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The Breakdown Podcast Transcripts

Blockworks · 1,969 episodes with transcripts

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.

Spoken has transcripts of 1,969 The Breakdown episodes, with the speakers named. The newest listed here is from July 6, 2026.

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Latest The Breakdown transcripts

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

July 6, 2026

David Canellis (0:00)

Welcome back to The Breakdown, everybody. I'm your host David Canellis, as always. Today, we're going to be talking about tokens and equity because of all this stuff with Venice, the permissionless, privacy-focused AI terminal, is, yeah, been under fire because it raised $65 million and valuing the company behind…

Well, at the same time, there's this VVV token floating around, and the market has kind of rejected the token post-equity raise, and it's raised some questions over, why do we need this token at all? Why can't equity and tokens be the same thing?

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