The Breakdown
By 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/
Episodes (5)
The Breakdown
Crypto Still Sees Massive Returns On Par With Stocks
Contrary to widespread narratives that crypto has been left behind by the stock market, this episode reveals that top cryptocurrencies have delivered returns on par with, and in some cases surpassing, even the hottest equities. Over the past year, Zcash and VV
The Breakdown
Brutal Zcash Bug Sat Hidden for 4 Years
A critical zero-knowledge proof vulnerability in Zcash's Orchid privacy layer, which allowed for undetectable infinite minting of ZEC, remained undetected for four years—until it was disclosed in June 2026. Initially downplayed by the Zcash Foundation as a dou
The Breakdown
BlackRock's Bitcoin ETF Is $13 Billion Underwater
BlackRock's IBIT Bitcoin ETF is now $13 billion underwater in cumulative profit and loss, despite having reached a peak profit of $30 billion during Bitcoin's 2024–2025 bull run. The analysis reveals that IBIT’s shareholders, driven by relentless inflows even
The Breakdown
SpaceX Just Became the Most Valuable Post-IPO Company Ever
SpaceX has officially become the most valuable post-IPO company in history, surpassing Saudi Aramco with a $1.77 trillion valuation following its highly anticipated public debut. The IPO raised $75 billion—more than double what Saudi Aramco pulled in—driven by
The Breakdown
The US Just Made the Case for Open-Source AI
The US government's abrupt shutdown of Anthropic's Fable 5 model—just hours after its release—has ignited a global debate over AI sovereignty, national security, and the future of open-source intelligence. David Kanellis argues that the forced de-deployment, d
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