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)

Genesis Files for Chapter 11

Genesis Files for Chapter 11

After weeks, if not months, of speculation, Genesis has finally filed for Chapter 11 bankruptcy protection, citing more than $5.1 billion in liabilities. On today’s episode, NLW looks at the implicati...

21 Jan 202316min

Would a Genesis Bankruptcy Actually Be Good for Crypto?

Would a Genesis Bankruptcy Actually Be Good for Crypto?

Yesterday, news outlets started reporting that a prepackaged bankruptcy for DCG subsidiary Genesis was close to completion. On today’s episode, NLW looks at the community’s reaction on whether this wo...

20 Jan 202316min

Bitz Who Now? Department of Justice Takes Down Russian Exchange Bitzlato

Bitz Who Now? Department of Justice Takes Down Russian Exchange Bitzlato

On today’s episode, NLW catches up on the latest on crypto crime and fall out, including: Disgraced 3AC founders’ attempt to build a new exchange with bankrupt CoinFLEX called GTX. Sam Bankman-Frie...

19 Jan 202317min

Bitcoin at $21K: Bull Trap or Ooo Baby We're Back?

Bitcoin at $21K: Bull Trap or Ooo Baby We're Back?

Bitcoin (and crypto more broadly) has been on a tear the last few days, but the question on everyone’s mind is: why? Is it a real, fundamentals-based movement? Does it reflect a changed macro setup fo...

18 Jan 202315min

The Legacy of Aaron Swartz 10 Years Later

The Legacy of Aaron Swartz 10 Years Later

On this edition of “Long Reads Sunday,” NLW reads:   Why I Am Optimistic for Crypto - Stefan George  13 Narratives to Watch in 2013 - the DeFi Edge Aaron Swartz - Patrick Campbell    Enjoying...

15 Jan 202315min

The SEC Sues Gemini/Genesis as SBF Starts a Blog

The SEC Sues Gemini/Genesis as SBF Starts a Blog

On this edition of the “Weekly Recap,” NLW looks at the Securities and Exchange Commission lawsuit against Gemini and Genesis involving the Gemini Earn program. He also sums up the recent developments...

14 Jan 202314min

How Big a Deal Was Binance’s Previous $1B BUSD Collateral Gap?

How Big a Deal Was Binance’s Previous $1B BUSD Collateral Gap?

Today on “The Breakdown,” NLW catches up on some crypto cleanup stories from earlier in the week. He looks at community reactions to research uncovering that at times in 2020 and 2021 Binance peg BUSD...

14 Jan 202315min

Will Negative Inflation Prompt a Shift in Fed Policy?

Will Negative Inflation Prompt a Shift in Fed Policy?

On today’s episode, NLW digs into December’s just-released CPI numbers. For the sixth month in a row, year-over-year inflation declined. For the first time in more than two years, month-over-month inf...

13 Jan 202314min

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