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)

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

Inflation Plateaus, but Now Markets Fear Recession

Inflation Plateaus, but Now Markets Fear Recession

This episode is sponsored by Nexo.io, NEAR and FTX US.  For the first time in eight months, the year-over-year rate of inflation did not increase in April. In March, headline inflation hit 8.5% whi...

13 Mai 202217min

Après Terra, le Déluge

Après Terra, le Déluge

This episode is sponsored by Nexo.io, NEAR and FTX US.  For those interested, here is the famous phrase referenced in the title: https://en.wikipedia.org/wiki/Apr%C3%A8s_moi,_le_d%C3%A9luge Today,...

12 Mai 202220min

Meltdown Monday and the Great De-Pegging

Meltdown Monday and the Great De-Pegging

This episode is sponsored by Nexo.io, NEAR and FTX US.  Yesterday was one for the history books. NLW discusses the shifting macro setup as markets start to move from concern around inflation to con...

11 Mai 202219min

The IMF and California Chart Different Courses on Crypto

The IMF and California Chart Different Courses on Crypto

This episode is sponsored by Nexo.io, NEAR and FTX US.  One of the key themes in the bitcoin (BTC) and crypto industry in 2022 is engagement from governments and the key financial institutions of t...

10 Mai 202216min

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