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(2085)

Fighting the Regulatory Rugpull

Fighting the Regulatory Rugpull

On this edition of the Weekly Recap, NLW breaks down: Gary Gensler's latest cringey SEC video Coinbase's Wells Notice response  Dual legislative hearings from Thursday  Enjoying this content? ...

29 Apr 202314min

First Republic is a Zombie Bank

First Republic is a Zombie Bank

All week there has been a high-stakes game of chicken as the Fed, FHLB, FDIC, big banks who pumped $30B into First Republic and FRC itself all try to figure out if this thing can survive. Is it headed...

28 Apr 202316min

Making the Lightning Network Noncustodial with Spiral's Steve Lee [Bitcoin Builders Excerpt]

Making the Lightning Network Noncustodial with Spiral's Steve Lee [Bitcoin Builders Excerpt]

Bitcoin Builders is The Breakdown Network's new show about the Cambrian explosion of creativity and entrepreneurial energy around Bitcoin and Lightning. In this excerpt from my recent interview with S...

28 Apr 202311min

The Institutions Are Coming Back to Crypto

The Institutions Are Coming Back to Crypto

Deloitte has hundreds of jobs advertised around digital assets. Franklin Templeton just announced a major blockchain project with Polygon. Standard Chartered Bank is betting on $100k BTC in 2023. The ...

27 Apr 202316min

Binance Withdraws Voyager Offer as Coinbase Sues the SEC

Binance Withdraws Voyager Offer as Coinbase Sues the SEC

Both of today's stories are, on some level, about US crypto politics. The first part of the show focuses on Binance US's beleagured and now withdrawn bid for the Voyager Digital assets. Despite a judg...

26 Apr 202319min

Raoul Pal Previews the Future: AI, Crypto, QE and the next Phase of Human Flourishing or Upheaval

Raoul Pal Previews the Future: AI, Crypto, QE and the next Phase of Human Flourishing or Upheaval

Raoul Pal is the CEO of Real Vision. On this “Paradigm Shift” episode of The Breakdown, NLW and Raoul discuss: Raoul’s concept of “The Everything Code” and “The Exponential Age” Debt monetizati...

25 Apr 20231h 43min

Where Bitcoin Fits as Argentina Faces a Dollar Shortage and 100%+ Inflation

Where Bitcoin Fits as Argentina Faces a Dollar Shortage and 100%+ Inflation

Argentina has one of the highest inflation rates in the world, which some economists are estimating at 133% or more. The Argentine Peso also has one of the highest interest rates in the world. On this...

24 Apr 202319min

The EU Has Now Become the Global Crypto Regulatory Leader

The EU Has Now Become the Global Crypto Regulatory Leader

On this week’s “Long Reads Sunday,” NLW reads:Why the EU Has MiCA and the US Has Securities Laws Confusion - Daniel Kuhn  Is Europe’s MiCA a Template for Global Crypto Regulation - Dea Markova Enjo...

23 Apr 202314min

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