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The Macro Chain Reaction of Oil Shocks | Forward Guidance
While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance.
Felix is joined by Bob Elliott to break down how oil shoc…
2 months, 3 weeks ago
Why I’m Hosting The Breakdown | David Canellis | The Breakdown
As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and t…
2 months, 3 weeks ago
The Real Forces Moving Bitcoin Now | Marc Arjoon
Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the m…
2 months, 4 weeks ago
Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown
From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fa…
3 months ago
AI Agents and the Next Wave of Crypto Demand | The Breakdown
How should crypto tokens be valued? Haseeb Qureshi breaks down why cash-flow rights won’t “fix” prices, and how AI agents transacting on-chain could …
3 months ago
Introducing: Inflection Point | The Crypto-TradFi Convergence
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption b…
3 months ago
Crypto VC Is Not The Problem | The Breakdown
Are retail investors just exit liquidity? We unpack the token premium, forced price discovery, and what Ethereum and Tron data reveals about when fun…
3 months, 1 week ago
Crypto VC Is Not The Problem | The Breakdown
Are retail investors just exit liquidity? We unpack the token premium, forced price discovery, and what Ethereum and Tron data reveals about when fun…
3 months, 1 week ago
Is Crypto Becoming Fintech? | Nick Almond
Crypto and fintech are converging. But who captures the value? Nick Almond on stablecoins, DAOs, and the future of capital formation.
As always, rem…
3 months, 2 weeks ago
Fintech Might Absorb Crypto | The Breakdown
With no clear external enemy left, crypto may be facing its next antagonist: fintech. This episode explores whether crypto is winning — or being dome…
3 months, 2 weeks ago