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)

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

DCG Responds as Gemini Accuses Company of Fraud

DCG Responds as Gemini Accuses Company of Fraud

Crypto 2023 – like Crypto 2022, but angrier. This week, Gemini co-CEO Cameron Winklevoss accused Genesis, DCG and DCG CEO Barry Silbert of fraud in a major escalation of their fight over frozen funds....

12 Jan 202320min

The Fed’s Interest Rate Message Is Clear: Get to 5% and Keep It There

The Fed’s Interest Rate Message Is Clear: Get to 5% and Keep It There

On today’s episode, NLW looks at the latest communiques from Federal Reserve officials, including comments by Atlanta Fed President Raphael Bostic and San Francisco Fed President Mary Daly, as well as...

11 Jan 202316min

The SEC and DOJ Are Reportedly Investigating DCG

The SEC and DOJ Are Reportedly Investigating DCG

On today’s episode, NLW catches up on: Why bitcoin’s price went up firmly above $17,000 The latest Binance concerns  Reports the Securities and Exchange Commission and Justice Department are inves...

10 Jan 202314min

Where Bitcoin Mining Goes From Here

Where Bitcoin Mining Goes From Here

On this Long Reads Sunday, NLW reads: The worst of Bitcoin mining in 2022 by Zack Voell  What Will It Take for Bitcoin Mining Companies to Survive in 2023? By George Kaloudis  Bitcoin Mining: A ...

8 Jan 202316min

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