Inflection Point

Blockworks Acquires Messari 12.06.2026 28хв

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

How Tokenization Will Rebuild Capital Markets | Gabe Otte 12.06.2026 45хв

A quiet shift is underway that could fundamentally change how capital markets operate. This episode, Gabriel Otte, co-founder and CEO of Dinari, explains why tokenization is more than a new wrapper for securities and how it could transform financial infrastructure. The discussion explores tokenized stocks, regulatory frameworks, global market access, ownership rights, and why programmable assets may reshape investing itself. Enjoy! TIMESTAMPS: 00:00 Intro 01:48 Why The World Tokenizes 04:27 Tokenization’s Universal Language 06:05 Dinari’s Regulatory Moat 09:18 Global Access Through APIs 13:44 Dinari’s Business Model 15:36 Dividends, Rights, And Ownership 22:04 SpaceX Goes Onchain 24:25 Weekend Price Discovery 31:02 When Tokens Become Shares 37:08 Programmable Market Structure 42:58 Rethinking Capital Markets FOLLOW GABE › X – https://x.com/GabeOtte › Dinari – https://dinari.com/dshares 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 EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events 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.

Crypto Is Forcing Traditional Finance To Upgrade 10.06.2026 1год 13хв

The institutions are coming, but not where most crypto investors expect. As Wall Street adopts blockchain technology, the biggest opportunities may be shifting from Bitcoin itself to the infrastructure, applications, and market structures reshaping finance. This week, we discuss the arrival of perpetual futures in the U.S., the stablecoin battle with traditional banks, and why crypto is increasingly forcing legacy financial institutions to adapt. We also explore Coinbase and Deribit, Hyperliquid’s regulatory path, the debate over tokenized deposits, Michael Saylor’s Bitcoin strategy, and whether macro risks could keep markets under pressure. Enjoy! TIMESTAMPS: 00:00 Intro 02:43 Where Institutions See Opportunity 11:31 Stablecoins vs Tokenized Deposits 26:55 Perps Finally Come Onshore 32:58 Are Perps Futures Or Swaps? 44:28 Coinbase Opens The Offshore Door 51:30 Can Strategy Actually Sell Bitcoin? 01:04:23 Is The Bitcoin Bottom In? 01:08:41 Will The Fed Hike Again? 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 EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events 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.

AI Is Winning The Capital War Against Crypto 04.06.2026 59хв

As capital floods into AI, crypto is being forced to answer a tougher question: what actually deserves to survive when narratives stop driving markets? This week, we explore why crypto has fallen out of favor while AI dominates investor attention, and whether regulatory uncertainty is keeping capital on the sidelines. We also discuss Hyperliquid’s rise, the growing privacy narrative around Zcash, Bitcoin options markets, Ethereum’s identity crisis, and what these shifts could mean for the next cycle. Enjoy! TIMESTAMPS: 00:00 Intro 02:08 Crypto Loses Its Momentum 08:57 Can Clarity Revive Crypto? 10:26 Bitcoin Sentiment Breaks Down 13:25 Hyperliquid And Fundamental Value 18:58 Crypto’s Fundamental Turning Point 22:31 Zcash And Privacy’s Comeback 31:12 Bitcoin Options Take Off 36:48 The Covered Call Trap 42:56 Ethereum’s Identity Crisis 49:02 Why Ultrasound Money Failed 56:26 Strategy Sales And US Perps 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.

Hyperliquid Is The First Crypto Super App 28.05.2026 58хв

This week, we discuss Bitcoin's price action, break down Hyperliquid's growth into a derivatives super app, the SEC withdrawal of its innovation exemption and the CLARITY Act's path through the Senate. Enjoy! --- TIMESTAMPS: (00:00) Intro (01:27) Outlook on Bitcoin (08:41) Hyperliquid’s Revenue Engines (16:40) HYPE ETFs Steal the Show (26:04) ICE & OKX Challenge Hype (36:33) SEC Pauses Innovation Exemption (48:10) CLARITY Act Debrief --- 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.

Clarity's Make Or Break Moment And Strategy Selling Its Bitcoin 14.05.2026 1год 2хв

Washington, Wall Street, and Big Tech are all converging on stablecoins at the exact same moment, but the next phase may depend less on ideology and more on politics, payments, and institutional flexibility. This week, we discuss the Clarity Act, stablecoin adoption accelerating through Big Tech, and why Strategy considering Bitcoin sales to help power STRC. We also explore stablecoin yield battles, tax-loss harvesting, tokenized funds, creator payments, and why every crypto breakthrough seems to arrive with drama. Enjoy! TIMESTAMPS: 00:00 Intro 02:56 Why Clarity Is Good Enough 08:35 Crypto’s Political Missed Opportunity 12:31 Crypto’s Messaging Problem 16:22 Banks Fight Stablecoin Yield 20:58 Senate Vote And Ethics Fight 27:09 Why Strategy Might Sell Bitcoin 37:18 STRC's Yield Risk 43:20 Bitwise And Superstate Move Onchain 51:08 Big Tech’s Stablecoin Play 56:11 Stablecoin Payments Going Global 59:32 Banking The Unbanked 01:01:55 Final Thoughts 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.

