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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The Eerie Railroad of Crypto, Stablecoin Regulation, and the Cypherpunk Legacy

The Eerie Railroad of Crypto, Stablecoin Regulation, and the Cypherpunk Legacy

For this Long Read Sunday, NLW hands the mic to AI to read three of Byron Gilliam’s standout essays from the Breakdown newsletter. First, “Crypto’s Competitive Advantage” draws a bold parallel between...

20 Juli 202514min

This Week's Top 5(00) Crypto Stories

This Week's Top 5(00) Crypto Stories

NLW returns with a jam-packed Friday Five (or Friday 500) to break down the biggest crypto week of the summer. The Genius and Clarity Acts both pass the House with overwhelming bipartisan support—mark...

19 Juli 202528min

The Longest Vote in House History and a Crypto Week in Chaos

The Longest Vote in House History and a Crypto Week in Chaos

NLW breaks down the dramatic twists of Crypto Week on Capitol Hill, where GOP infighting brought legislative progress to a near halt. From Trump’s Oval Office intervention to the 7-hour procedural vot...

18 Juli 202511min

 CBDC Fears Derail Stablecoin Bill

CBDC Fears Derail Stablecoin Bill

Crypto Week got off to a rocky start in Washington as internal GOP conflict—driven by fierce opposition to central bank digital currencies (CBDCs)—blocked a key procedural vote. NLW breaks down how th...

17 Juli 202512min

Why This Crypto Bull Run Feels Different

Why This Crypto Bull Run Feels Different

Crypto analysts are calling it early: this isn’t just another speculative bull market. In today’s episode, NLW breaks down why institutions, not retail, are driving the current rally, and what makes t...

16 Juli 202512min

Bitcoin Breaks $120K as Crypto Week Kicks Off in Washington

Bitcoin Breaks $120K as Crypto Week Kicks Off in Washington

Bitcoin starts the week by smashing through $120,000, triggering a wave of excitement on crypto Twitter and in traditional finance alike. NLW breaks down the immaculate vibes, the record ETF inflows, ...

15 Juli 202511min

The State of Bitcoin Treasury Critique

The State of Bitcoin Treasury Critique

On today's Long Read Sunday, NLW explores two critiques of the growing phenomenon of Bitcoin treasury companies. First, Bloomberg columnist Lionel Laurent argues that corporate Bitcoin purchases signa...

13 Juli 202514min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

It's another Friday Five, and the top story is clear: Bitcoin has surged to a new all-time high, nearing $119,000. NLW breaks down what's driving the price action, from broader market optimism fueled ...

12 Juli 202525min

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