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)

The Ethereum Merge Settles In as Next Crypto Narrative

The Ethereum Merge Settles In as Next Crypto Narrative

This episode is sponsored by Nexo.io, Chainalysis, and FTX US.   On today’s episode, NLW covers the crypto industry chatter around the Ethereum Merge. Last week, ETH devs pointed to September as a ...

19 Jul 202217min

A Primer on Balaji’s “Network State”

A Primer on Balaji’s “Network State”

This episode is sponsored by Nexo.io, Chainalysis, FTX US and Ava Labs.   On this week’s Long Reads Sunday, NLW reads the “essay” version of Balaji Srinivasan’s new book “The Network State”    -...

18 Jul 202218min

Markets Are Betting On a 100bps Rate Hike This Month

Markets Are Betting On a 100bps Rate Hike This Month

This episode is sponsored by Nexo.io, Chainalysis, FTX US and Ava Labs.   On this edition of the Weekly Recap, NLW looks at: The markets new expectations for a 100bps or 1% rate hike at this mont...

17 Jul 202216min

A K-Shaped Recession?

A K-Shaped Recession?

This episode is sponsored by Nexo.io, Chainalysis, FTX US and Ava Labs.   Is a recession coming? Are we in a recession already? Can we be in a recession with only 3.6% unemployment? On today’s epis...

16 Jul 202217min

Giving Up the Ghost? It’s Chapter 11 Time for Celsius

Giving Up the Ghost? It’s Chapter 11 Time for Celsius

This episode is sponsored by Nexo.io, Chainalysis, FTX US and Ava Labs.   On today’s episode, NLW covers Celsius moving into Chapter 11 bankruptcy proceedings. This move has been anticipated for so...

15 Jul 202215min

Now at 9.1%, Inflation Just Keeps Going Up

Now at 9.1%, Inflation Just Keeps Going Up

This episode is sponsored by Nexo.io, Chainalysis, FTX US and Ava Labs. Nothing is more important to markets right now than how the Fed responds to inflation. On today’s show, NLW discusses the late...

14 Jul 202216min

The Battle Around Three Arrows Capital

The Battle Around Three Arrows Capital

This episode is sponsored by Nexo.io, Chainalysis, FTX US and Ava Labs.   On today’s episode of “The Breakdown,” NLW looks at the latest in the battle involving toppled former crypto giant hedge fu...

13 Jul 202216min

Elon Pulls Out

Elon Pulls Out

This episode is sponsored by Nexo.io, Chainalysis, FTX US and Ava Labs.   After months of dithering, Elon Musk announced last Friday he would officially be pulling out of his deal to acquire Twitte...

12 Jul 202216min

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