Blockworks

Inflection Point

News EN ↓ 510 episodes

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.

Author

Blockworks

Episodes

Huge Bitcoin ETF Inflows, Coinbase Earnings Beat | Weekly Roundup 17.02.2024 46:08

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the continued Bitcoin ETF inflows as they surpass $4 billion and increasing each day. We then deep dive into the huge earnings beat from Coinbase & the path forward for 2024 as the Bit...

Surviving The GBTC "Widowmaker" Trade That Blew Up In 2021 | David Choi 14.02.2024 49:47

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, David Choi Founder of MetStreet Labs joins the show to discuss a viral thread he wrote on the GBTC "widowmaker" trade that blew up in 2021. We deep dive into the mechanics of the GBTC arbitrage trade, the...

Bitcoin ETF Inflows Continue | Weekly Roundup 10.02.2024 48:00

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows continue to slow down, as Bitcoin approaches $50,000 & stock markets continue to reach new record highs. To hear all this & more, you'l...

The Bullish 2024 Thesis With Travis Kling 07.02.2024 1:05:42

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Travis Kling CIO of Ikigai Asset Management joins the show for a discussion on his bullish thesis for 2024. With Stock markets at all-time highs, a rate cutting cycle expected in 2024 & the approval of Bi...

Grayscale's Bitcoin ETF Outflows Begin To Slow, What Happens Next? 03.02.2024 1:11:35

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows begin to slow down. We then discuss this weeks FOMC, the QRA & Meta's blowout earnings. To hear all this & more, you'll have to tune in...

Joseph Wang & Jack Farley on “Hawkish” January Fed Meeting, Tapering Quantitative Tightening (QT), and “Boring” Treasury Quarterly Refunding Announcement (QRA) 31.01.2024 1:04:41

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ -- Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Joseph Wang CI...

Financial Conditions Remain Loose, Liquidity Has Surged | Mark Yusko 27.01.2024 1:16:42

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss Tesla's disappointing earnings, the stock market rally as liquidity has resurged & the current state of the Bitcoin & crypto markets. To hear all this & more, you'll have to tune in! -...

The Stock Market Is Pricing In A Soft Landing | Darius Dale 24.01.2024 49:21

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets. With the recession that never came to be, stock markets hovering around all time highs & Fed rate cut...

The Bitcoin ETFs Attract Billions, Grayscale Outflows Continue 20.01.2024 48:47

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss whether the Bitcoin ETFs were successful or not? Despite large flows into the Bitcoin ETF products, outflows from Grayscale's ETF have contributed to price declines post ETF launch. To...

Bitcoin's Role In The Debt End Game | Jonah Van Bourg 17.01.2024 59:29

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jonah Van Bourg Director at Onyx & Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis,...

The Bitcoin ETFs Launch | Weekly Roundup 13.01.2024 58:18

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the first day of trading since the Bitcoin ETFs launched. We dive into the flows, volume traded & Vanguards decision to not allow trading of the ETFs on their platform. We then break d...

Bitcoin ETF Is Approved.. For Real This Time 11.01.2024 1:11:21

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Mark Yusko & Michael Anderson join the show for a livestream after the SEC’s approval of the Bitcoin ETF. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow...

The Bitcoin ETF Is Approved | James Seyffart & Matt Hougan 10.01.2024 1:05:48

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, James Seyffart ETF Research Analyst at Bloomberg & Matt Hougan CIO at Bitwise join the show to discuss the 2024 Bitcoin approval, the SEC hack & what to expect now Bitcoin ETFs are scheduled to begin trad...

The Bitcoin ETF: Bitcoin's Bullish Catalyst 06.01.2024 1:04:41

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the Bitcoin ETF ahead of an expected SEC decision next week. Mark makes the case that the Bitcoin ETF will unlock billions of dollars of capital from institutional investors who otherw...

Jim Bianco's Big Predictions For 2024 03.01.2024 59:31

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024. We discuss how to adjust to the end of the 40 year bond bull m...

Mark Yusko's Big Calls For 2024 30.12.2023 1:08:34

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the biggest events of 2023 & what to expect in 2024 for stocks, crypto & markets broadly. Thanks for tuning in throughout 2023, & we'll se you in the new year! -- Follow On The Margin:...

Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin 27.12.2023 50:03

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Will Clemente & Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro & crypto heading into 2024. To hear all this & more, you'll have to tune in! -- Follow Will:...

How Will Stocks & Crypto Fare In 2024 23.12.2023 1:02:44

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Ass...

Everything You Need To Know About The Bitcoin ETF | Eric Balchunas 20.12.2023 54:45

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Eric Balchunas Senior ETF Analyst at Bloomberg joins the show for a discussion on the Bitcoin ETF. Forecasting a 90% chance of approval in January, Eric walks through what gave him conviction in this predi...

2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup 16.12.2023 42:05

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Ass...

Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant 13.12.2023 48:14

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto...

Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup 09.12.2023 1:11:25

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Ass...

Bitcoin Breaks $40,000, What Next? | Quinn Thompson 06.12.2023 58:08

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Quinn Thompson Head of Capital Markets & Growth at Maple Finance joins the show to discuss his Bitcoin outlook into 2024. We deep dive into the macro outlook for 2024, Bitcoins huge 2023 rally to...

Bitcoin Approaches $40,000 | Weekly Roundup 02.12.2023 1:05:56

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss the continued bull market as November saw a massive rally in stocks, bonds & crypto. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheM...

The "Debt Spiral" End Game | James Lavish 29.11.2023 53:49

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the show to discuss his debt spiral thesis. With a "tsunami of debt" on the horizon, James walks through the end game for the u...