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
101
The 5 Most Important Stories in Crypto Last Week
25 min
102
The Tokenization Era Begins (says Fink)
12 min
103
The Short, Brutal Bear Market of October ‘25
12 min
104
Could This Actually Be An Amazing Setup for Bit...
21 min
105
Wall Street Discovers the “Debasement Trade”
12 min
106
ICE Invests $2 Billion in Polymarket
10 min
107
The TradFi-Crypto Fusion Is Here
10 min
108
Bitcoin Breaks $125,000: The October Melt-Up Is On
11 min
109
The Five Most Important Stories in Crypto This ...
19 min
110
Bitcoin’s Favorite Month Has Arrived
11 min
111
Government Shutdown Hits as Politics Markets an...
11 min
112
SEC & CFTC Call a Truce on Crypto Regulation
10 min
113
Kraken’s $15B Secret Raise and the Race to IPO
8 min
114
Friday Five: Tether’s $500B Play, SEC Opens the...
22 min
115
Agentic Payments and the Next Internet Economy
10 min
116
Tether’s Half-Trillion Dollar Valuation
10 min
117
Bitcoin’s September Shakeout: $1.7B in Liquidat...
9 min
118
Senate Democrats Push for Bipartisan Role in Cr...
9 min
119
The Five Most Important Stories in Crypto This ...
21 min
120
Fed Cuts Rates Amid Rising Labor Market Risks
11 min
121
Google’s New Agent Payments Protocol and What I...
10 min
122
Coinbase Considers Token Launch
10 min
123
Checking In On Last Week’s Crypto IPOs
10 min
124
Friday Five: SEC Turns Pro-Crypto, Tokenization...
19 min
125
SEC Chair: "Crypto’s Time Has Come"
8 min