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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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Posts: 12
Followers: 3
Blockworks Acquires Messari
https://traffic.megaphone.fm/BWG1744356205.mp3
Published: June 12, 2026 16:15
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 Blockworks’ deep on-chain analytics, investor…
SpaceX Just Became the Most Valuable Post-IPO Company Ever
https://traffic.megaphone.fm/BWG5120912578.mp3
Published: June 12, 2026 12:59
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 months ago. Plus: Nakamoto selling…
BlackRock's Bitcoin ETF Is $13 Billion Underwater
https://traffic.megaphone.fm/BWG2209591954.mp3
Published: June 10, 2026 13:32
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 finally crack. Plus: a preview of…
Inside Pump.fun's New Bounty Platform
https://traffic.megaphone.fm/BWG3349442755.mp3
Published: June 8, 2026 13:25
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 through the bear, and the…
Brutal Zcash Bug Sat Hidden for 4 Years
https://traffic.megaphone.fm/BWG3869290988.mp3
Published: June 5, 2026 12:49
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 mattering, and what it means for…
Crypto Still Sees Massive Returns On Par With Stocks
https://traffic.megaphone.fm/BWG9755768784.mp3
Published: June 3, 2026 13:37
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: $4B of Bitcoin ETF outflows in 13…
Dimon & Democrats Ready for War Over CLARITY
https://traffic.megaphone.fm/BWG5984329025.mp3
Published: June 1, 2026 13:43
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. Plus: the SpaceX pre-IPO perp that…
When Bitcoin’s Bear Market Might End
https://traffic.megaphone.fm/BWG3098530987.mp3
Published: May 29, 2026 12:58
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://x.com/TheBreakdownBW › The…
A Google Engineer Made $1.2M Insider Trading on Polymarket
https://traffic.megaphone.fm/BWG9597612793.mp3
Published: May 28, 2026 14:03
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 an OpenZeppelin co-founder telling…
Is This $250M AI Company Fake?
https://traffic.megaphone.fm/BWG3180352996.mp3
Published: May 26, 2026 14:13
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 is too expensive, and Tether is…
Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown
https://traffic.megaphone.fm/BWG5183559866.mp3
Published: May 22, 2026 13:22
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, and Dankrad Feist's $1B proposal…
OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown
https://traffic.megaphone.fm/BWG6242210179.mp3
Published: May 20, 2026 13:02
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 Foundation Departures (17:00)…