Inflection Point https://blockworks.com/podcasts en 384141 Blockworks 2025 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 Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage), and Michael Marcantonio (Head of DeFi, Galaxy), 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. https://megaphone.imgix.net/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/image/e962f90fe42381a818bfd304f68da892.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Inflection Point https://blockworks.com/podcasts episodic 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. 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 Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage), and Michael Marcantonio (Head of DeFi, Galaxy), 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. 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 Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage), and Michael Marcantonio (Head of DeFi, Galaxy), 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.

]]> Blockworks podcasts@blockworks.co 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 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. Thu, 23 Apr 2026 07:00:00 -0000 full Blockworks 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. 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.

]]> 3382 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 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. Thu, 16 Apr 2026 07:00:00 -0000 full Blockworks 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. 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.

]]> 3729 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 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. Sat, 11 Apr 2026 07:00:00 -0000 full Blockworks 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. 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.

]]> 3755 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 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. Fri, 03 Apr 2026 07:00:00 -0000 full Blockworks 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. 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.

]]> 2889 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 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. Fri, 27 Mar 2026 15:15:00 -0000 full Blockworks 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. 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.

]]> 2063 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 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. Tue, 24 Mar 2026 21:30:00 -0000 bonus Blockworks 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. 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.

]]> 1319 The S&P Moves Onchain Amid Massive Regulatory Sea Change 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. Fri, 20 Mar 2026 04:00:00 -0000 full Blockworks 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. 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.

]]> 3487 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 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. Thu, 12 Mar 2026 04:00:00 -0000 full Blockworks 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. 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.

]]> 3580 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, 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 Thu, 05 Mar 2026 05:00:00 -0000 full Blockworks 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 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

]]> 3830 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 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 Tue, 17 Feb 2026 14:00:00 -0000 full Blockworks 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 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


]]> 2081 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! — 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 Tue, 10 Feb 2026 05:00:00 -0000 full Blockworks 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 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

]]> 2338 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! — 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 Tue, 03 Feb 2026 05:00:00 -0000 full Blockworks 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 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

]]> 1998 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! — 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 — 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 Tue, 27 Jan 2026 09:00:00 -0000 full Blockworks 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! — 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 — 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 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!

—

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

—

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


]]> 1864 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! — 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 — 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 Thu, 22 Jan 2026 09:00:00 -0000 full Blockworks 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! — 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 — 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 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!

—

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


—

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


]]> 2247 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! — 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 — 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 Tue, 20 Jan 2026 16:07:00 -0000 full Blockworks 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! — 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 — 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 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!

—

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

—

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


]]> 2662 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 — 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 Thu, 08 Jan 2026 09:00:00 -0000 full Blockworks 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 — 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 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

—

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


]]> 2654 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 — 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 Tue, 06 Jan 2026 08:00:00 -0000 full Blockworks 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 — 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 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


—

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


]]> 3085 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 Thu, 01 Jan 2026 09:00:00 -0000 full Blockworks 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 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


]]> 2832 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 — 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 Tue, 30 Dec 2025 09:00:00 -0000 full Blockworks 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 — 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 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

—

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


]]> 3088 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! — 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 Tue, 23 Dec 2025 09:00:00 -0000 full Blockworks 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! — 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 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!

—

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


]]> 2389 Bitcoin is the Antidote to a Broken System | Natalie Brunell In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy! — Follow Natalie: https://x.com/natbrunell 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) Bitcoin Is For Everyone (07:15) The Writing Process (10:15) Book Vision & Audience (14:10) Natalie’s Coin Story (16:34) Encouraging Friends & Family (18:53) Bitcoin Is A Universal Antidote (23:17) What 2026 Holds for Bitcoin (26:08) Sentiment & Narratives (28:26) The Institutionalization Of Bitcoin (32:33) Bitcoin Risks & Concerns (35:20) 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 Thu, 18 Dec 2025 09:00:00 -0000 full Blockworks In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy! — Follow Natalie: https://x.com/natbrunell 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) Bitcoin Is For Everyone (07:15) The Writing Process (10:15) Book Vision & Audience (14:10) Natalie’s Coin Story (16:34) Encouraging Friends & Family (18:53) Bitcoin Is A Universal Antidote (23:17) What 2026 Holds for Bitcoin (26:08) Sentiment & Narratives (28:26) The Institutionalization Of Bitcoin (32:33) Bitcoin Risks & Concerns (35:20) 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 In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy!

—

Follow Natalie: https://x.com/natbrunell

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) Bitcoin Is For Everyone

(07:15) The Writing Process

(10:15) Book Vision & Audience

(14:10) Natalie’s Coin Story

(16:34) Encouraging Friends & Family

(18:53) Bitcoin Is A Universal Antidote

(23:17) What 2026 Holds for Bitcoin

(26:08) Sentiment & Narratives

(28:26) The Institutionalization Of Bitcoin

(32:33) Bitcoin Risks & Concerns

(35:20) 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


]]> 2226 Bitcoin Needs Innovation, Not Complacency | Jameson Lopp In this episode, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin heading into 2026. Enjoy! — Follow Jameson: https://x.com/lopp 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 (01:44) Bitcoin Cycles vs Institutions (07:35) Bitcoin as Hedge, Asset, and Narrative (09:22) State of Bitcoin Development (11:23) Protocol Wars and Bitcoin's Future (28:38) Privacy Innovations and Zcash (36:05) Institutional Bitcoin Adoption Accelerates (45:13) Regulation’s Expanding Role in Bitcoin (49:45) The Road to Merchant Adoption (52:26) Top Risks for Bitcoin Heading Into 2026 (54:54) 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 Tue, 16 Dec 2025 09:00:00 -0000 full Blockworks In this episode, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin heading into 2026. Enjoy! — Follow Jameson: https://x.com/lopp 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 (01:44) Bitcoin Cycles vs Institutions (07:35) Bitcoin as Hedge, Asset, and Narrative (09:22) State of Bitcoin Development (11:23) Protocol Wars and Bitcoin's Future (28:38) Privacy Innovations and Zcash (36:05) Institutional Bitcoin Adoption Accelerates (45:13) Regulation’s Expanding Role in Bitcoin (49:45) The Road to Merchant Adoption (52:26) Top Risks for Bitcoin Heading Into 2026 (54:54) 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 In this episode, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin heading into 2026. Enjoy!

—

Follow Jameson: https://x.com/lopp

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

(01:44) Bitcoin Cycles vs Institutions

(07:35) Bitcoin as Hedge, Asset, and Narrative

(09:22) State of Bitcoin Development

(11:23) Protocol Wars and Bitcoin's Future

(28:38) Privacy Innovations and Zcash

(36:05) Institutional Bitcoin Adoption Accelerates

(45:13) Regulation’s Expanding Role in Bitcoin

(49:45) The Road to Merchant Adoption

(52:26) Top Risks for Bitcoin Heading Into 2026

(54:54) 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


]]> 3349 The $13,000 Book Preserving Bitcoin's History | Jimmy from Smashtoshi In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy! — Follow Smashtoshi: https://x.com/bysmashtoshi Book Auction: https://shop.historyofbitcoin.io/first-edition 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 (01:36) Smashatoshi’s History of Bitcoin (04:52) Becoming a Bitcoin Historian (07:15) Uncovering Bitcoin’s Early History (07:39) Bitcoin’s Cultural & Social Shift (09:42) Bitcoin’s Financial Evolution (15:42) Where Bitcoin Is Heading Next (24:52) 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 Thu, 11 Dec 2025 09:00:00 -0000 full Blockworks In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy! — Follow Smashtoshi: https://x.com/bysmashtoshi Book Auction: https://shop.historyofbitcoin.io/first-edition 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 (01:36) Smashatoshi’s History of Bitcoin (04:52) Becoming a Bitcoin Historian (07:15) Uncovering Bitcoin’s Early History (07:39) Bitcoin’s Cultural & Social Shift (09:42) Bitcoin’s Financial Evolution (15:42) Where Bitcoin Is Heading Next (24:52) 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 In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy!

—

Follow Smashtoshi: https://x.com/bysmashtoshi

Book Auction: https://shop.historyofbitcoin.io/first-edition

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

(01:36) Smashatoshi’s History of Bitcoin

(04:52) Becoming a Bitcoin Historian

(07:15) Uncovering Bitcoin’s Early History

(07:39) Bitcoin’s Cultural & Social Shift

(09:42) Bitcoin’s Financial Evolution

(15:42) Where Bitcoin Is Heading Next

(24:52) 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


]]> 1832 Is The Bitcoin Treasury Trade Dead? | John Fakhoury In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy! — Follow John: https://x.com/PayItForwardDad 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 (01:57) Is the Bitcoin Cycle Broken? (09:05) The Rise & Risk of Corporate Bitcoin (13:31) Hard Truths About This Market (19:42) Bitcoin’s Path to the Index Era (22:21) The Mood Shift Under the Surface (24:43) What the Fed Means for Crypto (27:00) The Great Altcoin Reckoning (30:36) Stablecoins Become Infrastructure (33:20) Bitcoin’s Real Stress Test Ahead (36:29) Culture, Capital & the Next Cycle (41:06) 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 Tue, 09 Dec 2025 09:00:00 -0000 full Blockworks In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy! — Follow John: https://x.com/PayItForwardDad 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 (01:57) Is the Bitcoin Cycle Broken? (09:05) The Rise & Risk of Corporate Bitcoin (13:31) Hard Truths About This Market (19:42) Bitcoin’s Path to the Index Era (22:21) The Mood Shift Under the Surface (24:43) What the Fed Means for Crypto (27:00) The Great Altcoin Reckoning (30:36) Stablecoins Become Infrastructure (33:20) Bitcoin’s Real Stress Test Ahead (36:29) Culture, Capital & the Next Cycle (41:06) 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 In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy!

—

Follow John: https://x.com/PayItForwardDad

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

(01:57) Is the Bitcoin Cycle Broken?

(09:05) The Rise & Risk of Corporate Bitcoin

(13:31) Hard Truths About This Market

(19:42) Bitcoin’s Path to the Index Era

(22:21) The Mood Shift Under the Surface

(24:43) What the Fed Means for Crypto

(27:00) The Great Altcoin Reckoning

(30:36) Stablecoins Become Infrastructure

(33:20) Bitcoin’s Real Stress Test Ahead

(36:29) Culture, Capital & the Next Cycle

(41:06) 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


]]> 2598 Why Bitcoin's Price Is Lagging Adoption...For Now | Alexandre Laizet In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy! — Follow Alex: https://x.com/AlexandreLaizet 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) Why Isn’t BTC Higher? (07:02) Is Bitcoin Being Manipulated? (17:45) The Role of BTC Treasury Companies (24:39) Why Buy Treasury Companies? (34:02) Biggest Bitcoin Catalysts (38:58) How Does Bitcoin Recover? (44:24) 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 Thu, 04 Dec 2025 19:17:00 -0000 full Blockworks In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy! — Follow Alex: https://x.com/AlexandreLaizet 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) Why Isn’t BTC Higher? (07:02) Is Bitcoin Being Manipulated? (17:45) The Role of BTC Treasury Companies (24:39) Why Buy Treasury Companies? (34:02) Biggest Bitcoin Catalysts (38:58) How Does Bitcoin Recover? (44:24) 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 In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy!

—

Follow Alex: https://x.com/AlexandreLaizet

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) Why Isn’t BTC Higher?

(07:02) Is Bitcoin Being Manipulated?

(17:45) The Role of BTC Treasury Companies

(24:39) Why Buy Treasury Companies?

(34:02) Biggest Bitcoin Catalysts

(38:58) How Does Bitcoin Recover?

(44:24) 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


]]> 2707 Bitcoin’s Legal Crisis: The Szabo Debate | Roundup In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (04:17) Szabo’s Tweets, Ideological Shift & Legal Debates (15:03) Making Sense of Szabo’s Broader Message (37:58) Censorship Resistance, Node Design & Decentralization Risks (41:48) Nodes, Governance, and Bitcoin’s Long-Term Future (42:29) Government Pressure, Community Responses & Developer Tensions (49:21) The Knots Movement & Bitcoin’s Cultural Direction (01:01:11) Building a Stronger Bitcoin Culture (01:06:32) The Next Wave of Bitcoin Innovation (01:10:53) 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. Tue, 02 Dec 2025 09:00:00 -0000 full Blockworks In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (04:17) Szabo’s Tweets, Ideological Shift & Legal Debates (15:03) Making Sense of Szabo’s Broader Message (37:58) Censorship Resistance, Node Design & Decentralization Risks (41:48) Nodes, Governance, and Bitcoin’s Long-Term Future (42:29) Government Pressure, Community Responses & Developer Tensions (49:21) The Knots Movement & Bitcoin’s Cultural Direction (01:01:11) Building a Stronger Bitcoin Culture (01:06:32) The Next Wave of Bitcoin Innovation (01:10:53) 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. In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy!

—

Follow Shinobi: https://x.com/Brain_Trollz

Follow Joakim: https://x.com/joakimbook

Follow Aaron: https://x.com/AaronvanW

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

(04:17) Szabo’s Tweets, Ideological Shift & Legal Debates

(15:03) Making Sense of Szabo’s Broader Message

(37:58) Censorship Resistance, Node Design & Decentralization Risks

(41:48) Nodes, Governance, and Bitcoin’s Long-Term Future

(42:29) Government Pressure, Community Responses & Developer Tensions

(49:21) The Knots Movement & Bitcoin’s Cultural Direction

(01:01:11) Building a Stronger Bitcoin Culture

(01:06:32) The Next Wave of Bitcoin Innovation

(01:10:53) 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.


]]> 4304 Why Bitcoin Can’t Scale | John Carvalho In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains. 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 (01:31) Can Lightning Actually Scale? (12:10) Why Trust Shapes All Bitcoin Scaling (20:57) Why Trust Shapes All Bitcoin Scaling (30:19) How Synonym Approaches Bitcoin Scaling (34:56) Synonym’s Innovations, Tools & Future Roadmap (37:22) Data Control, Custom Algorithms & Pubkey Protocol (40:09) E-Commerce, Mobile Wallets & Next-Gen Bitcoin UX (42:03) Upgrading Nodes & Reinventing the Payment Protocol (47:19) Trust-Based Scaling: Pros & Cons (50:57) Rethinking Bitcoin Treasuries (01:02:24) A Personal Bitcoin Strategy (01:04:39) 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 Fri, 28 Nov 2025 09:00:00 -0000 full Blockworks In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains. 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 (01:31) Can Lightning Actually Scale? (12:10) Why Trust Shapes All Bitcoin Scaling (20:57) Why Trust Shapes All Bitcoin Scaling (30:19) How Synonym Approaches Bitcoin Scaling (34:56) Synonym’s Innovations, Tools & Future Roadmap (37:22) Data Control, Custom Algorithms & Pubkey Protocol (40:09) E-Commerce, Mobile Wallets & Next-Gen Bitcoin UX (42:03) Upgrading Nodes & Reinventing the Payment Protocol (47:19) Trust-Based Scaling: Pros & Cons (50:57) Rethinking Bitcoin Treasuries (01:02:24) A Personal Bitcoin Strategy (01:04:39) 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 In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains. 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

(01:31) Can Lightning Actually Scale?

(12:10) Why Trust Shapes All Bitcoin Scaling

(20:57) Why Trust Shapes All Bitcoin Scaling

(30:19) How Synonym Approaches Bitcoin Scaling

(34:56) Synonym’s Innovations, Tools & Future Roadmap

(37:22) Data Control, Custom Algorithms & Pubkey Protocol

(40:09) E-Commerce, Mobile Wallets & Next-Gen Bitcoin UX

(42:03) Upgrading Nodes & Reinventing the Payment Protocol

(47:19) Trust-Based Scaling: Pros & Cons

(50:57) Rethinking Bitcoin Treasuries

(01:02:24) A Personal Bitcoin Strategy

(01:04:39) 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


]]> 3960 Bitcoin’s Four-Year Cycle Is Breaking But Not Dead | Tim Enneking In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy! — Follow Tim: https://www.psalion.com/ 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 (02:03) How Bitcoin’s Market Has Evolved (07:20) Bulls, Bears & the Next Big Move (09:49) Institutional Flows Reshaping Crypto (21:20) Is Bitcoin Correlated to Equities? (23:18) Biggest Bitcoin Catalysts (27:51) Market Structure & Crypto Banks (32:58) Strategy Lessons from Market History (38:50) 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 Tue, 25 Nov 2025 09:00:00 -0000 full Blockworks In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy! — Follow Tim: https://www.psalion.com/ 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 (02:03) How Bitcoin’s Market Has Evolved (07:20) Bulls, Bears & the Next Big Move (09:49) Institutional Flows Reshaping Crypto (21:20) Is Bitcoin Correlated to Equities? (23:18) Biggest Bitcoin Catalysts (27:51) Market Structure & Crypto Banks (32:58) Strategy Lessons from Market History (38:50) 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 In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy!

—

Follow Tim: https://www.psalion.com/

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

(02:03) How Bitcoin’s Market Has Evolved

(07:20) Bulls, Bears & the Next Big Move

(09:49) Institutional Flows Reshaping Crypto

(21:20) Is Bitcoin Correlated to Equities?

(23:18) Biggest Bitcoin Catalysts

(27:51) Market Structure & Crypto Banks

(32:58) Strategy Lessons from Market History

(38:50) 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


]]> 2691 The Billion-Dollar Arms Race That Started Over $10 Bitcoins | Bill Tai & George Kikvadze In this episode, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of Necker Island gatherings in shaping the industry, and how those lessons inform Bitcoin’s present institutional era and future trajectory. Enjoy! — Follow Bill: https://x.com/KiteVC Follow George: https://x.com/BitfuryGeorge 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 (03:07) New Book: And Then You Win (05:31) Bill’s Bitcoin Backstory (12:57) George’s Path Into Bitcoin (15:43) FG Trailer (16:56) The Birth of ASICs & Industrial Mining (25:58) BitFury’s Breakout Moment (28:20) Mining Challenges & Growing Pains (30:49) Silicon Valley’s Big Miss (34:17) Necker Island: Branson, Bitcoin & Bold Ideas (39:58) Blockchain Summits & Their Industry Impact (42:13) Today’s Bitcoin Market & The Road Ahead (47:37) Biggest Bitcoin Advice & Surprises (54:49) 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 Thu, 20 Nov 2025 09:00:00 -0000 full Blockworks In this episode, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of Necker Island gatherings in shaping the industry, and how those lessons inform Bitcoin’s present institutional era and future trajectory. Enjoy! — Follow Bill: https://x.com/KiteVC Follow George: https://x.com/BitfuryGeorge 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 (03:07) New Book: And Then You Win (05:31) Bill’s Bitcoin Backstory (12:57) George’s Path Into Bitcoin (15:43) FG Trailer (16:56) The Birth of ASICs & Industrial Mining (25:58) BitFury’s Breakout Moment (28:20) Mining Challenges & Growing Pains (30:49) Silicon Valley’s Big Miss (34:17) Necker Island: Branson, Bitcoin & Bold Ideas (39:58) Blockchain Summits & Their Industry Impact (42:13) Today’s Bitcoin Market & The Road Ahead (47:37) Biggest Bitcoin Advice & Surprises (54:49) 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 In this episode, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of Necker Island gatherings in shaping the industry, and how those lessons inform Bitcoin’s present institutional era and future trajectory. Enjoy!

