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.
On The Margin
Claim This Podcastby Blockworks
4.4(366 reviews)
492 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
84
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality94
Social0
YouTube93
Engagement96
Podcast Overview
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.
Language
🇺🇲
Publishing Since
3/12/2021
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84
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality94
Social0
YouTube93
Engagement96
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Recent Episodes
March 5, 2026
Introducing: Inflection Point | The Crypto-TradFi Convergence
Host Matt Hougan and guest David Lawant explore the accelerating convergence of traditional finance and crypto, revealing how institutional adoption reshapes global financial infrastructure.
February 17, 2026
How Bitcoin Exposes Money, Power & Human Nature | Tibor Fischer
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: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6 — Timestamps: (00:00) Introduction (01:33) The Journey to Writing a Bitcoin Novel (02:44) Challenges of Writing About Bitcoin (05:44) Bitcoin’s Economic Argument (09:05) The Appeal and Future of Crypto (11:25) Character Development and Storytelling (29:04) Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Bitcoin #Crypto #SupplyShock
February 10, 2026
Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei
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: https://twitter.com/Blockworks_ Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx — Timestamps: 00:00 Intro 06:07 Endowments, Credit, and the Institutional Playbook 11:46 MicroStrategy and the Institutional Wake-Up Call 21:01 Grassroots Bitcoin From Workers to Unions 29:27 Local Politics and What Comes Next 37:56 Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Bitcoin #Crypto #SupplyShock
492 total episodes available with 156 transcripts
Recent guests on On The Margin
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Christopher Jensen
Guest
Charles Edwards
Guest
Michael Terpin
Guest
John Carvalho
Guest
Nolan Bauerle
Guest
Rob Hamilton
Guest
Blockspace Baron
Guest
Natalie Brunell
Guest
Jameson Lopp
Guest
Jimmy from Smashtoshi
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John Fakhoury
Guest
Alexandre Laizet
Guest
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Frequently asked questions
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- What is On The Margin?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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