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)

SEC to Hit the Ground Running on Crypto

SEC to Hit the Ground Running on Crypto

NLW and Scott Melker discuss the five most important stories in crypto this week. Sponsored by: Ledn Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for B...

18 Jan 202522min

Bitcoin's Big $100K Rebound

Bitcoin's Big $100K Rebound

After a week of macro jitters, Bitcoin has rightsized and seems to have stabilized above $100k. Is it anticipation of a new administration or the clear signal from the CPI numbers? NLW explores. Spo...

17 Jan 202515min

The Great Bitcoin Market Upsizing

The Great Bitcoin Market Upsizing

NLW explores how institutional demand (and institutional builders) are significantly upsizing the Bitcoin and crypto markets, and how that trend will play out further in 2025. Sponsored by: Ledn Ne...

16 Jan 202513min

Macro Roils After Surprising Jobs Report (and Bitcoin Follows)

Macro Roils After Surprising Jobs Report (and Bitcoin Follows)

NLW covers the latest moves in Bitcoin's price, exploring what they say about the larger macro environment for risk assets and the likelihood of changes in Fed policy. Sponsored by: Ledn Need liqui...

15 Jan 202513min

E. Warren's CFPB Tries Some Midnight Crypto Rulemaking

E. Warren's CFPB Tries Some Midnight Crypto Rulemaking

It wouldn't be an outgoing administration without some last minute political intrigue. This time it's the Consumer Financial Protection Bureau (an agency firmly in the crosshairs of Elon Musk's DOGE) ...

14 Jan 202513min

Is 2025 the Year of Crypto x AI Agents?

Is 2025 the Year of Crypto x AI Agents?

A reading and discussion inspired by: https://www.coindesk.com/opinion/2024/12/24/2025-will-be-the-year-that-ai-agents-transform-crypto https://www.coindesk.com/opinion/2025/01/09/the-ai-revolution-wi...

12 Jan 202514min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

Turns out it was a very heavily macro-influenced week, with some policy and price action thrown in. NLW and Scott Melker break it down. Recorded live Jan 10th, 2025. Sponsored by: Ledn Need liquidi...

11 Jan 202526min

Macro Jitters Roil the Crypto Markets

Macro Jitters Roil the Crypto Markets

Fresh off starting the year at $100,000, Bitcoin (and the rest of crypto) tanked. Some thought it was all about concerns of USG selling their Silk Road stash, but it appears to be more rooted in broad...

10 Jan 202515min

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