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.

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Business
Investing
1
Why I’m Hosting The Breakdown | David Canellis ...
22 min
2
The Real Forces Moving Bitcoin Now | Marc Arjoon
33 min
3
Bitcoin’s Halving Cycle Isn’t What You Think | ...
22 min
4
AI Agents and the Next Wave of Crypto Demand | ...
33 min
5
Introducing: Inflection Point | The Crypto-Trad...
63 min
6
Crypto VC Is Not The Problem | The Breakdown
31 min
7
Is Crypto Becoming Fintech? | Nick Almond
32 min
8
Fintech Might Absorb Crypto | The Breakdown
24 min
9
Crypto Can Build The Agent Economy | The Breakdown
28 min
10
Crypto, AI and the Permanent Underclass | The B...
27 min
11
Crypto Can’t Accept That It’s a Subculture | T...
35 min
12
Crypto’s Ownership Problem | The Breakdown
26 min
13
The Myth of the “Most Used” Blockchain | The Br...
23 min
14
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
15
NLW's Last Breakdown
15 min
16
Tether Goes Fully American and Doubles Down on ...
8 min
17
The Breakdown with David Canellis | Teaser
1 min
18
Market Structure Thaw as Stablecoin Fight Inten...
9 min
19
Gold Mania and a Bitcoin Stall
9 min
20
Bitcoin Meets Davos
8 min
21
The Macro Market Crash and the End of the Old O...
8 min
22
The Stablecoin Yield Standoff
8 min
23
Bitcoin Wakes Up
8 min
24
Phase Two of Institutional Bitcoin Adoption
9 min
25
Powell Under Prosecution and the End of Fed Ind...
12 min