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)

Stock Tokenization and the Fight Against Accredited Investor Rules

Stock Tokenization and the Fight Against Accredited Investor Rules

NLW rattles off a slate of forward-looking news that shows where Bitcoin and crypto are headed in a new regulatory context. He specifically hones in on Robinhood's push for stock tokenization as a way...

31 Jan 202512min

Powell: Banks Can Serve Crypto Industry

Powell: Banks Can Serve Crypto Industry

It might have been the world's most predictable Fed meeting when it came to interest rates, but there was a decided shift in tone from Fed Chair Jerome Powell when it came to the Fed's stance on crypt...

31 Jan 202517min

Why China's DeepSeek AI Model Crashed Bitcoin

Why China's DeepSeek AI Model Crashed Bitcoin

Everyone everywhere is talking about DeepSeek. It sent Bitcoin down under $100k temporarily and ripped trillions of the US stock market. NLW breaks down what happened and why markets reacted so strong...

29 Jan 202515min

What the Crypto Executive Order Actually Says

What the Crypto Executive Order Actually Says

NLW breaks down the specific language of the Trump crypto executive order, including the controversial lack of "bitcoin." Should bitcoiners be worried? Sponsored by: Ledn Need liquidity without sel...

28 Jan 202513min

Crypto Values for a New Era

Crypto Values for a New Era

A reading and discussion inspired by https://www.coindesk.com/opinion/2025/01/22/ross-is-free-now-let-s-free-the-internet-of-money Sponsored by: Ledn Need liquidity without selling your Bitcoin? For...

26 Jan 20259min

The Five Most Important Stories in an Absolutely BANGER Bitcoin Week

The Five Most Important Stories in an Absolutely BANGER Bitcoin Week

From $TRUMP to the inauguration to executive orders on crypto to the SEC rocking a pro-crypto stance, it was a BIG week. NLW and Scott Melker break it all down. Sponsored by: Ledn Need liquidity wi...

25 Jan 202532min

The Newly Pro-Crypto SEC Gets a Running Start

The Newly Pro-Crypto SEC Gets a Running Start

We've officially moved from "things seem likely to get better in the future" to "okay, good stuff is actually happening." Today NLW talks about the shift in the SEC, where pro-crypto Commissioners Hes...

24 Jan 202512min

Ross Ulbricht Has Been Pardoned

Ross Ulbricht Has Been Pardoned

One of the most important campaign promises for many bitcoiners was President Trump's pledge to pardon Ross Ulbricht. That pardon was officially granted on day 1 of the new administration, leading to ...

23 Jan 202512min

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