—

Follow Bill: https://x.com/KiteVC

Follow George: https://x.com/BitfuryGeorge

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

(03:07) New Book: And Then You Win

(05:31) Bill’s Bitcoin Backstory

(12:57) George’s Path Into Bitcoin

(15:43) FG Trailer

(16:56) The Birth of ASICs & Industrial Mining

(25:58) BitFury’s Breakout Moment

(28:20) Mining Challenges & Growing Pains

(30:49) Silicon Valley’s Big Miss

(34:17) Necker Island: Branson, Bitcoin & Bold Ideas

(39:58) Blockchain Summits & Their Industry Impact

(42:13) Today’s Bitcoin Market & The Road Ahead

(47:37) Biggest Bitcoin Advice & Surprises

(54:49) 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


]]> 3520 Inside the Secret Bitcoin Fork Telegram Channel | Roundup This week, we break down the escalating emergency soft-fork push inside the Bitcoin fork telegram channel, including the bans, inconsistencies, shifting activation plans, and the core dispute over whether a minority can (or should) restrict existing user behavior on Bitcoin. The panel dissects the technical, social, economic, and philosophical stakes, from property-rights violations to purity spirals, UASF fantasies, dangers of rushing consensus, and more. Enjoy! — Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (02:39) Inside the Bitcoin Fork Telegram (04:45) Diverging Views on the Fork Proposal (12:48) Is the Soft Fork Valid? (14:41) Who Decides Bitcoin’s Future? (17:17) FG Trailer (18:29) Economic Consequences of a Forked Bitcoin (26:24) Miners vs. Nodes (36:18) Can Bitcoin Maintain Consensus & Network Health? (37:46) The Hard Part: Technical + Social Coordination (41:11) Ideology, Philosophy & What Bitcoin Should Be (43:31) Lessons From Past Fork Fights (47:41) Who Really Owns Bitcoin? (01:01:22) Censorship, Neutrality & Network Integrity (01:06:28) 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 Tue, 18 Nov 2025 09:00:00 -0000 full Blockworks This week, we break down the escalating emergency soft-fork push inside the Bitcoin fork telegram channel, including the bans, inconsistencies, shifting activation plans, and the core dispute over whether a minority can (or should) restrict existing user behavior on Bitcoin. The panel dissects the technical, social, economic, and philosophical stakes, from property-rights violations to purity spirals, UASF fantasies, dangers of rushing consensus, and more. Enjoy! — Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (02:39) Inside the Bitcoin Fork Telegram (04:45) Diverging Views on the Fork Proposal (12:48) Is the Soft Fork Valid? (14:41) Who Decides Bitcoin’s Future? (17:17) FG Trailer (18:29) Economic Consequences of a Forked Bitcoin (26:24) Miners vs. Nodes (36:18) Can Bitcoin Maintain Consensus & Network Health? (37:46) The Hard Part: Technical + Social Coordination (41:11) Ideology, Philosophy & What Bitcoin Should Be (43:31) Lessons From Past Fork Fights (47:41) Who Really Owns Bitcoin? (01:01:22) Censorship, Neutrality & Network Integrity (01:06:28) 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 This week, we break down the escalating emergency soft-fork push inside the Bitcoin fork telegram channel, including the bans, inconsistencies, shifting activation plans, and the core dispute over whether a minority can (or should) restrict existing user behavior on Bitcoin. The panel dissects the technical, social, economic, and philosophical stakes, from property-rights violations to purity spirals, UASF fantasies, dangers of rushing consensus, and more. Enjoy!

—

Follow Joakim: https://x.com/joakimbook

Follow Aaron: https://x.com/AaronvanW

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

(02:39) Inside the Bitcoin Fork Telegram

(04:45) Diverging Views on the Fork Proposal

(12:48) Is the Soft Fork Valid?

(14:41) Who Decides Bitcoin’s Future?

(17:17) FG Trailer

(18:29) Economic Consequences of a Forked Bitcoin

(26:24) Miners vs. Nodes

(36:18) Can Bitcoin Maintain Consensus & Network Health?

(37:46) The Hard Part: Technical + Social Coordination

(41:11) Ideology, Philosophy & What Bitcoin Should Be

(43:31) Lessons From Past Fork Fights

(47:41) Who Really Owns Bitcoin?

(01:01:22) Censorship, Neutrality & Network Integrity

(01:06:28) 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


]]> 4106 Bitcoin’s Next Generation Meta Protocol is Bringing Back Smart Contracts | Adam Krellenstein In this episode, co-creator of Counterparty Adam Krellenstein joins the show to unveil Kontor – a next-generation Bitcoin meta-protocol offering native smart contracts and scalable file storage built directly on Bitcoin. He explains how Kontor builds on the legacy of Counterparty, colored coins, and Ordinals to bring true DeFi to Bitcoin without sidechains. Enjoy! — Follow Adam: https://x.com/agkrellenstein 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 (02:02) Kontor: The Next Bitcoin Meta Protocol (03:48) Why Bitcoin Needs a Meta Layer Now (08:05) Smart Contracts, Storage & Kontor’s Design (13:00) Ethics, On-Chain Activity & Bitcoin’s Moral Debate (17:43) Launch Playbook & Kontor Tokenomics (19:36) Kontor’s Scripting Language & Transaction Flow (25:06) FG Trailer (26:18) How Data Moves Through Kontor & Bitcoin (32:06) Building on Bitcoin vs. Alt-L1 Ecosystems (36:59) Bitcoin’s Next Era: Protocols, Miners & Markets (47:52) Multiple Implementations & the Future of Consensus (51:23) Bitcoin Wall Street-ification & Guardrails (55:18) 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 Thu, 13 Nov 2025 09:00:00 -0000 full Blockworks In this episode, co-creator of Counterparty Adam Krellenstein joins the show to unveil Kontor – a next-generation Bitcoin meta-protocol offering native smart contracts and scalable file storage built directly on Bitcoin. He explains how Kontor builds on the legacy of Counterparty, colored coins, and Ordinals to bring true DeFi to Bitcoin without sidechains. Enjoy! — Follow Adam: https://x.com/agkrellenstein 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 (02:02) Kontor: The Next Bitcoin Meta Protocol (03:48) Why Bitcoin Needs a Meta Layer Now (08:05) Smart Contracts, Storage & Kontor’s Design (13:00) Ethics, On-Chain Activity & Bitcoin’s Moral Debate (17:43) Launch Playbook & Kontor Tokenomics (19:36) Kontor’s Scripting Language & Transaction Flow (25:06) FG Trailer (26:18) How Data Moves Through Kontor & Bitcoin (32:06) Building on Bitcoin vs. Alt-L1 Ecosystems (36:59) Bitcoin’s Next Era: Protocols, Miners & Markets (47:52) Multiple Implementations & the Future of Consensus (51:23) Bitcoin Wall Street-ification & Guardrails (55:18) 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 In this episode, co-creator of Counterparty Adam Krellenstein joins the show to unveil Kontor – a next-generation Bitcoin meta-protocol offering native smart contracts and scalable file storage built directly on Bitcoin. He explains how Kontor builds on the legacy of Counterparty, colored coins, and Ordinals to bring true DeFi to Bitcoin without sidechains. Enjoy!

—

Follow Adam: https://x.com/agkrellenstein

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

(02:02) Kontor: The Next Bitcoin Meta Protocol

(03:48) Why Bitcoin Needs a Meta Layer Now

(08:05) Smart Contracts, Storage & Kontor’s Design

(13:00) Ethics, On-Chain Activity & Bitcoin’s Moral Debate

(17:43) Launch Playbook & Kontor Tokenomics

(19:36) Kontor’s Scripting Language & Transaction Flow

(25:06) FG Trailer

(26:18) How Data Moves Through Kontor & Bitcoin

(32:06) Building on Bitcoin vs. Alt-L1 Ecosystems

(36:59) Bitcoin’s Next Era: Protocols, Miners & Markets

(47:52) Multiple Implementations & the Future of Consensus

(51:23) Bitcoin Wall Street-ification & Guardrails

(55:18) 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


]]> 3401 Ledger  Chief Experience Officer on the Future of Bitcoin Self-Custody | Ian Rodgers In this episode, we sit down with Ledger’s Chief Experience Officer, Ian Rogers, to discuss the launch of the new Ledger Nano Gen 5 and the evolution of Ledger Wallet. We dive into how Ledger is improving hardware wallet usability and the company’s broader vision of securing Bitcoin to enable a full digital value ecosystem. Enjoy! — Follow Ian: https://x.com/iancr 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 (01:39) Ledger’s Evolution & Innovations (03:47) Security Meets Usability (04:54) Inside Ledger’s New Products (06:24) UX, Adoption & Market Growth (12:28) Who is the Ledger User? (15:45) Understanding Hard Wallets (18:43) FG Trailer (19:58) The Future of Ledger & Multisig (27:37) Bitcoin Gifting & Ledger’s Mission (32:04) 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 Tue, 11 Nov 2025 09:00:00 -0000 full Blockworks In this episode, we sit down with Ledger’s Chief Experience Officer, Ian Rogers, to discuss the launch of the new Ledger Nano Gen 5 and the evolution of Ledger Wallet. We dive into how Ledger is improving hardware wallet usability and the company’s broader vision of securing Bitcoin to enable a full digital value ecosystem. Enjoy! — Follow Ian: https://x.com/iancr 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 (01:39) Ledger’s Evolution & Innovations (03:47) Security Meets Usability (04:54) Inside Ledger’s New Products (06:24) UX, Adoption & Market Growth (12:28) Who is the Ledger User? (15:45) Understanding Hard Wallets (18:43) FG Trailer (19:58) The Future of Ledger & Multisig (27:37) Bitcoin Gifting & Ledger’s Mission (32:04) 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 In this episode, we sit down with Ledger’s Chief Experience Officer, Ian Rogers, to discuss the launch of the new Ledger Nano Gen 5 and the evolution of Ledger Wallet. We dive into how Ledger is improving hardware wallet usability and the company’s broader vision of securing Bitcoin to enable a full digital value ecosystem. Enjoy!

—

Follow Ian: https://x.com/iancr

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

(01:39) Ledger’s Evolution & Innovations

(03:47) Security Meets Usability

(04:54) Inside Ledger’s New Products

(06:24) UX, Adoption & Market Growth

(12:28) Who is the Ledger User?

(15:45) Understanding Hard Wallets

(18:43) FG Trailer

(19:58) The Future of Ledger & Multisig

(27:37) Bitcoin Gifting & Ledger’s Mission

(32:04) 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


]]> 2064 BIP-444: The Soft Fork That Could Split Bitcoin | Roundup In this episode, we dive into the escalating Bitcoin civil war over BIP-444 — the proposed “emergency soft fork” to limit arbitrary data onchain. The panel debates “pleb slop” culture, anti-core developer sentiment, and whether the community is repeating the moral crusades of the Blocksize Wars. We also dissect miner incentives, exploiting user-activated vs. user-rejected forks, property-rights implications, and prediction markets tracking whether the fork will ever activate. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (01:48) Debating “Pleb Slop” and Core Values (08:25) Developers, Consensus, and the Community Divide (16:20) Fork Proposals and the Governance Dilemma (21:40) Soft Forks, User Action, and Network Power (34:05) FG Trailer (35:17) Soft Forks, User Action, and Network Power (39:18) Game Theory: Block Invalidation and Chain Reorgs (42:50) Prediction Markets, Fork Futures, and Incentives (47:51) Economic Voting and Miner Power Dynamics (52:42) Censorship, Property Rights, and Bitcoin Core’s Role (1:06:01) Fork Scenarios and the Future of Bitcoin (1:07:24) 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 Thu, 06 Nov 2025 09:00:00 -0000 full Blockworks In this episode, we dive into the escalating Bitcoin civil war over BIP-444 — the proposed “emergency soft fork” to limit arbitrary data onchain. The panel debates “pleb slop” culture, anti-core developer sentiment, and whether the community is repeating the moral crusades of the Blocksize Wars. We also dissect miner incentives, exploiting user-activated vs. user-rejected forks, property-rights implications, and prediction markets tracking whether the fork will ever activate. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (01:48) Debating “Pleb Slop” and Core Values (08:25) Developers, Consensus, and the Community Divide (16:20) Fork Proposals and the Governance Dilemma (21:40) Soft Forks, User Action, and Network Power (34:05) FG Trailer (35:17) Soft Forks, User Action, and Network Power (39:18) Game Theory: Block Invalidation and Chain Reorgs (42:50) Prediction Markets, Fork Futures, and Incentives (47:51) Economic Voting and Miner Power Dynamics (52:42) Censorship, Property Rights, and Bitcoin Core’s Role (1:06:01) Fork Scenarios and the Future of Bitcoin (1:07:24) 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 In this episode, we dive into the escalating Bitcoin civil war over BIP-444 — the proposed “emergency soft fork” to limit arbitrary data onchain. The panel debates “pleb slop” culture, anti-core developer sentiment, and whether the community is repeating the moral crusades of the Blocksize Wars. We also dissect miner incentives, exploiting user-activated vs. user-rejected forks, property-rights implications, and prediction markets tracking whether the fork will ever activate. Enjoy!

—

Follow Shinobi: https://x.com/Brain_Trollz

Follow Joakim: https://x.com/joakimbook

Follow Aaron: https://x.com/AaronvanW

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

(01:48) Debating “Pleb Slop” and Core Values

(08:25) Developers, Consensus, and the Community Divide

(16:20) Fork Proposals and the Governance Dilemma

(21:40) Soft Forks, User Action, and Network Power

(34:05) FG Trailer

(35:17) Soft Forks, User Action, and Network Power

(39:18) Game Theory: Block Invalidation and Chain Reorgs

(42:50) Prediction Markets, Fork Futures, and Incentives

(47:51) Economic Voting and Miner Power Dynamics

(52:42) Censorship, Property Rights, and Bitcoin Core’s Role

(1:06:01) Fork Scenarios and the Future of Bitcoin

(1:07:24) 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


]]> 4236 Buy Bitcoin Like a House: How Anyone Can Own a Whole Coin | Lamar Wilson In this episode, Lamar Wilson – founder of Black Bitcoin Billionaire and creator of Orange House Capital – joins the show to discuss his new platform that lets everyday people buy Bitcoin the same way they’d buy a home: with a down payment and monthly installments. Lamar explains how this “Bitcoin mortgage” model aims to make ownership accessible without credit checks, drawing parallels to how traditional mortgages built the American middle class. Enjoy! — Follow Lamar: https://x.com/bigmarh 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 — Timestamps: (00:00) Introduction (02:17) Building Orange House (04:32) The Bitcoin Mortgage Model (10:56) Cryptography & Refinancing (13:50) Reinventing the Mortgage for Bitcoin (17:44) FG Trailer (18:56) Reinventing the Mortgage for Bitcoin (21:11) The Target Market (23:44) The Bitcoin Layaway Revolution (26:14) Lamar’s Bitcoin History (27:58) Democratizing Bitcoin Access (33:25) Bitcoin is for the People (38:22) 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 Tue, 04 Nov 2025 09:00:00 -0000 full Blockworks In this episode, Lamar Wilson – founder of Black Bitcoin Billionaire and creator of Orange House Capital – joins the show to discuss his new platform that lets everyday people buy Bitcoin the same way they’d buy a home: with a down payment and monthly installments. Lamar explains how this “Bitcoin mortgage” model aims to make ownership accessible without credit checks, drawing parallels to how traditional mortgages built the American middle class. Enjoy! — Follow Lamar: https://x.com/bigmarh 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 — Timestamps: (00:00) Introduction (02:17) Building Orange House (04:32) The Bitcoin Mortgage Model (10:56) Cryptography & Refinancing (13:50) Reinventing the Mortgage for Bitcoin (17:44) FG Trailer (18:56) Reinventing the Mortgage for Bitcoin (21:11) The Target Market (23:44) The Bitcoin Layaway Revolution (26:14) Lamar’s Bitcoin History (27:58) Democratizing Bitcoin Access (33:25) Bitcoin is for the People (38:22) 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 In this episode, Lamar Wilson – founder of Black Bitcoin Billionaire and creator of Orange House Capital – joins the show to discuss his new platform that lets everyday people buy Bitcoin the same way they’d buy a home: with a down payment and monthly installments. Lamar explains how this “Bitcoin mortgage” model aims to make ownership accessible without credit checks, drawing parallels to how traditional mortgages built the American middle class. Enjoy!

—

Follow Lamar: https://x.com/bigmarh

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

—

Timestamps:

(00:00) Introduction

(02:17) Building Orange House

(04:32) The Bitcoin Mortgage Model

(10:56) Cryptography & Refinancing

(13:50) Reinventing the Mortgage for Bitcoin

(17:44) FG Trailer

(18:56) Reinventing the Mortgage for Bitcoin

(21:11) The Target Market

(23:44) The Bitcoin Layaway Revolution

(26:14) Lamar’s Bitcoin History

(27:58) Democratizing Bitcoin Access

(33:25) Bitcoin is for the People

(38:22) 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


]]> 2399 Bitcoin's Emergency Fork Proposal: Biggest Divide Since the Blocksize Wars | Roundup Debate In this episode, we’re joined by Shinobi, Joakim Book, and Aaron van Wirdum to discuss the emergency Bitcoin soft fork proposal that could split the network. We debate whether the proposal’s “legal and moral” justifications hold any weight, question who defines harm within Bitcoin, and explore how technical limits, cultural rifts, and power struggles will shape Bitcoin’s future. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 — Timestamps:(00:00) Introduction (02:06) Bitcoin’s BIP-444 Battle (07:11) The Legal & Moral Dilemma (10:22) How Would It Activate? (17:57) The Community Divide (28:18) FG Trailer (29:30) History Repeats Itself (53:06) Culture Wars in Bitcoin (1:00:34) Forking & Freedom (1:13:04) The Next Bitcoin Fork? (1:28:58) 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 Thu, 30 Oct 2025 08:00:00 -0000 full Blockworks In this episode, we’re joined by Shinobi, Joakim Book, and Aaron van Wirdum to discuss the emergency Bitcoin soft fork proposal that could split the network. We debate whether the proposal’s “legal and moral” justifications hold any weight, question who defines harm within Bitcoin, and explore how technical limits, cultural rifts, and power struggles will shape Bitcoin’s future. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 — Timestamps:(00:00) Introduction (02:06) Bitcoin’s BIP-444 Battle (07:11) The Legal & Moral Dilemma (10:22) How Would It Activate? (17:57) The Community Divide (28:18) FG Trailer (29:30) History Repeats Itself (53:06) Culture Wars in Bitcoin (1:00:34) Forking & Freedom (1:13:04) The Next Bitcoin Fork? (1:28:58) 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 In this episode, we’re joined by Shinobi, Joakim Book, and Aaron van Wirdum to discuss the emergency Bitcoin soft fork proposal that could split the network. We debate whether the proposal’s “legal and moral” justifications hold any weight, question who defines harm within Bitcoin, and explore how technical limits, cultural rifts, and power struggles will shape Bitcoin’s future. Enjoy!

—

Follow Shinobi: https://x.com/Brain_Trollz

Follow Joakim: https://x.com/joakimbook

Follow Aaron: https://x.com/AaronvanW

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

—

Timestamps:(00:00) Introduction

(02:06) Bitcoin’s BIP-444 Battle

(07:11) The Legal & Moral Dilemma

(10:22) How Would It Activate?

(17:57) The Community Divide

(28:18) FG Trailer

(29:30) History Repeats Itself

(53:06) Culture Wars in Bitcoin

(1:00:34) Forking & Freedom

(1:13:04) The Next Bitcoin Fork?

(1:28:58) 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


]]> 5656 Bitcoin’s Worst October in 7 Years: The End of Uptober? | Boaz Sobrado In this episode, Boaz Sobrado joins the show to unpack Bitcoin’s toughest October in a decade, how institutional traders may be flipping traditional market narratives, and the exchange shifts reshaping crypto. We also discuss the rise of corporate Bitcoin adoption, strategic government reserves, Square’s renewed push for Bitcoin payments, and if this cycle is truly different. Enjoy! — Follow Boaz: https://x.com/sobradob 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 — Timestamps: (00:00) Introduction (00:57) Bitcoin’s Worst October Ever? (04:50) Is this the End of the Cycle? (06:51) Exchange Shakeups (10:23) CME Overtaking Crypto Natives (14:23) The Blending of Exchanges (16:08) Tokenized Assets & the ICO Revival (21:57) FG Trailer (23:09) Corporate Bitcoin Adoption (28:19) The Global Regulatory Chess Game (29:53) Strategic Bitcoin Reserves & Treasury Adoption (34:38) Square Pushing BTC as Money (40:26) Is this Time Different? (42:34) 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 Tue, 28 Oct 2025 08:00:00 -0000 full Blockworks In this episode, Boaz Sobrado joins the show to unpack Bitcoin’s toughest October in a decade, how institutional traders may be flipping traditional market narratives, and the exchange shifts reshaping crypto. We also discuss the rise of corporate Bitcoin adoption, strategic government reserves, Square’s renewed push for Bitcoin payments, and if this cycle is truly different. Enjoy! — Follow Boaz: https://x.com/sobradob 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 — Timestamps: (00:00) Introduction (00:57) Bitcoin’s Worst October Ever? (04:50) Is this the End of the Cycle? (06:51) Exchange Shakeups (10:23) CME Overtaking Crypto Natives (14:23) The Blending of Exchanges (16:08) Tokenized Assets & the ICO Revival (21:57) FG Trailer (23:09) Corporate Bitcoin Adoption (28:19) The Global Regulatory Chess Game (29:53) Strategic Bitcoin Reserves & Treasury Adoption (34:38) Square Pushing BTC as Money (40:26) Is this Time Different? (42:34) 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 In this episode, Boaz Sobrado joins the show to unpack Bitcoin’s toughest October in a decade, how institutional traders may be flipping traditional market narratives, and the exchange shifts reshaping crypto. We also discuss the rise of corporate Bitcoin adoption, strategic government reserves, Square’s renewed push for Bitcoin payments, and if this cycle is truly different. Enjoy!

—

Follow Boaz: https://x.com/sobradob

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

—


Timestamps:

(00:00) Introduction

(00:57) Bitcoin’s Worst October Ever?

(04:50) Is this the End of the Cycle?

