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/
2018 episodes transcribedDavid covers three Friday stories: Coinbase's hours-long outage on the back of an AWS cooling failure, the data on whether prediction markets are actu...
David covers three Wednesday stories: Coinbase laying off 14% of staff, a16z Crypto raising $2.2 billion, and Strategy losing $12.5 billion as CEO Pho...
David runs through three Monday morning stories: the viral Clavicular clip with Polymarket’s CMO, the CLARITY Act’s compromise on stablecoin yield, an...
DeFi just raised $302 million to cover losses from the Kelp DAO hack. David calls it what it is: a bailout. David runs through four stories from the...
North Korea has had IT workers embedded in DeFi protocols since DeFi Summer — and they’re pretty good devs. Nick Bax, blockchain investigator and SEA...
Someone guessed Anthropic’s Mythos URL, gained unauthorized access to the most hyped AI model in history, and used it to build websites. David cove...
Crypto might be the world’s best test bed for AI trading — and Virtuals Protocol is running the experiment live. Weekee Tiew, co-founder of Virtuals...
Trump's Fed pick has 30-plus crypto investments — and that's just what he could disclose. David walks through Warsh's filing, a Polymarket bot built o...
AI is reprogramming the social fabric — and nobody can agree whether that’s a good thing. Kevin O’Leary, investor and entrepreneur, joins us to share...
x402 just got a lot bigger. The Linux Foundation is now backing it — and maybe Amazon, Google, Stripe, Mastercard, and American Express along with the...
AI agents are coming online fast — and the payment rails for that world are being built right now. David breaks down the race between Coinbase’s x402...
While The Breakdown is between seasons, we’re bringing some of our favorite conversations from across Blockworks onto the feed. In this episode of...
While The Breakdown is between seasons, we’re sharing a panel from Digital Assets Summit featuring the team behind Inflection Point. The conversation...
While The Breakdown is between seasons, we’re sharing a panel from Digital Asset Summit hosted by David. The discussion explores how institutions thin...
In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to ent...
While The Breakdown is between seasons, we’re sharing the full version of a past conversation with Nick Almond. The discussion explores how to think a...
While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance. Felix is joined by Bob Elliott to break down how oil shoc...
As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and th...
Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the ma...
From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fad...
