PODCAST · news
Inflection Point
by Blockworks
Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail-driven market to a core component of global finance. Hosted by Blockworks Research Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage), and Michael Marcantonio (Head of DeFi, Galaxy), the show delivers top-down, institution-led analysis of ETF flows, policy, market structure, and macro. We cut through the noise to focus on the true inflection points shaping crypto’s institutional future.
Episodes
-
Is Distribution Crypto's Biggest Moat?
The next phase of crypto won't be decided by technology alone, it will be won by whoever controls distribution and user experience. This week, the team explores how competition is shifting across crypto infrastructure, from Bitcoin and Solana to perpetual futures, tokenized assets, and Ethereum's...
-
SEC Commissioner Hester Peirce On The Rulebook For Crypto & Tokenized Securities
Markets are being rebuilt around blockchain, but the rules governing them are still being written. This week, we sit down with SEC Commissioner Hester Peirce to discuss how tokenization is reshaping market structure and where regulation is headed next. We cover tokenized securities, the…
more -
Is Strategy’s Credit Machine Starting To Crack?
Strategy built a Bitcoin credit machine and now the market is testing whether it really works. This week, we examine the growing pressure on Strategy as STRC trades below par, investors questioning the company’s evolving role, and how the market reassesses the assumptions behind its…
more -
Outdated Rules Are Holding Crypto Back
The biggest opportunities in crypto may be emerging just as prices eye a bottom and investors are questioning old assumptions about markets, regulation, and where value will accrue next. This week, we explore whether recent market strength signals a meaningful shift for crypto or simply another...
-
Blockworks Acquires Messari
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They...
-
How Tokenization Will Rebuild Capital Markets | Gabe Otte
A quiet shift is underway that could fundamentally change how capital markets operate. This episode, Gabriel Otte, co-founder and CEO of Dinari, explains why tokenization is more than a new wrapper for securities and how it could transform financial infrastructure. The discussion explores…
more -
Crypto Is Forcing Traditional Finance To Upgrade
The institutions are coming, but not where most crypto investors expect. As Wall Street adopts blockchain technology, the biggest opportunities may be shifting from Bitcoin itself to the infrastructure, applications, and market structures reshaping finance. This week, we discuss the arrival of...
-
AI Is Winning The Capital War Against Crypto
As capital floods into AI, crypto is being forced to answer a tougher question: what actually deserves to survive when narratives stop driving markets? This week, we explore why crypto has fallen out of favor while AI dominates investor attention, and whether regulatory uncertainty is keeping...
-
Hyperliquid Is The First Crypto Super App
This week, we discuss Bitcoin's price action, break down Hyperliquid's growth into a derivatives super app, the SEC withdrawal of its innovation exemption and the CLARITY Act's path through the Senate. Enjoy! --- TIMESTAMPS: (00:00) Intro (01:27) Outlook on Bitcoin (08:41) Hyperliquid’s Revenue...
-
Clarity's Make Or Break Moment And Strategy Selling Its Bitcoin
Washington, Wall Street, and Big Tech are all converging on stablecoins at the exact same moment, but the next phase may depend less on ideology and more on politics, payments, and institutional flexibility. This week, we discuss the Clarity Act, stablecoin adoption accelerating through Big Tech,...
-
Bitcoin Breaks $80k As Washington Moves On Clarity
Crypto markets may finally be entering crypto’s next phase, but the biggest breakthroughs could depend less on price action and more on regulation, infrastructure, and who controls the rails. This week, the team breaks down Bitcoin’s macro-driven rally, accelerating ETF demand, and why optimism...
-
Bitcoin Flows & DeFi Value Are Driving Crypto’s Next Repricing
Bitcoin is pressing against a critical threshold, but the real story lies beneath the surface where institutional forces, market structure, and crypto-native coordination are reshaping the next phase. This week, we unpack Bitcoin’s push toward $80K, the surge in ETF inflows, and how institutional...
-
DeFi Reality Check & The KelpDAO Hack
DeFi faces a defining stress test as a wave of exploits exposes hidden fragilities and forces a rethink of how decentralized systems actually operate. This week, we unpack the KelpDAO exploit, exploring what went wrong and what it reveals about infrastructure, risk, and market structure. We…
more -
Strategy's Yield Machine & SEC Unlocking DeFi Front Ends
Crypto is quietly rebuilding the financial system from the ground up, but what happens when traditional structures like yield, regulation and creative financial engineering get reassembled onchain? This week, we explore new financial primitives, focusing on Strategy’s STRC product and the…
more -
Vaults Are The Next Asset Management Revolution
Vaults promise to rebuild asset management from scratch and do it faster, cheaper, and fully programmable, but the path from niche DeFi product to institutional backbone is far from straightforward. We sit down this week to unpack how vaults are evolving from crypto-native yield tools into a...
