The Breakdown Podcast
1) Bitcoin Wakes Up
Bitcoin finally delivered a jolt of life, surging to $96,000 in its biggest move of 2026 and breaking a long stretch of boredom for crypto markets. The episode unpacks why this rally may matter less f...Show More
2) Phase Two of Institutional Bitcoin Adoption
Bitcoin has spent the opening weeks of 2026 trading sideways, but beneath the surface a second phase of institutional adoption is taking shape. This episode unpacks why Morgan Stanley’s move toward a ...Show More
3) Powell Under Prosecution and the End of Fed Independence
A seismic escalation in the clash between the White House and the Federal Reserve as reports emerge that Fed Chair Jerome Powell is under criminal investigation, raising unprecedented questions about ...Show More
4) Morgan Stanley Goes All In on Crypto
Morgan Stanley makes a major bet on crypto adoption by filing for in-house Bitcoin and Solana ETFs, a sharp reversal that signals real demand inside its massive wealth management network and another s...Show More
5) Bitcoin’s Cautious Green Start to 2026
Bitcoin is off to a quietly strong start to the year, notching its longest green streak in months and pushing back toward key resistance levels, but conviction remains conditional as traders debate wh...Show More
6) Venezuela Shockwaves and the New Geopolitics of Markets
The capture of Venezuela’s president marks one of the most aggressive geopolitical moves in years, and markets are racing to figure out what it actually means. This episode unpacks why oil barely move...Show More
7) Bitcoin Starts 2026 in Uncharted Territory
Bitcoin enters 2026 in a strange and unfamiliar place, coming off a flat year, a post-halving cycle that never caught fire, and a market defined more by boredom than euphoria or panic. This episode ca...Show More
8) The 2025 Bitcoin Year in Review
The final episode of the year looks back at the forces that actually mattered for Bitcoin and crypto in 2025, and it’s not price. The conversation unpacks how institutional adoption turned Bitcoin int...Show More
9) Coinbase Comes for All of Finance
Coinbase closes the year with its biggest product overhaul ever, launching commission-free stock trading alongside prediction markets, on-chain Solana trading, custom stablecoins, simplified derivativ...Show More
10) Crypto Market Structure Slips to 2026
Congress has officially kicked the crypto market structure bill into 2026, a move that surprises no one but still carries real risk as negotiations drag into an election year shaped by shutdown fights...Show More