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)

The SEC's Vicious "Qualified Custodian" Trap

The SEC's Vicious "Qualified Custodian" Trap

What the Galois Capital settlement with the SEC means for crypto. Spoiler alert: it's not good. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https...

5 Sep 202412min

What September Has In Store For Bitcoin

What September Has In Store For Bitcoin

September. On the one hand investors start coming back from the summer. On the other, it tends not to be a great month for markets. That's especially true in crypto, where September tends to be one of...

4 Sep 202414min

Bitcoin as a DeFi Platform

Bitcoin as a DeFi Platform

A reading and discussion inspired by https://blockworks.co/news/bitcoin-powerful-defi-potential Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https:...

2 Sep 20247min

Crypto and the Fight for Freedom

Crypto and the Fight for Freedom

NLW and Scott Melker count down the five most important stories of the week. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/...

31 Aug 202425min

Is This the SEC's Most Brazen Crypto Attack Yet?

Is This the SEC's Most Brazen Crypto Attack Yet?

What's next, Pokemon and Magic the Gathering as securities? NLW covers the SEC sending a Wells Notice to Open Sea claiming NFTs are securities. Enjoying this content? SUBSCRIBE to the Podcast: http...

30 Aug 202414min

The State Department's Unconscionable Abandonment of an American Citizen

The State Department's Unconscionable Abandonment of an American Citizen

NLW catches up on the latest on Binance exec Tigran Gambaryan's wrongful detention in Nigeria, where he's effectively being held hostage in an attempt to extract ransom from Binance. Enjoying this c...

29 Aug 20249min

What We Learned (If Anything) From Powell's Jackson Hole Speech

What We Learned (If Anything) From Powell's Jackson Hole Speech

NLW breaks down the Fed Chair's big moment at the end of last week. It's clear that the way is paved for the first cut of the cycle in September -- but could a jumbo 50bps cut be in the cards? Enjoy...

28 Aug 202411min

Just How Big a Deal is the Arrest of Telegram CEO Pavel Durov?

Just How Big a Deal is the Arrest of Telegram CEO Pavel Durov?

Telegram CEO Pavel Durov was arrested over the weekend. NLW breaks down the news, possible interpretations, and the implications for free speech, technology and more. Enjoying this content? SUBSCRI...

27 Aug 202416min

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