The Breakdown

Blockworks
The Breakdown
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2079 episódios

  • The Breakdown

    Blockworks Acquires Messari

    12/06/2026 | 28min
    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 relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets.

    Learn more: https://blockworks.com/insights/blockworks-acquires-messari

    Follow Blockworks on X: https://x.com/Blockworks

    Follow Messari on X: https://x.com/MessariCrypto

    Follow Michael on X: https://x.com/MikeIppolito_

    Follow Jason on X: https://x.com/JasonYanowitz
  • The Breakdown

    SpaceX Just Became the Most Valuable Post-IPO Company Ever

    12/06/2026 | 21min
    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 Bitcoin while Tom Lee's BitMine keeps stacking ETH, and where prediction market volumes are during the NBA Finals.

    TIMESTAMPS:

    (00:00) Intro

    (01:08) SpaceX IPO

    (07:27) Treasury Companies

    (15:47) Prediction Markets

    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

    BlackRock's Bitcoin ETF Is $13 Billion Underwater

    10/06/2026 | 26min
    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 DAS Asia and DAS London, and the SpaceX pre-IPO trade on Hyperliquid.

    TIMESTAMPS:

    (00:00) Intro

    (01:16) Crypto ETFs

    (15:54) DAS Events 2026

    (18:07) SpaceX Perps

    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

    Inside Pump.fun's New Bounty Platform

    08/06/2026 | 30min
    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 stablecoin chart suggesting we're still months from a bottom.

    TIMESTAMPS:

    (00:00) Intro

    (01:09) Pump.Fun Bounties

    (14:48) Token Winners

    (24:36) Stablecoins

    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

    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.
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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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