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)

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

Bitcoin’s Rally to $30K Being Driven by Good Old-Fashioned Spot BTC Buying

Bitcoin’s Rally to $30K Being Driven by Good Old-Fashioned Spot BTC Buying

Description Bitcoin hit $30,000 for the first time since June 2022 last night. On today’s episode, NLW looks at why the evidence suggests this rally is – unlike previous crypto rallies –driven by spo...

12 Apr 202317min

Announcing The Breakdown Network and Bitcoin Builders

Announcing The Breakdown Network and Bitcoin Builders

The Breakdown is expanding to become The Breakdown Network. The first spinoff show will be called Bitcoin Builders and is all about the entrepreneurial and creative energy flowing into bitcoin. Learn ...

11 Apr 20238min

Everyone Is Talking About De-Dollarization, Is There Anything To It?

Everyone Is Talking About De-Dollarization, Is There Anything To It?

On today’s episode of “The Breakdown,” NLW looks at shifting geopolitical alignments, honing in on French President Macron’s recent visit to China, China’s war games in the South China Sea and the gro...

11 Apr 202317min

Traders Shifting to Tether and BTC Are Voting Against the U.S.

Traders Shifting to Tether and BTC Are Voting Against the U.S.

On this week’s “Long Reads Sunday,” NLW reads: USDC Boasted Transparency but It Didn't Help When Silicon Valley Bank Got Into Trouble - J.P. Koning  Happy 48th Birthday, Satoshi Nakamoto - George ...

9 Apr 202316min

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