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.

Last refreshed: March 5th, 2026 at 6:32 AM ⓘ

Follow this podcast in the Metacast mobile app to refresh it and see new episodes.

Follow on

Apple Podcasts

Spotify

RSS

Podcasts are better in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Jeff Booth on the Link Between Inflation and Inequality

My guest this week is investor, entrepreneur and author Jeff Booth. Jeff's main observation is as simple as it is profound: we live in a deflationary world that depends on inflation for economic growth. How can we reconcile those two ideas? In short, we can't. In this episode we covered the powerful deflationary impacts of deflation, the inflationary structure of our current monetary system, how government meddling is leading to inequality, and how Bitcoin may lead us to a brighter future. ---- ...

Apr 14, 2021•1 hr 8 min•Season 1Ep. 9

The Roundup: Peter Thiel Calls Bitcoin "Financial Weapon," Stock Buybacks, & Coinbase Earnings

This week in macro: Peter Thiel calls bitcoin a "Financial Weapon," US share buybacks are picking up, Coinbase released their Q1 earnings, and State Street is lending its technology to institutional trading platforms. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and ...

Apr 10, 2021•49 min•Season 1Ep. 8

Lily Francus on How the Growth of Options is Reshaping Market Structure

In this episode of On the Margin, I sit down with Lily Francus to discuss the rapid expansion of the options market. We discussed the Fed's impact on the market, what is driving the growth in options, how options suck liquidity out of the market, and their impact on volatility. Lily is one of the sharpest minds I've spoken to, especially when it comes to market structure. I hope you all learn as much as I did. ---- If you like this episode be sure to subscribe to our newsletter at https://blockw...

Apr 07, 2021•40 min•Season 1Ep. 7

The Roundup: Archegos Meltdown, Biden's $2 Trillion Plan, and Morgan Stanley Bitcoin Funds

This week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. Fo...

Apr 03, 2021•47 min•Season 1Ep. 6

Grant Williams Reveals the End Game for Central Bank Money Printing

My guest this week is Grant Williams, Founder of Things that Make You Go Hmm. We covered his views on the end game of central bank money printing, the inflation vs deflation debate, his views on gold and bitcoin, and finally whether or not we are going through a Fourth Turning. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blo...

Mar 31, 2021•1 hr 17 min•Season 1Ep. 5

The Roundup: Sovereign wealth funds eye Bitcoin & Fidelity files for ETF

This week in Macro: Fidelity Files for a Bitcoin ETF, the sixth recent filing for an ETF behind WisdomTree Investments, VanEck Associates, NYDIG Asset Mgmt, Valkyrie Digital Assets, and First Advisors / Skybridge. Meanwhile, GBTC is trading at 14% discount to NAV as BlockFi lowers interest rates on BTC and ETH. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. --- If you like this video be sure to subscribe to our newsletter at https://blockworks.co/newsletter On ...

Mar 27, 2021•50 min•Season 1Ep. 4

Dan Tapiero Explains the Drivers Behind Bitcoin's Explosive Growth

My guest today is Dan Tapiero, Co-Founder and CEO at 10T Holdings. Dan has one of the most impressive pedigrees of any investor I've ever met. He cut his teeth working with Julian Robertson, which we get into detail about during the episode, but he's also worked closely with Stan Druckenmiller, Steve Cohen, and others. In this episode, we cover an overview of Dan's investing philosophy, his thoughts on the current macro environment, his entry into digital assets, and how that all led him to co-f...

Mar 24, 2021•54 min•Season 1Ep. 3

The Roundup: Morgan Stanley's Bitcoin Move, Powell's Speech, and India's Ban

This week in Macro: The 10-year yield hit 1.75% this week after the Fed had their open markets committee. Then Morgan Stanley announced that their wealthy clients would have access to bitcoin funds, after it was rumored they would acquire a significant stake in Bithumb. Internationally, India proposed a ban on cryptocurrency which would effectively make it illegal to mine or trade. All this and more on this weeks roundup with Tyler Neville and Michael Ippolito from Blockworks. --- On The Margin ...

Mar 20, 2021•53 min•Season 1Ep. 2

Lyn Alden explains the connection between inflation and Bitcoin

My guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy. On this episode of On The Margin, we discuss the transition of monetary to fiscal dominance, Lyn's thoughts on inflation, the implications of a steepening yield curve, what she would do as chairman of the Federal Reserve, and her thoughts on the growing digital asset ecosystem. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to milli...

Mar 17, 2021•58 min•Season 1Ep. 1

Introducing: On the Margin with Michael Ippolito

Every Wednesday, Michael Ippolito sits down with the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets. Every Saturday, Michael and Tyler Neville, Senior Editor at Blockworks, recap the week's most significant relevant news. This is On the Margin . Our first interview goes live March 17, 2021, and our first recap on March 20.

Mar 12, 2021•1 min

← Prev

Hosted on Megaphone by Spotify

For the best experience, listen in Metacast app for iOS or Android