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/

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Jaksot(2085)

Why Energy Is the Most (Geo)Political Market, With Tony Greer

Why Energy Is the Most (Geo)Political Market, With Tony Greer

This episode is sponsored by Nexo.io, Circle and FTX US.   In this interview, NLW chats with Tony Greer, a veteran trader and author of the Morning Navigator newsletter. They discuss energy markets...

29 Loka 202236min

Why Bitcoin’s Bear Market Hashrate Surge May Not Be Bullish

Why Bitcoin’s Bear Market Hashrate Surge May Not Be Bullish

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW catches up on the bitcoin mining industry, and why soaring hashrate and mining difficulty represent something very...

28 Loka 202218min

Crypto Markets Put the ‘Pump’ in ‘Pumpkin’

Crypto Markets Put the ‘Pump’ in ‘Pumpkin’

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW looks at the positive price action of the past few days, with an eye to understanding how people are understanding...

27 Loka 202217min

Reddit NFTs Show People Like Crypto When They Don’t Know It’s Crypto

Reddit NFTs Show People Like Crypto When They Don’t Know It’s Crypto

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW looks into how different pre-Web3 tech companies are getting involved with Web3. Specifically, he looks at how Red...

26 Loka 202217min

Does the Bank of Japan’s Intervention Spell Trouble for the US Treasury Market?

Does the Bank of Japan’s Intervention Spell Trouble for the US Treasury Market?

This episode is sponsored by Nexo.io, Circle and FTX US.   “The Breakdown” kicks off the week with a look at one of the big global macro stories shaping markets right now, which is the first Bank o...

25 Loka 202216min

The Debate Around SBF’s Regulatory Ideas

The Debate Around SBF’s Regulatory Ideas

This episode is sponsored by Nexo.io, Circle and FTX US.   On this week’s “Long Reads Sunday,” NLW reads Sam Bankman-Fried’s “Possible Digital Asset Industry Standards.”   He also references Eri...

23 Loka 202230min

Is Voluntary Regulation the Right Approach to DeFi?

Is Voluntary Regulation the Right Approach to DeFi?

This episode is sponsored by Nexo.io, Circle and FTX US.   On this edition of the “Weekly Recap,” NLW looks at the state of crypto legal proceedings and global regulatory discussions, including: ...

22 Loka 202219min

The Institutions Aren’t Just Sticking With Crypto, They’re Expanding Their Offerings

The Institutions Aren’t Just Sticking With Crypto, They’re Expanding Their Offerings

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW gives the latest in his recurrent theme on “post-narrative institutionalization” – the idea that during the 2022 b...

22 Loka 202217min

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