# The Breakdown

Page: https://stenobird.com/podcast/the-breakdown-440465
Text version: https://stenobird.com/podcast/the-breakdown-440465.md
RSS feed: https://feeds.megaphone.fm/NLWLLC2118417614
Official site: https://the-breakdown.carrd.co/
Author: Blockworks
Episodes: 2084

## Resource

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/

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/the-breakdown-440465
Markdown: https://stenobird.com/podcast/the-breakdown-440465.md

## Episodes
- [2 Groups Now Control Ethereum's Future. Here's What They Want.](https://stenobird.com/podcast/the-breakdown-440465/2-groups-now-control-ethereum-s-future-here-s-what-they-want) — 2026-07-01T14:01:00+00:00
- [Binance Needs A Friend in The European Union](https://stenobird.com/podcast/the-breakdown-440465/binance-needs-a-friend-in-the-european-union) — 2026-06-29T14:24:00+00:00
- [How Strategy Insiders Insulated Themselves From the Crash](https://stenobird.com/podcast/the-breakdown-440465/how-strategy-insiders-insulated-themselves-from-the-crash) — 2026-06-26T14:55:00+00:00
- [Searching for the Ethereum Foundation's Remaining Cash](https://stenobird.com/podcast/the-breakdown-440465/searching-for-the-ethereum-foundation-s-remaining-cash) — 2026-06-24T14:32:00+00:00
- [Is Strategy Really the Next Terra Luna?](https://stenobird.com/podcast/the-breakdown-440465/is-strategy-really-the-next-terra-luna) — 2026-06-22T15:04:00+00:00
- [The History of Standard Chartered Megabullish Price Predictions](https://stenobird.com/podcast/the-breakdown-440465/the-history-of-standard-chartered-megabullish-price-predictions) — 2026-06-17T13:25:00+00:00
- [The US Just Made the Case for Open-Source AI](https://stenobird.com/podcast/the-breakdown-440465/the-us-just-made-the-case-for-open-source-ai) — 2026-06-15T13:15:00+00:00
- [Blockworks Acquires Messari](https://stenobird.com/podcast/the-breakdown-440465/blockworks-acquires-messari) — 2026-06-12T16:15:00+00:00
- [SpaceX Just Became the Most Valuable Post-IPO Company Ever](https://stenobird.com/podcast/the-breakdown-440465/spacex-just-became-the-most-valuable-post-ipo-company-ever) — 2026-06-12T12:59:00+00:00
- [BlackRock's Bitcoin ETF Is $13 Billion Underwater](https://stenobird.com/podcast/the-breakdown-440465/blackrock-s-bitcoin-etf-is-13-billion-underwater) — 2026-06-10T13:32:00+00:00
- [Inside Pump.fun's New Bounty Platform](https://stenobird.com/podcast/the-breakdown-440465/inside-pump-fun-s-new-bounty-platform) — 2026-06-08T13:25:00+00:00
- [Brutal Zcash Bug Sat Hidden for 4 Years](https://stenobird.com/podcast/the-breakdown-440465/brutal-zcash-bug-sat-hidden-for-4-years) — 2026-06-05T12:49:00+00:00
- [Crypto Still Sees Massive Returns On Par With Stocks](https://stenobird.com/podcast/the-breakdown-440465/crypto-still-sees-massive-returns-on-par-with-stocks) — 2026-06-03T13:37:00+00:00
- [Dimon & Democrats Ready for War Over CLARITY](https://stenobird.com/podcast/the-breakdown-440465/dimon-democrats-ready-for-war-over-clarity) — 2026-06-01T13:43:00+00:00
- [When Bitcoin’s Bear Market Might End](https://stenobird.com/podcast/the-breakdown-440465/when-bitcoin-s-bear-market-might-end) — 2026-05-29T12:58:00+00:00
- [A Google Engineer Made $1.2M Insider Trading on Polymarket](https://stenobird.com/podcast/the-breakdown-440465/a-google-engineer-made-1-2m-insider-trading-on-polymarket) — 2026-05-28T14:03:00+00:00
- [Is This $250M AI Company Fake?](https://stenobird.com/podcast/the-breakdown-440465/is-this-250m-ai-company-fake) — 2026-05-26T14:13:00+00:00
- [Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/hyperliquid-hits-ath-xrp-etf-flows-and-a-1b-pitch-to-save-ethereum-the-breakdown) — 2026-05-22T13:22:00+00:00
- [OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/openai-digs-a-moat-ethereum-foundation-loses-talent-and-polymarket-s-uma-problem-the-breakdown) — 2026-05-20T13:02:00+00:00
- [The Messy State of Crypto Governance with Jito Foundation's Nick Almond | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/the-messy-state-of-crypto-governance-with-jito-foundation-s-nick-almond-the-breakdown) — 2026-05-18T13:45:00+00:00
- [The $70B AI IPO, Claude Cracks a Lost Wallet, and CLARITY Advances | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/the-70b-ai-ipo-claude-cracks-a-lost-wallet-and-clarity-advances-the-breakdown) — 2026-05-15T12:35:00+00:00
- [Bhutan Times the Top, CLARITY Hits Markup, and the Onchain Pokemon Card Boom | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/bhutan-times-the-top-clarity-hits-markup-and-the-onchain-pokemon-card-boom-the-breakdown) — 2026-05-13T12:34:00+00:00
