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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.

2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup

42 mins; December 16, 2023

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

48 mins; December 13, 2023

Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup

71 hours 25 mins; December 09, 2023

Bitcoin Breaks $40,000, What Next? | Quinn Thompson

58 mins; December 06, 2023

Bitcoin Approaches $40,000 | Weekly Roundup

65 hours 56 mins; December 02, 2023

The "Debt Spiral" End Game | James Lavish

53 mins; November 29, 2023

The U.S. Dollar Is Overvalued

68 hours 36 mins; November 25, 2023

Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden

74 hours 10 mins; November 23, 2023

Rising Liquidity Is Supporting A Bull Market | Weekly Roundup

55 mins; November 18, 2023

Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell

56 mins; November 15, 2023

Bitcoin Bulls Are Back | Weekly Roundup

64 hours 15 mins; November 11, 2023

The Path To $100,000 Bitcoin | Adam Back

62 hours 46 mins; November 08, 2023

Huge Rally In Stocks & Bonds, What Comes Next? | Weekly Roundup

54 mins; November 04, 2023

Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally

36 mins; November 03, 2023

Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening

69 hours 14 mins; November 01, 2023

Bursting Of The Sovereign Debt Bubble | Arthur Hayes

60 hours 28 mins; November 01, 2023

Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup

71 hours 21 mins; October 28, 2023

Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability & the Boundaries Of Debt-Fueled Economic Growth

63 hours 8 mins; October 26, 2023

Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup

62 hours 1 min; October 21, 2023

An "Ocean Of Liquidity" Is Reversing | Neal Berger

36 mins; October 18, 2023

Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup

53 mins; October 14, 2023

Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic

58 mins; October 11, 2023

The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup

57 mins; October 07, 2023

China's Old Economic Model Is Dying | Leland Miller

46 mins; October 04, 2023

The Next Phase Of The Bond Bear Market | Weekly Roundup

60 hours 13 mins; September 30, 2023

Is Goldilocks Going To End Soon? | Darius Dale

40 mins; September 27, 2023

The Market Doubts The Fed | Weekly Roundup

78 hours 24 mins; September 23, 2023

Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket”

54 mins; September 20, 2023

A Second Bout Of Inflation, Or Disinflation?

