Inflection Point

By Blockworks

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 Ana... more

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FAQs about Inflection Point:

How many episodes does Inflection Point have?

The podcast currently has 508 episodes available.

Inflection Point episodes:

February 10, 2026 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 grassroots level through workers and local politics. We dig into market dynamics, adoption hurdles, and what comes next. Enjoy!
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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
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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
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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
...more
39min
February 03, 2026 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 pricing and managing that risk, and what potential upgrade paths could look like. Enjoy!
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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
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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
...more
34min
January 27, 2026 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, on-chain sleuthing, unanswered questions about the investment, and what this forgotten episode reveals about Bitcoin’s earliest believers. Enjoy!
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Follow Satshoshi Daemon: https://x.com/SatoshiDaemon
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
(01:20) The Crazy Story of Satoshi’s Damon
(18:03) Investigating the Names Behind the Story
(23:21) Richie’s Journey into Bitcoin
(27:57) Reviving the Original Website
(29:19) Final Thoughts
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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

...more
32min
January 22, 2026 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 also explore why Bitcoin’s classic cycle may be breaking, how institutional flows and liquidity are reshaping price action, and more. Enjoy!
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Follow Charles: https://x.com/caprioleio
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
(02:34) Bitcoin’s Quantum Risk
(09:19) Expert Opinions on Quantum Timelines
(12:48) Potential Quantum Attacks on Bitcoin
(18:55) Evaluating Bitcoin’s Vulnerability to Quantum Computing
(28:38) Debating Bitcoin’s Long-Term Security and Value Proposition
(34:32) Final Thoughts

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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

...more
38min
January 20, 2026 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, and why the next bull market may look very different from the last. We also dig into regulation, altcoin narratives, and cycle timing. Enjoy!
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Follow Michael: https://x.com/michaelterpin
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
(04:56) Impact of Whale Activity on Bitcoin
(07:57) Regulatory Challenges and Market Sentiment
(10:59) DATs, Institutions and CLARITY Act
(20:32) Bottom Predictions and Trading Strategies
(25:19) Market Cycles and Bitcoin Dominance
(32:40) Challenges in Token Investments & New Narratives
(39:02) Market Predictions and Strategies
(41:46) Final Thoughts
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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

...more
45min
January 08, 2026 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 defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capital markets, and the next decade of adoption. Enjoy!
—
Follow Tyler: https://x.com/TylerCompiler
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
(00:50) Rizzo & His Coverage of Bitcoin’s Story
(03:50) Adoption of Bitcoin As Payments & Prevailing Store of Value Narrative
(05:48) Corporate Adoption and the Future of Bitcoin
(09:47) Bitcoin’s Shift from Counterculture to Mainstream Finance
(17:19) Which Bitcoin Treasury Strategy Will Win Out Next?
(24:48) Navigating Financial Metrics and Data in Bitcoin Companies
(28:54) The Yin and Yang of Individual and Corporate Bitcoin Ethos
(34:05) XXI: Jack Mallers x Tether x Softbank Treasury Company
(37:03) Block’s (Square) Entrance Into ASIC Hardware Design
(38:27) Preferred Equity Models and Market Sentiment
(41:11) Strategy Bitcoin Holdings Projection For 2026
(42:45) Final Thoughts
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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

...more
45min
January 06, 2026 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 understanding blockspace, protocol subjectivity, and why he believes future changes to Bitcoin may be far harder than most expect. Enjoy!
—
Follow John: https://x.com/BitcoinErrorLog
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
(01:46) 2025 Wins & Misses
(07:48) What Drives Rates In 2026
(13:00) Grayscale Ad
(13:37) Inflation Deep Dive
(18:47) Labor Market & Housing
(22:59) The K-Shaped Fed Cycle
(29:50) Grayscale Ad
(30:37) Fed Balance Sheet
(35:06) Active Treasury Issuance
(37:46) Equities In 2026
(45:20) Commodities Heating Up
(48:13) Final Thoughts

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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

...more
52min
January 01, 2026 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 ETFs and financial engineering changed the game, and why 2026 may matter most for Bitcoin’s next act. Enjoy!
—
Follow Nolan: https://x.com/countbtc
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
(03:04) Washington, Power & Bitcoin’s Policy Shift
(07:36) Bitcoin’s Strategy After A Disappointing Cycle
(08:58) Wall Street’s Growing Grip On Bitcoin
(17:56) Forecasts, Control & Credibility
(25:54) ETFs & The Financialization Of Bitcoin
(28:19) Nation-States, Power Competition & Bitcoin Adoption
(29:27) AI & The New Monetary Arms Race
(34:05) Elon Musk, Narrative Power & Tech Influence
(37:57) Meme Coins, Tokenization & The Speculation Cycle
(41:00) Bitcoin 2026: Cities, Sovereignty & Scale
(45:41) 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

...more
48min
December 30, 2025 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 questions heading into 2026. Enjoy!
—
Follow Rob: https://x.com/Rob1Ham
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
(02:42) Inside the Bitcoin Treasury Playbook
(03:50) Political Shifts Reshaping Bitcoin
(13:07) AI Mining Revolution & Breakthroughs
(24:19) Bitcoin Meets Real Estate
(26:46) New Entrants & Public-Market Momentum
(27:53) Treasury Firms, Flows & Market Positioning
(28:45) Consolidation Waves & New Launches
(30:50) Innovation Cycles & Bitcoin Community
(32:36) Fork Proposals & Community Fractures
(42:47) Big Calls on Bitcoin’s Future
(48:19) Crypto & Stablecoins
(50:37) Final Thoughts
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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

...more
52min
December 23, 2025 Supply Shock | Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace Baron
In this episode, Blockspace Baron joins the show to deep dive into a contrarian Bitcoin thesis: treating block space itself as a scarce, financial asset. We explore why Blockspace Baron is aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if transaction fees rise. Enjoy!
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Follow Blockspace Baron: https://x.com/MrBeastBitcoin
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
(01:48) Blockspace, Ordinals & Bit Bars
(04:01) How Blockspace Tokens Are Bought & Valued
(05:44) Challenges & the Future of Blockspace
(13:58) The Long-Term Vision for Blockspace Tokens
(20:58) BIT Bars, Meme Culture & Gentleman Club Phenomenon
(22:35) The Economics of Blockspace
(28:30) Blockspace Tokens & What Comes Next
(35:45) 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

...more
40min

FAQs about Inflection Point:

How many episodes does Inflection Point have?

The podcast currently has 508 episodes available.