(06:51) Exchange Shakeups

(10:23) CME Overtaking Crypto Natives

(14:23) The Blending of Exchanges

(16:08) Tokenized Assets & the ICO Revival

(21:57) FG Trailer

(23:09) Corporate Bitcoin Adoption

(28:19) The Global Regulatory Chess Game

(29:53) Strategic Bitcoin Reserves & Treasury Adoption

(34:38) Square Pushing BTC as Money

(40:26) Is this Time Different?

(42:34) 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


]]> 2616 Crypto News Roundup: Shutdowns, Seizures, & Stablecoins | Joakim Book In this episode, Rizzo & Joakim Book break down the latest in Bitcoin and crypto: from the market crash and Polymarket’s NYSE deal, to the U.S. government’s Bitcoin seizures, growing dominance of stablecoins, and Bitcoin’s four-year cycle. Enjoy! — Follow Joakim: https://x.com/joakimbook  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 (02:31) Prediction Markets & Polymarket (07:00) Government Shutdown & Bitcoin’s Role (12:18) Bitcoin Seizures & Reserves (16:20) Bitcoin’s ATH & Sentiment (20:13) Mainstream Media Bitcoin Narratives (21:29) FG Trailer (22:51) Mainstream Media Bitcoin Narratives (25:14) Politics & Crypto on the Global Stage (32:29) Stablecoins & Tether’s Dominance (38:53) Bitcoin’s Four-Year Cycle Debate (41:17) 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 Thu, 23 Oct 2025 08:00:00 -0000 full Blockworks In this episode, Rizzo & Joakim Book break down the latest in Bitcoin and crypto: from the market crash and Polymarket’s NYSE deal, to the U.S. government’s Bitcoin seizures, growing dominance of stablecoins, and Bitcoin’s four-year cycle. Enjoy! — Follow Joakim: https://x.com/joakimbook  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 (02:31) Prediction Markets & Polymarket (07:00) Government Shutdown & Bitcoin’s Role (12:18) Bitcoin Seizures & Reserves (16:20) Bitcoin’s ATH & Sentiment (20:13) Mainstream Media Bitcoin Narratives (21:29) FG Trailer (22:51) Mainstream Media Bitcoin Narratives (25:14) Politics & Crypto on the Global Stage (32:29) Stablecoins & Tether’s Dominance (38:53) Bitcoin’s Four-Year Cycle Debate (41:17) 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 In this episode, Rizzo & Joakim Book break down the latest in Bitcoin and crypto: from the market crash and Polymarket’s NYSE deal, to the U.S. government’s Bitcoin seizures, growing dominance of stablecoins, and Bitcoin’s four-year cycle. Enjoy!

—

Follow Joakim: https://x.com/joakimbook 

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

(02:31) Prediction Markets & Polymarket

(07:00) Government Shutdown & Bitcoin’s Role

(12:18) Bitcoin Seizures & Reserves

(16:20) Bitcoin’s ATH & Sentiment

(20:13) Mainstream Media Bitcoin Narratives

(21:29) FG Trailer

(22:51) Mainstream Media Bitcoin Narratives

(25:14) Politics & Crypto on the Global Stage

(32:29) Stablecoins & Tether’s Dominance

(38:53) Bitcoin’s Four-Year Cycle Debate

(41:17) 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


]]> 2567 Bitcoin's Crisis of Stagnation, Upgrades, & Control | Paul Sztorc In this episode, Paul Sztorc joins to break down the evolving politics of Bitcoin development from user vs. developer control to the failures of Lightning, the role of dissenting implementations, and the long-term challenges of security and fees. It’s a wide-ranging discussion on the future of Bitcoin’s growth, governance, and survival. Enjoy! — Follow Paul: https://x.com/Truthcoin 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 (01:32) Bitcoin v30 & Development Battles (06:33) Lightning Network Under Fire (09:32) The Problems with Bitcoin Core (17:18) Relay Policy & Transaction Incentives (21:19) Competing Bitcoin Cultures & Implementations (35:57) Who Really Controls Bitcoin: Users or Miners? (38:25) SegWit & the Scaling Wars (41:45) Power of Users in Bitcoin’s Direction (45:19) Innovation & Challenges Driving Bitcoin’s Evolution (50:45) Security, Fees, & Long-Term Sustainability (53:37) Bitcoin vs Gold: What Money Should Be (56:55) Why Compatibility is Bitcoin’s Hidden Strength (1:00:32) 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 Tue, 21 Oct 2025 08:00:00 -0000 full Blockworks In this episode, Paul Sztorc joins to break down the evolving politics of Bitcoin development from user vs. developer control to the failures of Lightning, the role of dissenting implementations, and the long-term challenges of security and fees. It’s a wide-ranging discussion on the future of Bitcoin’s growth, governance, and survival. Enjoy! — Follow Paul: https://x.com/Truthcoin 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 (01:32) Bitcoin v30 & Development Battles (06:33) Lightning Network Under Fire (09:32) The Problems with Bitcoin Core (17:18) Relay Policy & Transaction Incentives (21:19) Competing Bitcoin Cultures & Implementations (35:57) Who Really Controls Bitcoin: Users or Miners? (38:25) SegWit & the Scaling Wars (41:45) Power of Users in Bitcoin’s Direction (45:19) Innovation & Challenges Driving Bitcoin’s Evolution (50:45) Security, Fees, & Long-Term Sustainability (53:37) Bitcoin vs Gold: What Money Should Be (56:55) Why Compatibility is Bitcoin’s Hidden Strength (1:00:32) 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 In this episode, Paul Sztorc joins to break down the evolving politics of Bitcoin development from user vs. developer control to the failures of Lightning, the role of dissenting implementations, and the long-term challenges of security and fees. It’s a wide-ranging discussion on the future of Bitcoin’s growth, governance, and survival. Enjoy!

—

Follow Paul: https://x.com/Truthcoin

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

(01:32) Bitcoin v30 & Development Battles

(06:33) Lightning Network Under Fire

(09:32) The Problems with Bitcoin Core

(17:18) Relay Policy & Transaction Incentives

(21:19) Competing Bitcoin Cultures & Implementations

(35:57) Who Really Controls Bitcoin: Users or Miners?

(38:25) SegWit & the Scaling Wars

(41:45) Power of Users in Bitcoin’s Direction

(45:19) Innovation & Challenges Driving Bitcoin’s Evolution

(50:45) Security, Fees, & Long-Term Sustainability

(53:37) Bitcoin vs Gold: What Money Should Be

(56:55) Why Compatibility is Bitcoin’s Hidden Strength

(1:00:32) 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


]]> 4539 Tackling Bitcoin's Biggest Debates: Lightning, Quantum, & Knots | Mike Tidwell In this episode, Lightning developer at ZBD Pay and organizer of TABConf Mike Tidwell joins the show to discuss the experimental, community-driven format of TABConf, the hotly contested future of the Lightning Network, rising concerns over quantum computing, and the philosophical divides between Bitcoin Core and Knots. We also explore how governance, user participation, and mempool policies will shape the future of Bitcoin. Enjoy! — Follow Mike: https://x.com/miketwenty1 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 (02:11) TABConf Bitcoin Debates (05:02) Lightning Network: Success or Failure? (11:38) Quantum Computing and Bitcoin’s Future (20:37) Core vs. Knots: The Governance Divide (31:51) Mempool Policies & User Preferences (46:10) Software, Governance & User Appeal (49:38) Miners, Power, and Practicality (57:08) Bitcoin’s Cultural Legitimacy (1:01:02) Legal & Technical Challenges (1:06:28) Education, Engagement & the Path Ahead (1:12:41) The Future of Bitcoin Governance (1:30:09) 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 Thu, 16 Oct 2025 08:00:00 -0000 full Blockworks In this episode, Lightning developer at ZBD Pay and organizer of TABConf Mike Tidwell joins the show to discuss the experimental, community-driven format of TABConf, the hotly contested future of the Lightning Network, rising concerns over quantum computing, and the philosophical divides between Bitcoin Core and Knots. We also explore how governance, user participation, and mempool policies will shape the future of Bitcoin. Enjoy! — Follow Mike: https://x.com/miketwenty1 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 (02:11) TABConf Bitcoin Debates (05:02) Lightning Network: Success or Failure? (11:38) Quantum Computing and Bitcoin’s Future (20:37) Core vs. Knots: The Governance Divide (31:51) Mempool Policies & User Preferences (46:10) Software, Governance & User Appeal (49:38) Miners, Power, and Practicality (57:08) Bitcoin’s Cultural Legitimacy (1:01:02) Legal & Technical Challenges (1:06:28) Education, Engagement & the Path Ahead (1:12:41) The Future of Bitcoin Governance (1:30:09) 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 In this episode, Lightning developer at ZBD Pay and organizer of TABConf Mike Tidwell joins the show to discuss the experimental, community-driven format of TABConf, the hotly contested future of the Lightning Network, rising concerns over quantum computing, and the philosophical divides between Bitcoin Core and Knots. We also explore how governance, user participation, and mempool policies will shape the future of Bitcoin. Enjoy!

—

Follow Mike: https://x.com/miketwenty1

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

(02:11) TABConf Bitcoin Debates

(05:02) Lightning Network: Success or Failure?

(11:38) Quantum Computing and Bitcoin’s Future

(20:37) Core vs. Knots: The Governance Divide

(31:51) Mempool Policies & User Preferences

(46:10) Software, Governance & User Appeal

(49:38) Miners, Power, and Practicality

(57:08) Bitcoin’s Cultural Legitimacy

(1:01:02) Legal & Technical Challenges

(1:06:28) Education, Engagement & the Path Ahead

(1:12:41) The Future of Bitcoin Governance

(1:30:09) 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


]]> 5612 Bitcoin Spam Wars: Who Controls Bitcoin’s Future? | Pierre Rochard In this episode, return guest Pierre Rochard debates the future of Bitcoin’s protocol rules, the cultural shift brought by ordinals and Taproot, and the role of spam mitigation and OP_RETURN, including the incentives of miners versus node operators and the legal and political risks posed by arbitrary data on Bitcoin. We dive into governance, incentives, and whether dissenting implementations like Knots can meaningfully shape Bitcoin’s future. Enjoy! — Follow Pierre: https://x.com/BitcoinPierre 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (01:10) Core vs Knots Debate (08:55) How Should We Treat Spam? (19:07) Consensus Rules at a Crossroads (32:18) Miner Incentives vs Nodes (37:25) Immigration or Invasion? (40:15) Network Strain & Fork Threshold (45:17) Knots, Core, and Governance (54:02) Legal Risks in Bitcoin (59:32) 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 Tue, 14 Oct 2025 08:00:00 -0000 full Blockworks In this episode, return guest Pierre Rochard debates the future of Bitcoin’s protocol rules, the cultural shift brought by ordinals and Taproot, and the role of spam mitigation and OP_RETURN, including the incentives of miners versus node operators and the legal and political risks posed by arbitrary data on Bitcoin. We dive into governance, incentives, and whether dissenting implementations like Knots can meaningfully shape Bitcoin’s future. Enjoy! — Follow Pierre: https://x.com/BitcoinPierre 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (01:10) Core vs Knots Debate (08:55) How Should We Treat Spam? (19:07) Consensus Rules at a Crossroads (32:18) Miner Incentives vs Nodes (37:25) Immigration or Invasion? (40:15) Network Strain & Fork Threshold (45:17) Knots, Core, and Governance (54:02) Legal Risks in Bitcoin (59:32) 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 In this episode, return guest Pierre Rochard debates the future of Bitcoin’s protocol rules, the cultural shift brought by ordinals and Taproot, and the role of spam mitigation and OP_RETURN, including the incentives of miners versus node operators and the legal and political risks posed by arbitrary data on Bitcoin. We dive into governance, incentives, and whether dissenting implementations like Knots can meaningfully shape Bitcoin’s future. Enjoy!

—

Follow Pierre: https://x.com/BitcoinPierre

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(01:10) Core vs Knots Debate

(08:55) How Should We Treat Spam?

(19:07) Consensus Rules at a Crossroads

(32:18) Miner Incentives vs Nodes

(37:25) Immigration or Invasion?

(40:15) Network Strain & Fork Threshold

(45:17) Knots, Core, and Governance

(54:02) Legal Risks in Bitcoin

(59:32) 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


]]> 3818 Why This Bitcoin Cycle Could Last Until 2027 | Mike Alfred In this episode, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy! — Follow Mike: https://x.com/mikealfred 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (01:57) When Will the Bitcoin Cycle End? (08:39) Catalysts that Could Move Bitcoin (12:37) Historical Analogues & Market Risks (17:12) Biggest Overbought Narratives (18:57) Bitcoin Treasuries & Mastering Narratives (25:57) Bitcoin vs Bitcoin Alternatives (29:35) How Institutions See Bitcoin (33:51) Crypto & Tokenization (37:03) The Future of Bitcoin (40:21) Debunking Bitcoin FUD (43:11) 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 Thu, 09 Oct 2025 08:00:00 -0000 full Blockworks In this episode, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy! — Follow Mike: https://x.com/mikealfred 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (01:57) When Will the Bitcoin Cycle End? (08:39) Catalysts that Could Move Bitcoin (12:37) Historical Analogues & Market Risks (17:12) Biggest Overbought Narratives (18:57) Bitcoin Treasuries & Mastering Narratives (25:57) Bitcoin vs Bitcoin Alternatives (29:35) How Institutions See Bitcoin (33:51) Crypto & Tokenization (37:03) The Future of Bitcoin (40:21) Debunking Bitcoin FUD (43:11) 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 In this episode, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy!

—

Follow Mike: https://x.com/mikealfred

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(01:57) When Will the Bitcoin Cycle End?

(08:39) Catalysts that Could Move Bitcoin

(12:37) Historical Analogues & Market Risks

(17:12) Biggest Overbought Narratives

(18:57) Bitcoin Treasuries & Mastering Narratives

(25:57) Bitcoin vs Bitcoin Alternatives

(29:35) How Institutions See Bitcoin

(33:51) Crypto & Tokenization

(37:03) The Future of Bitcoin

(40:21) Debunking Bitcoin FUD

(43:11) 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


]]> 2680 Bitcoin Core vs Knots: Are We Headed for a Fork? | Mike Schmidt In this episode, Mike Schmidt of Brink unpacks Bitcoin’s current technical war. We cover misconceptions about Bitcoin Core, the heated debate around OP_RETURN and relay policies, the role of node operators versus popular will, how funding and incentives shape development, and the risks of multiple implementations. Enjoy! — Follow Mike: https://x.com/bitschmidty 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:30) Clearing Up Bitcoin Core Myths (05:17) How Bitcoin Core Really Reaches Consensus (09:30) The OP_RETURN & Data Wars (20:30) Why Node Operators Shape the Network (24:02) The Hidden Risks of Knots (26:12) Consensus vs. Popular Opinion (29:00) Putting Bitcoin Core Under the Microscope (31:53) Who Funds Bitcoin Core and Why It Matters (39:39) The Danger of Multiple Implementations (43:22) The Future of Arbitrary Data on Bitcoin (45:06) 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 Tue, 07 Oct 2025 08:00:00 -0000 full Blockworks In this episode, Mike Schmidt of Brink unpacks Bitcoin’s current technical war. We cover misconceptions about Bitcoin Core, the heated debate around OP_RETURN and relay policies, the role of node operators versus popular will, how funding and incentives shape development, and the risks of multiple implementations. Enjoy! — Follow Mike: https://x.com/bitschmidty 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:30) Clearing Up Bitcoin Core Myths (05:17) How Bitcoin Core Really Reaches Consensus (09:30) The OP_RETURN & Data Wars (20:30) Why Node Operators Shape the Network (24:02) The Hidden Risks of Knots (26:12) Consensus vs. Popular Opinion (29:00) Putting Bitcoin Core Under the Microscope (31:53) Who Funds Bitcoin Core and Why It Matters (39:39) The Danger of Multiple Implementations (43:22) The Future of Arbitrary Data on Bitcoin (45:06) 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 In this episode, Mike Schmidt of Brink unpacks Bitcoin’s current technical war. We cover misconceptions about Bitcoin Core, the heated debate around OP_RETURN and relay policies, the role of node operators versus popular will, how funding and incentives shape development, and the risks of multiple implementations. Enjoy!

—

Follow Mike: https://x.com/bitschmidty

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(02:30) Clearing Up Bitcoin Core Myths

(05:17) How Bitcoin Core Really Reaches Consensus

(09:30) The OP_RETURN & Data Wars

(20:30) Why Node Operators Shape the Network

(24:02) The Hidden Risks of Knots

(26:12) Consensus vs. Popular Opinion

(29:00) Putting Bitcoin Core Under the Microscope

(31:53) Who Funds Bitcoin Core and Why It Matters

(39:39) The Danger of Multiple Implementations

(43:22) The Future of Arbitrary Data on Bitcoin

(45:06) 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


]]> 2827 Living a Bitcoin-Only Life Is Now Possible | Shehzan In this episode, Founder of Lava Shehzan Maredia explains how Bitcoin-backed loans, yield products, payroll conversion, and self-custody tools through Lava are enabling people to live on a Bitcoin standard while avoiding sales, taxes, and centralized risk. Enjoy! — Follow Shehzan: https://x.com/MarediaShehzan 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:30) Lava’s Vision & Fundraising (03:11) Inside Lava’s Platform (04:35) Trust & Self-Custody (06:29) Life on a Bitcoin Standard (15:41) Bitcoin-Backed Loan Strategies (20:21) Bitcoin Mortgages & Innovation (21:58) Revenue & Monetization (26:22) Security & Key Management (31:12) The Future of Bitcoin Finance (34:59) Long-Term Bitcoin Predictions (36:44) 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 Thu, 02 Oct 2025 08:00:00 -0000 full Blockworks In this episode, Founder of Lava Shehzan Maredia explains how Bitcoin-backed loans, yield products, payroll conversion, and self-custody tools through Lava are enabling people to live on a Bitcoin standard while avoiding sales, taxes, and centralized risk. Enjoy! — Follow Shehzan: https://x.com/MarediaShehzan 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:30) Lava’s Vision & Fundraising (03:11) Inside Lava’s Platform (04:35) Trust & Self-Custody (06:29) Life on a Bitcoin Standard (15:41) Bitcoin-Backed Loan Strategies (20:21) Bitcoin Mortgages & Innovation (21:58) Revenue & Monetization (26:22) Security & Key Management (31:12) The Future of Bitcoin Finance (34:59) Long-Term Bitcoin Predictions (36:44) 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 In this episode, Founder of Lava Shehzan Maredia explains how Bitcoin-backed loans, yield products, payroll conversion, and self-custody tools through Lava are enabling people to live on a Bitcoin standard while avoiding sales, taxes, and centralized risk. Enjoy!

—

Follow Shehzan: https://x.com/MarediaShehzan

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(02:30) Lava’s Vision & Fundraising

(03:11) Inside Lava’s Platform

(04:35) Trust & Self-Custody

(06:29) Life on a Bitcoin Standard

(15:41) Bitcoin-Backed Loan Strategies

(20:21) Bitcoin Mortgages & Innovation

(21:58) Revenue & Monetization

(26:22) Security & Key Management

(31:12) The Future of Bitcoin Finance

(34:59) Long-Term Bitcoin Predictions

(36:44) 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


]]> 2273 Bitcoin & the Coming Wave of Money Printing | Arthur Hayes Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productivity boom, and why DeFi, stablecoins, and new decentralized trading models are at the heart of the next cycle. Enjoy! __ Follow Arthur: https://x.com/CryptoHayes Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Origin Summit: https://www.originsummit.xyz/ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:50) Money Printing & Yield Curve Control (05:42) What Does this Mean for Bitcoin? (08:48) AI & the Debt Doom Loop (12:44) Favorite Crypto Themes & Innovations (13:48) Perp DEXes & Hyperliquid (18:16) Stablecoin Winners & Losers (21:32) Stablecoin Systemic Risk (23:30) AI, Intellectual Property, and Blockchain (24:47) Western vs. Asian Crypto Markets __ Disclaimer: Nothing said on Supply Shock or Forward Guidance 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. Tue, 30 Sep 2025 08:00:00 -0000 full Blockworks Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productivity boom, and why DeFi, stablecoins, and new decentralized trading models are at the heart of the next cycle. Enjoy! __ Follow Arthur: https://x.com/CryptoHayes Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Origin Summit: https://www.originsummit.xyz/ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:50) Money Printing & Yield Curve Control (05:42) What Does this Mean for Bitcoin? (08:48) AI & the Debt Doom Loop (12:44) Favorite Crypto Themes & Innovations (13:48) Perp DEXes & Hyperliquid (18:16) Stablecoin Winners & Losers (21:32) Stablecoin Systemic Risk (23:30) AI, Intellectual Property, and Blockchain (24:47) Western vs. Asian Crypto Markets __ Disclaimer: Nothing said on Supply Shock or Forward Guidance 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. Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productivity boom, and why DeFi, stablecoins, and new decentralized trading models are at the heart of the next cycle. Enjoy!

