The Breakdown

By BlockworksBusiness Investing

The Breakdown episodes

January 09, 2024The Fee War and the ETF Terrordome
Final S-1s show Bitcoin Spot ETF competitors competing aggressively around fees.
Today's Sponsor: Kraken
Kraken: See what crypto can be - https://kraken.com/TheBreakdown
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17 min
January 08, 2024 Why Stay in Crypto?
A reading of:
https://www.coindesk.com/business/2024/01/03/stablecoins-can-help-fix-the-current-lending-market/
and
https://twitter.com/CampbellJAustin/status/1742292350578090368
12 min
January 06, 2024The 5 Most Important Stories in Crypto This Week
Recorded live with Scott Melker on Friday January 5th.
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30 min
January 06, 2024The Last Details Before Bitcoin Spot ETF Approval
NLW covers the last details as the crypto industry gets hyped for an anticipated ETF approval.
Today's Sponsor: Kraken
Kraken: See what crypto can be - https://kraken.com/TheBreakdown
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17 min
January 04, 2024Did a Matrixport Report Really Send BTC Crashing?
And if it wasn't that, why did Bitcoin fall so much yesterday? NLW looks at market structure and narrative as ETF expectations heat up.
Today's Sponsor: Kraken
Kraken: See what crypto can be - https://kraken.com/TheBreakdown
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17 min
January 04, 2024A Dangerous New Crypto Tax Policy Might Have Just Gone Into Effect
NLW covers the latest on 6050i, a provision from the 2021 infrastructure bill with major implications for the crypto industry.
Today's Sponsor: Kraken
Kraken: See what crypto can be - https://kraken.com/TheBreakdown
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16 min
January 03, 2024Silbert Out at Grayscale; No 2nd Trial for SBF: The Biggest Crypto News from the Holiday Break
NLW recaps the biggest stories from the last week and a half, including Barry Silbert resigning from the board at Grayscale (clearing the path to an ETF conversion?) as well as the dubious DOJ decision to not pursue campaign finance charges against Sam Bankman-Fried.
Today's Sponsor: Kraken
Kraken: See what crypto can be - https://kraken.com/TheBreakdown
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18 min
December 24, 20232024: Bitcoin's Big Year
A reading of:
https://www.coindesk.com/business/2023/12/20/tis-the-season-to-be-jolly-about-the-crypto-market-in-2024/
and
https://www.coindesk.com/consensus-magazine/2023/12/19/etfs-halving-upgrades-what-to-expect-with-bitcoin-next-year/
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12 min
December 23, 202310 Crypto Predictions for 2024 [Part 2]
The second half of The Breakdown's review and aggregation of various reports and predictions for the coming year.
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19 min
December 23, 2023How Asia Will Shape the Next Crypto Bull Market
A reading of this piece by Serotonin's Amanda Cassatt https://www.coindesk.com/consensus-magazine/2023/12/19/how-asia-drives-the-next-crypto-bull-market/
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11 min

About The Breakdown

From the publisher's feed

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.