The Breakdown

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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Avsnitt(2085)

Up 40% YTD, Bitcoin Is 2023’s Best-Performing Asset

Up 40% YTD, Bitcoin Is 2023’s Best-Performing Asset

On today’s episode of “The Breakdown,” NLW looks at bitcoin’s impressive January rally and discusses what’s driving it. Specifically, he explores claims of market manipulation versus simple mean rever...

25 Jan 202315min

Does Crypto Have a Banking Problem?

Does Crypto Have a Banking Problem?

On today’s episode, NLW breaks down the latest news from the weekend, including: Signature Bank limiting services, and what it means for the industry as a whole U.S. government seizing $700 million...

24 Jan 202315min

The Future of Crypto Isn’t With Wall Street

The Future of Crypto Isn’t With Wall Street

On this week’s “Long Reads Sunday,” NLW reads: “Worldwide Grassroots Projects Can Lead Crypto Recovery” by Michael J. Casey “Remembering Hal Finney on the 14th Anniversary of the First Bitcoin Trans...

22 Jan 202313min

What Davos Thinks of Crypto

What Davos Thinks of Crypto

On this edition of the “Weekly Recap,” NLW looks at the discussions around crypto and blockchain from the World Economic Forum’s annual gathering in Davos, Switzerland.  - Join the most important co...

21 Jan 202314min

Genesis Files for Chapter 11

Genesis Files for Chapter 11

After weeks, if not months, of speculation, Genesis has finally filed for Chapter 11 bankruptcy protection, citing more than $5.1 billion in liabilities. On today’s episode, NLW looks at the implicati...

21 Jan 202316min

Would a Genesis Bankruptcy Actually Be Good for Crypto?

Would a Genesis Bankruptcy Actually Be Good for Crypto?

Yesterday, news outlets started reporting that a prepackaged bankruptcy for DCG subsidiary Genesis was close to completion. On today’s episode, NLW looks at the community’s reaction on whether this wo...

20 Jan 202316min

Bitz Who Now? Department of Justice Takes Down Russian Exchange Bitzlato

Bitz Who Now? Department of Justice Takes Down Russian Exchange Bitzlato

On today’s episode, NLW catches up on the latest on crypto crime and fall out, including: Disgraced 3AC founders’ attempt to build a new exchange with bankrupt CoinFLEX called GTX. Sam Bankman-Frie...

19 Jan 202317min

Bitcoin at $21K: Bull Trap or Ooo Baby We're Back?

Bitcoin at $21K: Bull Trap or Ooo Baby We're Back?

Bitcoin (and crypto more broadly) has been on a tear the last few days, but the question on everyone’s mind is: why? Is it a real, fundamentals-based movement? Does it reflect a changed macro setup fo...

18 Jan 202315min

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