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
26
The Three Layers of AI Agent Commerce with Jord...
38 min
27
Are AI Agents Actually Using Crypto? | The Brea...
24 min
28
Fed Governor Miran on Why Inflation Fears Are O...
34 min
29
The Crypto-TradFi Convergence | Inflection Point
34 min
30
Privacy & Institutional Crypto's [Redacted] Fut...
43 min
31
Investor Relations in the Onchain Era
21 min
32
Are We Measuring Crypto All Wrong? | Nick Almond
27 min
33
The Macro Chain Reaction of Oil Shocks | Forwar...
48 min
34
Why I’m Hosting The Breakdown | David Canellis ...
22 min
35
The Real Forces Moving Bitcoin Now | Marc Arjoon
33 min
36
Bitcoin’s Halving Cycle Isn’t What You Think | ...
22 min
37
AI Agents and the Next Wave of Crypto Demand | ...
33 min
38
Introducing: Inflection Point | The Crypto-Trad...
63 min
39
Crypto VC Is Not The Problem | The Breakdown
31 min
40
Is Crypto Becoming Fintech? | Nick Almond
32 min
41
Fintech Might Absorb Crypto | The Breakdown
24 min
42
Crypto Can Build The Agent Economy | The Breakdown
28 min
43
Crypto, AI and the Permanent Underclass | The B...
27 min
44
Crypto Can’t Accept That It’s a Subculture | T...
35 min
45
Crypto’s Ownership Problem | The Breakdown
26 min
46
The Myth of the “Most Used” Blockchain | The Br...
23 min
47
Why Privacy Coins Aren’t Enough | The Breakdown
26 min
48
NLW's Last Breakdown
15 min
49
Tether Goes Fully American and Doubles Down on ...
8 min
50
The Breakdown with David Canellis | Teaser
1 min