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