__

Follow Arthur: https://x.com/CryptoHayes

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Origin Summit: https://www.originsummit.xyz/

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—


Timestamps:

(00:00) Introduction

(02:50) Money Printing & Yield Curve Control

(05:42) What Does this Mean for Bitcoin?

(08:48) AI & the Debt Doom Loop

(12:44) Favorite Crypto Themes & Innovations

(13:48) Perp DEXes & Hyperliquid

(18:16) Stablecoin Winners & Losers

(21:32) Stablecoin Systemic Risk

(23:30) AI, Intellectual Property, and Blockchain

(24:47) Western vs. Asian Crypto Markets


__

Disclaimer: Nothing said on Supply Shock or Forward Guidance 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.


]]> 1577 Bitcoin Core v30 Release: What’s Changing & Why It Matters | Murch In this episode, prolific Bitcoin Core contributor Murch discusses the forthcoming Bitcoin Core v30 release. We explore the evolution of the release process, the shift from legacy Berkeley DB wallets to descriptor wallets, new features for power users and businesses, performance gains like faster indexing, upgrades to networking and mining interfaces, and the cultural debate around conservatism, protocol changes, and developer neutrality. Enjoy! — Follow Murch: https://x.com/murchandamus 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (00:02) Overview of Bitcoin Core Release Process (03:08) Details on Bitcoin Core Version 30.0 (05:34) Evolution of Bitcoin Core Development (11:32) In-Depth on Wallet Changes (21:06) Technical Improvements and Features (24:22) Mining and Network Decentralization (29:38) Node Operators and Version 30 Benefits (41:56) Conservatism in Bitcoin Development (45:15) 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 Thu, 25 Sep 2025 14:37:00 -0000 full Blockworks In this episode, prolific Bitcoin Core contributor Murch discusses the forthcoming Bitcoin Core v30 release. We explore the evolution of the release process, the shift from legacy Berkeley DB wallets to descriptor wallets, new features for power users and businesses, performance gains like faster indexing, upgrades to networking and mining interfaces, and the cultural debate around conservatism, protocol changes, and developer neutrality. Enjoy! — Follow Murch: https://x.com/murchandamus 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (00:02) Overview of Bitcoin Core Release Process (03:08) Details on Bitcoin Core Version 30.0 (05:34) Evolution of Bitcoin Core Development (11:32) In-Depth on Wallet Changes (21:06) Technical Improvements and Features (24:22) Mining and Network Decentralization (29:38) Node Operators and Version 30 Benefits (41:56) Conservatism in Bitcoin Development (45:15) 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 In this episode, prolific Bitcoin Core contributor Murch discusses the forthcoming Bitcoin Core v30 release. We explore the evolution of the release process, the shift from legacy Berkeley DB wallets to descriptor wallets, new features for power users and businesses, performance gains like faster indexing, upgrades to networking and mining interfaces, and the cultural debate around conservatism, protocol changes, and developer neutrality. Enjoy!

—

Follow Murch: https://x.com/murchandamus

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(00:02) Overview of Bitcoin Core Release Process

(03:08) Details on Bitcoin Core Version 30.0

(05:34) Evolution of Bitcoin Core Development

(11:32) In-Depth on Wallet Changes

(21:06) Technical Improvements and Features

(24:22) Mining and Network Decentralization

(29:38) Node Operators and Version 30 Benefits

(41:56) Conservatism in Bitcoin Development

(45:15) 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


]]> 2847 Turning $0.05 Cans Into BTC | Bruno Oliveira In this episode, Bruno Oliveira and his translator (Felipe Demartini) join the show to discuss Bruno’s journey turning cans into SATs. We discuss how his love of Bitcoin blossomed into a stacking opportunity to the tune of 22 SATS per can and how he plans to reach one whole Bitcoin. We also delve into why Brazil needs Bitcoin, Bruno’s Bitcoin children stories, and more. Enjoy! — Follow Bruno: https://x.com/sucateirocripto Follow Felipe: https://x.com/namcios 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:05) Bruno's Journey Selling Cans for SATs (04:00) Inspiration & Love of Bitcoin (06:32) The Good & Bad of Bruno’s Can Collecting (08:37) Stacking a Whole Bitcoin (10:04) Why Brazil & the World Need Bitcoin (11:21) Bruno’s Inspirational Story (13:20) Bruno's Bitcoin Children Stories (16:06) What Would Satoshi Think? (17:08) Don’t Give Up on Bitcoin — 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 Tue, 23 Sep 2025 08:00:00 -0000 full Blockworks In this episode, Bruno Oliveira and his translator (Felipe Demartini) join the show to discuss Bruno’s journey turning cans into SATs. We discuss how his love of Bitcoin blossomed into a stacking opportunity to the tune of 22 SATS per can and how he plans to reach one whole Bitcoin. We also delve into why Brazil needs Bitcoin, Bruno’s Bitcoin children stories, and more. Enjoy! — Follow Bruno: https://x.com/sucateirocripto Follow Felipe: https://x.com/namcios 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:05) Bruno's Journey Selling Cans for SATs (04:00) Inspiration & Love of Bitcoin (06:32) The Good & Bad of Bruno’s Can Collecting (08:37) Stacking a Whole Bitcoin (10:04) Why Brazil & the World Need Bitcoin (11:21) Bruno’s Inspirational Story (13:20) Bruno's Bitcoin Children Stories (16:06) What Would Satoshi Think? (17:08) Don’t Give Up on Bitcoin — 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 In this episode, Bruno Oliveira and his translator (Felipe Demartini) join the show to discuss Bruno’s journey turning cans into SATs. We discuss how his love of Bitcoin blossomed into a stacking opportunity to the tune of 22 SATS per can and how he plans to reach one whole Bitcoin. We also delve into why Brazil needs Bitcoin, Bruno’s Bitcoin children stories, and more. Enjoy!

—

Follow Bruno: https://x.com/sucateirocripto

Follow Felipe: https://x.com/namcios

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—


Timestamps:

(00:00) Introduction

(02:05) Bruno's Journey Selling Cans for SATs

(04:00) Inspiration & Love of Bitcoin

(06:32) The Good & Bad of Bruno’s Can Collecting

(08:37) Stacking a Whole Bitcoin

(10:04) Why Brazil & the World Need Bitcoin

(11:21) Bruno’s Inspirational Story

(13:20) Bruno's Bitcoin Children Stories

(16:06) What Would Satoshi Think?

(17:08) Don’t Give Up on Bitcoin


—

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


]]> 1133 How Bitcoin Knots Sparked a New Culture War | Pourteaux In this episode, Pourteaux joins the show to discuss the rise of Ordinals and inscriptions on Bitcoin, the long-running debate over data storage on the blockchain, and how the controversy around Bitcoin Knots reflects deeper cultural and political shifts within the Bitcoin community. We also explore what this means for Bitcoin’s resilience, miner incentives, and its increasingly partisan perception in U.S. politics. Enjoy! — Follow Pourteaux: https://x.com/pourteaux 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:37) Early Days of Ordinals and Inscriptions (06:11) Future of Ordinals on Bitcoin (11:14) Bitcoin Knots & Filtering (17:09) Bitcoin Resilience vs Innovation (25:28) Bitcoin Soft Forks and Knots Maintainers (26:50) Knots Community and Bitcoin Politics (29:10) Lessons from the Fork Wars (30:53) Bitcoin's Political Landscape (32:36) Bitcoin and Cultural Shifts (35:24) Bitcoin's Partisan Divide (38:06) Future of Bitcoin in Politics (47:07) 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 Thu, 18 Sep 2025 08:00:00 -0000 full Blockworks In this episode, Pourteaux joins the show to discuss the rise of Ordinals and inscriptions on Bitcoin, the long-running debate over data storage on the blockchain, and how the controversy around Bitcoin Knots reflects deeper cultural and political shifts within the Bitcoin community. We also explore what this means for Bitcoin’s resilience, miner incentives, and its increasingly partisan perception in U.S. politics. Enjoy! — Follow Pourteaux: https://x.com/pourteaux 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:37) Early Days of Ordinals and Inscriptions (06:11) Future of Ordinals on Bitcoin (11:14) Bitcoin Knots & Filtering (17:09) Bitcoin Resilience vs Innovation (25:28) Bitcoin Soft Forks and Knots Maintainers (26:50) Knots Community and Bitcoin Politics (29:10) Lessons from the Fork Wars (30:53) Bitcoin's Political Landscape (32:36) Bitcoin and Cultural Shifts (35:24) Bitcoin's Partisan Divide (38:06) Future of Bitcoin in Politics (47:07) 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 In this episode, Pourteaux joins the show to discuss the rise of Ordinals and inscriptions on Bitcoin, the long-running debate over data storage on the blockchain, and how the controversy around Bitcoin Knots reflects deeper cultural and political shifts within the Bitcoin community. We also explore what this means for Bitcoin’s resilience, miner incentives, and its increasingly partisan perception in U.S. politics. Enjoy!

—

Follow Pourteaux: https://x.com/pourteaux

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(02:37) Early Days of Ordinals and Inscriptions

(06:11) Future of Ordinals on Bitcoin

(11:14) Bitcoin Knots & Filtering

(17:09) Bitcoin Resilience vs Innovation

(25:28) Bitcoin Soft Forks and Knots Maintainers

(26:50) Knots Community and Bitcoin Politics

(29:10) Lessons from the Fork Wars

(30:53) Bitcoin's Political Landscape

(32:36) Bitcoin and Cultural Shifts

(35:24) Bitcoin's Partisan Divide

(38:06) Future of Bitcoin in Politics

(47:07) 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


]]> 2910 Bitcoin Wars 2.0: Who’s on the Right Side of History? | Jonathan Bier In this episode, author of The Blocksize War Jonathan Bier joins the show to compare the ongoing dispute between Bitcoin Core and Bitcoin Knots with the 2015–2017 fork wars. We examine how both sides claim the “small-blocker” legacy, debate the role of fee markets and mining decentralization, and question whether Bitcoin should tolerate non-monetary data like Ordinals and inscriptions. Enjoy! — Follow Jonathan: https://x.com/jonathanbier 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:35) Comparing Bitcoin Core & Knots to Block Size Wars (09:07) Debating Fee Markets & Mining Decentralization (34:32) Debating Spam, Blocksize & Bitcoin’s Use (41:07) Relay Policies & Network Diversity (45:21) The Role of Miners in Bitcoin's Future (52:16) The Intolerant Minority & Bitcoin's Success (58:39) Mining Centralization Concerns (1:03:18) 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 Tue, 16 Sep 2025 08:00:00 -0000 full Blockworks In this episode, author of The Blocksize War Jonathan Bier joins the show to compare the ongoing dispute between Bitcoin Core and Bitcoin Knots with the 2015–2017 fork wars. We examine how both sides claim the “small-blocker” legacy, debate the role of fee markets and mining decentralization, and question whether Bitcoin should tolerate non-monetary data like Ordinals and inscriptions. Enjoy! — Follow Jonathan: https://x.com/jonathanbier 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:35) Comparing Bitcoin Core & Knots to Block Size Wars (09:07) Debating Fee Markets & Mining Decentralization (34:32) Debating Spam, Blocksize & Bitcoin’s Use (41:07) Relay Policies & Network Diversity (45:21) The Role of Miners in Bitcoin's Future (52:16) The Intolerant Minority & Bitcoin's Success (58:39) Mining Centralization Concerns (1:03:18) 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 In this episode, author of The Blocksize War Jonathan Bier joins the show to compare the ongoing dispute between Bitcoin Core and Bitcoin Knots with the 2015–2017 fork wars. We examine how both sides claim the “small-blocker” legacy, debate the role of fee markets and mining decentralization, and question whether Bitcoin should tolerate non-monetary data like Ordinals and inscriptions. Enjoy!

—

Follow Jonathan: https://x.com/jonathanbier

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—


Timestamps:

(00:00) Introduction

(02:35) Comparing Bitcoin Core & Knots to Block Size Wars

(09:07) Debating Fee Markets & Mining Decentralization

(34:32) Debating Spam, Blocksize & Bitcoin’s Use

(41:07) Relay Policies & Network Diversity

(45:21) The Role of Miners in Bitcoin's Future

(52:16) The Intolerant Minority & Bitcoin's Success

(58:39) Mining Centralization Concerns

(1:03:18) 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


]]> 4064 Bitcoin Civil War: Core vs. Knots Over Arbitrary Data | Shinobi In this episode, Rizzo & Shinobi from Bitcoin Magazine dive into the escalating dispute between Bitcoin Core and Bitcoin Knots, unpacking the ideological clash over arbitrary data in transactions, node vs. miner dynamics, and the legacy of the Fork Wars. They explore whether Bitcoin should be a neutral settlement layer or a strictly financial system, the technical realities of relay and consensus rules, and the rising social tensions around developer authority and dissent. Enjoy — Follow Shinobi: https://x.com/Brian_trollz 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:31) Bitcoin Core Just Doesn’t Understand (07:24) Bitcoin's Purpose & Transaction Types (09:56) Core Developers' Stance on Network Changes (14:39) Arguments Against Arbitrary Data on Bitcoin (20:01) Dissent Impact on the Network (25:40) Closing Thoughts on Bitcoin Development (27:44) Understanding Bitcoin as a Settlement Layer (28:52) The Rise & Fall of Ordinals & NFTs on Bitcoin (30:41) The Fork War Consensus & Bitcoin's Evolution (32:38) Node Supremacy and Economic Relevance (35:03) The UASF & Economic Relevance (37:19) The Role of Developers & Community Consensus (49:14) Educating the Next Generation of Bitcoiners (50:52) 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 Thu, 11 Sep 2025 08:00:00 -0000 full Blockworks In this episode, Rizzo & Shinobi from Bitcoin Magazine dive into the escalating dispute between Bitcoin Core and Bitcoin Knots, unpacking the ideological clash over arbitrary data in transactions, node vs. miner dynamics, and the legacy of the Fork Wars. They explore whether Bitcoin should be a neutral settlement layer or a strictly financial system, the technical realities of relay and consensus rules, and the rising social tensions around developer authority and dissent. Enjoy — Follow Shinobi: https://x.com/Brian_trollz 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:31) Bitcoin Core Just Doesn’t Understand (07:24) Bitcoin's Purpose & Transaction Types (09:56) Core Developers' Stance on Network Changes (14:39) Arguments Against Arbitrary Data on Bitcoin (20:01) Dissent Impact on the Network (25:40) Closing Thoughts on Bitcoin Development (27:44) Understanding Bitcoin as a Settlement Layer (28:52) The Rise & Fall of Ordinals & NFTs on Bitcoin (30:41) The Fork War Consensus & Bitcoin's Evolution (32:38) Node Supremacy and Economic Relevance (35:03) The UASF & Economic Relevance (37:19) The Role of Developers & Community Consensus (49:14) Educating the Next Generation of Bitcoiners (50:52) 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 In this episode, Rizzo & Shinobi from Bitcoin Magazine dive into the escalating dispute between Bitcoin Core and Bitcoin Knots, unpacking the ideological clash over arbitrary data in transactions, node vs. miner dynamics, and the legacy of the Fork Wars. They explore whether Bitcoin should be a neutral settlement layer or a strictly financial system, the technical realities of relay and consensus rules, and the rising social tensions around developer authority and dissent. Enjoy

—

Follow Shinobi: https://x.com/Brian_trollz

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(02:31) Bitcoin Core Just Doesn’t Understand

(07:24) Bitcoin's Purpose & Transaction Types

(09:56) Core Developers' Stance on Network Changes

(14:39) Arguments Against Arbitrary Data on Bitcoin

(20:01) Dissent Impact on the Network

(25:40) Closing Thoughts on Bitcoin Development

(27:44) Understanding Bitcoin as a Settlement Layer

(28:52) The Rise & Fall of Ordinals & NFTs on Bitcoin

(30:41) The Fork War Consensus & Bitcoin's Evolution

(32:38) Node Supremacy and Economic Relevance

(35:03) The UASF & Economic Relevance

(37:19) The Role of Developers & Community Consensus

(49:14) Educating the Next Generation of Bitcoiners

(50:52) 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


]]> 3119 Bitcoin’s Biggest Unsolved Problem is Custody | Michael Tangum In this episode, co-founder & CEO of Onramp Michael Tanguma argues that this Bitcoin cycle is fundamentally different due to the rising sovereign and institutional bid, suppressed volatility, and structural changes in custody. He explains why gold’s surge is a smoke detector for sound money adoption, why collaborative custody must evolve beyond self-storage and third-party custodians, and why 2022’s collapse was just a “dry run” for the risks ahead. Enjoy! — Follow Michael: https://x.com/MTanguma 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (04:06) Where Are the Sovereigns? (08:10) Whales Selling BTC (09:34) Where is the Cycle Headed? (12:26) Market Infrastructure & Self-Custody (18:43) DATs & Bitcoin Custody (23:30) Why is Custody an Issue? (26:53) Lending Market & FTX 2.0 (31:07) Wild West of Crypto (36:13) ETFs & Tokenization (38:19) Altcoins in a Maturing Market (40:54) 2025 Predictions (42:25) 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 Tue, 09 Sep 2025 08:00:00 -0000 full Blockworks In this episode, co-founder & CEO of Onramp Michael Tanguma argues that this Bitcoin cycle is fundamentally different due to the rising sovereign and institutional bid, suppressed volatility, and structural changes in custody. He explains why gold’s surge is a smoke detector for sound money adoption, why collaborative custody must evolve beyond self-storage and third-party custodians, and why 2022’s collapse was just a “dry run” for the risks ahead. Enjoy! — Follow Michael: https://x.com/MTanguma 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (04:06) Where Are the Sovereigns? (08:10) Whales Selling BTC (09:34) Where is the Cycle Headed? (12:26) Market Infrastructure & Self-Custody (18:43) DATs & Bitcoin Custody (23:30) Why is Custody an Issue? (26:53) Lending Market & FTX 2.0 (31:07) Wild West of Crypto (36:13) ETFs & Tokenization (38:19) Altcoins in a Maturing Market (40:54) 2025 Predictions (42:25) 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 In this episode, co-founder & CEO of Onramp Michael Tanguma argues that this Bitcoin cycle is fundamentally different due to the rising sovereign and institutional bid, suppressed volatility, and structural changes in custody. He explains why gold’s surge is a smoke detector for sound money adoption, why collaborative custody must evolve beyond self-storage and third-party custodians, and why 2022’s collapse was just a “dry run” for the risks ahead. Enjoy!

—

Follow Michael: https://x.com/MTanguma

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—


Timestamps:

(00:00) Introduction

(04:06) Where Are the Sovereigns?

(08:10) Whales Selling BTC

(09:34) Where is the Cycle Headed?

(12:26) Market Infrastructure & Self-Custody

(18:43) DATs & Bitcoin Custody

(23:30) Why is Custody an Issue?

(26:53) Lending Market & FTX 2.0

(31:07) Wild West of Crypto

(36:13) ETFs & Tokenization

(38:19) Altcoins in a Maturing Market

(40:54) 2025 Predictions

(42:25) 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


]]> 2593 Bitcoin Treasury Companies Mark A New Era Of "Intelligent Leverage’” | Ed Juline In this episode, Ed Juline discusses the explosive growth of Bitcoin treasury companies. Ed recounts his journey from early Bitcoin days to working with MicroStrategy, highlighting how “intelligent leverage” has unlocked institutional adoption. We also discuss whether cycles still matter, the risks and opportunities of Bitcoin treasury companies, geographic arbitrage in emerging markets, and how preferred shares and ETFs are shaping Wall Street’s interaction with Bitcoin. Enjoy! — Follow Ed: https://x.com/ejuline 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:25) Treasury Company Realization (07:50) Unpacking Intelligent Leverage (09:19) Predicting Bitcoin (11:39) Is the Four-Year Cycle Over? (13:49) Treasury Company Impact on Bitcoin (16:32) Can We Expect mNAV Compression? (18:59) Tapping into Foreign Markets (21:26) Winner-Take-All Market? (23:26) Competing for 21M BTC (25:19) Rebalancing Treasury Company Holdings (26:38) Onboarding People to Bitcoin (29:46) Understanding Preferred Share Strategies (31:59) Many Types of Bitcoiner (36:01) Do Pensions Understand Bitcoin? (37:50) Does Custody Matter? (39:33) Strategy S&P500 Inclusion (41:27) 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 Thu, 04 Sep 2025 08:00:00 -0000 full Blockworks In this episode, Ed Juline discusses the explosive growth of Bitcoin treasury companies. Ed recounts his journey from early Bitcoin days to working with MicroStrategy, highlighting how “intelligent leverage” has unlocked institutional adoption. We also discuss whether cycles still matter, the risks and opportunities of Bitcoin treasury companies, geographic arbitrage in emerging markets, and how preferred shares and ETFs are shaping Wall Street’s interaction with Bitcoin. Enjoy! — Follow Ed: https://x.com/ejuline 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:25) Treasury Company Realization (07:50) Unpacking Intelligent Leverage (09:19) Predicting Bitcoin (11:39) Is the Four-Year Cycle Over? (13:49) Treasury Company Impact on Bitcoin (16:32) Can We Expect mNAV Compression? (18:59) Tapping into Foreign Markets (21:26) Winner-Take-All Market? (23:26) Competing for 21M BTC (25:19) Rebalancing Treasury Company Holdings (26:38) Onboarding People to Bitcoin (29:46) Understanding Preferred Share Strategies (31:59) Many Types of Bitcoiner (36:01) Do Pensions Understand Bitcoin? (37:50) Does Custody Matter? (39:33) Strategy S&P500 Inclusion (41:27) 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 In this episode, Ed Juline discusses the explosive growth of Bitcoin treasury companies. Ed recounts his journey from early Bitcoin days to working with MicroStrategy, highlighting how “intelligent leverage” has unlocked institutional adoption. We also discuss whether cycles still matter, the risks and opportunities of Bitcoin treasury companies, geographic arbitrage in emerging markets, and how preferred shares and ETFs are shaping Wall Street’s interaction with Bitcoin. Enjoy!

