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)

Are the WSJ Articles on Binance and Tether ‘Trial by Press’?

Are the WSJ Articles on Binance and Tether ‘Trial by Press’?

Today, NLW discusses recent Wall Street Journal articles about Tether using fraudulent bank accounts to access banking services and private chat threads from former Binance employees arguing that Bina...

7 Mar 202313min

Crypto’s Center of Gravity Is Shifting Away from the U.S.

Crypto’s Center of Gravity Is Shifting Away from the U.S.

On this “Long Reads Sunday,” NLW reads: The Future of Crypto Markets Will Be Driven by Developments in the East - Noelle Acheson Keep Crypto in America - Emily Parker  - “The Breakdown” is...

5 Mar 202320min

The Hole on the FTX Balance Sheet Remains Gaping

The Hole on the FTX Balance Sheet Remains Gaping

In this week's “Weekly Recap,” NLW looks at the latest from the FTX bankruptcy estate and stirrings that Democrats in Congress aren't fond of SEC Chair Gary Gensler's regulatory methods. Enjoying thi...

4 Mar 202316min

With Congress Impotent, Courts Are the Only Option for Fighting SEC Overreach

With Congress Impotent, Courts Are the Only Option for Fighting SEC Overreach

Today on “The Breakdown,” NLW discusses Silvergate, a scathing open letter from three U.S. senators to Binance and whether courts can stop an overreaching Securities and Exchange Commission. Enjoying...

4 Mar 202315min

What the Silvergate Death Spiral Means for the Crypto Industry

What the Silvergate Death Spiral Means for the Crypto Industry

In today's episode, NLW discusses Silvergate Bank's painful collapse. In order to understand the industry's banking resources, he examines where the bank came from, why it became important to the indu...

3 Mar 202317min

The Vise Tightens on SBF as Former FTX Engineering Head Nishad Singh Pleads Guilty

The Vise Tightens on SBF as Former FTX Engineering Head Nishad Singh Pleads Guilty

The latest big news, in the wake of FTX's collapse: Nishad Singh, former head of engineering, has pleaded guilty to six charges as well as a “no contest” to civil charges from the Securities and Excha...

2 Mar 202314min

NFT’s Biggest Company Is Coming to Bitcoin Ordinals

NFT’s Biggest Company Is Coming to Bitcoin Ordinals

In today’s episode, aside from fist-shaking at SEC Chairman Gary Gensler, NLW discusses an announcement from Bored Ape Yacht Club creator, Yuga Labs, that it is creating a generative art collection fo...

1 Mar 202316min

Gary Gensler, Bitcoin and the Bad-Faith SEC

Gary Gensler, Bitcoin and the Bad-Faith SEC

Ah, the industry was once so hopeful about Gary Gensler’s appointment to the Securities and Exchange Commission. Yet, as the years have progressed he has become the industry's most aggressive antagoni...

28 Feb 202316min

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