The Breakdown

Listen, download, subscribe

Apple Podcasts

Spotify

Is Strategy Really the Next Terra Luna?

Strategy’s STRC is still trading below its $100 target and has drawn comparisons to Terra Luna. David walks through how Terra Luna actually imploded, why Strategy's flywheel is meaningfully different, and the real problem he sees underneath it all. Enjoy! FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown 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.

• 

  Is Strategy Really the Next Terra Luna?

• 

  The History of Standard Chartered Megabullish Price Predictions

• 

  The US Just Made the Case for Open-Source AI

• 

  Blockworks Acquires Messari

• 

  SpaceX Just Became the Most Valuable Post-IPO Company Ever

• 

  BlackRock's Bitcoin ETF Is $13 Billion Underwater

• 

  Inside Pump.fun's New Bounty Platform

• 

  Brutal Zcash Bug Sat Hidden for 4 Years

• 

  Crypto Still Sees Massive Returns On Par With Stocks

• 

  When Bitcoin’s Bear Market Might End

• 

  A Google Engineer Made $1.2M Insider Trading on Polymarket

• 

  Is This $250M AI Company Fake?

• 

  Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | Th…

• 

  OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA…

• 

  The Messy State of Crypto Governance with Jito Foundation's Nick Almond | …