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The Breakdown The Breakdown Blockworks Ground Floor Government Ground Floor Government PhoneLive.io Financial Issues Financial Issues BizTalkPodcasts Focus with Paul W. Smith Focus with Paul W. Smith Cumulus Media Detroit Roommates Show with Jalen Brunson & Josh Hart Roommates Show with Jalen Brunson & Josh Hart Playmaker and iHeartPodcasts Closing Market Report Closing Market Report Todd E. Gleason Europe Calling Podcast Europe Calling Podcast Europe Calling e.V., Maximilian Fries, Amélie Pasmanns Your Brain at Work Your Brain at Work Neuroleadership Institute Biz Talk Today TV Biz Talk Today TV Evergreen Podcasts | CrossCheck Media This Morning With Gordon Deal This Morning With Gordon Deal Compass Media Networks Visit Vegas Places with Coyal Visit Vegas Places with Coyal Coyal Harrison III The Nonprofit Show The Nonprofit Show American Nonprofit Academy Markets Now with Michelle Rook Markets Now with Michelle Rook Michelle Rook Sports Marketing Machine Podcast Sports Marketing Machine Podcast Jeremy Neisser The Unstuck Career The Unstuck Career Ken Williams Path To Passive: Real Estate Investing For Technology Professionals Path To Passive: Real Estate Investing For Technology Professionals Steven Arita Ctrl-Alt-Speech Ctrl-Alt-Speech Mike Masnick & Ben Whitelaw TV Santa Barbara TV Santa Barbara TV Santa Barbara Power Analysis Power Analysis Anthony Power & Bryce McNallie Felix Podcast Felix Podcast online kgrtech The LAB with Bryon Ellington The LAB with Bryon Ellington eXp University Authentic Marriage Podcast Authentic Marriage Podcast Love for a Lifetime AI Security, Cyber Risk, and Cloud Strategy on ClearTech Loop AI Security, Cyber Risk, and Cloud Strategy on ClearTech Loop ClearTech Research / Jo Peterson Call Sheet Confessions Call Sheet Confessions Mia LePage KeyConnectAI: The Revenue Playbook KeyConnectAI: The Revenue Playbook KeyconnectAI Business Roundtable Business Roundtable David W. Carr PWTorch Dailycast PWTorch Dailycast Pro Wrestling Torch Peter Pru | Option Sellers School Peter Pru | Option Sellers School Peter Pru ¡Nadie Me Preguntó! ¡Nadie Me Preguntó! Alejandro Salomon Unemployable with Jeff Dudan Unemployable with Jeff Dudan Homefront Brands, Jeff Dudan New Media Show (Audio) New Media Show (Audio) Rob Greenlee New Media Show (Video) New Media Show (Video) Rob Greenlee Living Free in Tennessee - Nicole Sauce Living Free in Tennessee - Nicole Sauce Nicole Sauce Drinks With Dee Drinks With Dee Dee Daniels Brazil Crypto Report Brazil Crypto Report Aaron Stanley Lead Better Lead Better Admired Leadership The MORE Show The MORE Show Justin Colby, Bleav, Justin Colby
The Breakdown

Negocios

The Breakdown

Blockworks

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!...

The $70B AI IPO, Claude Cracks a Lost Wallet, and CLARITY Advances | The Breakdown

May 15, 2026 7:35am 25 min

Hyperliquid enabled early exposure to the biggest AI IPO of the year. Claude helped recover a Bitcoin wallet locked for 11 years. And CLARITY made it through markup. David runs through all three. Enjoy! TIMESTAMPS: 00:0...

Bhutan Times the Top, CLARITY Hits Markup, and the Onchain Pokemon Card Boom | The Breakdown

May 13, 2026 7:34am 33 min

Bhutan timed the Bitcoin top almost perfectly. The CLARITY Act may only let 10–20 chains qualify as “decentralized.” And onchain Pokémon cards are popping off. David runs through all three. TIMESTAMPS: (00:00) Intro (01...

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