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Blockworks

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/

The Breakdown

Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market.

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.

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Follow Blockworks Research: https://x.com/blockworksres

Follow Marc: https://x.com/marcarjoon

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

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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 http://nexo.com/breakdown

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

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Timestamps:

(00:00) Introduction

(01:34) Do Halvings Still Matter

(03:45) Miner Supply And Profitability

(08:06) Will AI Shift Move BTC

(10:15) Nexo Ad and DAS Promo

(11:28) ETFs Treasury And Custody Risk

(20:06) Nexo Ad

(21:03) Blockchain Not Bitcoin Debate

(24:24) Governance And Quantum Risk

(31:12) Bitcoin As Separate Asset

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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 Real Forces Moving Bitcoin Now | Marc Arjoon

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.

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 Marc: https://x.com/marcarjoon

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 http://nexo.com/breakdown

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

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Timestamps:

(00:00) Introduction

(01:47) Halving Started the Fire

(04:47) Nexo Ad

(05:14) DAS Promo

(06:08) Shock Factor

(08:54) Never Too Early

(10:51) Nexo Ad

(11:35) Interview with Marc Arjoon

⸻

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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.

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

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.

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 http://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

(01:40) Tokens and Valuation Basics

(03:02) Why Disclosures Matter

(07:19) Aave Drama and Transparency

(09:13) Nexo Ad

(09:47) Aave Drama and Transparency (Con’t)

(12:32) Cash Flows and Token Demand

(14:21) AI Agents and the Future

(19:35) Nexo Ad

(20:24) DAS Promo

(21:12) AI Agents and the Future (Con’t)

(26:53) Closing Thoughts

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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.

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

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!

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Inflection Point:

Apple 🎙️: https://bit.ly/3QKdX5a 

Spotify 🎙️: https://bit.ly/3YhGJy3

YouTube 🎥: https://link.blockworks.co/46Cee2q 

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Follow Matt: ⁠⁠https://x.com/Matt_Hougan⁠⁠

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

Follow Michael: ⁠⁠https://x.com/marcryptonio⁠⁠

Follow Marc: ⁠⁠https://x.com/marcarjoon⁠⁠

Follow Inflection Point: ⁠⁠https://x.com/BWInflection⁠⁠ 

Follow Blockworks: ⁠⁠https://x.com/Blockworks_⁠⁠ 

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Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code INFLECTION200 for $200 OFF!

⁠⁠https://blockworks.co/event/digital-asset-summit-nyc-2026⁠⁠

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Timestamps

(00:00) Intro To Inflection Point

(06:48) The Convergence Between TradFi & Crypto

(22:20) Crypto's Biggest Advantages & Hurdles

(36:15) Crypto's Changing Market Structure

(41:00) Prices, Sentiment & Long-Term Allocators

(46:00) Evolution Of Crypto Options & Yield

(51:30) Is The 4-Year Cycle Dead?

(01:02:00) Final Thoughts

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Disclaimer: Nothing said on Inflection Point 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast

Introducing: Inflection Point | The Crypto-TradFi Convergence

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 https://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

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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.

Crypto VC Is Not The Problem | The Breakdown

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

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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.

Is Crypto Becoming Fintech? | Nick Almond

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

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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.

Fintech Might Absorb Crypto | The Breakdown

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

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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.

Crypto Can Build The Agent Economy | The Breakdown

Some worry that AI could create a permanent underclass. Can crypto’s next primitive change that — or will value accrue elsewhere? Plus, insight from Daniel Shapiro, Blockworks Research analyst

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) Intro
(01:45) Primitive Technology
(04:39) More than Picks and Shovels
(09:30) DAS Promo
(10:15) Accruel World

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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.

Crypto, AI and the Permanent Underclass | The Breakdown

Paul Dylan-Ennis joins David Canellis to discuss decentralization theater, public goods, and the growing tension between crypto’s ideological roots and market-driven reality.

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Follow Blockworks Research: https://x.com/blockworksres

Follow Paul: https://x.com/post_polar_

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:

(02:04) Token Economy and WEF Essay Comparison

(08:15) The Gap Between Usage and Price

(17:45) Public Goods and Market Incentives

(26:57) Future of Crypto and Final Thoughts

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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.

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

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