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)

Does the Bank of Japan’s Intervention Spell Trouble for the US Treasury Market?

Does the Bank of Japan’s Intervention Spell Trouble for the US Treasury Market?

This episode is sponsored by Nexo.io, Circle and FTX US.   “The Breakdown” kicks off the week with a look at one of the big global macro stories shaping markets right now, which is the first Bank o...

25 Okt 202216min

The Debate Around SBF’s Regulatory Ideas

The Debate Around SBF’s Regulatory Ideas

This episode is sponsored by Nexo.io, Circle and FTX US.   On this week’s “Long Reads Sunday,” NLW reads Sam Bankman-Fried’s “Possible Digital Asset Industry Standards.”   He also references Eri...

23 Okt 202230min

Is Voluntary Regulation the Right Approach to DeFi?

Is Voluntary Regulation the Right Approach to DeFi?

This episode is sponsored by Nexo.io, Circle and FTX US.   On this edition of the “Weekly Recap,” NLW looks at the state of crypto legal proceedings and global regulatory discussions, including: ...

22 Okt 202219min

The Institutions Aren’t Just Sticking With Crypto, They’re Expanding Their Offerings

The Institutions Aren’t Just Sticking With Crypto, They’re Expanding Their Offerings

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW gives the latest in his recurrent theme on “post-narrative institutionalization” – the idea that during the 2022 b...

22 Okt 202217min

A Head of Lettuce Outlasted British PM Liz Truss

A Head of Lettuce Outlasted British PM Liz Truss

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW looks at the short, fitful reign of the U.K.’s shortest-serving Prime Minister, Liz Truss. He argues that the prob...

21 Okt 202217min

100% Chance of Recession

100% Chance of Recession

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode of “The Breakdown,” NLW looks at the various signals markets are grappling with, including continued hawkish commentary...

20 Okt 202216min

A CFTC Commissioner Proposes a New Definition of Retail Investor

A CFTC Commissioner Proposes a New Definition of Retail Investor

This episode is sponsored by Nexo.io, Circle and FTX US.   Today on “The Breakdown,” NLW covers a number of stories from across the crypto space, including:  A new definition of retail investors?...

19 Okt 202218min

Are NFTs Still Disruptive in a Zero-Royalty World?

Are NFTs Still Disruptive in a Zero-Royalty World?

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW looks at the non-fungible token community’s current debate about royalties. Marketplaces are moving to zero-royalt...

18 Okt 202220min

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