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The Breakdown

Decoding crypto and the markets. Daily.

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An improbable tale of the world’s 40th graphics-chip startup

Cuts to government R&D budgets may prove penny wise, bitcoin foolish
In the age of AI, focusing on what’s right in front of you may be the best bet
Who needs gold when you have taxes?
RECENT PODCAST EPISODES
Crypto ETFs are front and center as Trump Media Group files a controversial application featuring Cronos alongside Bitcoin, Ethereum, Solana, and XRP—sparking debate over ETF standards. Meanwhile, Grayscale’s stalled ETF approval fuels..
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Elon Musk just announced the formation of the "America Party," embracing Bitcoin and sparking political chaos. Meanwhile, Congress bets on explosive economic growth through massive spending, and House Republicans prioritize crypto legislation...
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Over 80,000 Bitcoin, untouched since 2011 and now worth $8 billion, suddenly moved this holiday weekend, sparking wild theories—from secret whales to quantum hacks. NLW explores the intrigue, risks, and possibilities behind..
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Crypto markets can win by frequently failing

In crypto investing, quantity has a quality all its own.

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Why equities are more stable than in past decades, plus advice from Peter Lynch

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Permissionless IV, Day 3 takeaways

Conferences are pop-up innovation clusters—and filters for the riff-raff

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Byron Gilliam profile image
Byron Gilliam

Newsletter writer

Nathaniel Whittemore profile image
Nathaniel Whittemore

Podcast host

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