OVER DEZE PODCAST 🔗
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/
Hosts:
Frequentie bijwerken:
every 3 days
Gemiddelde audiolengte:
21 minutes
Heeft sponsors
Engels
Verenigde Staten
2089 afleveringen
sinds 10 juli 2019
episodic
AUDIENCE OF THIS PODCAST 🔗
~67.18% of listeners are from United States.
🇺🇸
US
67.18%
🇬🇧
GB
14.71%
🇸🇬
SG
2.75%
🇦🇺
AU
1.66%
🇨🇦
CA
1.49%
🇬🇹
GT
1.26%
🇻🇳
VN
0.95%
🇮🇳
IN
0.81%
🇧🇪
BE
0.71%
🇭🇰
HK
0.67%
🇳🇱
NL
0.56%
🇫🇷
FR
0.54%
🇿🇦
ZA
0.46%
🇸🇮
SI
0.46%
🇲🇾
MY
0.40%
🇩🇪
DE
0.29%
🇵🇰
PK
0.29%
🇯🇵
JP
0.27%
🇮🇪
IE
0.27%
🇵🇭
PH
0.25%
🇳🇴
NO
0.23%
🇦🇷
AR
0.23%
🇮🇹
IT
0.21%
🇪🇸
ES
0.21%
🇩🇰
DK
0.21%
🇸🇪
SE
0.15%
🇳🇿
NZ
0.13%
🇲🇽
MX
0.13%
🇫🇮
FI
0.13%
🇧🇷
BR
0.11%
🇳🇬
NG
0.11%
🇦🇹
AT
0.11%
🇻🇪
VE
0.11%
Others
1.95%
* Data source: directly measured on Listen Notes. realtime
MEEST RECENTE AFLEVERING 🔗
VVV is down 50% on news that should be good for Venice. David unpacks why — covering the token vs. equity distinction, Dragonfly's reasoning, and what the onchain data says about how many people are actually using Venice's paid features right now.
FOLLOW THE SHOW
› David — https://x.com/dcanell…
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VORIGE AFLEVERINGEN 🔗
David sits down with Paul Dylan-Ennis — lecturer at University College Dublin and member of the Ethereum Foundation’s Silviculture Society — to map the split between the EF and the newly-formed ETH Labs.
TIMESTAMPS:
(00:00) Intro
(00:41) EF Silviculture Society
(03:28) Full Cypherpunk
(14:1…
Binance is out of the EU as of July 1 after its MICA license application in Greece was rejected. David runs through who is and isn't licensed under MICA, checks Blockworks Research for Binance's actual spot market share (~33%), and looks at whether the outflow data suggests real damage. Then: the U…
FOLLOW THE SHOW
› David — https://x.com/dcanellis
› The Breakdown — https://x.com/TheBreakdownBW
› The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown
DISCLAIMER
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on t…
FOLLOW THE SHOW
› David — https://x.com/dcanellis
› The Breakdown — https://x.com/TheBreakdownBW
› The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown
DISCLAIMER
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on t…
Strategy’s STRC is still trading below its $100 target and has drawn comparisons to Terra Luna. David walks through how Terra Luna actually imploded, why Strategy's flywheel is meaningfully different, and the real problem he sees underneath it all. Enjoy!
FOLLOW THE SHOW
› David — https://x.com…
Standard Chartered just put a $100 price target on Uniswap by 2030 — a 40× move from current levels. David walks through the call, the tokenization thesis underpinning it, and how Standard Chartered's past calls on Bitcoin, ETH, XRP, BNB and AVAX have actually played out.
FOLLOW THE SHOW
› Davi…
Anthropic released Fable V — a wrapper around its Mythos model with strict guardrails. Within 24 hours, the White House forced it offline over a jailbreak that exposed Mythos's full cyber capabilities. David walks through David Sack’s thread, the export control, and why this is the strongest case y…
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They a…
It's SpaceX IPO day, and it’s on track to be the most valuable post-IPO company in history — $1.77T, surpassing Saudi Aramco. David walks through the numbers, the pre-IPO trade on Hyperliquid, and why the edge wore off months ago. Plus: Nakamoto selling Bitcoin while Tom Lee's BitMine keeps stackin…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Blockworks, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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