed internet memers took down some of Wall Street’s best-known hedge funds. In today’s episode, NLW looks at: Th...
Falling down the proverbial bitcoin rabbit hole tends to lead people to ask deep questions about the nature of the economy and society. Today’s Breakd...
In this episode, NLW speaks with Kyle Bass. Kyle is the founder and chief investment officer of Hayman Capital Management, a hedge fund focused on glo...
Today’s grab-bag episode looks at five different topics: Bitcoin whales kept accumulating during last week’s dip Jim Cramer advises Powerball winne...
For this week’s Long Reads Sunday, NLW reads the document that started it all - the Bitcoin White Paper. Interestingly, this document was released und...
On this edition of the Weekly Recap, NLW argues that while bitcoin’s price was the short-term story of the week, the medium-term story was all about t...
Today on the Brief: Home sales up, home supply down Biden’s first test on the stimulus Euro pessimism Our main discussion: Why the bitcoin dip...
Today on the Brief: A new SPAC exchange-traded fund with bitcoin-experienced leadership First look at Brian Brooks’ possible replacement at OCC Wh...
Today on the Brief: Jack Ma is not dead The latest in crypto M&A Deutsche Bank survey sites bitcoin as biggest bubble Our main discussion: Yelle...
Today on the Brief: Gary Gensler is officially Biden’s pick for SEC chairman Investors are betting against the U.S. dollar Grayscale has best day...
This is an encore presentation of NLW’s first interview with macro analyst Lyn Alden, from May 2020. In it, they discuss: Why we’re at the end of a...
This week’s Long Reads Sunday is a reading of the “Stone Ridge 2020 Shareholder Letter” by Ross Stevens, CEO and co-founder of Stone Ridge Asset Manag...
On “The Breakdown’s” Weekly Recap, NLW argues that this week is exemplary of a set of trends that will define 2021, including: Market volatility Ma...
Today on the Brief: Initial jobless claims grow the most since March Biden unveils emergency relief plan Fed Chair Powell discusses CBDCs and stab...
On today’s episode of The Breakdown, NLW is joined by Dan Held, growth lead at Kraken and a serial bitcoin entrepreneur. As the market heats up, so,...
Today on the Brief: Visa drops $5.3B Plaid acquisition after DOJ antitrust suit ECB President Christine Lagarde discusses bitcoin and digital euro ...
Today on the Brief: Whales accumulated during yesterday’s crash Kentucky legislators introduce bill to attract crypto miners UBS lowers the thres...
Today on the brief: Trump ejected from social media Bakkt confirms plans to go public via SPAC NYDIG buys Digital Assets Data Our main discussi...
On this week’s Long Reads Sunday, NLW reads two pieces from former bitcoin skeptics who have changed their mind about the asset. “Bitcoin Crushes Do...
