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 Crypto-TradFi Convergence | Inflection Point
<p>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, what gives L1s value, and why there’s still no shared framework for pricing blockchain networks.</p> <p><br></p> <p>–</p> <p><br></p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Inflection Point: inflectionpoint.carrd.co</p> <p>Follow Matt: https://x.com/Matt_Hougan</p> <p>David: https://x.com/dlawant</p> <p>Michael: https://x.com/marcryptonio</p> <p>Marc: https...
![Privacy & Institutional Crypto's [Redacted] Future | The Breakdown](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fcea8cb26-28b7-11f1-a44c-634a331296ef%2Fimage%2F5fe58712cc3b91ba192c2cc0748ba75a.png%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=256&q=75)
Privacy & Institutional Crypto's [Redacted] Future | The Breakdown
<p>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 what it takes to bring financial systems onto blockchain infrastructure.</p> <p><br></p> <p>–</p> <p><br></p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Patrick: https://x.com/_patrickogrady</p> <p>Follow Yannik: https://x.com/yrschrade</p> <p>Follow Catherine: https://x.com/catgu_</p> <p>Follow Eric: https://x.com/wesarn_real</p> <p><br></p> <p>Follow David: https://x.co...
Investor Relations in the Onchain Era
<p>In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses.</p> <p><br></p> <p>As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model.</p> <p><br></p> <p>The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to ev...
Are We Measuring Crypto All Wrong? | Nick Almond
<p>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 can be misleading, and what actually matters when evaluating activity and value.</p> <p><br></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><br></p> <p>—</p> <p><br></p> <p>Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trad...
The Macro Chain Reaction of Oil Shocks | Forward Guidance
<p>While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance.</p> <p>Felix is joined by Bob Elliott to break down how oil shocks impact inflation, growth, and central bank policy—and why markets may be underestimating the risks.</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><br></p> <p><br></p> <p>Forward Guidance: https://www.youtube.com/@ForwardGuidanceBW</p> <p>Follow Bob: https://x.com/BobEUnlimited</p> <p>Follow...
Why I’m Hosting The Breakdown | David Canellis | The Breakdown
<p>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.</p> <p>–</p> <p>Follow David: https://x.com/dcanellis</p> <p><br></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><br></p> <p>—</p> <p>Timestamps:</p> <p>(00:00) Introduction</p> <p>(01:04) My Crypto Origin Story</p> <p>(04:07) From Trading to Crypto Media</p> <p>(08:47) What Crypto Means Now</p> <p>(13:32) AI, Autonomy...
The Real Forces Moving Bitcoin Now | Marc Arjoon
<p>Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market.</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><br></p> <p>Follow Blockworks Research: https://x.com/blockworksres</p> <p>Follow Marc: https://x.com/marcarjoon</p> <p>Follow David: https://x.com/dcanellis</p> <p><br></p> <p>—</p> <p>Nexo is the premier digital wealth platform. Rece...
Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown
<p>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 Marc Arjoon.</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 Marc: https://x.com/marcarjoon</p> <p>Follow David: https://x.com/dcanellis</p> <p><br></p> <p>—</p> <p>Nexo is the prem...
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>...
