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)

Should Bitcoiners Be Worried About Biden's Energy Team?

Should Bitcoiners Be Worried About Biden's Energy Team?

This episode is sponsored by Nexo.io, NEAR and FTX US.    Today on “The Breakdown,” NLW looks at a story – or at least a headline – that is getting big traction on Twitter. The headline is about t...

3 Jun 202219min

RIP Transitory Inflation, Long Live Quantitative Tightening

RIP Transitory Inflation, Long Live Quantitative Tightening

This episode is sponsored by Nexo.io, NEAR and FTX US.    On today’s episode, NLW marks the next phase in the shift in monetary policy. Starting this month, the Federal Reserve is going to allow U...

2 Jun 202218min

Biden Meets with Powell as Inflation Battle Heats Up

Biden Meets with Powell as Inflation Battle Heats Up

This episode is sponsored by Nexo.io, NEAR and FTX US.    “Sell in May and go away,” says the old market aphorism. Today on “The Breakdown,” NLW previews a set of discussions he believes will shap...

1 Jun 202217min

Bitcoin Isn't Apolitical, but It Is Nonpartisan

Bitcoin Isn't Apolitical, but It Is Nonpartisan

This episode is sponsored by Nexo.io, NEAR and FTX US.    On this week’s “Long Reads Sunday,” NLW reads and comments on “Bitcoin Is Apolitical, but Won't Be Much Longer” by Daniel Kuhn.  - Nexo...

29 Mai 202215min

Sequoia's Guide to Surviving the 2022 Bear Market

Sequoia's Guide to Surviving the 2022 Bear Market

This episode is sponsored by Nexo.io, NEAR and FTX US.    On this edition of the “Weekly Recap,” NLW looks at why venture capitalists are not only recommending their companies batten down the hatc...

28 Mai 202215min

The Supercycle Is Dead: Welcome to Goblintown

The Supercycle Is Dead: Welcome to Goblintown

This episode is sponsored by Nexo.io, NEAR and FTX US.    On today’s episode, NLW analyzes community sentiment as bitcoin and ether have their most protracted, continuous downturns of all time and...

28 Mai 202216min

As the Market Slinks Down, It's Time to Touch Grass

As the Market Slinks Down, It's Time to Touch Grass

This episode is sponsored by Nexo.io, NEAR and FTX US.    Today on “The Breakdown,” NLW explores the macro set-up, including Fed unanimity on two 50 basis point rate hikes in June and July followe...

27 Mai 202217min

OCC: ‘No Contagion’ Post-Terra Collapse

OCC: ‘No Contagion’ Post-Terra Collapse

This episode is sponsored by Nexo.io, NEAR and FTX US.  On today’s episode, NLW covers: Acting Comptroller Michael Hsu’s comments on systemic risk in crypto following Terra South Korean authorit...

26 Mai 202215min

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