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

Kraken Gets Fed Access as Crypto Takes on the Banks

In this episode, we explore a major turning point in crypto’s relationship with the traditional financial system and why a single banking approval could reshape the future of the industry. Marc is joined..

Introducing: Inflection Point | The Crypto-TradFi Convergence

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs,..

Supply Shock | 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..

Supply Shock | 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..

Supply Shock | Quantum Risk Is Forcing Institutions To Rethink Bitcoin | Christopher Jensen

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..

Supply Shock | Bitcoin Racehorse: The First Real-World Asset Financed By Bitcoin

In this episode, we dig into one of Bitcoin’s strangest early stories; the time a group of OG Bitcoiners pooled BTC to buy a real racehorse. We explore early crypto finance experiments,..

Supply Shock | Bitcoin Has Entered The Quantum Event Horizon | Charles Edwards

In this episode, Charles Edwards joins the show to discuss why quantum computing has become a real market risk, the valuation impact, upgrade paths, and what could unlock the next move. We..

Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin

In this episode, Michael Terpin returns to the show to discuss whether Bitcoin’s four-year cycle still holds, how whales and institutions shape market tops and bottoms, what signals matter most during drawdowns,..

Supply Shock | Bitcoin’s Next Decade Will Run Through Public Companies

In this episode, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the..

Supply Shock | Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho

In this episode, John Carvalho returns to challenge prevailing assumptions about Bitcoin governance, scaling, and maximalism, arguing that many current debates are distractions from Bitcoin’s core constraints. We explore his framework for..

Supply Shock | Bitcoin’s Next Cycle Is Political | Nolan Bauerle

In this episode, Nolan Bauerle joins the show to discuss Bitcoin entering a new phase where politics, Wall Street, and nation-states reshape its trajectory. We explore why this cycle disappointed expectations, how..

Supply Shock | Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton

In this episode, Rob Hamilton joins to discuss Bitcoin entering a new phase shaped by institutions, politics, and infrastructure. We explore what 2025 revealed about Bitcoin’s power shifts, cultural fractures, and unresolved..