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 transcribedOn this historic day, NLW looks at bitcoin’s punching through its previous December 2017 all-time high. Specifically, he looks at: How different peo...
On this edition of The Breakdown’s Long Reads Sunday, NLW reads a recent piece by Hong Fang, CEO of OKCoin. In it, Fang provides a set of valuatio...
On this edition of The Breakdown weekly recap, NLW looks at what was an absolutely action-packed holiday week. He discusses: Bitcoin’s price acti...
One of the most significant macroeconomic questions facing the world is what the future of the global reserve system, dominated for the last 80 years...
When NLW asked Crypto Twitter for recommendations of the best way to convince friends and family about bitcoin and crypto, one of the ideas was to rev...
Today’s Breakdown is a prep kit for the inevitable conversations about bitcoin as friends and family sit down at the Thanksgiving table this year. N...
Today’s guest is Lyn Alden. Lyn is the founder of Lyn Alden Investment Strategy and one of today’s best-known and most-respected macro analysts. In th...
Today on the Brief: AstraZeneca and University of Oxford release third positive COVID-19 vaccine trial data Trump administration ratchets up pressu...
On this week’s Long Reads Sunday, NLW reads Joe Nocera’s recent Op-Ed “Clayton’s Exit at SEC Opens Door to Protect Investors” from Bloomberg. NLW ex...
On this edition of The Breakdown weekly recap, NLW discusses: Traditional markets: The tension between vaccine optimism and a growing national wave...
Earlier this week, investor Nic Carter published a piece called “Nine Bitcoin Charts Already at All-Time Highs” showing just how far bitcoin had come...
Today on the Brief: Markets fight to remain optimistic Jobless claims rise for the first time in five weeks China borrows at negative rates for t...
Vijay Boyapati’s “The Bullish Case for Bitcoin” is one of the most influential articles in the history of the industry – even being assigned reading f...
Today on the Brief: Tesla to join S&P 500 Airbnb files for IPO The Mooch wants crypto Our main discussion: HODL FOMO vs. Speculative FOMO. Th...
Today on the Brief: Moderna trial success drives markets up New all-time high in negative-yielding debt Jay Clayton to leave SEC Our main disc...
On this week’s edition of Long Reads Sunday, NLW reads former IMF chief and current Harvard economist Kenneth Rogoff’s latest Op-Ed, “The Calm Before...
On this edition of the weekly recap, NLW looks at bitcoin’s surge past $16,000. Additionally, he explores some recent FUD from Ray Dalio, which NLW ar...
Today on the Brief: Christine Lagarde’s digital euro hunch Deutsche Bank CBDC note COVID-19 resurgent Our main discussion: PayPal is rollin...
Robby Gutmann is the co-founder of Stone Ridge Holdings Group, a $10 billion alternative asset manager and co-founder and CEO of NYDIG, the group’s bi...
Yele Bademosi is CEO at Bundle social payments app and the founder of investment firm microtraction. Akin Sawyerr is involved across the industry and...
