The Breakdown
Blockworks
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/
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/
Episodes
Mentioned books
Jun 12, 2024 • 14min
Massive Expansion of Crypto Sanctions Power Snuck into Senate Budget Proposal
The podcast discusses the secretive expansion of anti-crypto powers in a Senate bill, similar to previous moves. Industry concerns arise over the bill's push to grant Treasury more authority to impose sanctions on digital asset facilitators. Other topics include Solana validators' removal, Uniswap Labs preparing for an SEC battle, and Bitfarms' efforts to fend off a takeover by Riot platforms.
Jun 11, 2024 • 14min
Questions about Bitcoin and Macro to Start the Week
The podcast delves into the market shift in traditional and crypto markets, sparked by a strong jobs report affecting Bitcoin's drawdown and Federal Reserve rate cut decisions. It also covers Roaring Kitty's GameStop position, regulatory scrutiny's impact on stock prices, short exposure post-meme stock frenzy, and a medical devices company embracing a Bitcoin investment strategy.
Jun 9, 2024 • 11min
Getting Crypto Regulation Right
Discussion on current crypto regulations, focusing on SEC's Gary Gensler and lack of clarity. Emphasis on engaging stakeholders for regulatory understanding. Highlighted importance of skilled personnel in upholding effective regulatory frameworks. Urging U.S. legislators to learn from successful global models for crypto regulation.
Jun 8, 2024 • 24min
The Five Most Important Stories in Crypto This Week
NLW and Scott Melker discuss Biden's veto of SAB 121 and its political significance, challenges faced by Biden in gaining support, ECB and Bank of Canada rate cuts impact on global economy, Robinhood's expansion strategies, price predictions for Bitcoin and Ethereum, Wall Street's perception of crypto, GameStop frenzy, and rise of meme coins.
Jun 7, 2024 • 13min
The Bank of Canada Cuts Rates; Will the Fed Follow?
Exploring the Bank of Canada's rate cuts and their implications on the global economy, inflation, housing market, and currency values. Will the Federal Reserve follow suit?
Jun 6, 2024 • 10min
The Surprise Second Biggest Bitcoin ETF Inflow Day Ever
The podcast discusses the surprising influx of $900 million into Bitcoin ETFs, surpassing expectations. It highlights institutional adoption, pension fund investments, Bitcoin's price surge, potential selling pressure, SEC Utah office closure impact, and political shifts in the crypto market for regulatory clarity.
Jun 5, 2024 • 1h 4min
The Modular Integration Spectrum | Keone & Zon
Keone and Zon discuss the spectrum between modular and integrated blockchain designs. They cover AppChains, scaling blockchains, Web3 community building, and decentralization importance. Learn about the tradeoffs in decentralization, performance, and scalability between the two approaches.
Jun 5, 2024 • 12min
Roaring Kitty Roars Back, But Can the New Gamestop Madness Recapture the Magic?
In this podcast, Roaring Kitty discusses his nine-figure Gamestop play, sparking market disruptions. Topics include media responses, stock market chaos, SEC rules, cryptocurrency's role, investment strategies, market manipulation debates, regulatory challenges, trader controversies, and retail market implications.
Jun 3, 2024 • 11min
The Biden SAB121 Veto Undermines Claims of a Democrat Crypto Pivot
The podcast discusses Biden's veto of SAB121, impacting crypto industry's political landscape, White House concerns on SEC authority, industry frustration with administration, divide among supporters and criticism towards the Democratic Party, debate on transparency and consumer protection, implications on regulation and industry response, Coinbase's SEC legal battle, and uncertain bipartisan outlook for the crypto industry.
May 31, 2024 • 11min
How Serious is the Democrat Crypto Pivot?
Exploring the Democrat's pivot towards crypto, Elizabeth Warren's stance on regulating crypto, challenges and skepticism surrounding crypto policy reversal, bipartisan efforts in the crypto sector and cross-border collaboration in crypto policy
