The Breakdown

The Breakdown

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<p>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.</p><p>Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system.</p><p>A Blockworks …

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Episodios

Fed Governor Miran on Why Inflation Fears Are Overstated | Forward Guidance

While The Breakdown is between seasons, we’re bringing some of our favorite conversations from across Blockworks onto the feed. In this episode of Forward Guidance, Felix Jauvin sits down with …

Apr 02, 2026 · 34m

The Crypto-TradFi Convergence | Inflection Point

While The Breakdown is between seasons, we’re sharing a panel from Digital Assets Summit featuring the team behind Inflection Point. The conversation explores how investors should think about crypto valuations, …

Mar 31, 2026 · 34m

Privacy & Institutional Crypto's [Redacted] Future | The Breakdown

While The Breakdown is between seasons, we’re sharing a panel from Digital Asset Summit hosted by David. The discussion explores how institutions think about on-chain privacy, the tradeoffs involved, and …

Mar 26, 2026 · 43m

Investor Relations in the Onchain Era

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. …

Mar 24, 2026 · 21m

Are We Measuring Crypto All Wrong? | Nick Almond

While The Breakdown is between seasons, we’re sharing the full version of a past conversation with Nick Almond. The discussion explores how to think about crypto networks, why common metrics …

Mar 24, 2026 · 27m

The Macro Chain Reaction of Oil Shocks | Forward Guidance

While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance. Felix is joined by Bob Elliott to break down how oil shocks impact inflation, growth, and …

Mar 19, 2026 · 48m

Why I’m Hosting The Breakdown | David Canellis | The Breakdown

As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and the industry’s next phase. – …

Mar 17, 2026 · 22m

The Real Forces Moving Bitcoin Now | Marc Arjoon

Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market. As always, remember this podcast is …

Mar 12, 2026 · 33m

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown

From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fading. Plus, a conversation with …

Mar 10, 2026 · 22m

AI Agents and the Next Wave of Crypto Demand | The Breakdown

How should crypto tokens be valued? Haseeb Qureshi breaks down why cash-flow rights won’t “fix” prices, and how AI agents transacting on-chain could drive the next wave of demand. As …

Mar 05, 2026 · 33m

Introducing: Inflection Point | The Crypto-TradFi Convergence

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation …

Mar 05, 2026 · 1h 3m

Crypto VC Is Not The Problem | The Breakdown

Are retail investors just exit liquidity? We unpack the token premium, forced price discovery, and what Ethereum and Tron data reveals about when fundamentals actually matter. Featuring insights from Haseeb …

Mar 03, 2026 · 31m

Is Crypto Becoming Fintech? | Nick Almond

Crypto and fintech are converging. But who captures the value? Nick Almond on stablecoins, DAOs, and the future of capital formation. As always, remember this podcast is for informational purposes …

Feb 26, 2026 · 32m

Fintech Might Absorb Crypto | The Breakdown

With no clear external enemy left, crypto may be facing its next antagonist: fintech. This episode explores whether crypto is winning — or being domesticated. Plus, a conversation with Nick …

Feb 24, 2026 · 24m

Crypto Can Build The Agent Economy | The Breakdown

Daniel Shapiro joins to break down why AI and crypto may be destined to converge — from agent payments and identity to privacy, data markets, and the next big investable …

Feb 19, 2026 · 28m

Crypto, AI and the Permanent Underclass | The Breakdown

Some worry that AI could create a permanent underclass. Can crypto’s next primitive change that — or will value accrue elsewhere? Plus, insight from Daniel Shapiro, Blockworks Research analyst Thanks …

Feb 17, 2026 · 27m

Crypto Can’t Accept That It’s a Subculture | The Breakdown | Full Interview

Paul Dylan-Ennis joins David Canellis to discuss decentralization theater, public goods, and the growing tension between crypto’s ideological roots and market-driven reality. – Follow Blockworks Research: https://x.com/blockworksres Follow Paul: https://x.com/post_polar_ …

Feb 12, 2026 · 35m

Crypto’s Ownership Problem | The Breakdown

What does it actually mean to “own” a token? As regulation catches up, the token economy may be facing its biggest identity crisis yet. Plus, a conversation with Paul Dylan-Ennis. …

Feb 10, 2026 · 26m

The Myth of the “Most Used” Blockchain | The Breakdown

The race to be the “most used blockchain” misses the point. This episode examines the metrics behind Solana vs Ethereum — and why usage, revenue, and adoption are being misunderstood …

Feb 05, 2026 · 23m

Why Privacy Coins Aren’t Enough | The Breakdown

Privacy is back at the center of crypto’s narrative. This episode examines the limits of on-chain privacy, the role of KYC and the app layer, and how crypto onboarding has …

Feb 03, 2026 · 26m

NLW's Last Breakdown

Today’s episode is the last episode of The Breakdown with me, NLW. To mark the end of this chapter, this show looks back at the biggest story from each year …

Jan 30, 2026 · 15m

Tether Goes Fully American and Doubles Down on Gold

Tether has officially launched its US-compliant stablecoin, USAT, a Genius Act–aligned, Treasury-backed token designed to operate squarely inside the American regulatory perimeter, giving the company a powerful hedge as global …

Jan 29, 2026 · 8m