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
Apr 11, 2024 • 13min
A Treasury Hearing On Crypto and Illicit Finance -- But Does Anyone Care Anymore?
Recent Treasury hearing sparks debates on crypto's involvement in illicit activities. Republicans question administration's focus on digital assets. Diverse views on regulating crypto and stablecoins in Congress. Bitcoin's resilience against regulatory challenges discussed.
Apr 9, 2024 • 11min
The Bitcoin Halving Through History
Exploring the history of Bitcoin halvings, including early investing, community splits, academic analysis, company investments, and regulatory concerns. Reflecting on key endorsements and events like the COVID-19 crisis impact and Jerome Powell's money printing acknowledgment.
Apr 8, 2024 • 12min
Legal Scorecard: Coinbase Up Good; Terraform Down Bad
Explore recent legal wins for Coinbase in a Court of Appeals and Terraform Labs' legal troubles with the SEC. Dive into the implications for the cryptocurrency market, Bitcoin distribution post-bankruptcy, ETF market makers, and potential Bitcoin price surge to $177,000.
Apr 6, 2024 • 14min
The No-Landing Economy? Market Rebounds on Jobs Beat
Market rebounds after a rocky day, fueled by a strong jobs report. Debate on the possibility of rate cuts and inflation risks. Analysis of labor market data, geopolitical tensions between Israel and Iran, and the impact on the economy.
Apr 5, 2024 • 12min
Binance Executives Arraigned in Nigeria
NLW updates a set of stories, including the latest out of Nigeria where the Binance executives who were detained have now been arraigned with numerous charges. Today's Show Brought To You ByLedger - 5% to Bitcoin Developers When You Buy https://shop.ledger.com/pages/bitcoin-hardware-walletEnjoying this content?SUBSCRIBE to the Podcast: https://pod.link/1438693620Watch on YouTube: https://www.youtube.com/nathanielwhittemorecryptoSubscribe to the newsletter: https://breakdown.beehiiv.com/Join the discussion: https://discord.gg/VrKRrfKCz8Follow on Twitter:NLW: https://twitter.com/nlwBreakdown: https://twitter.com/BreakdownNLW
Apr 4, 2024 • 14min
The US Gov't Selling Silk Road Coins
Some coins seized in connection with Silk Road have been sent to Coinbase for sale. NLW explores how much people should be worried about the US dumping their BTC stash.Today's Show Brought To You ByLedger - 5% to Bitcoin Developers When You Buy https://shop.ledger.com/pages/bitcoin-hardware-walletEnjoying this content?SUBSCRIBE to the Podcast: https://pod.link/1438693620Watch on YouTube: https://www.youtube.com/nathanielwhittemorecryptoSubscribe to the newsletter: https://breakdown.beehiiv.com/Join the discussion: https://discord.gg/VrKRrfKCz8Follow on Twitter:NLW: https://twitter.com/nlwBreakdown: https://twitter.com/BreakdownNLW
Apr 2, 2024 • 14min
Coinbase's Partial Victory In SEC Lawsuit
A discussion on Coinbase's legal battle with the SEC and their partial victory, clarifying their self-custodial wallet's status. The podcast also covers regulatory challenges in the crypto industry, including KuCoin's charges and the CFTC's classification of Bitcoin. Insights on fund inflows, Ethereum ETF applications, and updates on legal cases like Sam Bagman-Fried's are also highlighted.
10 snips
Mar 29, 2024 • 20min
The Biggest Bitcoin Narratives of the New Cycle
Explore Bitcoin ETFs impact on the market and price stabilization. Delve into shifts in capital movements, BlackRock's influence, and grayscale funds outflows. Learn about Bitcoin evolution from novelty to asset class, halving impact on mining, and miner profitability. Discover Bitcoin mining partnerships with energy industry, renewable energy setups, and advancements in smart contract design. Dive into smart contracts, trustless bridges, BRC-20 tokens, and Bitcoin's censorship resistance.
Mar 28, 2024 • 34min
Bitcoin Back and Better Than Ever, with Kraken CEO Dave Ripley
Kraken CEO Dave Ripley discusses the new Bitcoin cycle, post-ETF impact, memecoins, market patterns, traditional finance influence, future planning in volatile markets, societal impact of meme coins, SEC relations, and hopes for crypto industry growth.
4 snips
Mar 27, 2024 • 48min
Does the Bitcoin ETF Have A Downside? With Jim Bianco
Jim Bianco, a macro analyst and Bitcoin and crypto bull, discusses the potential downsides of the Bitcoin spot ETF with NLW. They explore the impact of ETFs on market dynamics, market participants' adoption approaches, Bitcoin's purpose beyond price appreciation, economic performance post-2020, and navigating AI enthusiasm amidst financial turbulence.
