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Inflection Point

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

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

PublishesWeeklyEpisodes510Founded5 years ago
Number of ListenersCategories
Tech NewsNewsBusiness News

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Artwork for Inflection Point

Latest Episodes

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 per... more

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 ne... more

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

Key Facts

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Recent Guests

Hester Peirce
Commissioner, U.S. Securities and Exchange Commission
SEC
Episode: SEC Commissioner Hester Peirce On The Rulebook For Crypto & Tokenized Securities
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
Michael Terpin
Author of Bitcoin Supercycle and an early Bitcoin entrepreneur and venture investor.
Bitcoin Supercycle Fund
Episode: Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin

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
    2 years 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
#210
United States/News/Tech News
Apple Podcasts
#110
United Kingdom/News/Tech News
Apple Podcasts
#246
Canada/News/Tech News
Apple Podcasts
#141
Australia/News/Tech News
Apple Podcasts
#183
France/News/Tech News
Apple Podcasts
#37
Hong Kong/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

SEC Commissioner Hester Peirce On The Rulebook For Crypto & Tokenized Securities
Q: What do you think the coverage gets wrong about the SEC when it comes to crypto?
The interviewer notes that people often assume the SEC only deals with crypto; the guest explains that crypto is only one part of the broader regulatory landscape, and that many questions about registration, market structure, and investor protection apply beyond crypto-specific issues.
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.

Audience Metrics

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

Listeners per Episode
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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. Real Vision: Finance & Investing
5. Monetary Matters with Jack Farley

How many episodes of Inflection Point are there?

Inflection Point launched 5 years ago and published 510 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. Hester Peirce
2. Gabriel Otte
3. Michael Appolito
4. David Lawant
5. Michael Marcantonio
6. Tibor Fischer
7. Dom Bei
8. Christopher Jensen

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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