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/

Episoder(2058)

How Covid-19's Second Order Effects Could Make Humanity Stronger, feat. Emerson Spartz

How Covid-19's Second Order Effects Could Make Humanity Stronger, feat. Emerson Spartz

Second order effects are things that happen as unexpected outcomes of something else happening. These effects can create surprising causal chains.  Take this for example: A pandemic makes everyone ne...

6 Apr 202056min

The Breakdown Weekly Recap | April 4 2020

The Breakdown Weekly Recap | April 4 2020

The full week's episode, in one convenient file. Monday | Bitcoin, Stablecoins, DeFi and Privacy: How COVID-19 is Changing Key Crypto Narratives Tuesday | ‘If You’re Not Radicalized, You’re Not Pay...

4 Apr 20202h 57min

Will DeFi Even Matter In A Post-Corona World? Feat. Matt Luongo

Will DeFi Even Matter In A Post-Corona World? Feat. Matt Luongo

Matt Luongo got his start in bitcoin in 2013. In 2016, he watched a pivotal moment where the sound money, digital gold narrative subsumed the payments use case for bitcoin. While he agreed, ultimately...

3 Apr 202035min

5 Reasons For Cautious Optimism In Crypto

5 Reasons For Cautious Optimism In Crypto

The economic outlook is grim. The jobless claims keep piling up and even the most intransigent states are shutting down business. There isn’t - yet - a realistic plan - for returning to any sort of ec...

2 Apr 202023min

How Coronavirus Is Accelerating the End of Globalism, Feat. Peter Zeihan

How Coronavirus Is Accelerating the End of Globalism, Feat. Peter Zeihan

“Some countries just aren’t going to emerge from the Coronavirus.” Peter Zeihan is one of the world’s foremost geopolitical experts. In his new book “Disunited Nations: The Scramble for Power in an U...

1 Apr 202050min

‘If You’re Not Radicalized, You’re Not Paying Attention’ Feat. Nic Carter

‘If You’re Not Radicalized, You’re Not Paying Attention’ Feat. Nic Carter

In this wide-ranging discussion, Castle Island Ventures founding partner and Coin Metrics co-founder Nic Carter joins @NLW to discuss: Why corporations weren’t adequately prepared for any serious ec...

31 Mar 202042min

Bitcoin, Stablecoins, DeFi and Privacy: How COVID-19 is Changing Key Crypto Narratives

Bitcoin, Stablecoins, DeFi and Privacy: How COVID-19 is Changing Key Crypto Narratives

On January 28th, Bloomberg’s Joe Weisenthal tweeted “Notable overlap on here between the most alarmist people tweeting about the virus and those who are obsessed with the size of the Fed balance sheet...

30 Mar 202021min

The Breakdown Weekly Recap | March 28 2020

The Breakdown Weekly Recap | March 28 2020

The full week's episode, in one convenient file.  Monday | Unlimited QE and Why Markets Can’t Price In COVID19 Tuesday | Cronyism, Zombie Companies and the True Cost of the Corona Crisis, Feat....

28 Mar 20203h 26min

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