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
Crypto Can Build The Agent Economy | The Breakdown
28 min
2
Crypto, AI and the Permanent Underclass | The B...
27 min
3
Crypto Can’t Accept That It’s a Subculture | T...
35 min
4
Crypto’s Ownership Problem | The Breakdown
26 min
5
The Myth of the “Most Used” Blockchain | The Br...
23 min
6
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
7
NLW's Last Breakdown
15 min
8
Tether Goes Fully American and Doubles Down on ...
8 min
9
The Breakdown with David Canellis | Teaser
1 min
10
Market Structure Thaw as Stablecoin Fight Inten...
9 min
11
Gold Mania and a Bitcoin Stall
9 min
12
Bitcoin Meets Davos
8 min
13
The Macro Market Crash and the End of the Old O...
8 min
14
The Stablecoin Yield Standoff
8 min
15
Bitcoin Wakes Up
8 min
16
Phase Two of Institutional Bitcoin Adoption
9 min
17
Powell Under Prosecution and the End of Fed Ind...
12 min
18
Morgan Stanley Goes All In on Crypto
9 min
19
Bitcoin’s Cautious Green Start to 2026
9 min
20
Venezuela Shockwaves and the New Geopolitics of...
11 min
21
Bitcoin Starts 2026 in Uncharted Territory
9 min
22
The 2025 Bitcoin Year in Review
15 min
23
Coinbase Comes for All of Finance
12 min
24
Crypto Market Structure Slips to 2026
12 min
25
Bitcoin Slides Again as Anger Takes Over the Be...
10 min