
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 ... more
| Publishes | Daily | Episodes | 2075 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

BlackRock's IBIT is sitting about $13 billion underwater on its Bitcoin holdings. Every ETH ETF is in the red. David walks through which funds bought the top, which took profit, and what happens to crypto if ETF holders finally crack. Plus: a preview... more
A critical bug in Zcash's Orchard shielded pool could have minted unlimited counterfeit ZEC — and it sat there for 4 years. The price has lost ~47% in three days. David walks through what happened, why ZK trust keeps mattering, and what it means for ... more
Everyone's saying crypto has been left behind by the stock market. David digs into the numbers — VVV outperformed SanDisk YTD, Hyperliquid beat NVIDIA and AMD, Stellar beat NVIDIA. The market is selecting winners. Plus: $4B of Bitcoin ETF outflows in... more
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Meh
Imagine having an erudite acquaintance who tirelessly follows the stories you need to know about. Someone who trawls through the day’s news stories, distilling both the salient lessons and the social responses to them, and then delivers a concise summary that is a pleasure to listen to. Nathaniel Whittemore is that man, and The Breakdown is the result.
2026 update: Nathaniel Whittemore has now left the show. My above recommendation does not apply to the new incarnation of The Breakdown. The sol... more
I’ve been a long-time listener and really valued the format prior to February 2026. The shorter episodes covering top news and weekly sentiment were efficient and high-signal. The Friday Five in particular was often all I needed to stay current.
The newer, longer interview format on nuanced topics doesn’t fit my listening style. I appreciate the work, but I preferred the previous structure.
I just can’t get into the show anymore. I miss NLW.
New format isn't nearly as good as last. It's cold, boring and long. I'm hoping it gets better as we go.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #117 | |
Apple Podcasts | #150 | |
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Apple Podcasts | #191 | |
Apple Podcasts | #199 | |
Apple Podcasts | #217 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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This show delivers concise, data-driven analysis of crypto, blockchain, and macro market forces, often pairing sharp industry insights with in-depth conversations. Episodes frequently explore governance design, on‑chain infrastructure, security, and the evolving relationship between technology, policy, and markets, with a steady stream of interviews from operators, researchers, and notable investors. A recurring strength is connecting complex ideas—like token-based governance, AI-enabled finance, and asset tokenization—to practical implications for builders, funds, and regulators. The format has a track record of combining timely market updates with longer, exploratory conversations, making it valuable for listeners who want both quick cont... more
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The Breakdown launched 8 years ago and published 2075 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Breakdown include:
1. Ben Serra
2. Dankrad Feist
3. Nick Bax
4. Weekee Tiew
5. Kevin O'Leary
6. Jordan Liu
7. Stephen Miran
8. David Lawan
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