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Inflection Point

Blockworks
Bitcoin
Ethereum
Cryptocurrency
Inflation
Federal Reserve
Bitcoin ETF
Bitcoin Core
Stablecoins
Blockworks
Microstrategy
Blackrock
Crypto Market
Defi
Quantum Computing
Institutional Investors
Etfs
Digital Assets
Solana
SEC
Cryptography

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 ... more

PublishesTwice weeklyEpisodes508Founded5 years ago
Number of ListenersCategories
Business NewsNewsTech News

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Artwork for Inflection Point

Latest Episodes

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 rea... more

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... more

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, in... more

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... more

Key Facts

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Recent Guests

Gabriel Otte
Co-founder and CEO of Dinari
Dinari
Episode: How Tokenization Will Rebuild Capital Markets | Gabe Otte
Michael Appolito
Blockworks co-founder
Blockworks
Episode: Vaults Are The Next Asset Management Revolution
David Lawant
Head of Research at Anchorage Digital
Anchorage Digital
Episode: Introducing: Inflection Point | The Crypto-TradFi Convergence
Michael Marcantonio
Head of DeFi at Galaxy Digital
Galaxy Digital
Episode: Introducing: Inflection Point | The Crypto-TradFi Convergence
Tibor Fischer
An author known for approaching Bitcoin from a fictional perspective.
Author of 'My Bags Are Big'
Episode: Supply Shock | How Bitcoin Exposes Money, Power & Human Nature | Tibor Fischer
Dom Bei
Founder of Proof of Workforce and advocate for Bitcoin adoption in institutional spaces
Proof of Workforce
Episode: Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei
Christopher Jensen
Portfolio manager and director of digital asset research for Franklin Templeton
Franklin Templeton
Episode: Supply Shock | Quantum Risk Is Forcing Institutions To Rethink Bitcoin | Christopher Jensen
Pete Rizzo
President of bitcointreasuries.net, a data source for tracking corporate Bitcoin holdings
bitcointreasuries.net
Episode: Supply Shock | Bitcoin’s Next Decade Will Run Through Public Companies
Blockspace Baron
Innovative thinker in the Bitcoin and crypto space, focusing on Blockspace economics and acquisition
Episode: Supply Shock | Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace Baron

Hosts

Marc Arjoon
Host of Inflection Point with multiple affiliations in Blockworks networks; experienced researcher and host guiding the institutional perspective on crypto policy and market structure.
Matt Hougan
Chief Investment Officer at Bitwise and co-host focusing on macro, ETF flows, and institutional crypto adoption.
David Lawant
Head of Research / Co-host with a focus on institutional research, policy, and on-chain analysis.
Michael Marcantonio
Head of DeFi / Co-host, providing DeFi strategy and institutional perspectives.

Reviews

4.4 out of 5 stars from 419 ratings
  • How many times can Seyfert say "ahhh" "umm" ahh" "umm" ahhh" "umm" . Verbal farts.

    Podcast Addict
    2
    BOBO
    a year ago
  • Everyone other word is uhhh, ummm, ahh. This is terrible. Unlistenable.

    Podcast Addict
    1
    Bobo
    2 years ago
  • Focus on the marlets please

    If you could focus on the markets and leave politics aside it would be much appreciated.

    Apple Podcasts
    1
    atlantis74
    United States2 years ago
  • Love these guys

    Listen to these guys every week. They really seem like they know what they’re talking about. Not sure I’ve ever heard them be right about anything but I’m sure they’ll identify the next bull run when it arrives.

    Apple Podcasts
    5
    Rscat
    United States2 years ago
  • Some additional improvement needed

    I feel that we went from the older socks guy repeating himself continuously to a bunch of young kids with no experience. Lets get some balance please

    Apple Podcasts
    1
    DEFELI1
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall sentiment highlights high-quality discussions but notes room for tighter pacing.
Milestones include strong praise for guests and in-depth market analysis.
Many appreciate actionable crypto policy discussions and institutional framing.
Critiques center on perceived ideological or historical takes and some hosts' on-air dynamics.
Listeners value deep macro insights and practical regulatory context.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#89
United States/News/Tech News
Apple Podcasts
#26
Canada/News/Tech News
Apple Podcasts
#66
United Kingdom/News/Tech News
Apple Podcasts
#83
Australia/News/Tech News
Apple Podcasts
#100
France/News/Tech News
Apple Podcasts
#104
Germany/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

How Tokenization Will Rebuild Capital Markets | Gabe Otte
Q: What's the quick 30-second elevator pitch for tokenization to someone unfamiliar?
Tokenization is the next evolution of how assets are represented; it moves ownership into a universal, interoperable digital layer where assets across debt, real estate, and equities can trade and be managed on a single platform, enabling greater transparency and access.
Supply Shock | Bitcoin Racehorse: The First Real-World Asset Financed By Bitcoin
Q: What happened to the horse?
The horse named Satoshi Daemon raced in two events but did not perform well and was later sent off for training. It eventually moved to a farm for further care and training.
Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin
Q: Where can people find out more about your funds?
Michael mentions his website bitcoinsupercycle.ai and provides his social media handles for inquiries.
Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin
Q: Even with banks coming into Bitcoin, do you think that will be enough to stimulate demand?
Michael disagrees, arguing that traditional banking structures still prioritize lending models that can stifle crypto's growth.
Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin
Q: What are you looking at in the market to determine the bottom?
Michael focuses on charts, sentiment, and wallet moves to gauge market conditions and detect when whales are buying back.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Interests
Professions
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Frequently Asked Questions About Inflection Point

What is Inflection Point about and what kind of topics does it cover?

This show centers on institutional perspectives shaping crypto, from policy and regulation to market structure and macro flows. Episodes explore how policy shifts, regulatory language, and on-chain developments influence institutional adoption, ETF dynamics, and crypto funding strategies, often through analyses of major players, tokenization, and real-world asset use cases. A distinctive thread is the emphasis on bridging traditional finance with crypto, including discussions of vaults, DeFi front ends, and how governance and compliance shape practical opportunities for institutions. Its guest mix frequently includes researchers, executives, and strategists who illuminate risk, regulation, and strategic asset management in the crypto space.... more

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Which podcasts are similar to Inflection Point?

These podcasts share a similar audience with Inflection Point:

1. Forward Guidance
2. Empire
3. On The Brink with Castle Island
4. What Bitcoin Did
5. Monetary Matters with Jack Farley

How many episodes of Inflection Point are there?

Inflection Point launched 5 years ago and published 508 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Inflection Point?

Recent guests on Inflection Point include:

1. Gabriel Otte
2. Michael Appolito
3. David Lawant
4. Michael Marcantonio
5. Tibor Fischer
6. Dom Bei
7. Christopher Jensen
8. Pete Rizzo

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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