Bitcoin Breaks $80k As Washington Moves On Clarity 07.05.2026 1год 5хв

Crypto markets may finally be entering crypto’s next phase, but the biggest breakthroughs could depend less on price action and more on regulation, infrastructure, and who controls the rails. This week, the team breaks down Bitcoin’s macro-driven rally, accelerating ETF demand, and why optimism around the Clarity Act is suddenly rising. They also explore tokenized equities, transfer agents becoming crypto gatekeepers, Solana vs. Ethereum for on-chain markets, and whether crypto can reinvent IPOs and capital formation. Enjoy! TIMESTAMPS: 00:00 Intro 02:05 Bitcoin Breaks Above $80K 06:19 Bitcoin vs Gold 10:47 What’s Driving Bitcoin? 13:02 ETF Flows Take Over 17:53 Will The Clarity Act Pass? 22:34 Stablecoin Yield Compromise 27:57 Clarity Act Timeline 32:35 Ethics To Torch Clarity? 38:38 Transfer Agents Meet Crypto 47:16 Tokenized Stocks Fragment Liquidity 54:24 Ethereum vs Solana Tokenization 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.

Bitcoin Flows & DeFi Value Are Driving Crypto’s Next Repricing 30.04.2026 56хв

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 Bitcoin’s push toward $80K, the surge in ETF inflows, and how institutional demand is aligning in a way that could shift market momentum. We also explore DeFi’s response to crisis, evolving token value capture, and the rise of new trading architectures that may redefine onchain liquidity. Enjoy! TIMESTAMPS: 00:00 Intro 02:22 Bitcoin Nears $80K 04:23 ETF Inflows Accelerate 07:40 The $80K Battle 14:11 Wall Street Launches Crypto ETFs 17:34 DeFi Relief Fund 24:11 Token Holder Alignment 28:30 DeFi Valuations Look Broken 35:13 Aave’s Duration Mismatch 41:06 Prop AMMs Explained 48:32 Onchain Order Book Endgame 54:52 Clarity Act Watch 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. isa 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.

DeFi Reality Check & The KelpDAO Hack 23.04.2026 56хв

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 went wrong and what it reveals about infrastructure, risk, and market structure. We discuss single points of failure, contagion across lending markets, AI-driven exploits, evolving risk pricing, and whether DeFi must choose between true decentralization and practical safeguards. Enjoy! TIMESTAMPS: 00:00 Intro 01:41 Kelp Hack Overview 09:28 DeFi’s Single-Point Failure 13:34 AI and Mythos Risk 17:26 DeFi Mispriced Lending Risk 23:53 Silver Linings After Kelp 31:17 Circuit Breakers or Bust 40:24 Arbitrum Freezes Stolen Funds 45:02 Tokenized Securities Stress Test 49:19 RWAs Gain Through Chaos 53:27 Lazarus, DeFi, and Recovery 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 Aave: Cracks in the Monolithic Thesis – https://app.blockworksresearch.com/research/aave-cracks-in-the-monolithic-thesis 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.

Strategy's Yield Machine & SEC Unlocking DeFi Front Ends 16.04.2026 1год 2хв

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 11.04.2026 1год 2хв

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.

Crypto's Quantum Risk is Coming Faster Than Expected 03.04.2026 48хв

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 very threat, bringing an institutional lens to the growing urgency around quantum risk, Bitcoin’s governance constraints, and how different ecosystems may respond to a potential “Q-Day.” The discussion also covers crypto’s entry into 401(k)s, the impact of passive capital flows, market structure shifts, and whether long-term adoption or sudden technological disruption will ultimately define crypto’s future. Enjoy! TIMESTAMPS: 00:00 Intro 04:17 Crypto In 401Ks 09:14 Passive Flows Will Change Crypto 19:22 Quantum Threat To Crypto 27:07 Q-Day Is Closer 31:25 Bitcoin’s Upgrade Problem 36:50 Freeze The Lost Coins? 40:03 Bitcoin’s Governance Crisis 46:37 Final Thoughts FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › David – https://x.com/dlawant › 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.

Crypto Still Lacks A Valuation Framework 27.03.2026 34хв

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 New York to unpack crypto valuations through institutional and market structure lenses. We explore cash flow vs. scarcity, network effects, revenue limitations, market share dynamics, and why a shared valuation framework may be the final hurdle for crypto maturity. Enjoy! TIMESTAMPS: 00:00 Intro 04:16 Crypto Valuation Models Are Broken 09:22 Revenue Isn’t the Answer 15:21 One Asset Class or Many? 17:40 Blockworks Investor Relations 18:28 Network Effects Need Revenue 24:13 Blockspace Isn’t A Commodity 29:31 Institutions Need Intellectual Permission FOLLOW THE SHOW › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant ›Michael – https://x.com/marcryptonio › Marc – https://x.com/marcarjoon › Inflection Point – https://x.com/BWInflection › 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.

