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 AML Even Work?

Does AML Even Work?

This episode is sponsored by Nexo.io, Chainalysis and FTX US. Today on “Long Reads Sunday,” NLW reads and discusses David Z. Morris’ “The Perverse Impacts of the Anti-Money-Laundering System.” - ...

5 Sep 202217min

‘Piles of Risk’: An Outlook for Autumn

‘Piles of Risk’: An Outlook for Autumn

This episode is sponsored by Nexo.io, Chainalysis and FTX US. NLW reviews the key events from August with an eye to how they will shape September and the fall, including: Sanctions The Merge Ins...

5 Sep 202217min

‘Soft Landing’ Is Out. ‘Growth Recession’ Is In.

‘Soft Landing’ Is Out. ‘Growth Recession’ Is In.

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   Today NLW looks at the shifting Fed narrative. We’ve moved from “soft landing” to “softish landing” to “growth recession” as the goal...

3 Sep 202216min

D.C. vs. Saylor

D.C. vs. Saylor

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   On today’s episode, we look at the District of Columbia’s new lawsuit against Michael Saylor claiming that he has lived in D.C. for m...

2 Sep 202217min

Paraguay President Vetoes Crypto Bill

Paraguay President Vetoes Crypto Bill

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   On today’s episode, NLW does a global regulatory check-in, focused on: A veto for crypto mining regulation in Paraguay Brazil’s bi...

1 Sep 202218min

Europe’s Energy Crisis

Europe’s Energy Crisis

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   European energy markets have been roiled as the price of energy futures rockets to up to 30 times the five-year average. In the U.K.,...

31 Aug 202217min

The ‘Higher-for-Longer’ Fed Reality Hits Markets

The ‘Higher-for-Longer’ Fed Reality Hits Markets

This episode is sponsored by Nexo.io, Chainalysis and FTX US.   The week ended badly. Equities were down big and over the weekend crypto followed, with bitcoin (BTC) dipping under $20,000 and ether...

30 Aug 202216min

Ethereum’s Censorship Trial by Fire

Ethereum’s Censorship Trial by Fire

This episode is sponsored by Nexo.io, Chainalysis and FTX US. On this edition of “Long Reads Sunday,” NLW reads Nic Carter’s “If Ethereum Starts Slashing, It Burns.” - Nexo is a security-first pl...

28 Aug 202217min

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