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(2072)

Why Time Is the Ultimate Scarce Asset

Why Time Is the Ultimate Scarce Asset

This week, “Long Reads Sunday” returns to its Twitter roots with a reading of two threads from crypto VCs. The first comes from Andreessen Horowitz’ Chris Dixon and the second from Kyle Samani of Mu...

22 Aug 202115min

Why Is the Fed so Scared of Stablecoins?

Why Is the Fed so Scared of Stablecoins?

On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: News that Brian Brooks left Binance.US after a fundraise proved unsuccessful  Why Coinbase is investing $500B in crypto  The Fed’s ...

21 Aug 20219min

What's Really Going on With OnlyFans and Payment Censorship

What's Really Going on With OnlyFans and Payment Censorship

The tyranny of payment processors as moral barometers strikes again. On Thursday, Axios revealed that OnlyFans was struggling to raise money from outside investors despite being on track to make more ...

21 Aug 202117min

DeFi Grows in Institutional and Regulatory Importance

DeFi Grows in Institutional and Regulatory Importance

First, on the Brief: Banks and bitcoin  Coinbase’s cash reserves Brian Quintenz’s CFTC departure   In the main discussion, NLW addresses decentralized finance’s (DeFi) place in regulations as c...

20 Aug 202113min

Is Twitter Getting Serious About Decentralized Social Media?

Is Twitter Getting Serious About Decentralized Social Media?

On this episode of “The Breakdown:” Corporate dips into decentralized media, starting with Twitter and TikTok Regulatory difficulties continue for Binance Crypto on the minds of Congress and the S...

19 Aug 202114min

Innovation vs. ‘The Big Short’: Cathie Wood and Michael Burry's Battle Frames the Potential Futures of Markets

Innovation vs. ‘The Big Short’: Cathie Wood and Michael Burry's Battle Frames the Potential Futures of Markets

Investors Cathie Wood and Michael Burry are predicting opposing outcomes for the recent high inflation rate. On this episode of “The Breakdown,” NLW explores: Michael Burry’s background and principl...

18 Aug 202115min

WTF Happened in 1971? (And in Afghanistan?)

WTF Happened in 1971? (And in Afghanistan?)

On this episode of “The Breakdown,” host NLW takes a step back from the nitty-gritty of markets and politics to examine current events from the global macro perspective, including: The 50th annivers...

17 Aug 202115min

Why Bitcoin Matters for Nigeria and Iraq

Why Bitcoin Matters for Nigeria and Iraq

On this week’s “Long Reads Sunday,” NLW reads: “How Crypto Can Help Nigeria’s Economy” by Olumide Adesina “The Inevitability of Crypto in Iraq” by Abdurrahman Bapir Enjoying this content?   SUBSC...

15 Aug 202113min

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