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PODCAST

Inflection Point

Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail 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

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All Episodes

34:41

How Bitcoin Exposes Money, Power & Human Nature |...

Inflection Point ·

2026/02/17

In this episode, novelist Tibor Fischer joins Supply Shock to discuss why Bitcoin finally found its way into fiction, using satire and storytelling to explore crypto culture, Austrian economics, and the human motivations behind speculation, belief, and escape. Fischer reflects on Bitcoin’s ideological roots, the difference between Bitcoin and broader crypto, and why markets, not narratives, ultimately decide what endures. Enjoy! — Follow Tibor: https://shorturl.at/NwniK Follow Rizzo:

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38:58

Why 2026 Is Bitcoin’s Institutional Wake-Up Call |...

Inflection Point ·

2026/02/10

In this episode, Don Bei joins the show to discuss how Bitcoin is moving from the fringes into institutional portfolios, from pensions and endowments to corporate treasuries, while also spreading at the grassroots level through workers and local politics. We dig into market dynamics, adoption hurdles, and what comes next. Enjoy!— Follow Don: https://x.com/Beiwhatch Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks:

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33:18

Quantum Risk Is Forcing Institutions To Rethink...

Inflection Point ·

2026/02/03

In this episode, Director of Digital Asset Research at Franklin Templeton Christopher Jensen discusses why quantum computing is a real threat to Bitcoin, why the topic is resurfacing now, how institutions are pricing and managing that risk, and what potential upgrade paths could look like. Enjoy!— Follow Franklin Templeton: https://x.com/FTI_Global Follow Rizzo: https://x.com/pete_rizzo_. Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_

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31:04

Bitcoin Racehorse: The First Real-World Asset...

Inflection Point ·

2026/01/27

In this episode, we dig into one of Bitcoin’s strangest early stories; the time a group of OG Bitcoiners pooled BTC to buy a real racehorse. We explore early crypto finance experiments, on-chain sleuthing, unanswered questions about the investment, and what this forgotten episode reveals about Bitcoin’s earliest believers. Enjoy!— Follow Satshoshi Daemon: https://x.com/SatoshiDaemon Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow

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37:27

Bitcoin Has Entered The Quantum Event Horizon |...

Inflection Point ·

2026/01/22

In this episode, Charles Edwards joins the show to discuss why quantum computing has become a real market risk, the valuation impact, upgrade paths, and what could unlock the next move. We also explore why Bitcoin’s classic cycle may be breaking, how institutional flows and liquidity are reshaping price action, and more. Enjoy! — Follow Charles: https://x.com/caprioleio Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks:

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44:22

Bitcoin Hasn’t Bottomed & the Cycle Still Controls...

Inflection Point ·

2026/01/20

In this episode, Michael Terpin returns to the show to discuss whether Bitcoin’s four-year cycle still holds, how whales and institutions shape market tops and bottoms, what signals matter most during drawdowns, and why the next bull market may look very different from the last. We also dig into regulation, altcoin narratives, and cycle timing. Enjoy! — Follow Michael: https://x.com/michaelterpin Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW

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44:14

Bitcoin’s Next Decade Will Run Through Public Companies

Inflection Point ·

2026/01/08

In this episode, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capital markets, and the next decade of adoption. Enjoy!— Follow Tyler: https://x.com/TylerCompiler Follow Rizzo: https://x.com/pete_rizzo_ Follow

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51:25

Bitcoin’s Hard Limits and Illusion of Governance |...

Inflection Point ·

2026/01/06

In this episode, John Carvalho returns to challenge prevailing assumptions about Bitcoin governance, scaling, and maximalism, arguing that many current debates are distractions from Bitcoin’s core constraints. We explore his framework for understanding blockspace, protocol subjectivity, and why he believes future changes to Bitcoin may be far harder than most expect. Enjoy!— Follow John: https://x.com/BitcoinErrorLog Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock:

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47:12

Bitcoin’s Next Cycle Is Political | Nolan Bauerle

Inflection Point ·

2026/01/01

In this episode, Nolan Bauerle joins the show to discuss Bitcoin entering a new phase where politics, Wall Street, and nation-states reshape its trajectory. We explore why this cycle disappointed expectations, how ETFs and financial engineering changed the game, and why 2026 may matter most for Bitcoin’s next act. Enjoy!— Follow Nolan: https://x.com/countbtc Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks:

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51:28

Bitcoin Year-End Review: Power, Politics &...

Inflection Point ·

2025/12/30

In this episode, Rob Hamilton joins to discuss Bitcoin entering a new phase shaped by institutions, politics, and infrastructure. We explore what 2025 revealed about Bitcoin’s power shifts, cultural fractures, and unresolved questions heading into 2026. Enjoy! — Follow Rob: https://x.com/Rob1Ham Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram:

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39:49

Why Bitcoin Blockspace May Be Severely Underpriced |...

Inflection Point ·

2025/12/23

In this episode, Blockspace Baron joins the show to deep dive into a contrarian Bitcoin thesis: treating block space itself as a scarce, financial asset. We explore why Blockspace Baron is aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if transaction fees rise. Enjoy!— Follow Blockspace Baron: https://x.com/MrBeastBitcoin Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks:

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37:06

Bitcoin is the Antidote to a Broken System | Natalie...

Inflection Point ·

2025/12/18

In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy!— Follow Natalie: https://x.com/natbrunell Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram:

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55:49

Bitcoin Needs Innovation, Not Complacency | Jameson Lopp

Inflection Point ·

2025/12/16

In this episode, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin heading into 2026. Enjoy!— Follow Jameson: https://x.com/lopp Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock:

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30:32

The $13,000 Book Preserving Bitcoin's History | Jimmy...

Inflection Point ·

2025/12/11

In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy!— Follow Smashtoshi: https://x.com/bysmashtoshi Book Auction: https://shop.historyofbitcoin.io/first-edition Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply

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43:18

Is The Bitcoin Treasury Trade Dead? | John Fakhoury

Inflection Point ·

2025/12/09

In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy!— Follow John:

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45:07

Why Bitcoin's Price Is Lagging Adoption...For Now |...

Inflection Point ·

2025/12/04

In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy!— Follow Alex: https://x.com/AlexandreLaizet Follow Rizzo: https://x.com/pete_rizzo_ Follow

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71:44

Bitcoin’s Legal Crisis: The Szabo Debate | Roundup

Inflection Point ·

2025/12/02

In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy!— Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim:

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66:00

Why Bitcoin Can’t Scale | John Carvalho

Inflection Point ·

2025/11/28

In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains

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44:51

Bitcoin’s Four-Year Cycle Is Breaking But Not Dead |...

Inflection Point ·

2025/11/25

In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy!— Follow Tim: https://www.psalion.com/ Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock:

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58:40

The Billion-Dollar Arms Race That Started Over $10...

Inflection Point ·

2025/11/20

In this episode, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of Necker Island gatherings in shaping the industry, and how those lessons inform Bitcoin’s present institutional era and future trajectory. Enjoy!— Follow Bill: https://x.com/KiteVC Follow George:

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