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
1
Hyperliquid Hits ATH, XRP ETF Flows, and a $1B ...
32 min
2
OpenAI Digs A Moat, Ethereum Foundation Loses T...
35 min
3
The Messy State of Crypto Governance with Jito ...
42 min
4
The $70B AI IPO, Claude Cracks a Lost Wallet, a...
25 min
5
Bhutan Times the Top, CLARITY Hits Markup, and ...
33 min
6
Bored Apes Rally, Canton Raises at $2B and Sayl...
31 min
7
Coinbase Down Again, HIP-4 vs Polymarket, and D...
28 min
8
Coinbase's AI Layoffs, a16z's $2.2B Fund, and S...
32 min
9
Clavicular x Polymarket, the CLARITY Act, and W...
25 min
10
MegaETH, the DeFi United Bailout, Meta’s USDC P...
36 min
11
How Crypto Is Fighting Back Against North Korea...
37 min
12
Mythos Leaks, Crypto in the Strait of Hormuz, a...
26 min
13
Can AI Actually Trade Crypto? | The Breakdown
31 min
14
Crypto Fed Chair, Polymarket Bots, and the Fake...
28 min
15
Kevin O’Leary on AI, Data Centers, and Why He S...
33 min
16
The Three Layers of AI Agent Commerce with Jord...
38 min
17
Are AI Agents Actually Using Crypto? | The Brea...
24 min
18
Fed Governor Miran on Why Inflation Fears Are O...
34 min
19
The Crypto-TradFi Convergence | Inflection Point
34 min
20
Privacy & Institutional Crypto's [Redacted] Fut...
43 min
21
Investor Relations in the Onchain Era
21 min
22
Are We Measuring Crypto All Wrong? | Nick Almond
27 min
23
The Macro Chain Reaction of Oil Shocks | Forwar...
48 min
24
Why I’m Hosting The Breakdown | David Canellis ...
22 min
25
The Real Forces Moving Bitcoin Now | Marc Arjoon
33 min