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)

The State of Play in Fed Commentary and the Crypto Contagion

The State of Play in Fed Commentary and the Crypto Contagion

This episode is sponsored by Nexo.io, Circle and Kraken.   On this edition of the “Weekly Recap,” NLW follows the path of the crypto contagion including the latest from FTX, Silvergate Bank and Gen...

19 Nov 202215min

Is DCG in Danger Now, Too?

Is DCG in Danger Now, Too?

This episode is sponsored by Nexo.io, Circle and Kraken.   On today’s episode, NLW looks at the latest FTX contagion discussion. He examines the Genesis withdrawal shutdown and growing question of ...

19 Nov 202215min

Guy Who Oversaw Enron Says FTX Is Worse

Guy Who Oversaw Enron Says FTX Is Worse

This episode is sponsored by Nexo.io, Circle and Kraken.   Today NLW covers two major updates in the FTX saga. The first is first-day declarations by FTX’s new CEO John J. Ray III that argue that, ...

18 Nov 202218min

Genesis and Gemini Earn Halt Withdrawals as FTX Contagion Spreads

Genesis and Gemini Earn Halt Withdrawals as FTX Contagion Spreads

This episode is sponsored by Nexo.io, Circle and Kraken.   On today’s episode, NLW covers the latest fallout from the FTX collapse. Genesis Capital has paused withdrawals and loan origination, whic...

17 Nov 202216min

The State of Post-FTX and Alameda Research Market Contagion

The State of Post-FTX and Alameda Research Market Contagion

This episode is sponsored by Nexo.io, Circle and Kraken.   On today’s episode, NLW explores the state of the market in the wake of the collapse of FTX and Alameda Research. He looks at hedge funds ...

16 Nov 202218min

Sam Bankman Fraud: Inside the Collapse of FTX’s Hollow Empire

Sam Bankman Fraud: Inside the Collapse of FTX’s Hollow Empire

As NLW said on each day’s show, “in addition to them being a sponsor of the show, I also work with FTX.” On today’s show, NLW gives an insider’s view of the timeline, from the beginnings of trouble as...

15 Nov 202258min

OFAC Backtracks (Somewhat) on Tornado Cash Sanctions

OFAC Backtracks (Somewhat) on Tornado Cash Sanctions

This episode is sponsored by Nexo.io and Circle.   On this edition of the “Weekly Recap,” NLW looks at some small but potentially significant shifts to the Office of Foreign Assets Control’s sancti...

12 Nov 202216min

Jonathan Wu on Why Technology Might Be a Better Solution to Privacy Than Public Policy

Jonathan Wu on Why Technology Might Be a Better Solution to Privacy Than Public Policy

This episode is sponsored by Nexo.io and Circle.   Jon Wu works on growth with Aztec Network and is a deep thinker when it comes to the challenges of privacy in a digital age. In this conversation,...

12 Nov 202222min

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