Blockworks
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.
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Episodes
Quantum Computing: How Safe Is Your Bitcoin? | Hunter Beast 29.04.2025 1:09:51
In this episode, Hunter Beast joins the show to discuss the quantum threat to Bitcoin, his BIP-360 proposal to address the existential problem, and the spectrum of Bitcoiners that are more or less vulnerable. We also delve into balancing Bitcoin rights and principles with crucial updates, the development process getting BIP-360 implemented before Q-Day, and more. Enjoy! — Follow Hunter: https://x....
The Bitcoin Treasury War: Mallers vs. Saylor 24.04.2025 53:33
This week, Rizzo and Nolan discuss Cantor, SoftBank, Tether and Jack Mallers teaming up to create a competitor to Strategy and the vision for their new company Twenty One. We also delve into the shifting focus in Bitcoin from Main Street to Wall Street, the narrative dominating this cycle, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizz...
What's the Problem With Bitcoin? | James O’Beirne 22.04.2025 1:20:47
In this episode, James O'Beirne joins the show to discuss the core theoretical and developer problems Bitcoin needs to address, the evolving vision for Bitcoin, and how the modern day crypto ecosystem grew from Bitcoin limitations and experimentation. We also delve into the leadership problem in Bitcoin, the hostile approach to Bitcoin developers and upgrades, and more. Enjoy! — Follow James: http...
Jerome Powell's WORST Nightmare: TRUMP & BITCOIN?! | Weekly Roundup 17.04.2025 59:01
This week, we discuss China and Asia reevaluating their crypto policy, McDonald’s shareholders pushing for Bitcoin Treasury plans, and Trump & El Salvador President Bukele meeting at the White House. We also delve into Trump’s newest crypto venture, and the Supreme Court ruling allowing Trump to fire head’s of independent agencies, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Mic...
The BPI's Plan To Make America A Bitcoin Nation | Grant McCarty 15.04.2025 55:34
In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto legislation, and the Strategic Bitcoin Reserve. We also delve into advancing Bitcoin as a debt instrument, the evolving political landscape, and more. Enjoy! — Follow Grant: https://x.com/grant_mccarty F...
The Inventor of Blockchain On the Future Of Bitcoin | Scott Stornetta 08.04.2025 1:18:46
In this episode, inventor of blockchain Scott Stornetta joins the show to discuss developing the first digital timestamping system, the key innovations and limitations of Bitcoin’s design, and why Bitcoin has not yet succeeded as real money. We also delve into his critique of proof-of-work, his thoughts on other crypto projects like Ethereum, stablecoins, the importance of creating a digital ident...
Is The Bull Market Back?! | Weekly Roundup 03.04.2025 54:18
This week, we discuss whether we’re in a bull or bear market, Circle preparing for an IPO, and Fidelity giving the green light to crypto retirement investments. We also delve into GameStop buying Bitcoin, Eric Trump launching his American Bitcoin mining business, and more. Enjoy! — Follow Austin: https://x.com/KeepM3Weird Follow Nolan: https://x.com/countbtc Follow Rizzo: https://x.com/pete_rizzo_...
Burning Bitcoin: Michael Saylor's $1.5 BILLION Mistake | Bill Barhydt 01.04.2025 1:00:28
In this episode, Bill Barhydt joins the show to discuss Michael Saylor saying he may burn the keys to his Bitcon before dying, crypto becoming a partisan issue with Trump’s embrace, and why the future of banking is decentralized. We also delve into why Ethereum has lost its way, Bitcoin vs the various L1s, and more. Enjoy! — Follow Bill: https://x.com/billbarX Follow Rizzo: https://x.com/pete_rizz...
How To Win The Bitcoin Lottery | BitAxe Creator Skot 27.03.2025 1:01:43
In this episode, Bitaxe founder Skot joins the show to discuss the new wave of affordable Bitaxe miners, the permissionless nature of Bitcoin mining, and why proof-of-work is the ideal consensus mechanism. We also delve into the odds of mining a block, centralization in Bitcoin mining, and more. Enjoy! — Follow Skot: https://x.com/skot9000 Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shoc...
The Bitcoin Empire: America's New Financial War | Trace Mayer 26.03.2025 55:09
In this episode, Trace Mayer joins the show to discuss monetary sovereignty and the fourth turning, the government acquiring Bitcoin as a strategic reserve, and US-China economic warfare. We also delve into the historical perspective on digital currencies, early Bitcoiner’s navigating their immense wealth, and more. Enjoy! — Follow Trace: https://x.com/TraceMayer Follow Rizzo: https://x.com/pete_r...
The Crypto Casino is RIGGED! | Cory Klippsten 25.03.2025 52:53
In this episode, Cory Klippsten joins the show to discuss the inner workings of the crypto scamblings, the difference between Swan and other crypto exchanges, and the political shifts in Washington. We also delve into the future of Coinbase and VCs, stablecoins, debanking, and more. Enjoy! — Follow Cory: https://x.com/coryklippsten Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https...
