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
Is the Gold to Bitcoin Rotation Underway?
11 min
52
Why the Internet Crash Made Bitcoin Look Stronger
10 min
53
Is It All Over for Crypto?
9 min
54
The 5 Most Important Stories in Crypto Last Week
25 min
55
The Tokenization Era Begins (says Fink)
12 min
56
The Short, Brutal Bear Market of October ‘25
12 min
57
Could This Actually Be An Amazing Setup for Bit...
21 min
58
Wall Street Discovers the “Debasement Trade”
12 min
59
ICE Invests $2 Billion in Polymarket
10 min
60
The TradFi-Crypto Fusion Is Here
10 min
61
Bitcoin Breaks $125,000: The October Melt-Up Is On
11 min
62
The Five Most Important Stories in Crypto This ...
19 min
63
Bitcoin’s Favorite Month Has Arrived
11 min
64
Government Shutdown Hits as Politics Markets an...
11 min
65
SEC & CFTC Call a Truce on Crypto Regulation
10 min
66
Kraken’s $15B Secret Raise and the Race to IPO
8 min
67
Friday Five: Tether’s $500B Play, SEC Opens the...
22 min
68
Agentic Payments and the Next Internet Economy
10 min
69
Tether’s Half-Trillion Dollar Valuation
10 min
70
Bitcoin’s September Shakeout: $1.7B in Liquidat...
9 min
71
Senate Democrats Push for Bipartisan Role in Cr...
9 min
72
The Five Most Important Stories in Crypto This ...
21 min
73
Fed Cuts Rates Amid Rising Labor Market Risks
11 min
74
Google’s New Agent Payments Protocol and What I...
10 min
75
Coinbase Considers Token Launch
10 min