51 mins; September 16, 2023

A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob Elliott

62 hours 44 mins; September 13, 2023

Bankruptcies Are On The Rise | Weekly Roundup

72 hours 0 mins; September 09, 2023

The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson

50 mins; September 06, 2023

Grayscale's Victory vs The SEC | Weekly Roundup

57 mins; September 02, 2023

A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards

39 mins; August 31, 2023

The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup

66 hours 56 mins; August 26, 2023

The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman

75 hours 51 mins; August 23, 2023

Housing Market Downturn Isn't Over

60 hours 57 mins; August 19, 2023

The Fourth Turning: How Will It End? | Neil Howe

48 mins; August 16, 2023

China Slides Into Deflation, What Happens Next? | Round Up

53 mins; August 12, 2023

The Blockworks Origin Story

92 hours 54 mins; August 09, 2023

The Bond Market Wrecking Ball Shocks Markets | Round Up

63 hours 19 mins; August 05, 2023

Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder

43 mins; August 02, 2023

The 2023 Bull Market Has Further To Run | Weekly Round Up

44 mins; July 29, 2023

Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD

81 hours 15 mins; July 27, 2023

Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco

55 mins; July 26, 2023

The Big Tech Bull Market, Not A Mania Yet | Round Up

53 mins; July 22, 2023

The Recession Paradox | Alfonso Peccatiello

72 hours 46 mins; July 19, 2023

Recession Cancelled: Crypto Summer Is Here | Weekly Round-up

75 hours 28 mins; July 15, 2023

Central Banks Fight Inflation, China Battles Deflation | Nick Glinsman

58 mins; July 12, 2023

BlackRock's Bitcoin ETF Is A "Big Deal", Here's Why | Round Up

52 mins; July 08, 2023

The End Game For Central Banks Inflation Fight | Lyn Alden

48 mins; July 05, 2023

Will The Fed Get Their Soft Landing? | Weekly Round Up

59 mins; July 01, 2023

Veteran Money Manager On A.I's Disruptive Innovation | Jordi Visser

53 mins; June 28, 2023

Return Of The Bull Market? | Weekly Round Up

67 hours 12 mins; June 24, 2023

The Fed Won't Come To The Rescue Anytime Soon | George Goncalves

65 hours 5 mins; June 21, 2023

Is Global Liquidity Beginning To Resurge? | Weekly Round Up

52 mins; June 17, 2023

Did The Federal Reserve Just Back Down? | Joseph Wang

75 hours 53 mins; June 14, 2023

Gensler Cracks Down On Coinbase & Binance, What Next? | Weekly Round Up

66 hours 51 mins; June 10, 2023

Markets Are Signalling A Recession Is Imminent | Eric Basmajian

53 mins; June 07, 2023

The Effects Of Fed Tightening Are Emerging | Weekly Round Up

64 hours 55 mins; June 03, 2023

Bitcoin's Solution To "The Inflation Paradox" | Jeff Booth

52 mins; May 31, 2023

What's The Global Liquidity Picture Signaling | Weekly Round Up

67 hours 48 mins; May 27, 2023

U.S Dollar & Energy's Role In The "Debt Death Spiral" End Game | Luke Gromen

50 mins; May 24, 2023

The Debt Ceiling Looms, What Next? | Weekly Round Up

78 hours 6 mins; May 20, 2023

A Recession Is Unavoidable | Mike McGlone

50 mins; May 17, 2023

Have Rising Interest Rates Been Felt Yet? | Weekly Round Up

68 hours 6 mins; May 13, 2023

Meme Mania: Why You Should Pay Attention | 1000x

48 mins; May 11, 2023

Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson

55 mins; May 10, 2023

The Collapse Of First Republic Bank, What Happens Next? | Weekly Round Up

60 hours 48 mins; May 06, 2023

The Bull Market In Hard Assets | Jan Van Eck

43 mins; May 03, 2023

The Banking Panic Isn't Over Yet | Weekly Round Up

69 hours 32 mins; April 29, 2023

The Incoming Recession Is A 2023 Story | David Rosenberg

70 hours 17 mins; April 26, 2023

An Update On The "March Banking Panic" | Weekly Round Up

53 mins; April 22, 2023

Progressing Through The Credit Tightening Cycle | Julian Brigden

44 mins; April 19, 2023

The "Wave Of Global Liquidity" Driving Markets Higher | Weekly Round Up

63 hours 31 mins; April 15, 2023

The Fed Hikes Until Something Breaks, Something Broke | Jim Bianco

63 hours 48 mins; April 08, 2023

Markets Are Trapped In A "Liquidity Limbo" | Jurrien Timmer

64 hours 28 mins; April 05, 2023

A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale

58 mins; April 01, 2023

The Next Stage Of The Banking Crisis, Commercial Real Estate

65 hours 28 mins; March 29, 2023

Will Bank Turmoil Cause The Fed Pivot? | Weekly Round Up

75 hours 29 mins; March 25, 2023

Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell

85 hours 25 mins; March 22, 2023

Bank's Face A Crisis Of Confidence | Weekly Round Up

61 hours 20 mins; March 18, 2023

The Collapse of SVB, Silvergate & Signature Bank | Caitlin Long and Nic Carter

57 mins; March 17, 2023

Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura

50 mins; March 16, 2023

Governor Kuroda: The Decade’s Most Consequential Central Banker

47 mins; March 16, 2023

The Largest Bank Failure Since 2008 | Weekly Round Up

64 hours 15 mins; March 11, 2023

The China Reopening: A Tale of Two Stories | Shehzad Qazi

43 mins; March 08, 2023

Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li

56 mins; March 04, 2023

Powell's Job Isn't Done Yet | Cameron Dawson

63 hours 26 mins; March 01, 2023

Coinbase Launches Their Own Layer-2 | Weekly Round Up

72 hours 40 mins; February 25, 2023

Inflation's Role In The Fourth Turning | Vincent Deluard

50 mins; February 22, 2023

The Inflation Debate Rages On | Weekly Round Up

64 hours 26 mins; February 18, 2023

Will The Fed Get Their Soft Landing? | Warren Pies

54 mins; February 15, 2023

The SEC Cracks Down On Crypto | Weekly Round Up

63 hours 31 mins; February 11, 2023

Interest Rates Will Remain Higher For Longer In 2023 | Peter Boockvar

51 mins; February 08, 2023

Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up

72 hours 36 mins; February 04, 2023

"It's 2021 All Over Again" | Jim Bianco

75 hours 4 mins; February 01, 2023

Can GDP & Earnings Hold On? | Weekly Roundup

60 hours 16 mins; January 28, 2023

Bitcoin’s Place in the 2023 Macro Cycle | Charles Edwards

55 mins; January 25, 2023

All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up

64 hours 24 mins; January 21, 2023

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Inflection Point

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