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)

Post-Narrative Institutionalization vs. Regulatory Enforcement

Post-Narrative Institutionalization vs. Regulatory Enforcement

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW covers stories that reflect the two big themes of the 2022 crypto bear market: post-narrative institutional adopti...

13 Loka 202217min

Will Earnings Reports Portend Recession?

Will Earnings Reports Portend Recession?

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW checks in on the macro scene, including: What the earnings report season that begins this week might tell us abo...

12 Loka 202217min

Is PayPal Going to Fine You for Your Opinions?

Is PayPal Going to Fine You for Your Opinions?

This episode is sponsored by Nexo.io, Circle and FTX US.   On Saturday, a PayPal policy was announced where customers could be fined up to $2,500 for misinformation and other causes, at the sole di...

11 Loka 202216min

A Legal Argument for Why Staking Doesn’t Make ETH a Security

A Legal Argument for Why Staking Doesn’t Make ETH a Security

This episode is sponsored by Nexo.io, Circle and FTX US.   On this week’s “Long Reads Sunday,” NLW reads “Ethereum's New ‘Staking’ Model Does Not Make ETH A Security.” The piece was authored by: ...

9 Loka 202218min

Ray Dalio and Big-Picture Power Shifts

Ray Dalio and Big-Picture Power Shifts

This episode is sponsored by Nexo.io, Circle and FTX US.   On this edition of the “Weekly Recap,” NLW looks at a slew of Federal Reserve comments indicating that no pivot on interest rates is on th...

8 Loka 202217min

Hacks and Doxxing Raise Questions About CeFi Masquerading As DeFi

Hacks and Doxxing Raise Questions About CeFi Masquerading As DeFi

This episode is sponsored by Nexo.io, Circle and FTX US. On this crypto recap episode, NLW looks at the latest news including: Binance Smart Chain exploit Celsius user data leak  MiCA regulation...

8 Loka 202216min

What OPEC+ Oil Cuts Mean for the Global Economy and Geopolitics

What OPEC+ Oil Cuts Mean for the Global Economy and Geopolitics

This episode is sponsored by Nexo.io, Circle and FTX US.   As inflation rages, the global economy slows, and the U.S. releases more and more oil from its Strategic Petroleum Reserve, OPEC+ has deci...

7 Loka 202217min

Elon’s Twitter Deal Is Back On!

Elon’s Twitter Deal Is Back On!

This episode is sponsored by Nexo.io, Circle and FTX US. On today’s episode, NLW checks in on “Uptober” and asks whether the market rally has legs beyond Monday. He then looks at the news that Elon ...

6 Loka 202216min

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