About this podcast
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
The newest 20 of 510 episodes
- Is Distribution Crypto's Biggest Moat? · 1 h 6 minThe 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…
- SEC Commissioner Hester Peirce On The Rulebook For Crypto & Tokenized Securities · 54 minMarkets 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…
- Is Strategy’s Credit Machine Starting To Crack? · 1 h 4 minStrategy 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…
- Outdated Rules Are Holding Crypto Back · 1 h 4 minThe biggest opportunities in crypto may be emerging just as prices eye a bottom and investors are questioning old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…
- Blockworks Acquires Messari · 29 minIn 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…
- How Tokenization Will Rebuild Capital Markets | Gabe Otte · 46 minA 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…
- Crypto Is Forcing Traditional Finance To Upgrade · 1 h 13 minThe institutions are coming, but not where most crypto investors expect. As Wall Street adopts blockchain technology, the biggest opportunities may be shifting from Bitcoin…
- AI Is Winning The Capital War Against Crypto · 60 minAs 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…
- Hyperliquid Is The First Crypto Super App · 59 minThis 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…
- Clarity's Make Or Break Moment And Strategy Selling Its Bitcoin · 1 h 2 minWashington, 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…
- Bitcoin Breaks $80k As Washington Moves On Clarity · 1 h 5 minCrypto 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…
- Bitcoin Flows & DeFi Value Are Driving Crypto’s Next Repricing · 56 minBitcoin is pressing against a critical threshold, but the real story lies beneath the surface where institutional forces, market structure, and crypto-native coordination are…
- DeFi Reality Check & The KelpDAO Hack · 56 minDeFi 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…
- Strategy's Yield Machine & SEC Unlocking DeFi Front Ends · 1 h 2 minCrypto is quietly rebuilding the financial system from the ground up, but what happens when traditional structures like yield, regulation and creative financial engineering get…
- Vaults Are The Next Asset Management Revolution · 1 h 2 minVaults 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…
- Crypto's Quantum Risk is Coming Faster Than Expected · 48 minA 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…
- Crypto Still Lacks A Valuation Framework · 34 minCrypto 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…
- Investor Relations in the Onchain Era · 22 minIn this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets…
- The S&P Moves Onchain Amid Massive Regulatory Sea Change · 58 minCrypto’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…
- Kraken Gets Fed Access as Crypto Takes on the Banks · 60 minIn 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…
