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)

Crypto Custody: The Frontlines of Operation Choke Point 2.0

Crypto Custody: The Frontlines of Operation Choke Point 2.0

A two-part Long Reads Sunday on crypto custody and the fallout of crypto's regulatory battles. Reading: Not All Crypto Custody Is Created Equal - Chen Fang Why Nasdaq Backing Out of Custody Is Bad, B...

23 Jul 202311min

Is FedNow a Trojan Horse for a CBDC?

Is FedNow a Trojan Horse for a CBDC?

On this edition of the Weekly Recap, NLW looks at the Federal Reserve's launch of FedNow and explores the community discussion of whether it amounts to a Trojan Horse for an eventual central bank digi...

22 Jul 202312min

A Soft DeFi Ban in the USA?

A Soft DeFi Ban in the USA?

This week saw a number of crypto-related legislation introduced in Congress -- sometimes as amendments to other important bills. NLW breaks down why some think at least one of them amounts to a soft D...

21 Jul 202315min

Gary Gensler's Terrible, Horrible, No Good Very Bad Month

Gary Gensler's Terrible, Horrible, No Good Very Bad Month

SEC Chair Gensler is being assailed on all sides from Democrats and Republicans alike -- and not just about his crypto policies! NLW breaks down the news and asks what it means as we move into electio...

20 Jul 202314min

Have We Turned A Corner in Bitcoin and Crypto Startup Funding?

Have We Turned A Corner in Bitcoin and Crypto Startup Funding?

This week has seen multiple 9-figure crypto funds announced. A metaverse company also raised a monster $54 m round. Finally, Wolf has opened up applications for its third cohort. NLW argues why the bi...

19 Jul 202312min

Binance Cuts Thousands of Jobs (But Adds Lightning Network Support!)

Binance Cuts Thousands of Jobs (But Adds Lightning Network Support!)

Today on The Breakdown, NLW covers the latest from Binance, including reports from WSJ and CNBC that the company has cut more than 1000 roles and could be headed towards even further cuts. Binance has...

18 Jul 202312min

The Relentless Convergence of TradFi and Digital Assets feat. Sergey Nazarov

The Relentless Convergence of TradFi and Digital Assets feat. Sergey Nazarov

Today, NLW is joined by Chainlink's Sergey Nazarov to discuss the massive convergence of the traditional financial world and the web 3/digital assets space. They discuss the broader themes, as well as...

17 Jul 202323min

Rep. Ritchie Torres Calls for Investigation Into SEC Chair Gary Gensler

Rep. Ritchie Torres Calls for Investigation Into SEC Chair Gary Gensler

The SEC "is acting like an overzealous traffic cop arbitrarily ticketing drivers while keeping the speed limit a secret." - Rep. Ritchie Torres On today's Long Reads Sunday, NLW reads: Ryan Selkis - T...

16 Jul 202313min

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