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 the Merge, How Do We Think About Change Within Bitcoin?

After the Merge, How Do We Think About Change Within Bitcoin?

This episode is sponsored by Nexo.io, Chainalysis and FTX US.    For this edition of “Long Reads Sunday,” NLW reads and discusses Chris Castiglione’s “Bitcoin Should Change … Slowly,” as well as a ...

20 Sep 202216min

Two Regulatory Hearings Show Difference in SEC and CFTC Approaches to Crypto

Two Regulatory Hearings Show Difference in SEC and CFTC Approaches to Crypto

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   On this edition of the “Weekly Recap,” NLW looks at the latest in market action plus how two congressional hearings highlighted diffe...

17 Sep 202215min

White House ‘Comprehensive Framework for Responsible Development of Digital Assets’ Is Neither Comprehensive nor a Framework

White House ‘Comprehensive Framework for Responsible Development of Digital Assets’ Is Neither Comprehensive nor a Framework

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   On today’s episode, NLW looks at a set of three reports around crypto out of the Treasury Department as well as examines the White Ho...

17 Sep 202217min

Welcome to the Post-Merge Era in Crypto

Welcome to the Post-Merge Era in Crypto

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   At 2:44 a.m. ET Thursday, Ethereum successfully transitioned from proof-of-work to proof-of-stake. On today’s show, NLW breaks down w...

16 Sep 202219min

Unsatisfying Clarifications on the Tornado Cash Sanctions

Unsatisfying Clarifications on the Tornado Cash Sanctions

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   On today’s episode, NLW catches listeners up on the latest news in crypto, including: Arrest warrants for Do Kwon and others from T...

15 Sep 202216min

Markets Plummet as Inflation Comes In Hot

Markets Plummet as Inflation Comes In Hot

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   July’s inflation report provided the first glimmers that the U.S. might have turned a corner in its fight against inflation. For the ...

14 Sep 202217min

Investors Are Betting on Inflation Declining. Are They Right?

Investors Are Betting on Inflation Declining. Are They Right?

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   Bitcoin was up 15% over the weekend. Stocks have seen four days of green. The reason? Investors are anticipating that August’s inflat...

13 Sep 202218min

Gensler’s Latest Take on Crypto and Securities Rules

Gensler’s Latest Take on Crypto and Securities Rules

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   On this edition of the “Weekly Recap,” NLW digs in on the latest speech from SEC Chairman Gary Gensler. It appears reasonable, but do...

10 Sep 202217min

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