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. 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.

Episodes

Bitcoin Flows & DeFi Value Are Driving Crypto’s Next Repricing

Bitcoin is pressing against a critical threshold, but the real story lies beneath the surface where institutional forces, market structure, and crypto-native coordination are reshaping the next phase. This week, we unpack..

DeFi Reality Check & The KelpDAO Hack

DeFi faces a defining stress test as a wave of exploits exposes hidden fragilities and forces a rethink of how decentralized systems actually operate. This week, we unpack the KelpDAO exploit, exploring what..

Strategy's Yield Machine & SEC Unlocking DeFi Front Ends

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..

Vaults Are The Next Asset Management Revolution

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..

Crypto's Quantum Risk is Coming Faster Than Expected

A quiet but accelerating threat is forcing crypto to confront its biggest vulnerability yet: what happens if quantum computing breaks the foundations of digital security sooner than expected? Marc and David explore this..

Crypto Still Lacks A Valuation Framework

Crypto may be nearing a critical inflection point, but one foundational problem still lacks consensus: how do you actually value a blockchain network? We sit down live from the Digital Asset Summit in..

Investor Relations in the Onchain Era

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of..

Inflection Point

Episodes

Bitcoin Flows & DeFi Value Are Driving Crypto’s Next Repricing

DeFi Reality Check & The KelpDAO Hack

Strategy's Yield Machine & SEC Unlocking DeFi Front Ends

Vaults Are The Next Asset Management Revolution

Crypto's Quantum Risk is Coming Faster Than Expected

Crypto Still Lacks A Valuation Framework

Investor Relations in the Onchain Era

The S&P Moves Onchain Amid Massive Regulatory Sea Change

Kraken Gets Fed Access as Crypto Takes on the Banks

Introducing: Inflection Point | The Crypto-TradFi Convergence

Supply Shock | How Bitcoin Exposes Money, Power & Human Nature | Tibor Fischer

Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei

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