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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Strategy's Yield Machine & SEC Unlocking DeFi Front Ends
Thursday, April 16, 2026 • Duration 01:02:09
Crypto is quietly rebuilding the financial system from the ground up, but what happens when traditional structures like yield, regulation and creative financial engineering get reassembled onchain?
This week, we explore new financial primitives, focusing on Strategy’s STRC product and the evolving DeFi regulation shaping institutional adoption.
We discuss synthetic yield products, Bitcoin treasury strategies, DeFi front-end rules, and how policy shifts could unlock tokenized securities and accelerate crypto’s integration into mainstream finance. Enjoy!
TIMESTAMPS:
00:00 Intro
01:46 Vault Insurance Arrives
04:21 STRC Explained
10:14 Why STRC Works
16:45 Why Others Cannot Copy
25:19 The Real DAT Debate
30:05 Would You Buy STRC?
34:22 SEC Opens DeFi Front Ends
45:08 Routing Rules Get Messy
52:03 Genius Act Rulemaking
56:03 Stablecoin Insurance Debate
01:00:38 Hyperliquid Founder Profile
FOLLOW THE SHOW
› Inflection Point – https://x.com/BWInflection
› Marc – https://x.com/marcarjoon
› Matt – https://x.com/Matt_Hougan
› David – https://x.com/dlawant
› Michael – https://x.com/marcryptonio
› Blockworks – https://x.com/Blockworks
RESOURCES
› Colossus Jeffrey Yan Profile – https://colossus.com/article/beyond-the-sky-jeffrey-yan-hyperliquid/
DISCLAIMER
Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
Vaults Are The Next Asset Management Revolution
Saturday, April 11, 2026 • Duration 01:02:35
Vaults promise to rebuild asset management from scratch and do it faster, cheaper, and fully programmable, but the path from niche DeFi product to institutional backbone is far from straightforward.
We sit down this week to unpack how vaults are evolving from crypto-native yield tools into a serious contender for institutional capital.
We explore programmable funds, institutional adoption, risk and regulation, recent DeFi hacks, and what still needs to happen before vaults scale into a multi-trillion dollar opportunity. Enjoy!
TIMESTAMPS:
00:00 Intro
02:45 Why Bitwise Likes Vaults
05:16 What Vaults Actually Are
09:02 Vaults As Smart Funds
14:13 Transparency And Customization
20:18 Are Vaults Securities?
27:12 Ads (Blockworks Investor Relations)
28:01 What Curators Actually Do
35:22 Beyond Yield Strategies
40:17 Why Institutions Lag
43:21 DeFi Hack Risks
51:18 Centralization Or DeFi
FOLLOW THE SHOW
› Inflection Point – https://x.com/BWInflection
› Marc – https://x.com/marcarjoon
› Matt – https://x.com/Matt_Hougan
› David – https://x.com/dlawant
› Michael – https://x.com/marcryptonio
› Blockworks – https://x.com/Blockworks
DISCLAIMER
Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
Supply Shock | Quantum Risk Is Forcing Institutions To Rethink Bitcoin | Christopher Jensen
Tuesday, February 3, 2026 • Duration 33:18
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_.
Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
—
Timestamps:
00:00 Introduction
01:15 Quantum Computing Risks & Concerns
03:55 Institutional Perspective on Quantum Threat
07:28 Quantum Computing and Bitcoin Security
10:46 Market Impact and Risk Assessment
16:23 Future Outlook and Institutional Strategies
27:31 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
CTV/CSFS: Is THIS Bitcoin's Next UPGRADE? | Jeremy Rubin
Tuesday, March 18, 2025 • Duration 01:08:34
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_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
Join Supply Shock Telegram: https://t.co/Kh8aZKlcqO
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: stake.coredao.org/blockworks
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
00:00 Introduction
00:58 Jeremy Rubin's Bitcoin Upgrade Proposal
04:46 The Evolution and Challenges of Bitcoin
07:54 Bitcoin vs. Other Cryptocurrencies
14:13 Ads (Core, Ledger, Ledn)
15:47 Bitcoin vs. Other Cryptocurrencies
18:35 Bitcoin Core Community & Upgrades
28:50 Ads (Core, Ledger, Ledn)
30:55 Technical Consensus
38:54 The Evolution of Bitcoin Development
45:06 The Future of Bitcoin Upgrades
—
Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
TRUMP VS. PUTIN: THE BITCOIN COLD WAR IGNITES! | Weekly Roundup
Thursday, March 13, 2025 • Duration 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: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
—
Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: stake.coredao.org/blockworks
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
(00:00) Introduction
(01:12) Biggest Bitcoin Headlines
(04:01) Greenland's Political Shift
(06:31) Michael Saylor's Manifest Destiny
(11:29) White House Crypto Summit
(14:27) Ads (Core, Ledger, Ledn)
(16:00) White House Crypto Summit (Con't)
