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The Breakdown — 1,000 episodes · page 1 of 10

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Title
1

Venice Is Now a Crypto-AI Unicorn — But Its Token Tanked 50%

2

2 Groups Now Control Ethereum's Future. Here's What They Want.

3

Binance Needs A Friend in The European Union

4

How Strategy Insiders Insulated Themselves From the Crash

5

Searching for the Ethereum Foundation's Remaining Cash

6

Is Strategy Really the Next Terra Luna?

7

The History of Standard Chartered Megabullish Price Predictions

8

The US Just Made the Case for Open-Source AI

9

Blockworks Acquires Messari

10

SpaceX Just Became the Most Valuable Post-IPO Company Ever

11

BlackRock's Bitcoin ETF Is $13 Billion Underwater

12

Inside Pump.fun's New Bounty Platform

13

Brutal Zcash Bug Sat Hidden for 4 Years

14

Crypto Still Sees Massive Returns On Par With Stocks

15

Dimon & Democrats Ready for War Over CLARITY

16

When Bitcoin’s Bear Market Might End

17

A Google Engineer Made $1.2M Insider Trading on Polymarket

18

Is This $250M AI Company Fake?

19

Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum | The Breakdown

20

OpenAI Digs A Moat, Ethereum Foundation Loses Talent, And Polymarket’s UMA Problem | The Breakdown

21

The Messy State of Crypto Governance with Jito Foundation's Nick Almond | The Breakdown

22

The $70B AI IPO, Claude Cracks a Lost Wallet, and CLARITY Advances | The Breakdown

23

Bhutan Times the Top, CLARITY Hits Markup, and the Onchain Pokemon Card Boom | The Breakdown

24

Bored Apes Rally, Canton Raises at $2B and Saylor Raps the Bears | The Breakdown

25

Coinbase Down Again, HIP-4 vs Polymarket, and Dueling Big Tech Crypto Partnerships | The Breakdown

26

Coinbase's AI Layoffs, a16z's $2.2B Fund, and Strategy's $12.5B Loss | The Breakdown

27

Clavicular x Polymarket, the CLARITY Act, and What MegaETH Tells Us About Retail | The Breakdown

28

MegaETH, the DeFi United Bailout, Meta’s USDC Push, and Blockworks Reaches $192M Valuation | The Breakdown

29

How Crypto Is Fighting Back Against North Korea | The Breakdown

30

Mythos Leaks, Crypto in the Strait of Hormuz, and DoorDash Stablecoins | The Breakdown

31

Can AI Actually Trade Crypto? | The Breakdown

32

Crypto Fed Chair, Polymarket Bots, and the Faketoshi Movie

33

Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown

34

The Three Layers of AI Agent Commerce with Jordan Liu | The Breakdown

35

Are AI Agents Actually Using Crypto? | The Breakdown

36

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

37

The Crypto-TradFi Convergence | Inflection Point

38

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

39

Investor Relations in the Onchain Era

40

Are We Measuring Crypto All Wrong? | Nick Almond

41

The Macro Chain Reaction of Oil Shocks | Forward Guidance

42

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

43

The Real Forces Moving Bitcoin Now | Marc Arjoon

44

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

45

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

46

Introducing: Inflection Point | The Crypto-TradFi Convergence

47

Crypto VC Is Not The Problem | The Breakdown

48

Is Crypto Becoming Fintech? | Nick Almond

49

Fintech Might Absorb Crypto | The Breakdown

50

Crypto Can Build The Agent Economy | The Breakdown

51

Crypto, AI and the Permanent Underclass | The Breakdown

52

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

53

Crypto’s Ownership Problem | The Breakdown

54

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

55

Why Privacy Coins Aren’t Enough | The Breakdown

56

NLW's Last Breakdown

57

Tether Goes Fully American and Doubles Down on Gold

58

The Breakdown with David Canellis | Teaser

59

Market Structure Thaw as Stablecoin Fight Intensifies

60

Gold Mania and a Bitcoin Stall

61

Bitcoin Meets Davos

62

The Macro Market Crash and the End of the Old Order

63

The Stablecoin Yield Standoff

64

Bitcoin Wakes Up

65

Phase Two of Institutional Bitcoin Adoption

66

Powell Under Prosecution and the End of Fed Independence

67

Morgan Stanley Goes All In on Crypto

68

Bitcoin’s Cautious Green Start to 2026

69

Venezuela Shockwaves and the New Geopolitics of Markets

70

Bitcoin Starts 2026 in Uncharted Territory

71

The 2025 Bitcoin Year in Review

72

Coinbase Comes for All of Finance

73

Crypto Market Structure Slips to 2026

74

Bitcoin Slides Again as Anger Takes Over the Bear Market

75

DTCC Puts US Securities On Chain

76

The Five Most Important Stories in Crypto Last Week

77

The Fed Is Fracturing

78

Bitcoin Treasury Honeymoon Ends

79

MicroStrategy’s Big Buy Raises New Questions

80

Crypto Regulation Hits a DeFi Wall

81

The 5 Most Important Stories in Crypto Last Week

82

Fink, Armstrong, and the DealBook Turning Point

83

Tokenization’s Starting Gun

84

The Walls Around Crypto Are Finally Cracking

85

Bitcoin’s Worst November in Years

86

Bitcoin’s Fragile Recovery

87

Scott Besson Walks Into a Bitcoin Bar

88

The Five Most Important Stories This Week

89

[CORRECT] Fed Minutes Slam the Door on Rate Cuts—Bitcoin Hits New Lows

90

Bitcoin’s Bottom Watch Begins

91

Why Coinbase’s First ICO Fell Flat

92

The Bitcoin Bears Are Back In Town

93

The Week Crypto Moved Forward While Prices Fell Behind

94

What the End of the Shutdown Really Means for Crypto

95

Did the US Steal $13 Billion in Bitcoin? China Says Yes

96

Bitcoin’s $100K Test and the Return of Stimmy Checks

97

Wall Street’s Crypto Push, Western Union’s Stablecoin, and the Fed’s Halloween Confusion

98

Fed Cuts as Expected, But Powell Keeps Markets Guessing

99

Polymarket’s $9B Comeback: Prediction Markets Return to the U.S.

100

Will Bitcoin Ever Fall Below $100K Again?