Investor Relations in the Onchain Era 24.03.2026 21хв

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 replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities. Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

The S&P Moves Onchain Amid Massive Regulatory Sea Change 20.03.2026 58хв

Crypto’s long-standing regulatory fog is beginning to lift, raising a deeper question about what the industry actually becomes once clarity arrives. The team discusses a major sea change in regulation and institutional adoption, unpacking how new SEC and CFTC guidance is reshaping the institutional crypto landscape. We explore token classification, Hyperliquid’s S&P license, stablecoin adoption in emerging markets, and why brand, structure, and regulation may matter more than technology alone. Enjoy! TIMESTAMPS: 00:00 Intro 01:40 LATAM's Booming Crypto Market 07:30 Stablecoins & Chain Competition 12:49 Hyperliquid & S&P License Decision 27:35 New SEC Securities Guidance 40:10 What About Revenue-Generating Tokens? 56:00 Staked ETH ETFs & LIVE DAS Recording FOLLOW THE SHOW › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Marc – https://x.com/marcarjoon › Inflection Point – https://x.com/BWInflection › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 in NYC (March 24–26) › Use code INFLECTION200 for $200 off https://blockworks.co/event/digital-asset-summit-nyc-2026 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.

Kraken Gets Fed Access as Crypto Takes on the Banks 12.03.2026 59хв

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 by David, Michael, and Matt to unpack Kraken securing a “skinny” Fed master account and what it signals about crypto’s growing integration with the U.S. banking system. We also discuss crypto market resilience, DeFi yield signals, stablecoin regulation battles, and why banks may be pushing back as crypto-driven financial infrastructure begins challenging traditional finance. Enjoy! TIMESTAMPS: (00:00) Intro (01:20) Sentiment Turning A Corner? (10:56) Price Disovery Shifting To Crypto Venues (14:10) Kraken "Skinny" Fed Master Account (37:25) Passing Interest Through Stablecoins (40:54) Mismatch Between Price & Fundamentals (46:44) Banks Competing with Stablecoins & Neobanks (55:42) Final Thoughts FOLLOW THE SHOW › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Marc – https://x.com/marcarjoon › Inflection Point – https://x.com/BWInflection › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 in NYC (March 24–26) › Use code INFLECTION200 for $200 off https://blockworks.co/event/digital-asset-summit-nyc-2026 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.

Introducing: Inflection Point | The Crypto-TradFi Convergence 05.03.2026 1год 3хв

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, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Follow Matt: https://x.com/Matt_Hougan Follow David: https://x.com/dlawant Follow Michael: https://x.com/marcryptonio Follow Marc: https://x.com/marcarjoon Follow Inflection Point: https://x.com/BWInflection Follow Blockworks: https://x.com/Blockworks_ — Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code INFLECTION200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 — Timestamps (00:00) Intro To Inflection Point (06:48) The Convergence Between TradFi & Crypto (22:20) Crypto's Biggest Advantages & Hurdles (36:15) Crypto's Changing Market Structure (41:00) Prices, Sentiment & Long-Term Allocators (46:00) Evolution Of Crypto Options & Yield (51:30) Is The 4-Year Cycle Dead? (01:02:00) Final Thoughts — Disclaimer: Nothing said on Inflection Point 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. #Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast #Stablecoins

Supply Shock | How Bitcoin Exposes Money, Power & Human Nature | Tibor Fischer 17.02.2026 34хв

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 motivations behind speculation, belief, and escape. Fischer reflects on Bitcoin’s ideological roots, the difference between Bitcoin and broader crypto, and why markets, not narratives, ultimately decide what endures. Enjoy! — Follow Tibor: https://shorturl.at/NwniK 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 Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6 — Timestamps: (00:00) Introduction (01:33) The Journey to Writing a Bitcoin Novel (02:44) Challenges of Writing About Bitcoin (05:44) Bitcoin’s Economic Argument (09:05) The Appeal and Future of Crypto (11:25) Character Development and Storytelling (29:04) 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

Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei 10.02.2026 38хв

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 grassroots level through workers and local politics. We dig into market dynamics, adoption hurdles, and what comes next. Enjoy! — Follow Don: https://x.com/Beiwhatch 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 Intro 06:07 Endowments, Credit, and the Institutional Playbook 11:46 MicroStrategy and the Institutional Wake-Up Call 21:01 Grassroots Bitcoin From Workers to Unions 29:27 Local Politics and What Comes Next 37:56 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

Supply Shock | Quantum Risk Is Forcing Institutions To Rethink Bitcoin | Christopher Jensen 03.02.2026 33хв

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