Podcast Episodes
Back to SearchBlackRock's Bitcoin ETF Is $13 Billion Underwater
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…
18 hours ago
Inside Pump.fun's New Bounty Platform
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 act…
2 days, 18 hours ago
Brutal Zcash Bug Sat Hidden for 4 Years
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% i…
5 days, 19 hours ago
Crypto Still Sees Massive Returns On Par With Stocks
Everyone's saying crypto has been left behind by the stock market. David digs into the numbers — VVV outperformed SanDisk YTD, Hyperliquid beat NVIDI…
1 week ago
Dimon & Democrats Ready for War Over CLARITY
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…
1 week, 2 days ago
When Bitcoin’s Bear Market Might End
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.
FO…
1 week, 5 days ago
A Google Engineer Made $1.2M Insider Trading on Polymarket
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…
1 week, 6 days ago
Is This $250M AI Company Fake?
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 p…
2 weeks, 1 day ago
Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown
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)…
2 weeks, 5 days ago
OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown
David unpacks the Ethereum Foundation exits, the Polymarket / UMA Oracle dispute mess revealed by the WSJ, and OpenAI's push to sell guaranteed compu…
3 weeks ago