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
751
Will the SEC Appeal the Ripple Decision?
13 min
752
Worldcoin: Good Faith Global UBI Effort or Dyst...
21 min
753
Crypto Custody: The Frontlines of Operation Cho...
11 min
754
Is FedNow a Trojan Horse for a CBDC?
12 min
755
A Soft DeFi Ban in the USA?
15 min
756
Gary Gensler's Terrible, Horrible, No Good Very...
14 min
757
Have We Turned A Corner in Bitcoin and Crypto S...
12 min
758
Binance Cuts Thousands of Jobs (But Adds Lightn...
12 min
759
The Relentless Convergence of TradFi and Digita...
23 min
760
Rep. Ritchie Torres Calls for Investigation Int...
13 min
761
A Complete Breakdown of the Charges Against Cel...
15 min
762
Judge Hands SEC a Massive Loss Denying Theory T...
19 min
763
Lummis-Gillibrand Reintroduce Landmark Crypto L...
15 min
764
Lowest Inflation in 2 Years
14 min
765
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
766
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
767
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
768
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
769
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
770
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
771
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
772
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
773
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
774
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
775
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