Podcast: Roadmap To Crypto’s $10 Trillion Market Cap | Ben Cowen

Ben Cowen and Mike Ippolito discuss Bitcoin and the future of crypto through theses, cycle analysis, market perceptions and more.

article-image
share

On this episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, co-founder, is joined by Benjamin Cowen. Ben is a cryptocurrency market analyst providing education to his 600,000+ subscribers about the metrics that are driving the market.

In this episode they discuss Plan B’s Stock to Flow Model, Ben’s diminishing returns thesis, crypto market cycles, institutional demand for Bitcoin, and how to prepare for the next bear market.

They also covered:

  • Bitcoin’s role during financial repression
  • Market perceptions of altcoins
  • and so much more!

Watch the full episode down below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.

Are you a UK or EU reader that can’t get enough investor-focused content on digital assets? Join us in London on November 15th and 16th for the Digital Asset Summit (DAS) London. Use code ARTICLE for £75 off your ticket. Buy it now.

Tags

Decoding crypto and the markets. Daily, with Byron Gilliam.

Upcoming Events

Old Billingsgate

Mon - Wed, October 13 - 15, 2025

Blockworks’ Digital Asset Summit (DAS) will feature conversations between the builders, allocators, and legislators who will shape the trajectory of the digital asset ecosystem in the US and abroad.

recent research

Research Report Templates.png

Research

Content Delivery Networks (CDNs) represent low-hanging fruit in a massive market ripe for Web3-driven disruption. The global CDN market was valued at ~$28B in 2024, and is projected to surpass $140B by 2034, (18.75% CAGR) underscoring the immense demand for efficient content delivery.

article-image

Long before BlackRock’s ETF, there was the Winklevoss Bitcoin Trust

article-image

Mainnet goes live with a 16-node federation, promising five-second block times, low fees and Bitcoin-native DeFi

article-image

Sponsored

WalletConnect Certified is not just a recognition program, it’s a movement to improve how users onboard, transact, and engage across the onchain ecosystem

article-image

In crypto investing, quantity has a quality all its own.

article-image

REX and Osprey prep to launch their Solana staking ETF

article-image

A 40% allocation to crypto today is safer than a 1% allocation was in 2021, Ric Edelman argues