(22:35) Russia's Bitcoin Regulation
(26:15) Ads (Core, Ledger, Ledn)
(28:22) BRICS & Bitcoin Game Theory
(42:37) Bitaxe Miner & Value of Proof-of-Work
(53:40) Final Thoughts and DAS 2025
—
Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
A Bitcoin Bull Run Is Coming | Dan Held
Tuesday, March 11, 2025 • Duration 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://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
—
Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: https://ignition.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks
Stake your Bitcoin with Core: https://stake.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
(00:00) Introduction
(02:05) Bitcoin & DeFi Opportunities
(11:58) Ads (Core, Ledger, Ledn)
(13:31) The Role of Speculation in Bitcoin Adoption
(18:12) Ordinals and NFTs on Bitcoin
(20:54) User Experience and Bitcoin's Competitiveness
(25:57) Price Sensitivity and Transaction Costs
(28:30) Ads (Core, Ledger, Ledn)
(30:36) Price Sensitivity and Transaction Costs (Con't)
(32:39) The Future of NFTs and Bitcoin Tokens
(35:11) Exploring Bitcoin Layer 2 Solutions
(40:22) The Debate on Bitcoin's Game Theory
(53:28) The Case for Bitcoin DeFi
(56:57) Is the Super Cycle Here?
—
Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Trump's Crypto Stockpile Plan: Genius or Disaster? | Weekly Roundup
Thursday, March 6, 2025 • Duration 01:04:02
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.com/countbtc
Follow Michael: https://x.com/mpmcsweeney
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
—
Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: stake.coredao.org/blockworks
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
(00:00) Introduction
(03:08) Should the US Own Crypto Other Than BTC?
(11:42) Ads (Core, Ledger, Ledn)
(13:15) Should the US Own Crypto Other Than BTC? (Con't)
(22:33) The US Bitcoin Opportunity
(30:43) Ads (Core, Ledger, Ledn)
(32:48) El Salvador's Bitcoin Battle with the IMF
(38:03) IMF Concerns and El Salvador's Bitcoin Strategy
(46:28) Meaningful Differences Between Bitcoin & Everything Else
—
Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Trump vs Utah: The First To Buy Bitcoin | Dennis Porter
Tuesday, March 4, 2025 • Duration 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_
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
—
Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: stake.coredao.org/blockworks
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
(00:00) Introduction
(01:47) Trump’s Crypto Reserve Announcement
(12:38) Ads (Core, Ledger, Ledn)
(14:11) The Case Against ADA, XRP, & SOL
(18:38) State-Level Bitcoin Legislation
(29:01) Lawmakers' Evolving Understanding of Bitcoin
(32:03) Ads (Core, Ledger, Ledn)
(36:19) Bipartisanship and Democrat Party Restructuring
(46:54) Stablecoin Legislation and Market Structure
(51:24) Importance of Bitcoin Rights
(56:14) Final Thoughts
—
Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
The Truth About Jack Dorsey & Satoshi Nakamoto | Jameson Lopp
Thursday, February 27, 2025 • Duration 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_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
—
Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: stake.coredao.org/blockworks
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
(00:00) Introduction
(01:01) Is Jack Dorsey Satoshi Nakamoto?
(05:50) Debunking the Jack-Satoshi Theory
(13:04) Ads (Core, Ledger, Ledn)
(14:38) Debunking the Jack-Satoshi Theory (Con't)
(31:00) The Threat Vectors for Bitcoiners
(31:39) Ads (Core, Ledger, Ledn)
(33:44) The Threat Vectors for Bitcoiners (Con't)
(37:04) Mitigating Security Risks
(49:19) Rapid Fire Questions
—
Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Introducing: Supply Shock with The Bitcoin Historian
Thursday, February 27, 2025 • Duration 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 industry’s future, and more. Enjoy and check out the first full episode of Supply Shock with Jameson Lopp - it's already in the feed!
—
Follow Rizzo: https://x.com/pete_rizzo_
Follow Felix: https://x.com/fejau_inc
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
—
Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: stake.coredao.org/blockworks
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
(00:00) Introduction
(01:04) New Show & New Host: Pete Rizzo
(04:19) Bitcoin's Historical Significance
(07:16) Sovereign Adoption and Bitcoin's Global Impact
(13:17) Ads (Core, Ledger, Ledn)
(14:49) Sovereign Adoption and Bitcoin's Global Impact (Con't)
(25:56) Ads (Core, Ledger, Ledn)
(28:02) Innovations and Challenges in Bitcoin
(33:40) The Future of Bitcoin and Crypto
—
Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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