—

Follow Ed: https://x.com/ejuline

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—


Timestamps:

(00:00) Introduction

(02:25) Treasury Company Realization

(07:50) Unpacking Intelligent Leverage

(09:19) Predicting Bitcoin

(11:39) Is the Four-Year Cycle Over?

(13:49) Treasury Company Impact on Bitcoin

(16:32) Can We Expect mNAV Compression?

(18:59) Tapping into Foreign Markets

(21:26) Winner-Take-All Market?

(23:26) Competing for 21M BTC

(25:19) Rebalancing Treasury Company Holdings

(26:38) Onboarding People to Bitcoin

(29:46) Understanding Preferred Share Strategies

(31:59) Many Types of Bitcoiner

(36:01) Do Pensions Understand Bitcoin?

(37:50) Does Custody Matter?

(39:33) Strategy S&P500 Inclusion

(41:27) 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


]]> 2597 Self-Custody is the Only Permissionless Bitcoin | Charles Guillemet In this episode, Ledger CTO Charles Guillemet explains the importance of self custody. He breaks down the evolution of Bitcoin custody, the tradeoffs between ETFs and true self-custody, the importance of seed phrases, institutional adoption through Ledger Vault, and the challenges of making multisig and hardware wallets user-friendly. Charles also stresses that Bitcoin’s value as permissionless money depends on decentralization and self-custody, urging users to practice secure backups and verify transactions. Enjoy! — Follow Charles: https://x.com/P3b7_ 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:40) Bitcoin Custody Evolution (03:35) The Importance of Self Custody (05:26) Ledger's Role in Bitcoin Security (07:08) Seed Phrases & Security Innovations (16:24) Institutional Adoption & Custody Trends (24:16) Multisig & User Experience (28:34) Gifting Bitcoin & Hardware Wallets (30:54) Future of Bitcoin Hardware Wallets (38:26) 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 Tue, 02 Sep 2025 16:43:00 -0000 full Blockworks In this episode, Ledger CTO Charles Guillemet explains the importance of self custody. He breaks down the evolution of Bitcoin custody, the tradeoffs between ETFs and true self-custody, the importance of seed phrases, institutional adoption through Ledger Vault, and the challenges of making multisig and hardware wallets user-friendly. Charles also stresses that Bitcoin’s value as permissionless money depends on decentralization and self-custody, urging users to practice secure backups and verify transactions. Enjoy! — Follow Charles: https://x.com/P3b7_ 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:40) Bitcoin Custody Evolution (03:35) The Importance of Self Custody (05:26) Ledger's Role in Bitcoin Security (07:08) Seed Phrases & Security Innovations (16:24) Institutional Adoption & Custody Trends (24:16) Multisig & User Experience (28:34) Gifting Bitcoin & Hardware Wallets (30:54) Future of Bitcoin Hardware Wallets (38:26) 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 In this episode, Ledger CTO Charles Guillemet explains the importance of self custody. He breaks down the evolution of Bitcoin custody, the tradeoffs between ETFs and true self-custody, the importance of seed phrases, institutional adoption through Ledger Vault, and the challenges of making multisig and hardware wallets user-friendly. Charles also stresses that Bitcoin’s value as permissionless money depends on decentralization and self-custody, urging users to practice secure backups and verify transactions. Enjoy!

—

Follow Charles: https://x.com/P3b7_

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Timestamps:

(00:00) Introduction

(02:40) Bitcoin Custody Evolution

(03:35) The Importance of Self Custody

(05:26) Ledger's Role in Bitcoin Security

(07:08) Seed Phrases & Security Innovations

(16:24) Institutional Adoption & Custody Trends

(24:16) Multisig & User Experience

(28:34) Gifting Bitcoin & Hardware Wallets

(30:54) Future of Bitcoin Hardware Wallets

(38:26) 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


]]> 2502 Roman Storm’s Guilty Verdict: What It Means for Digital Privacy | David Z. Morris In this episode, David Z. Morris breaks down the Roman Storm trial, explaining Tornado Cash’s origins, the split verdict, and why the case sets a critical precedent for financial privacy. He highlights how the jury’s hung decision reflects deeper debates about decentralization, crypto regulation, and the limits of state power over code. Enjoy! — Follow David: https://x.com/davidzmorris 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (03:25) Breaking Down Roman Storm Trial Verdict (05:49) Background of Tornado Cash (09:29) The Arrest and Charges (11:58) Legal Nuances & Defense (14:18) Ledn Ad (14:55) Legal Nuances & Defense (18:51) Journalistic Perspective (26:15) The Importance of Digital Privacy (26:54) Prosecution's Mistakes and Cover-Ups (28:07) The First Witness & Payback.com Scam (31:13) Jury's Deliberation & Technical Challenges (31:51) Ledn Ad (32:37) Jury's Deliberation & Technical Challenges (35:44) Administration's Stance on Crypto Cases (38:54) Appeal Process & Legal Implications (44:28) Future of Financial Privacy (50:09) 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 Thu, 28 Aug 2025 08:00:00 -0000 full Blockworks In this episode, David Z. Morris breaks down the Roman Storm trial, explaining Tornado Cash’s origins, the split verdict, and why the case sets a critical precedent for financial privacy. He highlights how the jury’s hung decision reflects deeper debates about decentralization, crypto regulation, and the limits of state power over code. Enjoy! — Follow David: https://x.com/davidzmorris 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (03:25) Breaking Down Roman Storm Trial Verdict (05:49) Background of Tornado Cash (09:29) The Arrest and Charges (11:58) Legal Nuances & Defense (14:18) Ledn Ad (14:55) Legal Nuances & Defense (18:51) Journalistic Perspective (26:15) The Importance of Digital Privacy (26:54) Prosecution's Mistakes and Cover-Ups (28:07) The First Witness & Payback.com Scam (31:13) Jury's Deliberation & Technical Challenges (31:51) Ledn Ad (32:37) Jury's Deliberation & Technical Challenges (35:44) Administration's Stance on Crypto Cases (38:54) Appeal Process & Legal Implications (44:28) Future of Financial Privacy (50:09) 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 In this episode, David Z. Morris breaks down the Roman Storm trial, explaining Tornado Cash’s origins, the split verdict, and why the case sets a critical precedent for financial privacy. He highlights how the jury’s hung decision reflects deeper debates about decentralization, crypto regulation, and the limits of state power over code. Enjoy!

—

Follow David: https://x.com/davidzmorris

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—


Timestamps:

(00:00) Introduction

(03:25) Breaking Down Roman Storm Trial Verdict

(05:49) Background of Tornado Cash

(09:29) The Arrest and Charges

(11:58) Legal Nuances & Defense

(14:18) Ledn Ad

(14:55) Legal Nuances & Defense

(18:51) Journalistic Perspective

(26:15) The Importance of Digital Privacy

(26:54) Prosecution's Mistakes and Cover-Ups

(28:07) The First Witness & Payback.com Scam

(31:13) Jury's Deliberation & Technical Challenges

(31:51) Ledn Ad

(32:37) Jury's Deliberation & Technical Challenges

(35:44) Administration's Stance on Crypto Cases

(38:54) Appeal Process & Legal Implications

(44:28) Future of Financial Privacy

(50:09) 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


]]> 3122 Bitcoin Stablecoins Will Beat the Dollar | Diego Gutierrez-Zaldivar In this episode, RootstockLabs co-founder Diego Gutierrez explains how Bitcoin-backed stablecoins and decentralized financial primitives are enabling real-world adoption, especially in volatile economies like Argentina. He contrasts Rootstock’s vision of a Bitcoin-secured, censorship-resistant financial stack with more centralized systems like Ethereum or Solana. Diego also explores how stablecoins, tokenized assets, and even nation-states may converge on Bitcoin rails, and why institutional adoption must be balanced with sovereignty and trust-minimization. Enjoy! — Follow Diego: https://x.com/dieguito 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:41) Rootstock & Building on Bitcoin (10:17) Ledger Ad (11:06) Bitcoin-Backed Stablecoins (18:36) Where Will Stablecoins Live? (22:11) Why Use Bitcoin for Stablecoins? (25:26) Ledger Ad (26:12) Problems with Using Other L1s (30:22) Other Bitcoin Stablecoins (32:22) Tokenizing Real World Assets (35:40) Does Tokenizing Make Sense? (39:05) Why Hasn’t Argentina Embraced Bitcoin? (44:27) Is the 4-Year Cycle Over? (48:23) 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 Tue, 26 Aug 2025 08:00:00 -0000 full Blockworks In this episode, RootstockLabs co-founder Diego Gutierrez explains how Bitcoin-backed stablecoins and decentralized financial primitives are enabling real-world adoption, especially in volatile economies like Argentina. He contrasts Rootstock’s vision of a Bitcoin-secured, censorship-resistant financial stack with more centralized systems like Ethereum or Solana. Diego also explores how stablecoins, tokenized assets, and even nation-states may converge on Bitcoin rails, and why institutional adoption must be balanced with sovereignty and trust-minimization. Enjoy! — Follow Diego: https://x.com/dieguito 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:41) Rootstock & Building on Bitcoin (10:17) Ledger Ad (11:06) Bitcoin-Backed Stablecoins (18:36) Where Will Stablecoins Live? (22:11) Why Use Bitcoin for Stablecoins? (25:26) Ledger Ad (26:12) Problems with Using Other L1s (30:22) Other Bitcoin Stablecoins (32:22) Tokenizing Real World Assets (35:40) Does Tokenizing Make Sense? (39:05) Why Hasn’t Argentina Embraced Bitcoin? (44:27) Is the 4-Year Cycle Over? (48:23) 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 In this episode, RootstockLabs co-founder Diego Gutierrez explains how Bitcoin-backed stablecoins and decentralized financial primitives are enabling real-world adoption, especially in volatile economies like Argentina. He contrasts Rootstock’s vision of a Bitcoin-secured, censorship-resistant financial stack with more centralized systems like Ethereum or Solana. Diego also explores how stablecoins, tokenized assets, and even nation-states may converge on Bitcoin rails, and why institutional adoption must be balanced with sovereignty and trust-minimization. Enjoy!

—

Follow Diego: https://x.com/dieguito

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—


Timestamps:

(00:00) Introduction

(01:41) Rootstock & Building on Bitcoin

(10:17) Ledger Ad

(11:06) Bitcoin-Backed Stablecoins

(18:36) Where Will Stablecoins Live?

(22:11) Why Use Bitcoin for Stablecoins?

(25:26) Ledger Ad

(26:12) Problems with Using Other L1s

(30:22) Other Bitcoin Stablecoins

(32:22) Tokenizing Real World Assets

(35:40) Does Tokenizing Make Sense?

(39:05) Why Hasn’t Argentina Embraced Bitcoin?

(44:27) Is the 4-Year Cycle Over?

(48:23) 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


]]> 3031 Bitcoin vs. The Censorship Machine: A New Era for Journalists | Gabriel Shipton In this episode, Gabriel Shipton—brother of Julian Assange—joins the podcast to discuss Project Spartacus, a grassroots initiative inscribing WikiLeaks’ most sensitive archives onto the Bitcoin blockchain. By doing so, the project aims to preserve uncensorable historical records, highlight Bitcoin's original ethos as a tool for resistance, and protect the rights of whistleblowers and journalists. Shipton reflects on Julian’s impact, the need for publishing tools outside state control, and how Bitcoin’s evolution offers a future for free expression and immutable truth. Enjoy! — Follow Gabrielle: https://x.com/GabrielShipton 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:06) Project Spartacus & Julian Assange (06:14) Bitcoin as a Publishing Tool (09:56) Ledn Ad (10:37) Bitcoin as a Publishing Tool (19:01) Project Spartacus Execution & Goals (25:56) Ledn Ad (26:43) Advocacy for Technologists & Journalists (36:51) Julian Assange's Current Life & Future Plans (39:26) 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 Thu, 21 Aug 2025 08:00:00 -0000 full Blockworks In this episode, Gabriel Shipton—brother of Julian Assange—joins the podcast to discuss Project Spartacus, a grassroots initiative inscribing WikiLeaks’ most sensitive archives onto the Bitcoin blockchain. By doing so, the project aims to preserve uncensorable historical records, highlight Bitcoin's original ethos as a tool for resistance, and protect the rights of whistleblowers and journalists. Shipton reflects on Julian’s impact, the need for publishing tools outside state control, and how Bitcoin’s evolution offers a future for free expression and immutable truth. Enjoy! — Follow Gabrielle: https://x.com/GabrielShipton 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:06) Project Spartacus & Julian Assange (06:14) Bitcoin as a Publishing Tool (09:56) Ledn Ad (10:37) Bitcoin as a Publishing Tool (19:01) Project Spartacus Execution & Goals (25:56) Ledn Ad (26:43) Advocacy for Technologists & Journalists (36:51) Julian Assange's Current Life & Future Plans (39:26) 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 In this episode, Gabriel Shipton—brother of Julian Assange—joins the podcast to discuss Project Spartacus, a grassroots initiative inscribing WikiLeaks’ most sensitive archives onto the Bitcoin blockchain. By doing so, the project aims to preserve uncensorable historical records, highlight Bitcoin's original ethos as a tool for resistance, and protect the rights of whistleblowers and journalists. Shipton reflects on Julian’s impact, the need for publishing tools outside state control, and how Bitcoin’s evolution offers a future for free expression and immutable truth. Enjoy!

—

Follow Gabrielle: https://x.com/GabrielShipton

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(02:06) Project Spartacus & Julian Assange

(06:14) Bitcoin as a Publishing Tool

(09:56) Ledn Ad

(10:37) Bitcoin as a Publishing Tool

(19:01) Project Spartacus Execution & Goals

(25:56) Ledn Ad

(26:43) Advocacy for Technologists & Journalists

(36:51) Julian Assange's Current Life & Future Plans

(39:26) 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


]]> 2520 The Bitcoin Flywheel Accelerating Corporate Adoption | Hans Thomas In this episode, CEO & Founder of 10x Capital Hans Thomas explains how Bitcoin treasury companies are becoming global “on-ramps” for digital asset adoption, leveraging public markets and the flywheel effect to compound holdings. He shares insights on raising capital from crypto whales and institutions, executing deals in emerging markets, and why execution and low-cost capital matter more than hype. Enjoy! — Follow Hans: https://www.linkedin.com/in/htnyc/ 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:31) Global Treasury Company Opportunities (08:35) Capital Formation & Asset Management (09:03) Ledger Ad (09:50) Capital Formation & Asset Management (16:22) Are OGs Using DATs to Cash Out? (21:39) Institutional Adoption is Healthy (25:36) Ledger Ad (26:21) How Should Retail Evaluate DATs? (34:30) Should Big Companies Adopt a Bitcoin Strategy? (41:40) Bitcoin vs. DATs (46:00) 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 Tue, 19 Aug 2025 08:00:00 -0000 full Blockworks In this episode, CEO & Founder of 10x Capital Hans Thomas explains how Bitcoin treasury companies are becoming global “on-ramps” for digital asset adoption, leveraging public markets and the flywheel effect to compound holdings. He shares insights on raising capital from crypto whales and institutions, executing deals in emerging markets, and why execution and low-cost capital matter more than hype. Enjoy! — Follow Hans: https://www.linkedin.com/in/htnyc/ 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:31) Global Treasury Company Opportunities (08:35) Capital Formation & Asset Management (09:03) Ledger Ad (09:50) Capital Formation & Asset Management (16:22) Are OGs Using DATs to Cash Out? (21:39) Institutional Adoption is Healthy (25:36) Ledger Ad (26:21) How Should Retail Evaluate DATs? (34:30) Should Big Companies Adopt a Bitcoin Strategy? (41:40) Bitcoin vs. DATs (46:00) 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 In this episode, CEO & Founder of 10x Capital Hans Thomas explains how Bitcoin treasury companies are becoming global “on-ramps” for digital asset adoption, leveraging public markets and the flywheel effect to compound holdings. He shares insights on raising capital from crypto whales and institutions, executing deals in emerging markets, and why execution and low-cost capital matter more than hype. Enjoy!

—

Follow Hans: https://www.linkedin.com/in/htnyc/

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(02:31) Global Treasury Company Opportunities

(08:35) Capital Formation & Asset Management

(09:03) Ledger Ad

(09:50) Capital Formation & Asset Management

(16:22) Are OGs Using DATs to Cash Out?

(21:39) Institutional Adoption is Healthy

(25:36) Ledger Ad

(26:21) How Should Retail Evaluate DATs?

(34:30) Should Big Companies Adopt a Bitcoin Strategy?

(41:40) Bitcoin vs. DATs

(46:00) 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


]]> 2855 Is The Global Bitcoin Treasury Boom Just Starting? Tim Kotzman In this episode, co-host of the Bitcoin Treasuries podcast Tim Kotzman breaks down the rapid rise of Bitcoin treasury companies beyond MicroStrategy, highlighting the opportunities in untapped global markets, the emergence of new investor metrics like Bitcoin-per-share and forward mNAV, and the challenges for retail investors navigating risk and jurisdictional complexity. He discusses company differentiation, the potential for M&A, the influence of institutional adoption, and why he expects significant expansion in the sector through year-end. Enjoy! — Follow Tim: https://x.com/TimKotzman 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:28) Bitcoin Treasury Boom (04:36) Are We Still Early? (06:12) Increasing BTC Per Share (09:36) Valuation Metrics (10:29) Ledn Ad (11:11) Valuation Metrics (14:58) Role of mNAV (17:34) Challenges for Retail (21:47) How Do You Maximize Your BTC? (22:29) Ledn Ad (26:03) Differentiating From Other Companies (30:36) Bitcoin vs Digital Asset Treasuries (33:39) Treasury Boom Expansion or Contraction? (35:42) When Will Mag7 Buy Bitcoin? (41:43) 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 Thu, 14 Aug 2025 08:00:00 -0000 full Blockworks In this episode, co-host of the Bitcoin Treasuries podcast Tim Kotzman breaks down the rapid rise of Bitcoin treasury companies beyond MicroStrategy, highlighting the opportunities in untapped global markets, the emergence of new investor metrics like Bitcoin-per-share and forward mNAV, and the challenges for retail investors navigating risk and jurisdictional complexity. He discusses company differentiation, the potential for M&A, the influence of institutional adoption, and why he expects significant expansion in the sector through year-end. Enjoy! — Follow Tim: https://x.com/TimKotzman 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:28) Bitcoin Treasury Boom (04:36) Are We Still Early? (06:12) Increasing BTC Per Share (09:36) Valuation Metrics (10:29) Ledn Ad (11:11) Valuation Metrics (14:58) Role of mNAV (17:34) Challenges for Retail (21:47) How Do You Maximize Your BTC? (22:29) Ledn Ad (26:03) Differentiating From Other Companies (30:36) Bitcoin vs Digital Asset Treasuries (33:39) Treasury Boom Expansion or Contraction? (35:42) When Will Mag7 Buy Bitcoin? (41:43) 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 In this episode, co-host of the Bitcoin Treasuries podcast Tim Kotzman breaks down the rapid rise of Bitcoin treasury companies beyond MicroStrategy, highlighting the opportunities in untapped global markets, the emergence of new investor metrics like Bitcoin-per-share and forward mNAV, and the challenges for retail investors navigating risk and jurisdictional complexity. He discusses company differentiation, the potential for M&A, the influence of institutional adoption, and why he expects significant expansion in the sector through year-end. Enjoy!

