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/
751
Judge Hands SEC a Massive Loss Denying Theory T...
19 min
752
Lummis-Gillibrand Reintroduce Landmark Crypto L...
15 min
753
Lowest Inflation in 2 Years
14 min
754
Senators Question Prometheum's Ties to CCP
NLW covers the latest in the Prometheum saga as Senator Tommy Tuberville and a handful of others have sent a letter to SEC Chair Gary Gensler and others asking for an investigation around Prometheum's recent Congressional testimony and their alleged...
15 min
755
Lawyers See Weakness in SEC's Response to Coinbase
Late on Friday, the SEC responded to Coinbase's motion to dismiss the SEC's lawsuit against them. In many ways it's just a rehashing of arguments they've previously made, but the crypto legal core doesn't seem impressed with the SEC's arguments (or...
15 min
756
Why the Recession Conventional Wisdom is Wrong
A reading of Alex Kruger's thread: Full report from Asgard Markets Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribeto the newsletter:...
11 min
757
Lawsuit Time! Winklevoss and Gemini Sue DCG and...
So much for amicable resolution. After publically threatening a lawsuit earlier in the week, Gemini and their co-CEO Winklevoss twins have filed a lawsuit against DCG and Barry Silbert personally around the Genesis bankruptcy and their accusations of...
14 min
758
Binance Execs Race for the Exits
Fortune dropped a bombshell on Thursday, reporting that numerous executives had left Binance in a very short period of time. While all those execs tweeted that there was nothing conspiratorial or scandalous in their departures, the community isn't...
13 min
759
BlackRock's Larry Fink Gives a Laser-Eyed Bitco...
On Wednesday, July 5th, BlackRock CEO Larry Fink gave an interview on Fox that made clear that the Bitcoin ETF initiative was coming all the way from the top. NLW analyses the community reaction and argues that it's all even more significant than the...
13 min
760
Gemini's Furious Open Letter Threatens to Sue D...
On the eve of the July 4th holiday, Gemini's Cameron Winklevoss published an open letter accusing Barry Silbert and DCG of fraud and demanding they accept terms or face litigation. NLW covers the letter and the community's reaction. Enjoying...
13 min
761
Crypto Continues Its Pushback on Washington D.C.
Today on The Breakdown, NLW continues coverage of the crypto industry's growing push back against the SEC and overreaching politicians. The show examines the SEC's price-shocking claim on Friday that ETF applications were inadequate, as well as a new...
12 min
762
The Failure of Gary Gensler
As the crypto industry takes the fight to the SEC, a reading of Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribeto the newsletter:...
9 min
763
Crypto Goes On Offense as the Legal Tide Begins...
The crypto industry is officially bringing the fight to regulators. Coinbase has filed a motion to dismiss the SEC's lawsuit against them, while the Blockchain Association is arguing that SEC Chair Gary Gensler should recuse himself from all crypto...
12 min
764
A Recap of the Prime Trust Saga
Today on The Breakdown, NLW catches up on the Prime Trust saga which came to a head this week. He also looks at the latest in Bitcoin ETF applications and Michael Saylor and Microstrategy's latest big BTC buy. Enjoying this content? SUBSCRIBE to the...
12 min
765
Summer Startup Series on Bitcoin Builders
The Breakdown is off for a few days this week, but over on Bitcoin Builders things are hot with the Summer Startup Series. On Tuesday, Wednesday and Thursday of this week, NLW is profiling a different startup from the first In Wolf's Clothing Cohort,...
5 min
766
The State of CBDCs
NLW checks in on the latest in central bank digital currencies. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribeto the newsletter:...
12 min
767
BlackRock SchmackRock: For Emerging Markets, Bi...
Today on Long Reads Sunday, NLW reads Noelle Acheson's Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribeto the newsletter:...
9 min
768
The Institutions Come Roaring Back to Crypto
The theme of the last few weeks has been the institutional return to crypto. NLW fills in the gaps and puts the move in context. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube:...
13 min
769
The Value Prop - Digital Asset Use Cases with R...
Rebecca Rettig is the Chief Policy Officer at Polygon Labs and recently spearheaded The Value Prop -- a new project creating a database of digital asset use cases. APOLOGIES FOR POOR NLW AUDIO - WE HAD A RIVERSIDE MISHAP! Read the...
23 min
770
The Bear Market is Over with Dan Tapiero
Dan Tapiero has deployed more than a billion dollars into growth stage digital asset companies in the last few years. He's also convinced that the bear market is over. In this conversation, he and NLW discuss the narrative resilience of crypto with...
65 min
771
Bitcoin SMASHES Through $30,000 As Institutiona...
Bitcoin is up above $30,000 and the return of the institutional narrative is driving it. NLW explores the good and bad. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube:...
13 min
772
Do Kwon Goes To Jail
On this episode of crypto shennanigans, Do Kwon sentenced to four months for fake passport; ZachXBT raises $1M to fight lawsuit; Sam still going on trial in October (despite viral tweets saying otherwise). Enjoying this content? SUBSCRIBE to...
14 min
773
Does Anyone Care About Tether's Chinese Paper?
On today's episode, NLW looks at the (non) reaction of the crypto community to news that Tether held Chinese bank debt in 2021. The show also covers reactions to the Binance-SEC hearing last week. Enjoying this content? SUBSCRIBE to the...
14 min
774
Are Memecoins Silly Fun or an Existential Grift?
On Long Reads Sunday, NLW reads by Dr. Paul J. Dylan-Ennis Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribeto the newsletter:...
10 min
775
The Prometheum WTF: Is This an SEC Grift Just t...
This is truly one of the weirdest stories in crypto this year. Today NLW dives deep on Prometheum, a company that only showed up on most people's radar this week when their CEO inexplicably testified before Congress. Was it all a big SEC Grift?...
16 min