The Breakdown

Blockworks
The Breakdown
Último episodio

2041 episodios

  • The Breakdown

    Crypto VC Is Not The Problem | The Breakdown

    03/03/2026 | 31 min
    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.

    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 Haseeb: https://x.com/hosseeb

    Follow David: https://x.com/dcanellis



    Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/breakdown

    __

    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    —--

    Timestamps:

    (00:00) Introduction

    (01:26) Premium Economy

    (03:21) Same, But Different

    (04:59) Nexo Ad

    (05:27) DAS Promo

    (06:20) Price Is Like An Onion

    (11:18) Nexo Ad

    (12:07) Interview with Haseeb Qureshi

    - -

    Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.
  • The Breakdown

    Crypto VC Is Not The Problem | The Breakdown

    03/03/2026 | 31 min
    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.

    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 Haseeb: https://x.com/hosseeb

    Follow David: https://x.com/dcanellis



    Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/breakdown

    __

    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    —--

    Timestamps:

    (00:00) Introduction

    (01:26) Premium Economy

    (03:21) Same, But Different

    (04:59) Nexo Ad

    (05:27) DAS Promo

    (06:20) Price Is Like An Onion

    (11:18) Nexo Ad

    (12:07) Interview with Haseeb Qureshi

    - -

    Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.
  • The Breakdown

    Is Crypto Becoming Fintech? | Nick Almond

    26/02/2026 | 32 min
    Crypto and fintech are converging. But who captures the value? Nick Almond on stablecoins, DAOs, and the future of capital formation.

    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 Nick: https://x.com/DrNickA

    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) Introduction

    (01:07) FinTech vs Crypto Today

    (03:28) Banks Onramps and Walled Gardens

    (07:53) Where Value Accrues Onchain

    (16:47) DAS PROMO

    (17:39) Where Value Accrues Onchain (Con’t)

    (25:02) Tokens Culture and Market Outlook

    - -

    Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.
  • The Breakdown

    Fintech Might Absorb Crypto | The Breakdown

    24/02/2026 | 24 min
    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.

    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 Nick: https://x.com/DrNickA

    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

    (01:42) The Birth of TradFintech

    (05:04) Make Way, Crypto Natives

    (08:55) Rising Tides

    (10:40) DAS Promo

    (11:30) Interview with Nick Almond

    - -

    Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.
  • The Breakdown

    Crypto Can Build The Agent Economy | The Breakdown

    19/02/2026 | 28 min
    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.

    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) Introduction

    (04:17) Can AI Be Crypto’s Lifeline?

    (02:43) AI-Native Payments

    (06:35) Agents as the New Target Customer

    (10:54) Agent Trading and Security Concerns

    (13:00) Consumer vs Enterprise

    (16:14) DAS Promo

    (17:03) Will Crypto and AI Merge?

    (21:40) Tokens in the AI x Crypto Stack

    - -

    Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.

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Acerca de 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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