—

Follow Tim: https://x.com/TimKotzman

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(02:28) Bitcoin Treasury Boom

(04:36) Are We Still Early?

(06:12) Increasing BTC Per Share

(09:36) Valuation Metrics

(10:29) Ledn Ad

(11:11) Valuation Metrics

(14:58) Role of mNAV

(17:34) Challenges for Retail

(21:47) How Do You Maximize Your BTC?

(22:29) Ledn Ad

(26:03) Differentiating From Other Companies

(30:36) Bitcoin vs Digital Asset Treasuries

(33:39) Treasury Boom Expansion or Contraction?

(35:42) When Will Mag7 Buy Bitcoin?

(41:43) 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


]]> 2565 Bitcoin to $1 Million: The Stairway to Heaven | Adrian Morris In this episode, Adrian Morris of True North argues that Bitcoin’s current market phase is fundamentally different from past cycles. He attributes prior boom-bust patterns less to the halving schedule and more to stimulus-driven speculation, noting that institutional ETFs, corporate treasuries, and reduced volatility are now creating a stronger, more stable bid. This “Stairway to Heaven” thesis envisions Bitcoin steadily stair-stepping higher rather than repeating extreme four-year cycles. Enjoy! — Follow Adrian: https://x.com/Adrian_R_Morris 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (00:55) Debating Bitcoin's Four-Year Cycle (05:35) Historical Context & Early Bitcoin Market (09:20) Impact of Stimulus on Bitcoin & Altcoins (17:50) Institutional & Corporate Influence (31:05) Ethereum & Institutional Sentiment (36:42) Corporate Bitcoin Strategies & Risks (41:16) Digital Asset Treasury Movement (42:44) Ethereum vs. Bitcoin Treasuries (48:49) Stairway to Heaven: Bitcoin's Future (52:07) 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 Tue, 12 Aug 2025 08:00:00 -0000 full Blockworks In this episode, Adrian Morris of True North argues that Bitcoin’s current market phase is fundamentally different from past cycles. He attributes prior boom-bust patterns less to the halving schedule and more to stimulus-driven speculation, noting that institutional ETFs, corporate treasuries, and reduced volatility are now creating a stronger, more stable bid. This “Stairway to Heaven” thesis envisions Bitcoin steadily stair-stepping higher rather than repeating extreme four-year cycles. Enjoy! — Follow Adrian: https://x.com/Adrian_R_Morris 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (00:55) Debating Bitcoin's Four-Year Cycle (05:35) Historical Context & Early Bitcoin Market (09:20) Impact of Stimulus on Bitcoin & Altcoins (17:50) Institutional & Corporate Influence (31:05) Ethereum & Institutional Sentiment (36:42) Corporate Bitcoin Strategies & Risks (41:16) Digital Asset Treasury Movement (42:44) Ethereum vs. Bitcoin Treasuries (48:49) Stairway to Heaven: Bitcoin's Future (52:07) 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 In this episode, Adrian Morris of True North argues that Bitcoin’s current market phase is fundamentally different from past cycles. He attributes prior boom-bust patterns less to the halving schedule and more to stimulus-driven speculation, noting that institutional ETFs, corporate treasuries, and reduced volatility are now creating a stronger, more stable bid. This “Stairway to Heaven” thesis envisions Bitcoin steadily stair-stepping higher rather than repeating extreme four-year cycles. Enjoy!

—

Follow Adrian: https://x.com/Adrian_R_Morris

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(00:55) Debating Bitcoin's Four-Year Cycle

(05:35) Historical Context & Early Bitcoin Market

(09:20) Impact of Stimulus on Bitcoin & Altcoins

(17:50) Institutional & Corporate Influence

(31:05) Ethereum & Institutional Sentiment

(36:42) Corporate Bitcoin Strategies & Risks

(41:16) Digital Asset Treasury Movement

(42:44) Ethereum vs. Bitcoin Treasuries

(48:49) Stairway to Heaven: Bitcoin's Future

(52:07) 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


]]> 3238 Bitcoin's Blow-off Top Is Coming | Michael Terpin In this episode, author of Bitcoin Supercycle Michael Terpin explains why he believes the four-year Bitcoin cycle is still intact. He outlines his view that Bitcoin operates in "seasons" (spring, summer, fall, winter), with predictable post-halving behavior and diminishing returns. While macro forces and ETF inflows may distort short-term sentiment, Michael argues that human psychology and market structure still drive cyclical corrections. Enjoy! — 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 Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:37) Debating the Bitcoin Supercycle (09:08) Early & Future Bitcoin Adoption (11:30) Ledn Ad (12:09) Early & Future Bitcoin Adoption (13:52) Political Influence on Bitcoin (18:31) Bitcoin's Seasonal Patterns (25:29) Ledn Ad (26:17) Ethereum & Altcoins (30:08) Innovations & Failures in Crypto (44:05) The Concept of Bitcoin Supercycle — 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 Thu, 07 Aug 2025 08:00:00 -0000 full Blockworks In this episode, author of Bitcoin Supercycle Michael Terpin explains why he believes the four-year Bitcoin cycle is still intact. He outlines his view that Bitcoin operates in "seasons" (spring, summer, fall, winter), with predictable post-halving behavior and diminishing returns. While macro forces and ETF inflows may distort short-term sentiment, Michael argues that human psychology and market structure still drive cyclical corrections. Enjoy! — 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 Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:37) Debating the Bitcoin Supercycle (09:08) Early & Future Bitcoin Adoption (11:30) Ledn Ad (12:09) Early & Future Bitcoin Adoption (13:52) Political Influence on Bitcoin (18:31) Bitcoin's Seasonal Patterns (25:29) Ledn Ad (26:17) Ethereum & Altcoins (30:08) Innovations & Failures in Crypto (44:05) The Concept of Bitcoin Supercycle — 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 In this episode, author of Bitcoin Supercycle Michael Terpin explains why he believes the four-year Bitcoin cycle is still intact. He outlines his view that Bitcoin operates in "seasons" (spring, summer, fall, winter), with predictable post-halving behavior and diminishing returns. While macro forces and ETF inflows may distort short-term sentiment, Michael argues that human psychology and market structure still drive cyclical corrections. Enjoy!

—

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

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(01:37) Debating the Bitcoin Supercycle

(09:08) Early & Future Bitcoin Adoption

(11:30) Ledn Ad

(12:09) Early & Future Bitcoin Adoption

(13:52) Political Influence on Bitcoin

(18:31) Bitcoin's Seasonal Patterns

(25:29) Ledn Ad

(26:17) Ethereum & Altcoins

(30:08) Innovations & Failures in Crypto

(44:05) The Concept of Bitcoin Supercycle


—

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


]]> 3133 Bitcoin’s Four-Year Cycle Is Over | Matt Hougan In this episode, Bitwise CIO Matt Hougan explains why he thinks the four-year Bitcoin cycle is breaking down. He predicts a smoother, longer cycle ahead, driven by ETF flows, regulatory clarity, and a more mature market structure.While Rizzo wrestles with nostalgia for the classic boom-bust cycle, Hougan makes the case that “this time really is different.” Enjoy! — Follow Matt: https://x.com/Matt_Hougan 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:03) Debating Bitcoin's Four-Year Cycle (04:13) Institutional Adoption & Regulation (04:57) Are Four-Year Cycles Psychological? (08:37) Bitcoin’s Evolving Political Impact (09:48) Ledger Ad (10:38) Bitcoin’s Evolving Political Impact (17:00) Institutions Are Slow & Steady (18:58) Reflecting on Bitcoin's Scarcity (22:20) Crypto Regulation & Institutional Impact (23:38) Ledger Ad (24:25) Retail Investors & the Four-Year Cycle (25:45) Adapting to Bitcoin's Middle Ages (33:28) Can Blockchain Support Incoming Demand? (36:50) Sovereign Adoption & Strategic Reserves (38:28) OG Bitcoin HODLers Cashing Out (41:38) 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 Tue, 05 Aug 2025 08:00:00 -0000 full Blockworks In this episode, Bitwise CIO Matt Hougan explains why he thinks the four-year Bitcoin cycle is breaking down. He predicts a smoother, longer cycle ahead, driven by ETF flows, regulatory clarity, and a more mature market structure.While Rizzo wrestles with nostalgia for the classic boom-bust cycle, Hougan makes the case that “this time really is different.” Enjoy! — Follow Matt: https://x.com/Matt_Hougan 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:03) Debating Bitcoin's Four-Year Cycle (04:13) Institutional Adoption & Regulation (04:57) Are Four-Year Cycles Psychological? (08:37) Bitcoin’s Evolving Political Impact (09:48) Ledger Ad (10:38) Bitcoin’s Evolving Political Impact (17:00) Institutions Are Slow & Steady (18:58) Reflecting on Bitcoin's Scarcity (22:20) Crypto Regulation & Institutional Impact (23:38) Ledger Ad (24:25) Retail Investors & the Four-Year Cycle (25:45) Adapting to Bitcoin's Middle Ages (33:28) Can Blockchain Support Incoming Demand? (36:50) Sovereign Adoption & Strategic Reserves (38:28) OG Bitcoin HODLers Cashing Out (41:38) 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 In this episode, Bitwise CIO Matt Hougan explains why he thinks the four-year Bitcoin cycle is breaking down. He predicts a smoother, longer cycle ahead, driven by ETF flows, regulatory clarity, and a more mature market structure.While Rizzo wrestles with nostalgia for the classic boom-bust cycle, Hougan makes the case that “this time really is different.” Enjoy!

—

Follow Matt: https://x.com/Matt_Hougan

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(01:03) Debating Bitcoin's Four-Year Cycle

(04:13) Institutional Adoption & Regulation

(04:57) Are Four-Year Cycles Psychological?

(08:37) Bitcoin’s Evolving Political Impact

(09:48) Ledger Ad

(10:38) Bitcoin’s Evolving Political Impact

(17:00) Institutions Are Slow & Steady

(18:58) Reflecting on Bitcoin's Scarcity

(22:20) Crypto Regulation & Institutional Impact

(23:38) Ledger Ad

(24:25) Retail Investors & the Four-Year Cycle

(25:45) Adapting to Bitcoin's Middle Ages

(33:28) Can Blockchain Support Incoming Demand?

(36:50) Sovereign Adoption & Strategic Reserves

(38:28) OG Bitcoin HODLers Cashing Out

(41:38) 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


]]> 2565 Treasury Companies Will Lose The Bitcoin Yield Race | Sidney Powell In this episode, Maple Finance CEO Sidney Powell joins the show to discuss the evolving market for earning yield on Bitcoin. We explore the rise of Bitcoin treasury companies like MicroStrategy, the differences between capital structure-based returns and real onchain yield, and the role of staking and DeFi in delivering Bitcoin-native returns. Sid breaks down the risk profiles between tokenization and securitization, discusses Bitcoin Layer 2 competition, and shares why Maple is betting on the emergence of a Bitcoin yield ecosystem. Enjoy! — Follow Sid: https://x.com/syrupsid 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: 00:00 Earning Yield with Your BTC 02:40 Bitcoin Treasury Companies vs Maple 10:50 Securitization vs Tokenization 13:40 Maple’s Target Market 17:10 Appealing to Bitcoiners 21:40 Layer 2 Ecosystems 24:15 Will Bitcoin Have a Killer App? 27:28 Building off of Bitcoin 29:23 Bitcoin’s Long-Term Security Problem 32:00 Different Ways to Generate BTC Yield 34:05 Moving to a Multi-Blockchain World? 36:40 Will Banks Allow Disruption? 39:30 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 Thu, 31 Jul 2025 08:00:00 -0000 full Blockworks In this episode, Maple Finance CEO Sidney Powell joins the show to discuss the evolving market for earning yield on Bitcoin. We explore the rise of Bitcoin treasury companies like MicroStrategy, the differences between capital structure-based returns and real onchain yield, and the role of staking and DeFi in delivering Bitcoin-native returns. Sid breaks down the risk profiles between tokenization and securitization, discusses Bitcoin Layer 2 competition, and shares why Maple is betting on the emergence of a Bitcoin yield ecosystem. Enjoy! — Follow Sid: https://x.com/syrupsid 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: 00:00 Earning Yield with Your BTC 02:40 Bitcoin Treasury Companies vs Maple 10:50 Securitization vs Tokenization 13:40 Maple’s Target Market 17:10 Appealing to Bitcoiners 21:40 Layer 2 Ecosystems 24:15 Will Bitcoin Have a Killer App? 27:28 Building off of Bitcoin 29:23 Bitcoin’s Long-Term Security Problem 32:00 Different Ways to Generate BTC Yield 34:05 Moving to a Multi-Blockchain World? 36:40 Will Banks Allow Disruption? 39:30 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 In this episode, Maple Finance CEO Sidney Powell joins the show to discuss the evolving market for earning yield on Bitcoin. We explore the rise of Bitcoin treasury companies like MicroStrategy, the differences between capital structure-based returns and real onchain yield, and the role of staking and DeFi in delivering Bitcoin-native returns. Sid breaks down the risk profiles between tokenization and securitization, discusses Bitcoin Layer 2 competition, and shares why Maple is betting on the emergence of a Bitcoin yield ecosystem. Enjoy!

—

Follow Sid: https://x.com/syrupsid

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

00:00 Earning Yield with Your BTC

02:40 Bitcoin Treasury Companies vs Maple

10:50 Securitization vs Tokenization

13:40 Maple’s Target Market

17:10 Appealing to Bitcoiners

21:40 Layer 2 Ecosystems

24:15 Will Bitcoin Have a Killer App?

27:28 Building off of Bitcoin

29:23 Bitcoin’s Long-Term Security Problem

32:00 Different Ways to Generate BTC Yield

34:05 Moving to a Multi-Blockchain World?

36:40 Will Banks Allow Disruption?

39:30 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


]]> 2510 Bitcoin Is Mainstream, But At What Cost? | Alp In this episode, OG Bitcoiner Alp reflects on Bitcoin’s transformation from a fringe libertarian experiment to a mainstream political tool. They discuss the dilution of early Bitcoin culture, the lingering identity crisis among mid-cycle adopters, the myth of ongoing existential threats, and the shift from cypherpunk ideals to nation-state interests. Alp shares his skepticism of Bitcoin's co-option by U.S. political movements and emphasizes that while Bitcoin is no longer underground, its core functionality and value remain intact. Enjoy! — Follow Alp: https://x.com/alpacasw 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (06:04) Bitcoin’s Changing Culture (09:56) Ledger Ad (10:43) Bitcoin’s Contrarian Mindset (16:46) Evolution of Bitcoin Upgrades (20:26) Unpacking Bitcoin Knots (24:45) Future of Bitcoin & Political Implications (26:13) Ledger Ad (27:00) Future of Bitcoin & Political Implications (28:13) Currency Competition, Tether & Dollarization (29:55) US Politics & Bitcoin (32:14) Stablecoins & the Financial System (36:59) Bitcoin's Role in America's Debt Problem (48:46) The Cypherpunk Dream & Bitcoin's Future (52:31) 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 Tue, 29 Jul 2025 08:00:00 -0000 full Blockworks In this episode, OG Bitcoiner Alp reflects on Bitcoin’s transformation from a fringe libertarian experiment to a mainstream political tool. They discuss the dilution of early Bitcoin culture, the lingering identity crisis among mid-cycle adopters, the myth of ongoing existential threats, and the shift from cypherpunk ideals to nation-state interests. Alp shares his skepticism of Bitcoin's co-option by U.S. political movements and emphasizes that while Bitcoin is no longer underground, its core functionality and value remain intact. Enjoy! — Follow Alp: https://x.com/alpacasw 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (06:04) Bitcoin’s Changing Culture (09:56) Ledger Ad (10:43) Bitcoin’s Contrarian Mindset (16:46) Evolution of Bitcoin Upgrades (20:26) Unpacking Bitcoin Knots (24:45) Future of Bitcoin & Political Implications (26:13) Ledger Ad (27:00) Future of Bitcoin & Political Implications (28:13) Currency Competition, Tether & Dollarization (29:55) US Politics & Bitcoin (32:14) Stablecoins & the Financial System (36:59) Bitcoin's Role in America's Debt Problem (48:46) The Cypherpunk Dream & Bitcoin's Future (52:31) 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 In this episode, OG Bitcoiner Alp reflects on Bitcoin’s transformation from a fringe libertarian experiment to a mainstream political tool. They discuss the dilution of early Bitcoin culture, the lingering identity crisis among mid-cycle adopters, the myth of ongoing existential threats, and the shift from cypherpunk ideals to nation-state interests. Alp shares his skepticism of Bitcoin's co-option by U.S. political movements and emphasizes that while Bitcoin is no longer underground, its core functionality and value remain intact. Enjoy!

—

Follow Alp: https://x.com/alpacasw

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(06:04) Bitcoin’s Changing Culture

(09:56) Ledger Ad

(10:43) Bitcoin’s Contrarian Mindset

(16:46) Evolution of Bitcoin Upgrades

(20:26) Unpacking Bitcoin Knots

(24:45) Future of Bitcoin & Political Implications

(26:13) Ledger Ad

(27:00) Future of Bitcoin & Political Implications

(28:13) Currency Competition, Tether & Dollarization

(29:55) US Politics & Bitcoin

(32:14) Stablecoins & the Financial System

(36:59) Bitcoin's Role in America's Debt Problem

(48:46) The Cypherpunk Dream & Bitcoin's Future

(52:31) 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


]]> 3229 Quantum Computing: Solving Bitcoin's Greatest Threat | Jameson Lopp In this episode, Bitcoin veteran Jameson Lopp discusses the growing threat of quantum computing to Bitcoin’s cryptography. He breaks down his new Bitcoin Improvement Proposal (BIP) that aims to prevent a catastrophic supply shock by encouraging a network-wide migration to quantum-resistant addresses. Lopp explains the nuances of Shor’s algorithm, possible migration schemes, controversies around locking old funds, and his phased plan to protect user assets. We also touch on the state of Bitcoin L2s, BitVM progress, mining risks, and the philosophical tension between ossification and innovation. Enjoy! — Follow Jameson: https://x.com/lopp 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 Against Allowing Quantum Recovery of Bitcoin: https://blog.lopp.net/against-quantum-recovery-of-bitcoin/ — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:38) Bitcoin’s Quantum Threat (07:18) Presidio Conference (10:27) Quantum Resistant Solutions (11:08) Ledn Ad (11:45) Quantum Resistant Solutions (17:14) Jameson’s Proposal (23:21) What If You’re In A Coma? (25:00) Ledn (25:45) Proposal Feedback (27:20) Quantum Mining (29:59) How Fast Is A Quantum Hack? (32:15) The Quantum Plan (33:41) How To Protect Your Funds? (35:39) Bitcoin Layers 2s (37:43) Core vs Knots (42:01) Is Bitcoin Progressing? (45:16) 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 Thu, 24 Jul 2025 08:00:00 -0000 full Blockworks In this episode, Bitcoin veteran Jameson Lopp discusses the growing threat of quantum computing to Bitcoin’s cryptography. He breaks down his new Bitcoin Improvement Proposal (BIP) that aims to prevent a catastrophic supply shock by encouraging a network-wide migration to quantum-resistant addresses. Lopp explains the nuances of Shor’s algorithm, possible migration schemes, controversies around locking old funds, and his phased plan to protect user assets. We also touch on the state of Bitcoin L2s, BitVM progress, mining risks, and the philosophical tension between ossification and innovation. Enjoy! — Follow Jameson: https://x.com/lopp 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 Against Allowing Quantum Recovery of Bitcoin: https://blog.lopp.net/against-quantum-recovery-of-bitcoin/ — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:38) Bitcoin’s Quantum Threat (07:18) Presidio Conference (10:27) Quantum Resistant Solutions (11:08) Ledn Ad (11:45) Quantum Resistant Solutions (17:14) Jameson’s Proposal (23:21) What If You’re In A Coma? (25:00) Ledn (25:45) Proposal Feedback (27:20) Quantum Mining (29:59) How Fast Is A Quantum Hack? (32:15) The Quantum Plan (33:41) How To Protect Your Funds? (35:39) Bitcoin Layers 2s (37:43) Core vs Knots (42:01) Is Bitcoin Progressing? (45:16) 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 In this episode, Bitcoin veteran Jameson Lopp discusses the growing threat of quantum computing to Bitcoin’s cryptography. He breaks down his new Bitcoin Improvement Proposal (BIP) that aims to prevent a catastrophic supply shock by encouraging a network-wide migration to quantum-resistant addresses. Lopp explains the nuances of Shor’s algorithm, possible migration schemes, controversies around locking old funds, and his phased plan to protect user assets. We also touch on the state of Bitcoin L2s, BitVM progress, mining risks, and the philosophical tension between ossification and innovation. Enjoy!

