

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

8 snips
Jan 20, 2024 • 16min
Trump Pledges No CBDCs
Donald Trump, Presumptive Republican nominee, discusses CBDCs at a campaign event. Topics include US political dynamics, Tether's influence on Bitcoin, Bitcoin ETFs, and crypto regulation.

Jan 19, 2024 • 16min
The Huge Significance of the Coinbase vs. SEC Hearing
The podcast discusses the significance of the Coinbase vs. SEC hearing, focusing on the arguments made by Coinbase and the skepticism shown by Judge Faglia. It explores the impact of legal arguments in the Ripple case and questions the deference given to government agencies in cryptocurrency regulation. The community criticizes the SEC's jurisdiction and highlights the judge's understanding of technology and need for legislation. Overall, the hearing has a substantial effect regardless of the verdict.

Jan 18, 2024 • 14min
Stablecoin Wars at Davos!
The podcast discusses the support for Tether expressed by a Wall Street CEO and the ongoing debates around its credibility. It also explores the role of Tether in illegal gambling and scams in the Mekong region, as well as the interoperability of digital fiat currencies. Legal updates in the cryptocurrency world, including Justin Sun's shares in TrueUSD and extradition confusion, are also covered.

Jan 17, 2024 • 14min
Larry Fink Is Coming for an ETH ETF Next
BlackRock CEO Larry Fink discusses an Ethereum ETF and real world asset tokenization. The podcast explores differing views on Bitcoin ETFs and the SEC's skepticism towards an Ethereum ETF. It also covers the SEC's perspective on cryptocurrencies, rise of tokenized funds, and updates on Bitcoin ETFs.

Jan 14, 2024 • 10min
The New Normalcy of Trying A Little Bitcoin
The podcast explores the progress of bitcoin as electronic cash and its adoption in payments. It discusses the reasons behind the rising value of bitcoin and compares it to traditional currency. The podcast also explores the author's shift in opinion on Bitcoin ETFs and examines concerns and potential positive effects on decentralization and robustness.

Jan 13, 2024 • 32min
The Most Important Story In Crypto Last Week
The podcast discusses the successful debut of a Bitcoin ETF and addresses criticisms, explores the reluctance of registered advisors and Vanguard's risky decision, talks about the SEC's approval of a grayscale Bitcoin ETF, analyzes crypto offering success and market positioning, and discusses Jim Kramer's changing views on Bitcoin.

Jan 13, 2024 • 15min
How Successful Was the First Day of BTC ETF Trading?
The podcast discusses the first day of BTC ETF trading, highlighting the performance of different ETFs and the speculation around retail investors. It also explores recent developments in the cryptocurrency industry, legal proceedings, inflation concerns, and labor market cracks.

Jan 11, 2024 • 25min
BITCOIN SPOT ETFS APPROVED! A New Era of Bitcoin Has Begun
NLW explores the recent approval of spot Bitcoin ETFs by the SEC after years of waiting. It covers the false announcement of the approval, Bitcoin's price volatility, challenges in the approval process, concerns about manipulation in spot Bitcoin markets, and the emotional impact of the approval ushering in a new era of Bitcoin.

Jan 9, 2024 • 16min
How Much Will Flow Into BTC Post ETF Approval?
Explore the last minute questions surrounding the Bitcoin spot ETF. Delve into trading halts, ETF fee war, and implications for crypto exchange fees. Race to the bottom for fee wars in Bitcoin ETFs. Perspectives on Grayscale, SEC comments, and Bitcoin ETFs. Glimpse into bullish outlook on ETF launch and Bitcoin's scarcity value.

Jan 9, 2024 • 17min
The Fee War and the ETF Terrordome
The podcast discusses the competition among Bitcoin Spot ETFs and their aggressive fee structures. It explores the marketing strategies of issuers, the potential approval of ETFs, and the consequences of denial. The submission of a comment letter opposing ETFs is discussed, along with concerns raised. The podcast also explores the potential success or disappointment of upcoming crypto ETF launches and the significance of Bitcoin hubs worldwide. Additionally, the development of technologies for localizing custody of Bitcoin and the promotion of Bitcoin by major institutions are highlighted.


