Inflection Point

Inflection Point

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.

6 episodes summarized Open in App

Episodes (500)

Is Distribution Crypto's Biggest Moat?

Jul 9, 2026

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SEC Commissioner Hester Peirce On The Rulebook For Crypto & Tokenized Securities

Jul 1, 2026

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Is Strategy’s Credit Machine Starting To Crack?

Jun 24, 2026

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Outdated Rules Are Holding Crypto Back

Jun 18, 2026

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Blockworks Acquires Messari

Jun 12, 2026

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How Tokenization Will Rebuild Capital Markets | Gabe Otte

Jun 12, 2026

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Crypto Is Forcing Traditional Finance To Upgrade

Jun 10, 2026

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AI Is Winning The Capital War Against Crypto

Jun 4, 2026

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Hyperliquid Is The First Crypto Super App

May 28, 2026

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Clarity's Make Or Break Moment And Strategy Selling Its Bitcoin

May 14, 2026

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Bitcoin Breaks $80k As Washington Moves On Clarity

May 7, 2026

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Bitcoin Flows & DeFi Value Are Driving Crypto’s Next Repricing

Apr 30, 2026

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DeFi Reality Check & The KelpDAO Hack

Apr 23, 2026

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Strategy's Yield Machine & SEC Unlocking DeFi Front Ends

Apr 16, 2026

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Vaults Are The Next Asset Management Revolution

Apr 11, 2026

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Crypto's Quantum Risk is Coming Faster Than Expected

Apr 3, 2026

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Crypto Still Lacks A Valuation Framework

Mar 27, 2026

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Investor Relations in the Onchain Era

Mar 24, 2026

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The S&P Moves Onchain Amid Massive Regulatory Sea Change

Mar 20, 2026

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Kraken Gets Fed Access as Crypto Takes on the Banks

Mar 12, 2026

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Introducing: Inflection Point | The Crypto-TradFi Convergence

Mar 5, 2026

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Supply Shock | How Bitcoin Exposes Money, Power & Human Nature | Tibor Fischer

Feb 17, 2026

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Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei

Feb 10, 2026

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Supply Shock | Quantum Risk Is Forcing Institutions To Rethink Bitcoin | Christopher Jensen

Feb 3, 2026

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Supply Shock | Bitcoin Racehorse: The First Real-World Asset Financed By Bitcoin

Jan 27, 2026

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Supply Shock | Bitcoin Has Entered The Quantum Event Horizon | Charles Edwards

Jan 22, 2026

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Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin

Jan 20, 2026

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Supply Shock | Bitcoin’s Next Decade Will Run Through Public Companies

Jan 8, 2026

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Supply Shock | Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho

Jan 6, 2026

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Supply Shock | Bitcoin’s Next Cycle Is Political | Nolan Bauerle

Jan 1, 2026

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Supply Shock | Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton

Dec 30, 2025

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Supply Shock | Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace Baron

Dec 23, 2025

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Bitcoin is the Antidote to a Broken System | Natalie Brunell

Dec 18, 2025

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Bitcoin Needs Innovation, Not Complacency | Jameson Lopp

Dec 16, 2025

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The $13,000 Book Preserving Bitcoin's History | Jimmy from Smashtoshi

Dec 11, 2025

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Is The Bitcoin Treasury Trade Dead? | John Fakhoury

Dec 9, 2025

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Why Bitcoin's Price Is Lagging Adoption...For Now | Alexandre Laizet

Dec 4, 2025

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Bitcoin’s Legal Crisis: The Szabo Debate | Roundup

Dec 2, 2025

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Why Bitcoin Can’t Scale | John Carvalho

Nov 28, 2025

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Bitcoin’s Four-Year Cycle Is Breaking But Not Dead | Tim Enneking

Nov 25, 2025

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The Billion-Dollar Arms Race That Started Over $10 Bitcoins | Bill Tai & George Kikvadze

Nov 20, 2025

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Inside the Secret Bitcoin Fork Telegram Channel | Roundup

Nov 18, 2025

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Bitcoin’s Next Generation Meta Protocol is Bringing Back Smart Contracts | Adam Krellenstein

Nov 13, 2025

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Ledger  Chief Experience Officer on the Future of Bitcoin Self-Custody | Ian Rodgers

Nov 11, 2025

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BIP-444: The Soft Fork That Could Split Bitcoin | Roundup

Nov 6, 2025

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Buy Bitcoin Like a House: How Anyone Can Own a Whole Coin | Lamar Wilson

Nov 4, 2025

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Bitcoin's Emergency Fork Proposal: Biggest Divide Since the Blocksize Wars | Roundup Debate

Oct 30, 2025

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Bitcoin’s Worst October in 7 Years: The End of Uptober? | Boaz Sobrado

Oct 28, 2025

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Crypto News Roundup: Shutdowns, Seizures, & Stablecoins | Joakim Book

Oct 23, 2025

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Bitcoin's Crisis of Stagnation, Upgrades, & Control | Paul Sztorc

Oct 21, 2025

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