—

Follow Jameson: https://x.com/lopp

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


Against Allowing Quantum Recovery of Bitcoin:

https://blog.lopp.net/against-quantum-recovery-of-bitcoin/

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(02:38) Bitcoin’s Quantum Threat

(07:18) Presidio Conference

(10:27) Quantum Resistant Solutions

(11:08) Ledn Ad

(11:45) Quantum Resistant Solutions

(17:14) Jameson’s Proposal

(23:21) What If You’re In A Coma?

(25:00) Ledn

(25:45) Proposal Feedback

(27:20) Quantum Mining

(29:59) How Fast Is A Quantum Hack?

(32:15) The Quantum Plan

(33:41) How To Protect Your Funds?

(35:39) Bitcoin Layers 2s

(37:43) Core vs Knots

(42:01) Is Bitcoin Progressing?

(45:16) 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


]]> 2838 Bitcoin Ossification Is a Threat to Its Survival | Eli Ben-Sasson In this episode, Co-Founder of StarkWare Eli Ben-Sasson joins the show to explore the philosophical and technical crossroads between Bitcoin and Ethereum. He recounts the early hopes of building zk-tech on Bitcoin, the cultural rift that pushed innovation elsewhere, and why Bitcoin’s potential remains limited without soft forks. Eli argues for a future where Bitcoin’s principles—decentralization, verifiability, and self-custody—can scale globally through new cryptographic tools like ZK proofs and Layer 2s. He reflects on governance, protocol ossification, and the critical need for experimentation to preserve Bitcoin’s revolutionary promise. Enjoy! — Follow Eli: https://x.com/EliBenSasson 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:41) Early Bitcoin Development (02:48) Privacy & Alternative Cryptocurrencies (05:56) Bitcoin: The Asset vs. Tech (10:03) Ledger Ad (10:51) Bitcoin: The Asset vs. Tech (13:48) Ethereum's Emergence & Impact (20:53) Experimentation & Innovation in Crypto (31:54) The Cultural Impact of Bitcoin's Development (34:03) Historical Perspective on Bitcoin's Adoption (34:55) The Necessity of Experimentation in Crypto (35:54) Bitcoin's Global Product Market Fit (37:12) Ledger Ad (37:59) Challenges in Bitcoin's Consensus Process (39:18) Governance Issues in Decentralized Blockchains (41:33) The Future of Bitcoin & Global Economics (43:34) The Role of Decentralization in Blockchain (54:51) ZK Technology & Its Applications (01:01:32) Living on Bitcoin — 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 Tue, 22 Jul 2025 08:00:00 -0000 full Blockworks In this episode, Co-Founder of StarkWare Eli Ben-Sasson joins the show to explore the philosophical and technical crossroads between Bitcoin and Ethereum. He recounts the early hopes of building zk-tech on Bitcoin, the cultural rift that pushed innovation elsewhere, and why Bitcoin’s potential remains limited without soft forks. Eli argues for a future where Bitcoin’s principles—decentralization, verifiability, and self-custody—can scale globally through new cryptographic tools like ZK proofs and Layer 2s. He reflects on governance, protocol ossification, and the critical need for experimentation to preserve Bitcoin’s revolutionary promise. Enjoy! — Follow Eli: https://x.com/EliBenSasson 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:41) Early Bitcoin Development (02:48) Privacy & Alternative Cryptocurrencies (05:56) Bitcoin: The Asset vs. Tech (10:03) Ledger Ad (10:51) Bitcoin: The Asset vs. Tech (13:48) Ethereum's Emergence & Impact (20:53) Experimentation & Innovation in Crypto (31:54) The Cultural Impact of Bitcoin's Development (34:03) Historical Perspective on Bitcoin's Adoption (34:55) The Necessity of Experimentation in Crypto (35:54) Bitcoin's Global Product Market Fit (37:12) Ledger Ad (37:59) Challenges in Bitcoin's Consensus Process (39:18) Governance Issues in Decentralized Blockchains (41:33) The Future of Bitcoin & Global Economics (43:34) The Role of Decentralization in Blockchain (54:51) ZK Technology & Its Applications (01:01:32) Living on Bitcoin — 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 In this episode, Co-Founder of StarkWare Eli Ben-Sasson joins the show to explore the philosophical and technical crossroads between Bitcoin and Ethereum. He recounts the early hopes of building zk-tech on Bitcoin, the cultural rift that pushed innovation elsewhere, and why Bitcoin’s potential remains limited without soft forks. Eli argues for a future where Bitcoin’s principles—decentralization, verifiability, and self-custody—can scale globally through new cryptographic tools like ZK proofs and Layer 2s. He reflects on governance, protocol ossification, and the critical need for experimentation to preserve Bitcoin’s revolutionary promise. Enjoy!

—

Follow Eli: https://x.com/EliBenSasson

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—


Timestamps:

(00:00) Introduction

(01:41) Early Bitcoin Development

(02:48) Privacy & Alternative Cryptocurrencies

(05:56) Bitcoin: The Asset vs. Tech

(10:03) Ledger Ad

(10:51) Bitcoin: The Asset vs. Tech

(13:48) Ethereum's Emergence & Impact

(20:53) Experimentation & Innovation in Crypto

(31:54) The Cultural Impact of Bitcoin's Development

(34:03) Historical Perspective on Bitcoin's Adoption

(34:55) The Necessity of Experimentation in Crypto

(35:54) Bitcoin's Global Product Market Fit

(37:12) Ledger Ad

(37:59) Challenges in Bitcoin's Consensus Process

(39:18) Governance Issues in Decentralized Blockchains

(41:33) The Future of Bitcoin & Global Economics

(43:34) The Role of Decentralization in Blockchain

(54:51) ZK Technology & Its Applications

(01:01:32) Living on Bitcoin


—

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


]]> 3911 He Traded His HOUSE For Bitcoin In 2017—Why He's STILL HODLing | Didi Taihuttu In this episode, Didi Taihuttu—aka the "Bitcoin Family" patriarch—shares the origin story behind selling everything to go all-in on Bitcoin, from early GPU mining and Dogecoin experiments to surviving bear markets and living unbanked for nearly a decade. He discusses why he believes Bitcoin is the only true tool for financial freedom, the moral cost of traditional finance, and how the rise of stablecoins, Lightning, and crypto infrastructure shape a new global reality. Plus, how Bitcoin can empower machines, children, and the next generation of digital nomads. Enjoy! — Follow Didi: https://x.com/Diditaihuttu 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:14) Bitcoin Bull Markets (03:52) Early Days of Bitcoin Mining (08:23) Switching to Dogecoin (09:35) Ledn Ad (10:13) Switching to Dogecoin (11:33) Selling Everything for Bitcoin (13:58) Living the Bitcoin Lifestyle (20:36) Trading and the 2017 Crypto Boom (21:37) Bitcoin Maximalism & Diversification (22:58) Living Unbanked (24:30) Ledn Ad (25:16) Investing in Crypto Projects (26:48) The Cultural Schism in Bitcoin Maximalism (30:01) The Future of Bitcoin & Decentralization (33:20) Lightning Network & Education (36:11) Stablecoins (39:50) The Future of Bitcoin Adoption (43:11) Predicting Bitcoin's Future (46:22) 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 Thu, 17 Jul 2025 08:00:00 -0000 full Blockworks In this episode, Didi Taihuttu—aka the "Bitcoin Family" patriarch—shares the origin story behind selling everything to go all-in on Bitcoin, from early GPU mining and Dogecoin experiments to surviving bear markets and living unbanked for nearly a decade. He discusses why he believes Bitcoin is the only true tool for financial freedom, the moral cost of traditional finance, and how the rise of stablecoins, Lightning, and crypto infrastructure shape a new global reality. Plus, how Bitcoin can empower machines, children, and the next generation of digital nomads. Enjoy! — Follow Didi: https://x.com/Diditaihuttu 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:14) Bitcoin Bull Markets (03:52) Early Days of Bitcoin Mining (08:23) Switching to Dogecoin (09:35) Ledn Ad (10:13) Switching to Dogecoin (11:33) Selling Everything for Bitcoin (13:58) Living the Bitcoin Lifestyle (20:36) Trading and the 2017 Crypto Boom (21:37) Bitcoin Maximalism & Diversification (22:58) Living Unbanked (24:30) Ledn Ad (25:16) Investing in Crypto Projects (26:48) The Cultural Schism in Bitcoin Maximalism (30:01) The Future of Bitcoin & Decentralization (33:20) Lightning Network & Education (36:11) Stablecoins (39:50) The Future of Bitcoin Adoption (43:11) Predicting Bitcoin's Future (46:22) 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 In this episode, Didi Taihuttu—aka the "Bitcoin Family" patriarch—shares the origin story behind selling everything to go all-in on Bitcoin, from early GPU mining and Dogecoin experiments to surviving bear markets and living unbanked for nearly a decade. He discusses why he believes Bitcoin is the only true tool for financial freedom, the moral cost of traditional finance, and how the rise of stablecoins, Lightning, and crypto infrastructure shape a new global reality. Plus, how Bitcoin can empower machines, children, and the next generation of digital nomads. Enjoy!

—

Follow Didi: https://x.com/Diditaihuttu

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(01:14) Bitcoin Bull Markets

(03:52) Early Days of Bitcoin Mining

(08:23) Switching to Dogecoin

(09:35) Ledn Ad

(10:13) Switching to Dogecoin

(11:33) Selling Everything for Bitcoin

(13:58) Living the Bitcoin Lifestyle

(20:36) Trading and the 2017 Crypto Boom

(21:37) Bitcoin Maximalism & Diversification

(22:58) Living Unbanked

(24:30) Ledn Ad

(25:16) Investing in Crypto Projects

(26:48) The Cultural Schism in Bitcoin Maximalism

(30:01) The Future of Bitcoin & Decentralization

(33:20) Lightning Network & Education

(36:11) Stablecoins

(39:50) The Future of Bitcoin Adoption

(43:11) Predicting Bitcoin's Future

(46:22) 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


]]> 2892 Securities Laws Are Broken & The Market Structure Bill Will Fail | Patrick Murck In this episode, Founder & CEO of Surus.io Patrick Murck joins the show to reflect on Bitcoin’s rise to a fresh all-time high, its original mission of financial autonomy, and the tension between price appreciation and real-world use. He discusses stablecoins as dollar-compatible tools, why market structure reforms are stalled, and how his new company enables tokenized real-world assets with bankruptcy-remote custody. We also explore US regulatory history, accredited investor rules, and why crypto remains an experiment with both promise and pitfalls. Enjoy! — Follow Patrick: https://x.com/virtuallylaw 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (01:00) Bitcoin's All-Time High (03:23) Bitcoin's Evolution (05:25) Bitcoin Treasuries & Corporate Adoption (06:19) Ledger Ad (07:05) Bitcoin Treasuries & Corporate Adoption (20:37) Regulatory Landscape & Early Challenges (35:12) Ledger Ad (35:57) Regulatory Landscape & Early Challenges (38:17) Crypto Market Structure & Securities Laws (43:21) The Future of Crypto Innovations (46:03) Bitcoin Treasuries and Marketplaces (50:33) Challenges in Crypto Regulation (55:52) Building Real World Asset Tokens (01:20:19) The Evolution of Crypto Generations (01:09:38) 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 Tue, 15 Jul 2025 08:00:00 -0000 full Blockworks In this episode, Founder & CEO of Surus.io Patrick Murck joins the show to reflect on Bitcoin’s rise to a fresh all-time high, its original mission of financial autonomy, and the tension between price appreciation and real-world use. He discusses stablecoins as dollar-compatible tools, why market structure reforms are stalled, and how his new company enables tokenized real-world assets with bankruptcy-remote custody. We also explore US regulatory history, accredited investor rules, and why crypto remains an experiment with both promise and pitfalls. Enjoy! — Follow Patrick: https://x.com/virtuallylaw 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (01:00) Bitcoin's All-Time High (03:23) Bitcoin's Evolution (05:25) Bitcoin Treasuries & Corporate Adoption (06:19) Ledger Ad (07:05) Bitcoin Treasuries & Corporate Adoption (20:37) Regulatory Landscape & Early Challenges (35:12) Ledger Ad (35:57) Regulatory Landscape & Early Challenges (38:17) Crypto Market Structure & Securities Laws (43:21) The Future of Crypto Innovations (46:03) Bitcoin Treasuries and Marketplaces (50:33) Challenges in Crypto Regulation (55:52) Building Real World Asset Tokens (01:20:19) The Evolution of Crypto Generations (01:09:38) 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 In this episode, Founder & CEO of Surus.io Patrick Murck joins the show to reflect on Bitcoin’s rise to a fresh all-time high, its original mission of financial autonomy, and the tension between price appreciation and real-world use. He discusses stablecoins as dollar-compatible tools, why market structure reforms are stalled, and how his new company enables tokenized real-world assets with bankruptcy-remote custody. We also explore US regulatory history, accredited investor rules, and why crypto remains an experiment with both promise and pitfalls. Enjoy!

—

Follow Patrick: https://x.com/virtuallylaw

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

—

Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(01:00) Bitcoin's All-Time High

(03:23) Bitcoin's Evolution

(05:25) Bitcoin Treasuries & Corporate Adoption

(06:19) Ledger Ad

(07:05) Bitcoin Treasuries & Corporate Adoption

(20:37) Regulatory Landscape & Early Challenges

(35:12) Ledger Ad

(35:57) Regulatory Landscape & Early Challenges

(38:17) Crypto Market Structure & Securities Laws

(43:21) The Future of Crypto Innovations

(46:03) Bitcoin Treasuries and Marketplaces

(50:33) Challenges in Crypto Regulation

(55:52) Building Real World Asset Tokens

(01:20:19) The Evolution of Crypto Generations

(01:09:38) 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


]]> 4243 Bitcoin’s Battle For Programmable Money | Alex B In this episode, Alex B from Ark Labs joins the show to discuss how Arkade, a new Bitcoin scaling protocol, enables off-chain programmability without bridges, preserves self-custody, and avoids global state constraints. He discusses complementarity with Lightning, unlocking Bitcoin-native capital markets, programmable contracts, synthetic assets, and how Arkade could transform Bitcoin financial infrastructure – and more. Enjoy! — Follow Alex: https://x.com/bergealex4 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 — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:37) What is Arkade? (06:17) Ledn Ad (06:59) Programmability & Scripting (12:32) Comparing Arkade with Other Solutions (33:01) Future of Bitcoin Financialization (33:49) Ledn Ad (34:35) Future of Bitcoin Financialization (48:46) 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 Thu, 10 Jul 2025 08:00:00 -0000 full Blockworks In this episode, Alex B from Ark Labs joins the show to discuss how Arkade, a new Bitcoin scaling protocol, enables off-chain programmability without bridges, preserves self-custody, and avoids global state constraints. He discusses complementarity with Lightning, unlocking Bitcoin-native capital markets, programmable contracts, synthetic assets, and how Arkade could transform Bitcoin financial infrastructure – and more. Enjoy! — Follow Alex: https://x.com/bergealex4 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 — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:37) What is Arkade? (06:17) Ledn Ad (06:59) Programmability & Scripting (12:32) Comparing Arkade with Other Solutions (33:01) Future of Bitcoin Financialization (33:49) Ledn Ad (34:35) Future of Bitcoin Financialization (48:46) 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 In this episode, Alex B from Ark Labs joins the show to discuss how Arkade, a new Bitcoin scaling protocol, enables off-chain programmability without bridges, preserves self-custody, and avoids global state constraints. He discusses complementarity with Lightning, unlocking Bitcoin-native capital markets, programmable contracts, synthetic assets, and how Arkade could transform Bitcoin financial infrastructure – and more. Enjoy!

—

Follow Alex: https://x.com/bergealex4

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

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(02:37) What is Arkade?

(06:17) Ledn Ad

(06:59) Programmability & Scripting

(12:32) Comparing Arkade with Other Solutions

(33:01) Future of Bitcoin Financialization

(33:49) Ledn Ad

(34:35) Future of Bitcoin Financialization

(48:46) 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


]]> 3007 Bitcoin Treasuries: We're Just Getting Started | Cory Klippsten In this episode, CEO of Swan Cory Klippsten discusses Swan Bitcoin’s Series C raise and its partnership with a French semiconductor company pivoting into Bitcoin treasury accumulation. He explains the rise of leveraged Bitcoin equities, how these companies use debt markets to acquire Bitcoin, and the potential influx of institutional fixed income into Bitcoin. Cory breaks down risks, opportunities, and why he believes Bitcoin-focused financial institutions are inevitable – touching on market cycles, treasury company models, and strategic corporate adoption. Enjoy! — Follow Cory: https://x.com/coryklippsten 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 — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: 00:00 Swan-Sequans Treasury Partnership 2:45 Bitcoin Treasury Endgame 4:59 Leveraged Bitcoin Equities 6:30 Breaking Down the Strategy 7:30 Ads (Ledger) 8:14 Breaking Down the Strategy 12:07 Unique Arbitrage Opportunities 15:35 Differentiating Good vs Bad Actors 17:55 Fixed Income Opportunity 19:36 When do the Floodgates Open? 22:53 Ads (Ledger) 23:38 When do the Floodgates Open? 25:06 Swan’s Goals 28:33 Crypto Treasury Companies 30:44 Is this Bull Market Different? 32:44 Bitcoin Treasury Doomsday 36:00 Moving Toward Hyperbitcoinization 38:40 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 Tue, 08 Jul 2025 08:00:00 -0000 full Blockworks In this episode, CEO of Swan Cory Klippsten discusses Swan Bitcoin’s Series C raise and its partnership with a French semiconductor company pivoting into Bitcoin treasury accumulation. He explains the rise of leveraged Bitcoin equities, how these companies use debt markets to acquire Bitcoin, and the potential influx of institutional fixed income into Bitcoin. Cory breaks down risks, opportunities, and why he believes Bitcoin-focused financial institutions are inevitable – touching on market cycles, treasury company models, and strategic corporate adoption. Enjoy! — Follow Cory: https://x.com/coryklippsten 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 — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: 00:00 Swan-Sequans Treasury Partnership 2:45 Bitcoin Treasury Endgame 4:59 Leveraged Bitcoin Equities 6:30 Breaking Down the Strategy 7:30 Ads (Ledger) 8:14 Breaking Down the Strategy 12:07 Unique Arbitrage Opportunities 15:35 Differentiating Good vs Bad Actors 17:55 Fixed Income Opportunity 19:36 When do the Floodgates Open? 22:53 Ads (Ledger) 23:38 When do the Floodgates Open? 25:06 Swan’s Goals 28:33 Crypto Treasury Companies 30:44 Is this Bull Market Different? 32:44 Bitcoin Treasury Doomsday 36:00 Moving Toward Hyperbitcoinization 38:40 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 In this episode, CEO of Swan Cory Klippsten discusses Swan Bitcoin’s Series C raise and its partnership with a French semiconductor company pivoting into Bitcoin treasury accumulation. He explains the rise of leveraged Bitcoin equities, how these companies use debt markets to acquire Bitcoin, and the potential influx of institutional fixed income into Bitcoin. Cory breaks down risks, opportunities, and why he believes Bitcoin-focused financial institutions are inevitable – touching on market cycles, treasury company models, and strategic corporate adoption. Enjoy!

—

Follow Cory: https://x.com/coryklippsten

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

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

00:00 Swan-Sequans Treasury Partnership

2:45 Bitcoin Treasury Endgame

4:59 Leveraged Bitcoin Equities

6:30 Breaking Down the Strategy

7:30 Ads (Ledger)

8:14 Breaking Down the Strategy

12:07 Unique Arbitrage Opportunities

15:35 Differentiating Good vs Bad Actors

17:55 Fixed Income Opportunity

19:36 When do the Floodgates Open?

22:53 Ads (Ledger)

23:38 When do the Floodgates Open?

25:06 Swan’s Goals

28:33 Crypto Treasury Companies

30:44 Is this Bull Market Different?

