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The Breakdown The Breakdown Blockworks National News National News Radio Eye Andalucía Informa - Europa Press Andalucía Informa - Europa Press Europa Press Es Noticia Es Noticia esRadio Fortis News with Jimmy Hicks Fortis News with Jimmy Hicks Fortis Institute Stock Movers Stock Movers iHeartPodcasts El Día al instante El Día al instante Diario El Día Startupeable: Emprendimiento | Tecnología | Venture Capital Startupeable: Emprendimiento | Tecnología | Venture Capital Enzo Cavalie BNR Nieuws Vandaag BNR Nieuws Vandaag BNR Nieuwsradio Democracy Now! Democracy Now! Democracy Now! Journal Monde Journal Monde RFI San Diego News Today | 2 Min News | The Daily News Now! San Diego News Today | 2 Min News | The Daily News Now! The Daily News Now! The Newsmax Daily The Newsmax Daily Newsmax Podcasts Behind The Music Biz Behind The Music Biz Raised Rowdy Behind The Music Biz Behind The Music Biz Raised Rowdy Besta sætið Besta sætið bestasaetid Podcast denníka Postoj Podcast denníka Postoj Denník Postoj The Show The Show The Show Shows – [theshow.fm] Home for The Show w/ Josh & Cody Shows – [theshow.fm] Home for The Show w/ Josh & Cody The Show Luangpor Paisal Visalo‘s Podcast (ธรรมะ จาก หลวงพ่อไพศาล วิสาโล) Luangpor Paisal Visalo‘s Podcast (ธรรมะ จาก หลวงพ่อไพศาล วิสาโล) watpasukato Mere end Masker Mere end Masker Camilla & Karoline Divorce Happens Divorce Happens Fresh Starts Registry Carrer Major Tarragona | Seccions – Ràdio Ciutat de Tarragona Carrer Major Tarragona | Seccions – Ràdio Ciutat de Tarragona Ràdio Ciutat de Tarragona Spokane News Today | 2 Min | The Daily News Now! Spokane News Today | 2 Min | The Daily News Now! The Daily News Now! Santa Fe News Today | 2 Min News | The Daily News Now! Santa Fe News Today | 2 Min News | The Daily News Now! The Daily News Now! Der Radio TEDDY-Nachrichtenpodcast des Tages Der Radio TEDDY-Nachrichtenpodcast des Tages Radio TEDDY PHLY Philadelphia Sixers Podcast PHLY Philadelphia Sixers Podcast ALLCITY Network, PHLY Sports The Anna and Raven Show The Anna and Raven Show The Anna & Raven Show Preaching and Teaching from St. John Ev. Lutheran Church (Sherman Center), Random Lake, Wisconsin Preaching and Teaching from St. John Ev. Lutheran Church (Sherman Center), Random Lake, Wisconsin Rev. Christopher Gillespie Forbidden Knowledge News Forbidden Knowledge News Forbidden Knowledge Network Bem Mais Que Uma História Bem Mais Que Uma História Bem Mais Que Uma História Cleveland Guardians News Today | 2 Min News | The Daily News Now! Cleveland Guardians News Today | 2 Min News | The Daily News Now! The Daily News Now! Talking Barents Говорит Баренц Talking Barents Говорит Баренц The Barents Observer Minuit Décousu Minuit Décousu MinuitDecousu The KLRC Morning Show Podcast The KLRC Morning Show Podcast 90.9 KLRC Muchachos Muchachos Betarades.gr | Αντύπας - Δεσύλλας 11FREUNDE täglich 11FREUNDE täglich 11FREUNDE
The Breakdown

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The Breakdown

Blockworks

2 Groups Now Control Ethereum's Future. Here's What They Want.

July 01, 2026 9:01am 34 min

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: (0...

Binance Needs A Friend in The European Union

June 29, 2026 9:24am 29 min

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 ...

How Strategy Insiders Insulated Themselves From the Crash

June 26, 2026 9:55am 21 min

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 i...

