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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Episoder(2073)

Coinbase Says Without Regulatory Clarity It Will Be Forced to Leave the U.S.

Coinbase Says Without Regulatory Clarity It Will Be Forced to Leave the U.S.

The U.S. regulatory crackdown on crypto seems to be having the exact impact that industry advocates feared, because some of the largest companies in the space consider relocating to more favorable reg...

19 Apr 202316min

The House Finally Introduces a Stablecoin Bill, But Will Crypto Opponents Even Come to the Table?

The House Finally Introduces a Stablecoin Bill, But Will Crypto Opponents Even Come to the Table?

It’s hard to have good faith dialogue about regulation when one group involved in the discussion doesn't think the industry being regulated should even be allowed to exist. That increasingly seems to ...

18 Apr 202315min

Glassnode's James Check on the Peak Capitulation Event That Flushed Out the Final Bitcoin Top Buyers

Glassnode's James Check on the Peak Capitulation Event That Flushed Out the Final Bitcoin Top Buyers

This episode is an excerpt from my recent interview with Glassnode's James Check. The full interview covers why the recent $30k run-up was spot not leverage driven, why BTC is shifting from whales to ...

17 Apr 20239min

The Latest New York Times Bitcoin Mining Hit Piece Is a Monument to Intellectual Laziness

The Latest New York Times Bitcoin Mining Hit Piece Is a Monument to Intellectual Laziness

This week’s “Long Reads Sunday” looks at three refutations of the piece, by: David Z Morris Daniel Batten  Margot Paez - “The Breakdown” is written, produced and narrated by Nathaniel Whittemor...

16 Apr 202319min

Will Withdrawals Drive a New Institutional Ethereum Narrative?

Will Withdrawals Drive a New Institutional Ethereum Narrative?

This week on the “Weekly Recap,” NLW looks at the Shapella upgrade, including emergent narratives around institutional investment, as well as checking in on the FTX bankruptcy estate and previewing th...

15 Apr 202315min

Sergey Nazarov on Why the World Needs a New Model of (Cryptographic) Trust

Sergey Nazarov on Why the World Needs a New Model of (Cryptographic) Trust

NLW is joined by Chainlink co-founder Sergey Nazarov for the first in “The Breakdown”'s "Paradigm Shift" interview series. Sergey discusses why society's trust model has broken down, how cryptographic...

15 Apr 20231h 8min

An AI Primer for Bitcoiners

An AI Primer for Bitcoiners

On todays show, NLW gives a primer on the rapidly evolving artificial intelligence (AI) space, including introducing key concepts such as Generative AI, LLMs and more. He also looks at why bitcoiners ...

14 Apr 202318min

Inflation Drops Most In 2 Years, but Not Everyone Is Buying It

Inflation Drops Most In 2 Years, but Not Everyone Is Buying It

Inflation came in at an annualized 5% this month, beating economists’ expectations and dropping to its lowest level in two years. That’s good, right? Well, hold your horses, say some analysts. Service...

13 Apr 202316min

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