We Have A BITCOIN PRESIDENT In The White House | Michael Saylor 21.03.2025 26:18
In this episode, Michael Saylor joins the show to discuss the growing government embrace of Bitcoin, building support for the strategic Bitcoin reserve, and unlocking the multi-trillion-dollar digital token economy. We also delve into Bitcoin as the future of capital, why Bitcoin is for everyone, and more. Enjoy! — Follow Michael: https://x.com/saylor Follow Rizzo: https://x.com/pete_rizzo_ Follow...
Crypto Wars: Republicans & Democrats FIGHT Over Bitcoin & Stablecoins | Weekly Roundup LIVE @ DAS 20.03.2025 41:10
This week, we discuss increasing political engagement and legislative activity around crypto, the budget-neutral push to buy Bitcoin at the state and federal level, and the narratives driving the crypto industry. We also delve into corporate adoption of Bitcoin, whether Bitcoin is officially mainstream, and more. Enjoy! — Follow Casey: https://x.com/caseywagnerr Follow Ben: https://x.com/strack_be...
CTV/CSFS: Is THIS Bitcoin's Next UPGRADE? | Jeremy Rubin 18.03.2025 1:08:34
In this episode, Jeremy Rubin joins the show to discuss the Bitcoin roadmap he’s endorsing, the value of adding new functionalities to the Bitcoin network, and the relevance of technical consensus for Bitcoin. We also delve into the Segwit and Taproot upgrades, Jeremy’s vision for Bitcoin improvements, and more. Enjoy! — Follow Jeremy: https://x.com/JeremyRubin Follow Rizzo: https://x.com/pete_riz...
TRUMP VS. PUTIN: THE BITCOIN COLD WAR IGNITES! | Weekly Roundup 13.03.2025 57:57
This week, we discuss lawmakers reintroducing the Bitcoin Act, takeaways from the White House crypto summit, and what Russia’s crypto proposal suggests about Bitcoin sovereign game theory. We also delve into a single Bitaxe mining a block, why proof-of-work consensus is so important, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: htt...
A Bitcoin Bull Run Is Coming | Dan Held 11.03.2025 59:27
In this episode, Dan Held joins the show to discuss bringing crypto innovations into Bitcoin DeFi, metaprotocols like Bitcoin ordinals, and the future of Bitcoin fees and security. We also delve into the outlook for Bitcoin asset listings, Bitcoin updates and soft forks, and more. Enjoy! — Follow Dan Held: https://x.com/danheld Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://t...
Trump's Crypto Stockpile Plan: Genius or Disaster? | Weekly Roundup 06.03.2025 1:04:02
This week, we discuss whether crypto assets other than Bitcoin should be in a US reserve, the meaningful differences between Bitcoin and other crypto assets, and the opportunity Trump has to transition America away from a broken system. We also delve into the IMF attacking El Salvador’s Bitcoin policies, the differences between Fartcoin and Bitcoin, and much more. Enjoy! — Follow Nolan: https://x....
Trump vs Utah: The First To Buy Bitcoin | Dennis Porter 04.03.2025 58:21
In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy! — Follow Dennis: https://x.com/Dennis_Porter_ Follo...
The Truth About Jack Dorsey & Satoshi Nakamoto | Jameson Lopp 27.02.2025 53:28
In the first official episode of Supply Shock, Jameson Lopp joins the show to explain why Jack Dorsey is NOT Satoshi, threat vectors for Bitcoiners, and security prevention strategies to protect yourself. We also delve into attacker stories, how Jameson protects his own financial and physical security, and more. Enjoy! — Follow Jameson Lopp: https://x.com/lopp Follow Rizzo: https://x.com/pete_rizz...
Introducing: Supply Shock with The Bitcoin Historian 27.02.2025 44:50
A new chapter starts today. On the Margin is becoming a new show: Supply Shock, covering all things Bitcoin. Felix is back in the host seat for one last episode, passing the baton to Supply Shock's new host, Pete Rizzo AKA the Bitcoin Historian. They discuss Rizzo's deep lore, sovereign adoption of Bitcoin, and the state of Bitcoin innovation. They also delve into the rise of meme coins, the indus...
On the Margin: Trading Crypto's Weekend Meltdown | 1000x 04.02.2025 59:58
This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WADHnL Apple: https://blckwrks.co/4aEt5u0 -- Follow A...
On the Margin: The Future Of Crypto & Stablecoins Under Trump | Austin Campbell 30.01.2025 44:03
In this episode, Austin Campbell joins the show to discuss stablecoin regulation under the Trump administration, the impact of Trump's executive orders on the crypto ecosystem, and the case against a strategic bitcoin reserve. We also delve into the potential for a more cooperative regulatory environment, global adoption of stablecoins, and much more. Enjoy! — Follow Austin Campbell: https://x.com...
On the Margin: The Fed’s Tools Aren’t Made For Fiscal Dominance | Lyn Alden 23.01.2025 54:57
In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve into the dollar wrecking ball, the outlook for Bitcoin, and much more. Enjoy! — Follow Lyn Alden: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter....
On the Margin: 2025's Crypto ETF Pipeline | James Seyffart 16.01.2025 50:29
In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in the pipeline. We also delve into the impact of ETF options on the crypto market, the ETF gap risk, and much more. Enjoy! — Follow James Seyffart: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow On T...
On the Margin: FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann 08.01.2025 40:37
In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy! — Follow Joe McCann: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: htt...
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