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/
1990 episodes transcribedWe keep hearing that institutions are still stoked on crypto despite retail stress. Today NLW explores what evidence we have one way or another. Spo...
On this grab bag episode, NLW covers North Korea's growing bitcoin stack, the SEC reconsidering a Gensler-era rule, and record BTC outflows. Sponsor...
The market is finally digesting that there is no Trump put, and that Trump 2.0 is more concerned with remaking the global economic order than on makin...
Two essays that reflect Elizabeth Warren and her anti-crypto army's failure shape the debate around common sense crypto policy. Reading and discussi...
Binance has raised $2B in crypto's biggest ever fundraise. What's more interesting than the dollar amount, however, is the geopolitical implications u...
Congress has followed the Senate in their vote to repeal a damaging IRS crypto broker rule, and has done so by an even bigger supermajority than the S...
NLW explores macro turmoil, including the growing (at least in analysts' estimation) possibility of a recession. He also looks at how it's impacting t...
The White House held its first Crypto Summit last week. While some people are complaining that it was a nothingburger, NLW argues that they're missing...
That's the argument in discussion today. Source: https://www.coindesk.com/opinion/2025/03/06/mass-adoption-of-web3-through-the-self-writing-internet...
NLW and Scott Melker count down the five most important stories in crypto this week, including the profound news that the US is actually getting a str...
This is one of the most confusing times in market history. NLW explores the chaos and volatility which is ranging from crypto to macro and beyond. S...
Things might seem weird out there for crypto policy, but a bipartisan group is coming together to vote as a crypto block. NLW argues that beyond the h...
Not the Strategic Crypto Reserve we wanted, but the Strategic Crypto Reserve we deserve? For an administration that set out to be the best friend of c...
A reading and discussion inspired by: https://www.coindesk.com/opinion/2025/02/26/the-u-s-war-on-crypto-isn-t-over https://www.coindesk.com/opinion/20...
NLW and Scott Melker discuss the most important stories in crypto, including the painful market reset, the response to the Bybit hack, and much more....
The Bybit hack was the largest exchange hack in history. NLW is joined by Ledger CTO Charles Guillemet to break down what happened and what the implic...
NLW does a check in on the state of Bitcoin mining. AI is having some interesting impacts that could shape how the industry evolves. Sponsored by:...
We might not now the future of a US Strategic Bitcoin Reserve, but serious progress is being made at the state level. Sponsored by: Ledger Ledger...
An exploration of how Nick Szabo's exploration of micropayments from 25+ years ago holds up, and why while most of it holds true, AI agents could be t...
After a few days enmeshed in memecoin scandal, NLW checks in on the latest stories out of D.C. Individually none of the stories is a showstopper, but...
