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
Crypto, AI and the Permanent Underclass | The B...
27 min
52
Crypto Can’t Accept That It’s a Subculture | T...
35 min
53
Crypto’s Ownership Problem | The Breakdown
26 min
54
The Myth of the “Most Used” Blockchain | The Br...
23 min
55
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
56
NLW's Last Breakdown
15 min
57
Tether Goes Fully American and Doubles Down on ...
8 min
58
The Breakdown with David Canellis | Teaser
1 min
59
Market Structure Thaw as Stablecoin Fight Inten...
9 min
60
Gold Mania and a Bitcoin Stall
9 min
61
Bitcoin Meets Davos
8 min
62
The Macro Market Crash and the End of the Old O...
8 min
63
The Stablecoin Yield Standoff
8 min
64
Bitcoin Wakes Up
8 min
65
Phase Two of Institutional Bitcoin Adoption
9 min
66
Powell Under Prosecution and the End of Fed Ind...
12 min
67
Morgan Stanley Goes All In on Crypto
9 min
68
Bitcoin’s Cautious Green Start to 2026
9 min
69
Venezuela Shockwaves and the New Geopolitics of...
11 min
70
Bitcoin Starts 2026 in Uncharted Territory
9 min
71
The 2025 Bitcoin Year in Review
15 min
72
Coinbase Comes for All of Finance
12 min
73
Crypto Market Structure Slips to 2026
12 min
74
Bitcoin Slides Again as Anger Takes Over the Be...
10 min
75
DTCC Puts US Securities On Chain
11 min