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)

Can Elon Musk’s Twitter Challenge the Internet’s Advertising Model?

Can Elon Musk’s Twitter Challenge the Internet’s Advertising Model?

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW recaps the first few days following Elon Musk’s takeover of Twitter, including who he has fired and brought in, ho...

2 Nov 202220min

Reflections on the Crypto Market Cycle, With David Hoffman

Reflections on the Crypto Market Cycle, With David Hoffman

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW speaks with David Hoffman, the co-founder of Bankless. They discuss how this bear market is alike and different fr...

1 Nov 202239min

What Bitcoin and the Stock Market’s Correlation Really Means

What Bitcoin and the Stock Market’s Correlation Really Means

This episode is sponsored by Nexo.io, Circle and FTX US.   On this week’s “Long Reads Sunday,” NLW reads:   “Bitcoin Is Macro, but Not ‘Correlated’ in the Way You Think” – Noelle Acheson  “Why B...

1 Nov 202217min

Xi and the Shift From Economics to Ideology

Xi and the Shift From Economics to Ideology

This episode is sponsored by Nexo.io, Circle and FTX US.   On this edition of the “Weekly Recap,” NLW gives an overview of the 20th Chinese Party Congress, including the power moves made by Preside...

29 Okt 202217min

Why Energy Is the Most (Geo)Political Market, With Tony Greer

Why Energy Is the Most (Geo)Political Market, With Tony Greer

This episode is sponsored by Nexo.io, Circle and FTX US.   In this interview, NLW chats with Tony Greer, a veteran trader and author of the Morning Navigator newsletter. They discuss energy markets...

29 Okt 202236min

Why Bitcoin’s Bear Market Hashrate Surge May Not Be Bullish

Why Bitcoin’s Bear Market Hashrate Surge May Not Be Bullish

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW catches up on the bitcoin mining industry, and why soaring hashrate and mining difficulty represent something very...

28 Okt 202218min

Crypto Markets Put the ‘Pump’ in ‘Pumpkin’

Crypto Markets Put the ‘Pump’ in ‘Pumpkin’

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW looks at the positive price action of the past few days, with an eye to understanding how people are understanding...

27 Okt 202217min

Reddit NFTs Show People Like Crypto When They Don’t Know It’s Crypto

Reddit NFTs Show People Like Crypto When They Don’t Know It’s Crypto

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW looks into how different pre-Web3 tech companies are getting involved with Web3. Specifically, he looks at how Red...

26 Okt 202217min

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