-
Crypto's Quantum Risk is Coming Faster Than Expected
A quiet but accelerating threat is forcing crypto to confront its biggest vulnerability yet: what happens if quantum computing breaks the foundations of digital security sooner than expected? Marc and David explore this very threat, bringing an institutional lens to the growing urgency around...
-
Crypto Still Lacks A Valuation Framework
Crypto may be nearing a critical inflection point, but one foundational problem still lacks consensus: how do you actually value a blockchain network? We sit down live from the Digital Asset Summit in New York to unpack crypto valuations through institutional and market structure lenses. We…
more -
Investor Relations in the Onchain Era
In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems,...
-
The S&P Moves Onchain Amid Massive Regulatory Sea Change
Crypto’s long-standing regulatory fog is beginning to lift, raising a deeper question about what the industry actually becomes once clarity arrives. The team discusses a major sea change in regulation and institutional adoption, unpacking how new SEC and CFTC guidance is reshaping the…
more -
Kraken Gets Fed Access as Crypto Takes on the Banks
In this episode, we explore a major turning point in crypto’s relationship with the traditional financial system and why a single banking approval could reshape the future of the industry. Marc is joined by David, Michael, and Matt to unpack Kraken securing a “skinny” Fed master account and what…
more -
Introducing: Inflection Point | The Crypto-TradFi Convergence
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,...
-
Supply Shock | How Bitcoin Exposes Money, Power & Human Nature | Tibor Fischer
In this episode, novelist Tibor Fischer joins Supply Shock to discuss why Bitcoin finally found its way into fiction, using satire and storytelling to explore crypto culture, Austrian economics, and the human motivations behind speculation, belief, and escape. Fischer reflects on Bitcoin’s...
-
Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei
In this episode, Don Bei joins the show to discuss how Bitcoin is moving from the fringes into institutional portfolios, from pensions and endowments to corporate treasuries, while also spreading at the grassroots level through workers and local politics. We dig into market dynamics, adoption...
-
Supply Shock | Quantum Risk Is Forcing Institutions To Rethink Bitcoin | Christopher Jensen
In this episode, Director of Digital Asset Research at Franklin Templeton Christopher Jensen discusses why quantum computing is a real threat to Bitcoin, why the topic is resurfacing now, how institutions are pricing and managing that risk, and what potential upgrade paths could look like. Enjoy!…
more -
Supply Shock | Bitcoin Racehorse: The First Real-World Asset Financed By Bitcoin
In this episode, we dig into one of Bitcoin’s strangest early stories; the time a group of OG Bitcoiners pooled BTC to buy a real racehorse. We explore early crypto finance experiments, on-chain sleuthing, unanswered questions about the investment, and what this forgotten episode reveals about...
-
Supply Shock | Bitcoin Has Entered The Quantum Event Horizon | Charles Edwards
In this episode, Charles Edwards joins the show to discuss why quantum computing has become a real market risk, the valuation impact, upgrade paths, and what could unlock the next move. We also explore why Bitcoin’s classic cycle may be breaking, how institutional flows and liquidity are…
more -
Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin
In this episode, Michael Terpin returns to the show to discuss whether Bitcoin’s four-year cycle still holds, how whales and institutions shape market tops and bottoms, what signals matter most during drawdowns, and why the next bull market may look very different from the last. We also dig into...
-
Supply Shock | Bitcoin’s Next Decade Will Run Through Public Companies
In this episode, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for...
-
Supply Shock | Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho
In this episode, John Carvalho returns to challenge prevailing assumptions about Bitcoin governance, scaling, and maximalism, arguing that many current debates are distractions from Bitcoin’s core constraints. We explore his framework for understanding blockspace, protocol subjectivity, and why…
more -
Supply Shock | Bitcoin’s Next Cycle Is Political | Nolan Bauerle
In this episode, Nolan Bauerle joins the show to discuss Bitcoin entering a new phase where politics, Wall Street, and nation-states reshape its trajectory. We explore why this cycle disappointed expectations, how ETFs and financial engineering changed the game, and why 2026 may matter most for...
-
Supply Shock | Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton
In this episode, Rob Hamilton joins to discuss Bitcoin entering a new phase shaped by institutions, politics, and infrastructure. We explore what 2025 revealed about Bitcoin’s power shifts, cultural fractures, and unresolved questions heading into 2026. Enjoy! — Follow Rob: https://x.com/Rob1Ham...
-
Supply Shock | Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace Baron
In this episode, Blockspace Baron joins the show to deep dive into a contrarian Bitcoin thesis: treating block space itself as a scarce, financial asset. We explore why Blockspace Baron is aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if...
-
Bitcoin is the Antidote to a Broken System | Natalie Brunell
In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy! — Follow Natalie:...
-
Bitcoin Needs Innovation, Not Complacency | Jameson Lopp
In this episode, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities...
