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)

Can a New Wave of Crypto IPOs Rekindle Wall Street Excitement?

Can a New Wave of Crypto IPOs Rekindle Wall Street Excitement?

On this edition of “The Breakdown’s Weekly Recap,” NLW looks at how Wall Street momentum in crypto rose last year only to fade this year. With Circle coming to markets via a SPAC merger and Robinhood ...

10 Jul 202114min

As Biden Targets Big Tech, a Reminder That Decentralized Technologies Are Anti-Monopolist

As Biden Targets Big Tech, a Reminder That Decentralized Technologies Are Anti-Monopolist

On this episode of “The Breakdown,” NLW analyzes President Joe Biden’s “Factsheet: Executive Order on Promoting Competition in the American Economy,” including: The shift in public sentiment against...

10 Jul 202118min

Are GBTC Unwinds Bullish or Bearish for Bitcoin?

Are GBTC Unwinds Bullish or Bearish for Bitcoin?

NLW explores the debate surrounding the GBTC unlock’s bearish or bullish nature on this episode of “The Breakdown,” including:  Historical impacts of market structure on prices GBTC’s influence on ...

9 Jul 202122min

De-Globalization vs. De-Nationification: Which Trend Wins?

De-Globalization vs. De-Nationification: Which Trend Wins?

Today on “The Breakdown,” NLW explores what he calls “the shifting tectonic plates of the global social order.” On one side, he argues, are the forces of de-globalization, with nations turning inward ...

8 Jul 202113min

Will Bitcoin or Russia Be Blamed for the Latest Ransomware Attacks?

Will Bitcoin or Russia Be Blamed for the Latest Ransomware Attacks?

On this extended-brief style episode of “The Breakdown,” NLW discusses recent news, FUD and policy in the world of crypto, including: The ransomware group behind the Colonial Pipeline attack strikes...

7 Jul 202111min

The State of Institutional Adoption of DeFi, Feat. Circle’s Jeremy Allaire

The State of Institutional Adoption of DeFi, Feat. Circle’s Jeremy Allaire

This conversation was originally released as a sponsored content webinar from Circle and CoinDesk. NLW decided to release it on his podcast of his own volition and was not paid to do so. The conversat...

6 Jul 202143min

Declaring Independence and Freedom From Bitcoin FUD

Declaring Independence and Freedom From Bitcoin FUD

On this holiday edition of “Long Reads Sunday,” NLW reads Jeff Dorman’s “Debunking 10 Digital Asset Bear Market Theses.” -- Enjoying this content?   SUBSCRIBE to the Podcast Apple:  https://podcasts....

4 Jul 202111min

Are We On the Verge of a New Regulatory Era in Crypto?

Are We On the Verge of a New Regulatory Era in Crypto?

On this edition of “The Breakdown’s Weekly Recap,” NLW looks at: Why this week’s congressional hearing suggests elected officials are taking crypto more seriously  A slate of CBDC news from around ...

3 Jul 20218min

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