The Breakdown

Blockworks
The Breakdown
Último episódio

2075 episódios

  • The Breakdown

    Brutal Zcash Bug Sat Hidden for 4 Years

    05/06/2026 | 26min
    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 holders. Plus: Polymarket's UMA ruling that Strategy didn't sell Bitcoin (it did), and the end of the Bitcoin ETF outflow streak.

    TIMESTAMPS:

    (00:00) Intro

    (01:11) Zcash Crash

    (14:53) Polymarket Strategy Drama

    (23:39) ETF Flows Update

    FOLLOW THE SHOW

    › David — https://x.com/dcanellis

    › The Breakdown — https://x.com/TheBreakdownBW

    › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown

    Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    DISCLAIMER

    As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
  • The Breakdown

    Crypto Still Sees Massive Returns On Par With Stocks

    03/06/2026 | 21min
    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 days (it's not as bad as it looks), and Microsoft's new "quantum-breaking" chip.

    TIMESTAMPS:

    (00:00) Intro

    (01:05) Crypto Left Behind?

    (10:24) Bitcoin ETF Flows

    (14:35) Microsoft Quantum Chip

    FOLLOW THE SHOW

    › David — https://x.com/dcanellis

    › The Breakdown — https://x.com/TheBreakdownBW

    › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown

    Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    DISCLAIMER

    As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
  • The Breakdown

    Dimon & Democrats Ready for War Over CLARITY

    01/06/2026 | 25min
    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 flash crashed 45% on Hyperliquid, and Cardano canceling its annual conference. Enjoy!

    TIMESTAMPS:

    (00:00) Intro

    (01:10) Anti-CLARITY FUD

    (13:43) SpaceX Perps

    (16:58) Cardano

    FOLLOW THE SHOW

    › David — https://x.com/dcanellis

    › The Breakdown — https://x.com/TheBreakdownBW

    › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown

    Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    DISCLAIMER

    As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
  • The Breakdown

    When Bitcoin’s Bear Market Might End

    29/05/2026 | 13min
    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 Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown

    Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    DISCLAIMER

    As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
  • The Breakdown

    A Google Engineer Made $1.2M Insider Trading on Polymarket

    28/05/2026 | 28min
    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 friends and family to exit DeFi.

    TIMESTAMPS:

    (00:00) Intro

    (01:03) Polymarket Insider Trading

    (10:39) Transparency Alliance

    (21:56) DeFi Unsafe?

    FOLLOW THE SHOW

    › David — https://x.com/dcanellis

    › The Breakdown — https://x.com/TheBreakdownBW

    › The Breakdown Newsletter - https://blockworks.com/newsletter/the-breakdown

    Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    DISCLAIMER

    As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Sobre The Breakdown
The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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