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
51
The Macro Market Crash and the End of the Old O...
8 min
52
The Stablecoin Yield Standoff
8 min
53
Bitcoin Wakes Up
8 min
54
Phase Two of Institutional Bitcoin Adoption
9 min
55
Powell Under Prosecution and the End of Fed Ind...
12 min
56
Morgan Stanley Goes All In on Crypto
9 min
57
Bitcoin’s Cautious Green Start to 2026
9 min
58
Venezuela Shockwaves and the New Geopolitics of...
11 min
59
Bitcoin Starts 2026 in Uncharted Territory
9 min
60
The 2025 Bitcoin Year in Review
15 min
61
Coinbase Comes for All of Finance
12 min
62
Crypto Market Structure Slips to 2026
12 min
63
Bitcoin Slides Again as Anger Takes Over the Be...
10 min
64
DTCC Puts US Securities On Chain
11 min
65
The Five Most Important Stories in Crypto Last ...
10 min
66
The Fed Is Fracturing
10 min
67
Bitcoin Treasury Honeymoon Ends
11 min
68
MicroStrategy’s Big Buy Raises New Questions
10 min
69
Crypto Regulation Hits a DeFi Wall
12 min
70
The 5 Most Important Stories in Crypto Last Week
12 min
71
Fink, Armstrong, and the DealBook Turning Point
10 min
72
Tokenization’s Starting Gun
11 min
73
The Walls Around Crypto Are Finally Cracking
10 min
74
Bitcoin’s Worst November in Years
12 min
75
Bitcoin’s Fragile Recovery
11 min