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)

Why Crypto Fundraising Could Be in for a Painful Winter

Why Crypto Fundraising Could Be in for a Painful Winter

On this week’s “Long Reads Sunday,” NLW reads: “The Narrative Problems With Crypto VC” – Regan Bozman “What’s Holding DAOs Back” – Scott Fitsimones  “Initial Coin Offerings Deserve a Rethink” – Don...

5 Feb 202319min

The Tragedy of Lebanon’s Currency Devaluation

The Tragedy of Lebanon’s Currency Devaluation

This week, the Lebanese pound (or lira) was devalued from 1,500 lira per U.S. dollar to 15,000 lira per USD. At the same time, the black market price of a dollar is 64,300 lira. In this episode, NLW g...

4 Feb 202313min

Is the Narrative Around ESG and Bitcoin Mining Shifting?

Is the Narrative Around ESG and Bitcoin Mining Shifting?

Bitcoiners are no stranger to environmental FUD. NLW argues, however, that there are more and more examples of mainstream media telling the story of bitcoin mining’s potential for positive environment...

4 Feb 202314min

Jerome Powell Finally Believes He Might Actually Get His Soft Landing

Jerome Powell Finally Believes He Might Actually Get His Soft Landing

On today’s episode, NLW breaks down the Federal Open Markets Committee rate hike decision, as well as Fed Chairman Jerome Powell’s comments on inflation, the labor force, the debt ceiling and loosenin...

3 Feb 202315min

A Primer on the Debate Around Ordinal Inscriptions, aka Bitcoin NFTs

A Primer on the Debate Around Ordinal Inscriptions, aka Bitcoin NFTs

For the last week, the Bitcoin community has been locked in fierce debate around Ordinal Inscriptions, a type of Bitcoin-native NFT that allows people to associate data like JPEGs with individual sats...

2 Feb 202321min

Independent Examiner Excoriates Celsius as a Ponzi

Independent Examiner Excoriates Celsius as a Ponzi

On today’s episode, NLW breaks down the newly filed report from the Celsius Network bankruptcy court’s independent examiner. The extremely thorough document argues that not only was Celsius engaged in...

1 Feb 202314min

Hawks vs. Bulls: The Fed Clashes With Optimistic Investors

Hawks vs. Bulls: The Fed Clashes With Optimistic Investors

On today’s episode, NLW previews the Federal Open Markets Committee meeting this week. While most still believe the Federal Reserve will raise rates by just 0.25%, there is a growing sense the hike wi...

31 Jan 202318min

Is 2023 the Year the US Gets Serious About Protecting Privacy?

Is 2023 the Year the US Gets Serious About Protecting Privacy?

On this week’s “Long Reads Sunday,” it’s all about privacy. NLW reads: “Sweeping Crypto Regulation? First Update the Bank Secrecy Act” - Mark Lurie “Privacy Is a Human Right – and the 118th Congress...

29 Jan 202317min

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