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