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/
101
The Short, Brutal Bear Market of October ‘25
12 min
102
Could This Actually Be An Amazing Setup for Bit...
21 min
103
Wall Street Discovers the “Debasement Trade”
12 min
104
ICE Invests $2 Billion in Polymarket
10 min
105
The TradFi-Crypto Fusion Is Here
10 min
106
Bitcoin Breaks $125,000: The October Melt-Up Is On
11 min
107
The Five Most Important Stories in Crypto This ...
19 min
108
Bitcoin’s Favorite Month Has Arrived
11 min
109
Government Shutdown Hits as Politics Markets an...
11 min
110
SEC & CFTC Call a Truce on Crypto Regulation
10 min
111
Kraken’s $15B Secret Raise and the Race to IPO
8 min
112
Friday Five: Tether’s $500B Play, SEC Opens the...
22 min
113
Agentic Payments and the Next Internet Economy
10 min
114
Tether’s Half-Trillion Dollar Valuation
10 min
115
Bitcoin’s September Shakeout: $1.7B in Liquidat...
9 min
116
Senate Democrats Push for Bipartisan Role in Cr...
9 min
117
The Five Most Important Stories in Crypto This ...
21 min
118
Fed Cuts Rates Amid Rising Labor Market Risks
11 min
119
Google’s New Agent Payments Protocol and What I...
10 min
120
Coinbase Considers Token Launch
10 min
121
Checking In On Last Week’s Crypto IPOs
10 min
122
Friday Five: SEC Turns Pro-Crypto, Tokenization...
19 min
123
SEC Chair: "Crypto’s Time Has Come"
8 min
124
Senate Democrats Unveil Competing Crypto Market...
11 min
125
Soft Jobs Report Clears the Way for Fed Cuts
11 min