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
Bitcoin’s Halving Cycle Isn’t What You Think | ...
22 min
27
AI Agents and the Next Wave of Crypto Demand | ...
33 min
28
Introducing: Inflection Point | The Crypto-Trad...
63 min
29
Crypto VC Is Not The Problem | The Breakdown
31 min
30
Is Crypto Becoming Fintech? | Nick Almond
32 min
31
Fintech Might Absorb Crypto | The Breakdown
24 min
32
Crypto Can Build The Agent Economy | The Breakdown
28 min
33
Crypto, AI and the Permanent Underclass | The B...
27 min
34
Crypto Can’t Accept That It’s a Subculture | T...
35 min
35
Crypto’s Ownership Problem | The Breakdown
26 min
36
The Myth of the “Most Used” Blockchain | The Br...
23 min
37
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
38
NLW's Last Breakdown
15 min
39
Tether Goes Fully American and Doubles Down on ...
8 min
40
The Breakdown with David Canellis | Teaser
1 min
41
Market Structure Thaw as Stablecoin Fight Inten...
9 min
42
Gold Mania and a Bitcoin Stall
9 min
43
Bitcoin Meets Davos
8 min
44
The Macro Market Crash and the End of the Old O...
8 min
45
The Stablecoin Yield Standoff
8 min
46
Bitcoin Wakes Up
8 min
47
Phase Two of Institutional Bitcoin Adoption
9 min
48
Powell Under Prosecution and the End of Fed Ind...
12 min
49
Morgan Stanley Goes All In on Crypto
9 min
50
Bitcoin’s Cautious Green Start to 2026
9 min