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)

Travis Kling on Why a Decentralized Web 3 Is Worth Fighting For

Travis Kling on Why a Decentralized Web 3 Is Worth Fighting For

This episode is sponsored by Nexo.io, NEAR and FTX US.    On today's episode, NLW is joined by Travis Kling, co-founder and chief investment officer at Ikigai Asset Management. They discuss Ikigai...

21 Mai 202258min

Tether’s Reserve Attestations: Commercial Paper Down, Treasurys Up

Tether’s Reserve Attestations: Commercial Paper Down, Treasurys Up

This episode is sponsored by Nexo.io, NEAR and FTX US.    Tether has released its Q1 reserve attestations. On today’s episode, NLW covers what many in the industry are seeing as positive shifts. H...

20 Mai 202214min

Capital Flight or the Seeds of the Next Cycle?

Capital Flight or the Seeds of the Next Cycle?

This episode is sponsored by Nexo.io, NEAR and FTX US.    Today on “The Breakdown,” NLW covers a number of signals suggesting institutional buyers are leaving the crypto space. At the same time, h...

19 Mai 202216min

New Data Shows Underground Bitcoin Mining Thriving in China

New Data Shows Underground Bitcoin Mining Thriving in China

This episode is sponsored by Nexo.io, NEAR and FTX US.    On today’s episode of “The Breakdown,” NLW looks at new bitcoin mining data from the Cambridge Centre for Alternative Finance. Surprisingl...

18 Mai 202217min

What Happened to the Luna Foundation Guard’s Bitcoin Billions?

What Happened to the Luna Foundation Guard’s Bitcoin Billions?

This episode is sponsored by Nexo.io, NEAR and FTX US.  The Luna Foundation Guard (LFG) was created to build a bitcoin collateral backstop for the UST stablecoin. As UST began to lose its peg, the ...

17 Mai 202216min

How Should Washington Regulate Stablecoins?

How Should Washington Regulate Stablecoins?

This episode is sponsored by Nexo.io, NEAR and FTX US.  On today’s “Long Reads Sunday,” NLW features:   0-100 on Stablecoin Design by Spencer Noon On algorithmic stablecoins & the UST collapse...

16 Mai 202214min

Weimar Luna and the Maginot-Saylor Line

Weimar Luna and the Maginot-Saylor Line

This episode is sponsored by Nexo.io, NEAR and FTX US.  On this edition of the “Weekly Recap,” NLW looks at LUNA’s hyperinflationary death, as well as where market participants are placing their be...

14 Mai 202217min

Jeremy Allaire on the Regulatory Fallout After Terra

Jeremy Allaire on the Regulatory Fallout After Terra

This episode is sponsored by Nexo.io, NEAR and FTX US.  Jeremy Allaire is the CEO of Circle, a leader of the USDC consortium. In today’s episode, he and NLW review the state of the stablecoin discu...

14 Mai 202223min

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