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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AI Agents and the Next Wave of Crypto Demand | The Breakdown
<p>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.</p> <p><br></p> <p>As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Haseeb: https://x.com/hosseeb</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p> <p>Nexo is the premier digital wealth platform. Receive in...
Introducing: Inflection Point | The Crypto-TradFi Convergence
<p>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 examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy!</p> <p>—</p> <p>Inflection Point:</p> <p>Apple 🎙️: https://bit.ly/3QKdX5a </p> <p>Spotify 🎙️: https://bit.ly/3YhGJy3</p> <p>YouTube 🎥: https://link.blockworks.co/46Cee2q </p> <p>—</p>...
Crypto VC Is Not The Problem | The Breakdown
<p>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 Qureshi of Dragonfly.</p> <p><br></p> <p>As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Haseeb: https://x.com/hosseeb</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p> <p><br></p> <p>Nexo is t...
Crypto VC Is Not The Problem | The Breakdown
<p>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 Qureshi of Dragonfly.</p> <p><br></p> <p>As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Haseeb: https://x.com/hosseeb</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p> <p>Nexo is the premier digi...
Is Crypto Becoming Fintech? | Nick Almond
<p>Crypto and fintech are converging. But who captures the value? Nick Almond on stablecoins, DAOs, and the future of capital formation.</p> <p><br></p> <p>As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Nick: https://x.com/DrNickA</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p> <p>Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://bloc...
Fintech Might Absorb Crypto | The Breakdown
<p>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 Almond.</p> <p><br></p> <p>As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Nick: https://x.com/DrNickA</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p> <p><br></p> <p>Get top market insights and th...
Crypto Can Build The Agent Economy | The Breakdown
<p>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 primitive.</p> <p><br></p> <p>Thanks for tuning in!</p> <p><br></p> <p>As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Daniel: https://x.com/_dshap</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p> <p>...
Crypto, AI and the Permanent Underclass | The Breakdown
<p>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 for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. – Follow Blockworks Research: https://x.com/blockworksres Follow Daniel: https://x.com/_dshap Follow David: https://x.com/dcanellis — Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ —-- Timestamps: (00:00) Intro (01...
Crypto Can’t Accept That It’s a Subculture | The Breakdown | Full Interview
<p>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.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Paul: https://x.com/post_polar_</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p> <p>Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/</p> <p>—--</p> <p>Timestamps:</p> <p>(02:04) Token Economy and WEF Essay Comparison</p> <p>(08:15) The Gap Between Usage and Price</p> <p>(17:45) Public Goods an...
Crypto’s Ownership Problem | The Breakdown
<p>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.</p> <p><br></p> <p>Thanks for tuning in!</p> <p><br></p> <p>As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.</p> <p>–</p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Paul: https://x.com/post_polar_</p> <p>Follow David: https://x.com/dcanellis</p> <p>—</p...
