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/

Business
Investing
26
Crypto Fed Chair, Polymarket Bots, and the Fake...
28 min
27
Kevin O’Leary on AI, Data Centers, and Why He S...
33 min
28
The Three Layers of AI Agent Commerce with Jord...
38 min
29
Are AI Agents Actually Using Crypto? | The Brea...
24 min
30
Fed Governor Miran on Why Inflation Fears Are O...
34 min
31
The Crypto-TradFi Convergence | Inflection Point
34 min
32
Privacy & Institutional Crypto's [Redacted] Fut...
43 min
33
Investor Relations in the Onchain Era
21 min
34
Are We Measuring Crypto All Wrong? | Nick Almond
27 min
35
The Macro Chain Reaction of Oil Shocks | Forwar...
48 min
36
Why I’m Hosting The Breakdown | David Canellis ...
22 min
37
The Real Forces Moving Bitcoin Now | Marc Arjoon
33 min
38
Bitcoin’s Halving Cycle Isn’t What You Think | ...
22 min
39
AI Agents and the Next Wave of Crypto Demand | ...
33 min
40
Introducing: Inflection Point | The Crypto-Trad...
63 min
41
Crypto VC Is Not The Problem | The Breakdown
31 min
42
Is Crypto Becoming Fintech? | Nick Almond
32 min
43
Fintech Might Absorb Crypto | The Breakdown
24 min
44
Crypto Can Build The Agent Economy | The Breakdown
28 min
45
Crypto, AI and the Permanent Underclass | The B...
27 min
46
Crypto Can’t Accept That It’s a Subculture | T...
35 min
47
Crypto’s Ownership Problem | The Breakdown
26 min
48
The Myth of the “Most Used” Blockchain | The Br...
23 min
49
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
50
NLW's Last Breakdown
15 min