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
The Crypto-TradFi Convergence | Inflection Point
34 min
27
Privacy & Institutional Crypto's [Redacted] Fut...
43 min
28
Investor Relations in the Onchain Era
21 min
29
Are We Measuring Crypto All Wrong? | Nick Almond
27 min
30
The Macro Chain Reaction of Oil Shocks | Forwar...
48 min
31
Why I’m Hosting The Breakdown | David Canellis ...
22 min
32
The Real Forces Moving Bitcoin Now | Marc Arjoon
33 min
33
Bitcoin’s Halving Cycle Isn’t What You Think | ...
22 min
34
AI Agents and the Next Wave of Crypto Demand | ...
33 min
35
Introducing: Inflection Point | The Crypto-Trad...
63 min
36
Crypto VC Is Not The Problem | The Breakdown
31 min
37
Is Crypto Becoming Fintech? | Nick Almond
32 min
38
Fintech Might Absorb Crypto | The Breakdown
24 min
39
Crypto Can Build The Agent Economy | The Breakdown
28 min
40
Crypto, AI and the Permanent Underclass | The B...
27 min
41
Crypto Can’t Accept That It’s a Subculture | T...
35 min
42
Crypto’s Ownership Problem | The Breakdown
26 min
43
The Myth of the “Most Used” Blockchain | The Br...
23 min
44
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
45
NLW's Last Breakdown
15 min
46
Tether Goes Fully American and Doubles Down on ...
8 min
47
The Breakdown with David Canellis | Teaser
1 min
48
Market Structure Thaw as Stablecoin Fight Inten...
9 min
49
Gold Mania and a Bitcoin Stall
9 min
50
Bitcoin Meets Davos
8 min