-
The $13,000 Book Preserving Bitcoin's History | Jimmy from Smashtoshi
In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks…
more -
Is The Bitcoin Treasury Trade Dead? | John Fakhoury
In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive...
-
Why Bitcoin's Price Is Lagging Adoption...For Now | Alexandre Laizet
In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,”…
more -
Bitcoin’s Legal Crisis: The Szabo Debate | Roundup
In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A...
-
Why Bitcoin Can’t Scale | John Carvalho
In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he...
-
Bitcoin’s Four-Year Cycle Is Breaking But Not Dead | Tim Enneking
In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts...
-
The Billion-Dollar Arms Race That Started Over $10 Bitcoins | Bill Tai & George Kikvadze
In this episode, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of...
-
Inside the Secret Bitcoin Fork Telegram Channel | Roundup
This week, we break down the escalating emergency soft-fork push inside the Bitcoin fork telegram channel, including the bans, inconsistencies, shifting activation plans, and the core dispute over whether a minority can (or should) restrict existing user behavior on Bitcoin. The panel dissects…
more -
Bitcoin’s Next Generation Meta Protocol is Bringing Back Smart Contracts | Adam Krellenstein
In this episode, co-creator of Counterparty Adam Krellenstein joins the show to unveil Kontor – a next-generation Bitcoin meta-protocol offering native smart contracts and scalable file storage built directly on Bitcoin. He explains how Kontor builds on the legacy of Counterparty, colored coins,...
-
Ledger Chief Experience Officer on the Future of Bitcoin Self-Custody | Ian Rodgers
In this episode, we sit down with Ledger’s Chief Experience Officer, Ian Rogers, to discuss the launch of the new Ledger Nano Gen 5 and the evolution of Ledger Wallet. We dive into how Ledger is improving hardware wallet usability and the company’s broader vision of securing Bitcoin to enable a...
-
BIP-444: The Soft Fork That Could Split Bitcoin | Roundup
In this episode, we dive into the escalating Bitcoin civil war over BIP-444 — the proposed “emergency soft fork” to limit arbitrary data onchain. The panel debates “pleb slop” culture, anti-core developer sentiment, and whether the community is repeating the moral crusades of the Blocksize Wars.…
more -
Buy Bitcoin Like a House: How Anyone Can Own a Whole Coin | Lamar Wilson
In this episode, Lamar Wilson – founder of Black Bitcoin Billionaire and creator of Orange House Capital – joins the show to discuss his new platform that lets everyday people buy Bitcoin the same way they’d buy a home: with a down payment and monthly installments. Lamar explains how this…
more -
Bitcoin's Emergency Fork Proposal: Biggest Divide Since the Blocksize Wars | Roundup Debate
In this episode, we’re joined by Shinobi, Joakim Book, and Aaron van Wirdum to discuss the emergency Bitcoin soft fork proposal that could split the network. We debate whether the proposal’s “legal and moral” justifications hold any weight, question who defines harm within Bitcoin, and explore…
more -
Bitcoin’s Worst October in 7 Years: The End of Uptober? | Boaz Sobrado
In this episode, Boaz Sobrado joins the show to unpack Bitcoin’s toughest October in a decade, how institutional traders may be flipping traditional market narratives, and the exchange shifts reshaping crypto. We also discuss the rise of corporate Bitcoin adoption, strategic government reserves,...
-
Crypto News Roundup: Shutdowns, Seizures, & Stablecoins | Joakim Book
In this episode, Rizzo & Joakim Book break down the latest in Bitcoin and crypto: from the market crash and Polymarket’s NYSE deal, to the U.S. government’s Bitcoin seizures, growing dominance of stablecoins, and Bitcoin’s four-year cycle. Enjoy! — Follow Joakim: https://x.com/joakimbook Follow...
-
Bitcoin's Crisis of Stagnation, Upgrades, & Control | Paul Sztorc
In this episode, Paul Sztorc joins to break down the evolving politics of Bitcoin development from user vs. developer control to the failures of Lightning, the role of dissenting implementations, and the long-term challenges of security and fees. It’s a wide-ranging discussion on the future of...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail-driven market to a core component of global finance. Hosted by Blockworks Research Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage), and Michael Marcantonio (Head of DeFi, Galaxy), the show delivers top-down, institution-led analysis of ETF flows, policy, market structure, and macro. We cut through the noise to focus on the true inflection points shaping crypto’s institutional future.
HOSTED BY
Blockworks
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Inflection Point have?
Inflection Point currently has 510 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Inflection Point about?
Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail-driven market to a core component of global finance. Hosted by Blockworks Research Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage),...
How often does Inflection Point release new episodes?
Inflection Point releases new episodes frequently with a large back catalog of 510 episodes. Check the episode list for recent publication dates.
Where can I listen to Inflection Point?
You can listen to Inflection Point on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Inflection Point?
Inflection Point is created and hosted by Blockworks.
URL copied to clipboard!