Searching for the Ethereum Foundation's Remaining Cash

June 24, 2026 9:32am 23 min

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 i...

Is Strategy Really the Next Terra Luna?

June 22, 2026 10:04am 27 min

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 proble...

The History of Standard Chartered Megabullish Price Predictions

June 17, 2026 8:25am 18 min

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 Bitco...

The US Just Made the Case for Open-Source AI

June 15, 2026 8:15am 21 min

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 throug...

Blockworks Acquires Messari

June 12, 2026 11:15am 28 min

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 Blockwork...

SpaceX Just Became the Most Valuable Post-IPO Company Ever

June 12, 2026 7:59am 21 min

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 m...

BlackRock's Bitcoin ETF Is $13 Billion Underwater

June 10, 2026 8:32am 26 min

BlackRock's IBIT is sitting about $13 billion underwater on its Bitcoin holdings. Every ETH ETF is in the red. David walks through which funds bought the top, which took profit, and what happens to crypto if ETF holders ...

Inside Pump.fun's New Bounty Platform

June 08, 2026 8:25am 30 min

Pump.fun just rolled out Pump.fun Go — a bounty platform that pays you crypto for filming yourself doing… well, whatever. David on why this might actually matter for the next retail cycle. Plus: the coins quietly pumping...

Brutal Zcash Bug Sat Hidden for 4 Years

June 05, 2026 7:49am 26 min

A critical bug in Zcash's Orchard shielded pool could have minted unlimited counterfeit ZEC — and it sat there for 4 years. The price has lost ~47% in three days. David walks through what happened, why ZK trust keeps mat...

Crypto Still Sees Massive Returns On Par With Stocks

June 03, 2026 8:37am 21 min

Everyone's saying crypto has been left behind by the stock market. David digs into the numbers — VVV outperformed SanDisk YTD, Hyperliquid beat NVIDIA and AMD, Stellar beat NVIDIA. The market is selecting winners. Plus: ...

Dimon & Democrats Ready for War Over CLARITY

June 01, 2026 8:43am 25 min

A centrist Democratic group is spending six figures to brand the CLARITY Act as "Trump's crypto grifto." Jamie Dimon is on the same side. David walks through what's actually happening and why crypto might need a Plan B. ...

When Bitcoin’s Bear Market Might End

May 29, 2026 7:58am 13 min

David maps the current Bitcoin bear market against every prior one — where we are, how much longer it could run, and where the bottom could land. FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https...

A Google Engineer Made $1.2M Insider Trading on Polymarket

May 28, 2026 9:03am 28 min

A Google engineer allegedly profited $1.2 million on Polymarket betting that d4vd would be Google's most-searched person of 2025 — using Google's own internal data. Plus: Blockworks' new Token Transparency Alliance, and ...

Is This $250M AI Company Fake?

May 26, 2026 9:13am 34 min

Polsia (AI Slop spelled backwards) just announced a $30M raise at a $250M valuation with one human employee. David thinks it's less a company, more performance art. Plus: Uber, Microsoft and NVIDIA all admit AI compute i...

Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown

May 22, 2026 8:22am 32 min

It's Bitcoin Pizza Day, and David runs through three Friday stories: Hyperliquid breaking all-time high (and why the buyback isn't really the driver), the XRP wallet and ETF flow narrative vs. what the data actually says...

OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown

May 20, 2026 8:02am 35 min

David unpacks the Ethereum Foundation exits, the Polymarket / UMA Oracle dispute mess revealed by the WSJ, and OpenAI's push to sell guaranteed compute on 1–3 year commits. Enjoy! TIMESTAMPS: (00:00) Intro (01:23) ETH F...

The Messy State of Crypto Governance with Jito Foundation's Nick Almond | The Breakdown

May 18, 2026 8:45am 42 min

Nick Almond of the Jito Foundation joins David to walk through why DAO governance is a mess, what “pragmatic decentralization” looks like in practice, and how the CLARITY Act will reshape governance going forward. Enjoy!...

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