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)

After Rektember, Is Uptober Back?

After Rektember, Is Uptober Back?

This episode is sponsored by Nexo.io, Circle and FTX US. After a brutal “Rektember,” might a green “Uptober” be back on the menu? On today’s episode, NLW looks at the markets’ impressive October Day...

5 Okt 202218min

Is Credit Suisse the Next Lehman Brothers?

Is Credit Suisse the Next Lehman Brothers?

This episode is sponsored by Nexo.io, Circle and FTX US.   After a wild weekend of speculation and discussion, NLW breaks down what’s actually happening with beleaguered Credit Suisse, as well as w...

4 Okt 202216min

What One Crypto VC Is Focusing on During the Bear Market

What One Crypto VC Is Focusing on During the Bear Market

This episode is sponsored by Nexo.io, Circle and FTX US.   On this edition of “Long Reads Sunday,” NLW reads threads from MacroAlf on the problems of pensions, degentrading on why currency concer...

3 Okt 202217min

The Fed Crushes the Idea of a UK-Inspired Pivot

The Fed Crushes the Idea of a UK-Inspired Pivot

This episode is sponsored by Nexo.io, Circle and FTX US.   On this edition of the “Weekly Recap,” NLW summarizes the Bank of England’s intervention into U.K. bond markets and covers comments from v...

1 Okt 202215min

Jerome Powell Confusingly Calls Out DeFi for Lack of Transparency

Jerome Powell Confusingly Calls Out DeFi for Lack of Transparency

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   On today’s episode, NLW catches up on recent crypto news including: Jerome Powell’s recent comments on DeFi California enforcement...

1 Okt 202215min

Is the Problem That Not Enough Is Breaking?

Is the Problem That Not Enough Is Breaking?

This episode is sponsored by Nexo.io, Chainalysis and FTX US.  On today’s episode, NLW examines a theory articulated by folks like analyst Jim Bianco. His theory is, the biggest issue for equities m...

30 Sep 202219min

As Bank of England Intervenes, Druckenmiller Sees Crypto Renaissance

As Bank of England Intervenes, Druckenmiller Sees Crypto Renaissance

This episode is sponsored by Nexo.io, Chainalysis and FTX US.    The Bank of England made huge news today when it intervened in the U.K. bond markets to prop up pension funds in the country that we...

29 Sep 202216min

The Dollar Is Our Currency and Your Problem

The Dollar Is Our Currency and Your Problem

This episode is sponsored by Nexo.io, Chainalysis and FTX US.    The joke du jour on FinTwit has been that the British pound is trading like an emerging market currency (or on Crypto Twitter, like ...

28 Sep 202219min

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