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 Industry Coalesces Around Ripple’s Battle Against the SEC

The Industry Coalesces Around Ripple’s Battle Against the SEC

This episode is sponsored by Nexo.io, Circle and FTX US.   On this edition of the “Weekly Recap,” NLW looks at: Reports that Twitter is shelving a crypto wallet project Instagram bringing creati...

5 Nov 202217min

Jason Choi on How Crypto Investing Can Better Align With Decentralization Goals

Jason Choi on How Crypto Investing Can Better Align With Decentralization Goals

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW is joined by Jason Choi. Jason is an investor with Web3 angel collective Tangent, and also produces the long runni...

5 Nov 202231min

No Pivot and Higher Terminal Rate Talk at FOMC Send Markets Back Down

No Pivot and Higher Terminal Rate Talk at FOMC Send Markets Back Down

This episode is sponsored by Nexo.io, Circle and FTX US.   On today’s episode, NLW covers Wednesday’s Federal Open Market Committee meeting. Nominally the big news was the fourth consecutive 75 bps...

4 Nov 202215min

Dan Held on Bitcoin and the Battle Against CBDCs

Dan Held on Bitcoin and the Battle Against CBDCs

This episode is sponsored by Nexo.io, Circle and FTX US.   Dan Held is a serial bitcoin entrepreneur, the former head of growth marketing at Kraken and currently an adviser to Trust Machines and ot...

3 Nov 202231min

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

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