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(2072)

The Potential Consequences of a New China COVID Lockdown

The Potential Consequences of a New China COVID Lockdown

This episode is sponsored by Nexo.io, Arculus and FTX US.    Over the past few weeks, China has instituted partial or full lockdowns in Shanghai, Jilin, Shenzhen and other cities. While this story...

16 Maalis 202215min

The EU’s Near Miss on a Proof-of-Work Ban

The EU’s Near Miss on a Proof-of-Work Ban

This episode is sponsored by Nexo.io, Arculus and FTX US.  Today the European Union Parliament ECON committee voted on an amendment to the Markets in Crypto Assets (MiCA) directive that would have ...

15 Maalis 202223min

The True Implications of Seizing Russia’s Foreign Reserves

The True Implications of Seizing Russia’s Foreign Reserves

This episode is sponsored by Nexo.io, Arculus and FTX US.    On this week’s “Long Reads Sunday,” NLW reads and discusses Nic Carter’s “America’s Quiet Default.”  - Take your crypto to the next l...

13 Maalis 202215min

The Looming Recession Narrative Is Growing

The Looming Recession Narrative Is Growing

This episode is sponsored by Nexo.io, Arculus and FTX US.    On this edition of the “Weekly Recap,” NLW wraps up the week with a look at a growing macro discourse around the possibility of recessio...

12 Maalis 202215min

The Bretton Woods III Thesis

The Bretton Woods III Thesis

This episode is sponsored by Nexo.io, Arculus and FTX US.    Earlier this week, Credit Suisse strategist Zoltan Pozsar published a research memo titled “Bretton Woods III” that argued the West’s R...

12 Maalis 202221min

With Inflation at 40-Year Highs, How De-Russianization Has Changed the Narrative

With Inflation at 40-Year Highs, How De-Russianization Has Changed the Narrative

This episode is sponsored by Nexo.io, Arculus and FTX US.    The U.S. inflation print ran hot again last month, hitting 7.9% year over year and the highest in four decades. In this episode, NLW br...

11 Maalis 202215min

A Watershed Moment: Everything You Need to Know About Biden’s Crypto Executive Order

A Watershed Moment: Everything You Need to Know About Biden’s Crypto Executive Order

This episode is sponsored by Nexo.io, Arculus and FTX US.    Today, after months of speculation, President Biden signed and released his executive order on crypto. The contents of the order have b...

10 Maalis 202223min

What a DeFi Developer Departure Means for the Crypto Market Cycle

What a DeFi Developer Departure Means for the Crypto Market Cycle

This episode is sponsored by Nexo.io, Arculus and FTX US.    One of DeFi’s best known developers, Andre Cronje, has left the industry. In this episode, NLW looks at how the markets and the broader...

9 Maalis 202219min

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