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(2059)

0xResearch: Crypto Meets TradFi: The New Convergence

0xResearch: Crypto Meets TradFi: The New Convergence

In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and tra...

17 Apr 20251h 14min

Lightspeed: Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein

Lightspeed: Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein

This week we're joined by Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ri...

16 Apr 202537min

Supply Shock: The BPI's Plan To Make America A Bitcoin Nation | Grant McCarty

Supply Shock: The BPI's Plan To Make America A Bitcoin Nation | Grant McCarty

In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto leg...

16 Apr 202554min

EMPIRE: The Biggest Market Crash Since 2020, What Next? | Felix Jauvin & Quinn Thompson

EMPIRE: The Biggest Market Crash Since 2020, What Next? | Felix Jauvin & Quinn Thompson

An Interview with Felix Jauvin & Quinn Thompson from the Forward Guidance podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, they deep dive...

14 Apr 20251h 11min

Can Bitcoin Fix What Tariffs Can't?

Can Bitcoin Fix What Tariffs Can't?

A reading and discussion inspired by: https://bitcoinmagazine.com/markets/why-trumps-tariffs-cant-fix-the-broken-fiat-system Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork....

13 Apr 202511min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

NLW and Scott Melker count down the top five stories in crypto. While tariffs continue to dominate the discussion, there was also a significant amount of news around collaborations between crypto-nati...

13 Apr 202528min

How Much Does the 90-Day Tariff Pause Actually Change?

How Much Does the 90-Day Tariff Pause Actually Change?

After bond markets started absolutely puking, President Trump reconsidered his tariffs and announced a 90-day pause. The at least partial reprieve (the trade war with China is still very much on) send...

11 Apr 202512min

Everything in Crypto That ISN'T the Tariffs

Everything in Crypto That ISN'T the Tariffs

Despite tariffs dominating the news (and the markets), there have been a number of important stories in crypto, including a wave of institutional tradfi-crypto collabs, a big $1B+ acquisition, and Tet...

10 Apr 202515min

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