- [Bored Apes Rally, Canton Raises at $2B and Saylor Raps the Bears | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/bored-apes-rally-canton-raises-at-2b-and-saylor-raps-the-bears-the-breakdown) — 2026-05-11T15:09:00+00:00
- [Coinbase Down Again, HIP-4 vs Polymarket, and Dueling Big Tech Crypto Partnerships | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/coinbase-down-again-hip-4-vs-polymarket-and-dueling-big-tech-crypto-partnerships-the-breakdown) — 2026-05-08T13:21:00+00:00
- [Coinbase's AI Layoffs, a16z's $2.2B Fund, and Strategy's $12.5B Loss | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/coinbase-s-ai-layoffs-a16z-s-2-2b-fund-and-strategy-s-12-5b-loss-the-breakdown) — 2026-05-06T13:16:00+00:00
- [Clavicular x Polymarket, the CLARITY Act, and What MegaETH Tells Us About Retail | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/clavicular-x-polymarket-the-clarity-act-and-what-megaeth-tells-us-about-retail-the-breakdown) — 2026-05-04T14:36:00+00:00
- [MegaETH, the DeFi United Bailout, Meta’s USDC Push, and Blockworks Reaches $192M Valuation | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/megaeth-the-defi-united-bailout-meta-s-usdc-push-and-blockworks-reaches-192m-valuation-the-breakdown) — 2026-04-30T14:41:00+00:00
- [How Crypto Is Fighting Back Against North Korea | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/how-crypto-is-fighting-back-against-north-korea-the-breakdown) — 2026-04-28T12:55:00+00:00
- [Mythos Leaks, Crypto in the Strait of Hormuz, and DoorDash Stablecoins | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/mythos-leaks-crypto-in-the-strait-of-hormuz-and-doordash-stablecoins-the-breakdown) — 2026-04-23T13:21:00+00:00
- [Can AI Actually Trade Crypto? | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/can-ai-actually-trade-crypto-the-breakdown) — 2026-04-21T13:23:00+00:00
- [Crypto Fed Chair, Polymarket Bots, and the Faketoshi Movie](https://stenobird.com/podcast/the-breakdown-440465/crypto-fed-chair-polymarket-bots-and-the-faketoshi-movie) — 2026-04-16T13:00:00+00:00
- [Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/kevin-o-leary-on-ai-data-centers-and-why-he-sold-27-crypto-positions-the-breakdown) — 2026-04-14T12:58:00+00:00
- [The Three Layers of AI Agent Commerce with Jordan Liu | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/the-three-layers-of-ai-agent-commerce-with-jordan-liu-the-breakdown) — 2026-04-09T13:00:00+00:00
- [Are AI Agents Actually Using Crypto? | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/are-ai-agents-actually-using-crypto-the-breakdown) — 2026-04-07T13:00:00+00:00
- [Fed Governor Miran on Why Inflation Fears Are Overstated | Forward Guidance](https://stenobird.com/podcast/the-breakdown-440465/fed-governor-miran-on-why-inflation-fears-are-overstated-forward-guidance) — 2026-04-02T13:08:00+00:00
- [The Crypto-TradFi Convergence | Inflection Point](https://stenobird.com/podcast/the-breakdown-440465/the-crypto-tradfi-convergence-inflection-point) — 2026-03-31T13:00:00+00:00
- [Privacy & Institutional Crypto's [Redacted] Future | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/privacy-institutional-crypto-s-redacted-future-the-breakdown) — 2026-03-26T12:58:00+00:00
- [Investor Relations in the Onchain Era](https://stenobird.com/podcast/the-breakdown-440465/investor-relations-in-the-onchain-era) — 2026-03-24T21:30:00+00:00
- [Are We Measuring Crypto All Wrong? | Nick Almond](https://stenobird.com/podcast/the-breakdown-440465/are-we-measuring-crypto-all-wrong-nick-almond) — 2026-03-24T13:00:00+00:00
- [The Macro Chain Reaction of Oil Shocks | Forward Guidance](https://stenobird.com/podcast/the-breakdown-440465/the-macro-chain-reaction-of-oil-shocks-forward-guidance) — 2026-03-19T13:00:00+00:00
- [Why I’m Hosting The Breakdown | David Canellis | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/why-i-m-hosting-the-breakdown-david-canellis-the-breakdown) — 2026-03-17T13:00:00+00:00
- [The Real Forces Moving Bitcoin Now | Marc Arjoon](https://stenobird.com/podcast/the-breakdown-440465/the-real-forces-moving-bitcoin-now-marc-arjoon) — 2026-03-12T13:00:00+00:00
- [Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/bitcoin-s-halving-cycle-isn-t-what-you-think-the-breakdown) — 2026-03-10T13:00:00+00:00
- [AI Agents and the Next Wave of Crypto Demand | The Breakdown](https://stenobird.com/podcast/the-breakdown-440465/ai-agents-and-the-next-wave-of-crypto-demand-the-breakdown) — 2026-03-05T14:34:00+00:00

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