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
The Three Layers of AI Agent Commerce with Jord...
38 min
2
Are AI Agents Actually Using Crypto? | The Brea...
24 min
3
Fed Governor Miran on Why Inflation Fears Are O...
34 min
4
The Crypto-TradFi Convergence | Inflection Point
34 min
5
Privacy & Institutional Crypto's [Redacted] Fut...
43 min
6
Investor Relations in the Onchain Era
21 min
7
Are We Measuring Crypto All Wrong? | Nick Almond
27 min
8
The Macro Chain Reaction of Oil Shocks | Forwar...
48 min
9
Why I’m Hosting The Breakdown | David Canellis ...
22 min
10
The Real Forces Moving Bitcoin Now | Marc Arjoon
33 min
11
Bitcoin’s Halving Cycle Isn’t What You Think | ...
22 min
12
AI Agents and the Next Wave of Crypto Demand | ...
33 min
13
Introducing: Inflection Point | The Crypto-Trad...
63 min
14
Crypto VC Is Not The Problem | The Breakdown
31 min
15
Is Crypto Becoming Fintech? | Nick Almond
32 min
16
Fintech Might Absorb Crypto | The Breakdown
24 min
17
Crypto Can Build The Agent Economy | The Breakdown
28 min
18
Crypto, AI and the Permanent Underclass | The B...
27 min
19
Crypto Can’t Accept That It’s a Subculture | T...
35 min
20
Crypto’s Ownership Problem | The Breakdown
26 min
21
The Myth of the “Most Used” Blockchain | The Br...
23 min
22
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
23
NLW's Last Breakdown
15 min
24
Tether Goes Fully American and Doubles Down on ...
8 min
25
The Breakdown with David Canellis | Teaser
1 min