32:44 Bitcoin Treasury Doomsday

36:00 Moving Toward Hyperbitcoinization

38:40 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


]]> 2539 Bitcoin Core vs. The World: Why It Can’t Be Shut Down | Peter Todd In this episode, Bitcoin core developer Peter Todd discusses the rise of Bitcoin Knots, censorship debates, op_return limits, miner incentives, the challenges of blocking ordinals and inscriptions, scaling via Lightning, the future of Bitcoin development, and more. Enjoy! — Follow Peter: https://x.com/peterktodd 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 — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:24) Bitcoin's Firestorm (02:07) Ledn Title Ad (02:28) Bitcoin's Firestorm (06:27) Satoshi Dice (08:50) Censoring Transactions (13:34) Ability to Dissent (16:45) Ledn Ad (17:22) Is Bitcoin Knots A Threat? (20:16) The Knots Critique of Bitcoin (27:52) Making A Moral Argument (28:46) Ledn Ad (29:32) Making A Moral Argument (32:03) Responsibility of Miners (35:54) Filtering is Pointless (37:33) “Shoulds” vs Reality (41:56) Development & Price (44:56) Multiple Bitcoin Soft Forks (47:19) Bitcoin Dream Development (49:53) Alternative Financial System (53:22) Innovations in Crypto — 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 Thu, 03 Jul 2025 08:00:00 -0000 full Blockworks In this episode, Bitcoin core developer Peter Todd discusses the rise of Bitcoin Knots, censorship debates, op_return limits, miner incentives, the challenges of blocking ordinals and inscriptions, scaling via Lightning, the future of Bitcoin development, and more. Enjoy! — Follow Peter: https://x.com/peterktodd 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 — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:24) Bitcoin's Firestorm (02:07) Ledn Title Ad (02:28) Bitcoin's Firestorm (06:27) Satoshi Dice (08:50) Censoring Transactions (13:34) Ability to Dissent (16:45) Ledn Ad (17:22) Is Bitcoin Knots A Threat? (20:16) The Knots Critique of Bitcoin (27:52) Making A Moral Argument (28:46) Ledn Ad (29:32) Making A Moral Argument (32:03) Responsibility of Miners (35:54) Filtering is Pointless (37:33) “Shoulds” vs Reality (41:56) Development & Price (44:56) Multiple Bitcoin Soft Forks (47:19) Bitcoin Dream Development (49:53) Alternative Financial System (53:22) Innovations in Crypto — 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 In this episode, Bitcoin core developer Peter Todd discusses the rise of Bitcoin Knots, censorship debates, op_return limits, miner incentives, the challenges of blocking ordinals and inscriptions, scaling via Lightning, the future of Bitcoin development, and more. Enjoy!

—

Follow Peter: https://x.com/peterktodd

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

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(01:24) Bitcoin's Firestorm

(02:07) Ledn Title Ad

(02:28) Bitcoin's Firestorm

(06:27) Satoshi Dice

(08:50) Censoring Transactions

(13:34) Ability to Dissent

(16:45) Ledn Ad

(17:22) Is Bitcoin Knots A Threat?

(20:16) The Knots Critique of Bitcoin

(27:52) Making A Moral Argument

(28:46) Ledn Ad

(29:32) Making A Moral Argument

(32:03) Responsibility of Miners

(35:54) Filtering is Pointless

(37:33) “Shoulds” vs Reality

(41:56) Development & Price

(44:56) Multiple Bitcoin Soft Forks

(47:19) Bitcoin Dream Development

(49:53) Alternative Financial System

(53:22) Innovations in Crypto

—

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


]]> 3451 50 Bitcoin for $0.50 | Wild Tales of Early Bitcoin Trading In this special interview live from Permissionless IV, Rizzo sits down with Bitcoin OG & Core developer Jeff Garzik to reflect on Bitcoin’s early days, the culture shift from experimentation to ossification, and his belief that Bitcoin’s social and monetary network would have emerged regardless of specific developers. Garzik critiques Lightning as a failed detour, champions Layer 2s like Hemi for bringing programmability to Bitcoin, and stresses that Ethereum remains vital due to its developer traction and audit maturity. Enjoy! — Follow Jeff: https://x.com/jgarzik 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 — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:47) Building the Bitcoin Market (08:16) Ledger Ad (09:42) Bitcoin Then vs Today (11:55) Bitcoin Ossification (13:39) Was Bitcoin Inevitable? (18:38) Who Controls Bitcoin? (21:37) Bitcoin Forks & Lightning Network (25:01) Crypto is the Beta Test for Bitcoin (25:34) Ledger Ad (26:19) Crypto is the Beta Test for Bitcoin (31:08) What Did Ethereum Achieve? (36:46) EVMs, BitVM & L2s (41:24) Unleashing Bitcoin Upgrades (49:25) Identifying the Problems (57:46) Why Work on Bitcoin Today? — 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 Tue, 01 Jul 2025 14:16:00 -0000 full Blockworks In this special interview live from Permissionless IV, Rizzo sits down with Bitcoin OG & Core developer Jeff Garzik to reflect on Bitcoin’s early days, the culture shift from experimentation to ossification, and his belief that Bitcoin’s social and monetary network would have emerged regardless of specific developers. Garzik critiques Lightning as a failed detour, champions Layer 2s like Hemi for bringing programmability to Bitcoin, and stresses that Ethereum remains vital due to its developer traction and audit maturity. Enjoy! — Follow Jeff: https://x.com/jgarzik 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 — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:47) Building the Bitcoin Market (08:16) Ledger Ad (09:42) Bitcoin Then vs Today (11:55) Bitcoin Ossification (13:39) Was Bitcoin Inevitable? (18:38) Who Controls Bitcoin? (21:37) Bitcoin Forks & Lightning Network (25:01) Crypto is the Beta Test for Bitcoin (25:34) Ledger Ad (26:19) Crypto is the Beta Test for Bitcoin (31:08) What Did Ethereum Achieve? (36:46) EVMs, BitVM & L2s (41:24) Unleashing Bitcoin Upgrades (49:25) Identifying the Problems (57:46) Why Work on Bitcoin Today? — 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 In this special interview live from Permissionless IV, Rizzo sits down with Bitcoin OG & Core developer Jeff Garzik to reflect on Bitcoin’s early days, the culture shift from experimentation to ossification, and his belief that Bitcoin’s social and monetary network would have emerged regardless of specific developers. Garzik critiques Lightning as a failed detour, champions Layer 2s like Hemi for bringing programmability to Bitcoin, and stresses that Ethereum remains vital due to its developer traction and audit maturity. Enjoy!

—

Follow Jeff: https://x.com/jgarzik

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

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(01:47) Building the Bitcoin Market

(08:16) Ledger Ad

(09:42) Bitcoin Then vs Today

(11:55) Bitcoin Ossification

(13:39) Was Bitcoin Inevitable?

(18:38) Who Controls Bitcoin?

(21:37) Bitcoin Forks & Lightning Network

(25:01) Crypto is the Beta Test for Bitcoin

(25:34) Ledger Ad

(26:19) Crypto is the Beta Test for Bitcoin

(31:08) What Did Ethereum Achieve?

(36:46) EVMs, BitVM & L2s

(41:24) Unleashing Bitcoin Upgrades

(49:25) Identifying the Problems

(57:46) Why Work on Bitcoin Today?

—

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


]]> 3688 Industry Narratives, Future of Stablecoins & Big Tech Is Coming | Permissionless IV Recap In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give a candid macro outlook, and explore how Big Tech is positioning itself as the next crypto overlord. Finally, we reflect on some predictions we got wrong – and what we learned from them. Enjoy! — Follow Jack: https://x.com/whosknave  Follow Felix: https://x.com/fejau_inc  Follow Boccaccio: https://x.com/salveboccaccio  Follow Danny: https://x.com/defi_kay_  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) Intro (00:57) Permissionless IV Takeaways (07:00) Biggest Industry Narratives (12:00) Future of Stablecoins (17:44) Macro Outlook (20:47) Big Tech Overlords (28:38) Predictions We Got Wrong — 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 Mon, 30 Jun 2025 16:23:00 -0000 full Blockworks In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give a candid macro outlook, and explore how Big Tech is positioning itself as the next crypto overlord. Finally, we reflect on some predictions we got wrong – and what we learned from them. Enjoy! — Follow Jack: https://x.com/whosknave  Follow Felix: https://x.com/fejau_inc  Follow Boccaccio: https://x.com/salveboccaccio  Follow Danny: https://x.com/defi_kay_  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) Intro (00:57) Permissionless IV Takeaways (07:00) Biggest Industry Narratives (12:00) Future of Stablecoins (17:44) Macro Outlook (20:47) Big Tech Overlords (28:38) Predictions We Got Wrong — 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 In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give a candid macro outlook, and explore how Big Tech is positioning itself as the next crypto overlord. Finally, we reflect on some predictions we got wrong – and what we learned from them. Enjoy!

—

Follow Jack: https://x.com/whosknave 

Follow Felix: https://x.com/fejau_inc 

Follow Boccaccio: https://x.com/salveboccaccio 

Follow Danny: https://x.com/defi_kay_ 

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) Intro

(00:57) Permissionless IV Takeaways

(07:00) Biggest Industry Narratives

(12:00) Future of Stablecoins

(17:44) Macro Outlook

(20:47) Big Tech Overlords

(28:38) Predictions We Got Wrong

—

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


]]> 2048 Where To Build In The Bitcoin Network In this special episode of Supply Shock live from Permissionless IV, Pete Rizzo hosts a panel of top builders pushing the frontier of Bitcoin development: Jeff Garzik (Hemi), Muneeb Ali (Stacks), Eli Ben-Sasson (StarkWare), and Hong Kim (Core). They debate where to build in the Bitcoin ecosystem, the evolving use cases for Bitcoin L2s, and how to make BTC productive through lending, yield, and interoperability. The panel also explores the path to mass adoption, the limits of Bitcoin's base layer, and whether mainstream apps like Polymarket can thrive on Bitcoin. Enjoy! — Follow Jeff: https://x.com/jgarzik Follow Muneeb: https://x.com/muneeb Follow Eli: https://x.com/EliBenSasson Follow Hong: https://x.com/hongkim__ 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 — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:53) Challenges and Opportunities in Bitcoin (06:26) Ledn Ad (07:07) Challenges and Opportunities in Bitcoin (08:26) Use Cases and Innovations (14:20) Mainstream Adoption and Success Metrics (18:30) Ledn Ad (19:17) Mainstream Adoption and Success Metrics (24:52) Technical Barriers and Solutions (36:03) Corporate Treasury and Yield (40:15) 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 Thu, 26 Jun 2025 08:00:00 -0000 full Blockworks In this special episode of Supply Shock live from Permissionless IV, Pete Rizzo hosts a panel of top builders pushing the frontier of Bitcoin development: Jeff Garzik (Hemi), Muneeb Ali (Stacks), Eli Ben-Sasson (StarkWare), and Hong Kim (Core). They debate where to build in the Bitcoin ecosystem, the evolving use cases for Bitcoin L2s, and how to make BTC productive through lending, yield, and interoperability. The panel also explores the path to mass adoption, the limits of Bitcoin's base layer, and whether mainstream apps like Polymarket can thrive on Bitcoin. Enjoy! — Follow Jeff: https://x.com/jgarzik Follow Muneeb: https://x.com/muneeb Follow Eli: https://x.com/EliBenSasson Follow Hong: https://x.com/hongkim__ 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 — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (02:53) Challenges and Opportunities in Bitcoin (06:26) Ledn Ad (07:07) Challenges and Opportunities in Bitcoin (08:26) Use Cases and Innovations (14:20) Mainstream Adoption and Success Metrics (18:30) Ledn Ad (19:17) Mainstream Adoption and Success Metrics (24:52) Technical Barriers and Solutions (36:03) Corporate Treasury and Yield (40:15) 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 In this special episode of Supply Shock live from Permissionless IV, Pete Rizzo hosts a panel of top builders pushing the frontier of Bitcoin development: Jeff Garzik (Hemi), Muneeb Ali (Stacks), Eli Ben-Sasson (StarkWare), and Hong Kim (Core). They debate where to build in the Bitcoin ecosystem, the evolving use cases for Bitcoin L2s, and how to make BTC productive through lending, yield, and interoperability. The panel also explores the path to mass adoption, the limits of Bitcoin's base layer, and whether mainstream apps like Polymarket can thrive on Bitcoin. Enjoy!

—

Follow Jeff: https://x.com/jgarzik

Follow Muneeb: https://x.com/muneeb

Follow Eli: https://x.com/EliBenSasson

Follow Hong: https://x.com/hongkim__

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

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.

—

Timestamps:

(00:00) Introduction

(02:53) Challenges and Opportunities in Bitcoin

(06:26) Ledn Ad

(07:07) Challenges and Opportunities in Bitcoin

(08:26) Use Cases and Innovations

(14:20) Mainstream Adoption and Success Metrics

(18:30) Ledn Ad

(19:17) Mainstream Adoption and Success Metrics

(24:52) Technical Barriers and Solutions

(36:03) Corporate Treasury and Yield

(40:15) 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


]]> 2546 Bitcoin’s Next Demand Shock Is Coming | Kyle Reidhead In this episode live from Permissionless, Milk Road founder Kyle Reidhead joins the show to discuss the drivers of Bitcoin demand, the impact of the Israel-Iran war, and whether crypto money will chase crypto IPOs, treasury companies, or something else. We also discuss Michael Saylor & Strategy, who wins the stablecoin boom, what the future for Bitcoin looks like, and more. Enjoy! — Follow Kyle: https://x.com/KyleReidhead 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 — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (00:32) What Drives Bitcoin? (06:15) Ledger Ad (08:26) Bitcoin vs Gold (14:19) This Cycle’s Narrative (18:20) Ledger Ad (19:08) Strategy & Crypto Treasury Companies (24:28) Where Does Value Accrue in Crypto? (27:07) Regulation Tailwinds (29:24) Bitcoin vs Crypto (32:22) Bringing the World Into Bitcoin (35:15) Big Bitcoin Catalysts — 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. Tue, 24 Jun 2025 21:15:00 -0000 full Blockworks In this episode live from Permissionless, Milk Road founder Kyle Reidhead joins the show to discuss the drivers of Bitcoin demand, the impact of the Israel-Iran war, and whether crypto money will chase crypto IPOs, treasury companies, or something else. We also discuss Michael Saylor & Strategy, who wins the stablecoin boom, what the future for Bitcoin looks like, and more. Enjoy! — Follow Kyle: https://x.com/KyleReidhead 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 — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (00:32) What Drives Bitcoin? (06:15) Ledger Ad (08:26) Bitcoin vs Gold (14:19) This Cycle’s Narrative (18:20) Ledger Ad (19:08) Strategy & Crypto Treasury Companies (24:28) Where Does Value Accrue in Crypto? (27:07) Regulation Tailwinds (29:24) Bitcoin vs Crypto (32:22) Bringing the World Into Bitcoin (35:15) Big Bitcoin Catalysts — 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. In this episode live from Permissionless, Milk Road founder Kyle Reidhead joins the show to discuss the drivers of Bitcoin demand, the impact of the Israel-Iran war, and whether crypto money will chase crypto IPOs, treasury companies, or something else. We also discuss Michael Saylor & Strategy, who wins the stablecoin boom, what the future for Bitcoin looks like, and more. Enjoy!

—

Follow Kyle: https://x.com/KyleReidhead

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

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(00:32) What Drives Bitcoin?

(06:15) Ledger Ad

(08:26) Bitcoin vs Gold

(14:19) This Cycle’s Narrative

(18:20) Ledger Ad

(19:08) Strategy & Crypto Treasury Companies

(24:28) Where Does Value Accrue in Crypto?

(27:07) Regulation Tailwinds

(29:24) Bitcoin vs Crypto

(32:22) Bringing the World Into Bitcoin

(35:15) Big Bitcoin Catalysts

—

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.


]]> 2271 Empire | Introducing the Token Transparency Framework In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to crypto’s future. Enjoy! — Follow Dan: https://x.com/smyyguy Fallow Yano: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod 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 — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: 00:00 Token Transparency 02:25 The Token Market & Lemons 09:54 Ads (Ledn) 10:30 The Token Market & Lemons Cont'd 11:40 Equity vs Token Risk 14:18 Structural Token Issues 17:12 How Did We Get Here? 22:57 Token Horror Stories 31:50 Token Launches 36:06 Ads (Ledn) 36:51 Token Launches Cont'd 56:50 Best Case Scenario 01:02:38 Impact On Token Prices — 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 Wed, 18 Jun 2025 13:00:00 -0000 full Blockworks In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to crypto’s future. Enjoy! — Follow Dan: https://x.com/smyyguy Fallow Yano: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod 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 — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: 00:00 Token Transparency 02:25 The Token Market & Lemons 09:54 Ads (Ledn) 10:30 The Token Market & Lemons Cont'd 11:40 Equity vs Token Risk 14:18 Structural Token Issues 17:12 How Did We Get Here? 22:57 Token Horror Stories 31:50 Token Launches 36:06 Ads (Ledn) 36:51 Token Launches Cont'd 56:50 Best Case Scenario 01:02:38 Impact On Token Prices — 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 In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to crypto’s future. Enjoy!

—

Follow Dan: https://x.com/smyyguy

Fallow Yano: https://x.com/JasonYanowitz

Follow Empire: https://x.com/theempirepod

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

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

00:00 Token Transparency

02:25 The Token Market & Lemons

09:54 Ads (Ledn)

10:30 The Token Market & Lemons Cont'd

11:40 Equity vs Token Risk

14:18 Structural Token Issues

17:12 How Did We Get Here?

22:57 Token Horror Stories

31:50 Token Launches

36:06 Ads (Ledn)

36:51 Token Launches Cont'd

56:50 Best Case Scenario

01:02:38 Impact On Token Prices

—

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


]]> 4210 Bitcoin's Biggest Bubble Is On Its Way | Milk Road In this episode, Bitcoin historian Pete Rizzo joins the Milk Road Show to share his thesis on the coming explosion of Bitcoin treasury companies and why they may drive the next major inflow into Bitcoin. He explains why stablecoins and NFTs were once ignored just like Bitcoin treasuries are now, why thousands of firms—not dozens—might soon hold BTC, and how this could mirror past crypto waves like CoinMarketCap and the ICO boom. The episode also touches on meme coins, regulatory bottlenecks, tokenized stocks, Bitcoin vs. crypto culture, and more. Enjoy! — Follow Jay: https://x.com/JayHamilton0 Follow Milk Road: https://milkroad.com/ 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 — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:32) How Bitcoin’s Narrative Quietly Shifted (10:50) Ledger Ad (11:36) What’s the Big Trend Everyone’s Missing? (14:09) Is an Altcoin Season Still Coming? (18:54) Ledger Ad (19:41) Why Japan’s Bitcoin Stocks Are Booming (21:48) Do We Need This Many Bitcoin Treasury Companies? (25:29) How Bitcoin Companies Will Evolve Next (27:08) Is This Bitcoin’s Biggest Inflow Catalyst? (27:50) Has Crypto Innovation Hit a Wall? (33:42) Are Tokenized Stocks & Stablecoins the Future? (38:36) Why Bitcoin Needs Separation from Crypto (41:07) Are More Bitcoin Winters Inevitable? (47:15) Wrap-Up — 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 Tue, 17 Jun 2025 08:00:00 -0000 full Blockworks In this episode, Bitcoin historian Pete Rizzo joins the Milk Road Show to share his thesis on the coming explosion of Bitcoin treasury companies and why they may drive the next major inflow into Bitcoin. He explains why stablecoins and NFTs were once ignored just like Bitcoin treasuries are now, why thousands of firms—not dozens—might soon hold BTC, and how this could mirror past crypto waves like CoinMarketCap and the ICO boom. The episode also touches on meme coins, regulatory bottlenecks, tokenized stocks, Bitcoin vs. crypto culture, and more. Enjoy! — Follow Jay: https://x.com/JayHamilton0 Follow Milk Road: https://milkroad.com/ 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 — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:32) How Bitcoin’s Narrative Quietly Shifted (10:50) Ledger Ad (11:36) What’s the Big Trend Everyone’s Missing? (14:09) Is an Altcoin Season Still Coming? (18:54) Ledger Ad (19:41) Why Japan’s Bitcoin Stocks Are Booming (21:48) Do We Need This Many Bitcoin Treasury Companies? (25:29) How Bitcoin Companies Will Evolve Next (27:08) Is This Bitcoin’s Biggest Inflow Catalyst? (27:50) Has Crypto Innovation Hit a Wall? (33:42) Are Tokenized Stocks & Stablecoins the Future? (38:36) Why Bitcoin Needs Separation from Crypto (41:07) Are More Bitcoin Winters Inevitable? (47:15) Wrap-Up — 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 In this episode, Bitcoin historian Pete Rizzo joins the Milk Road Show to share his thesis on the coming explosion of Bitcoin treasury companies and why they may drive the next major inflow into Bitcoin. He explains why stablecoins and NFTs were once ignored just like Bitcoin treasuries are now, why thousands of firms—not dozens—might soon hold BTC, and how this could mirror past crypto waves like CoinMarketCap and the ICO boom. The episode also touches on meme coins, regulatory bottlenecks, tokenized stocks, Bitcoin vs. crypto culture, and more. Enjoy!

—

Follow Jay: https://x.com/JayHamilton0

Follow Milk Road: https://milkroad.com/

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

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(02:32) How Bitcoin’s Narrative Quietly Shifted

(10:50) Ledger Ad

(11:36) What’s the Big Trend Everyone’s Missing?

(14:09) Is an Altcoin Season Still Coming?

(18:54) Ledger Ad

(19:41) Why Japan’s Bitcoin Stocks Are Booming

(21:48) Do We Need This Many Bitcoin Treasury Companies?

(25:29) How Bitcoin Companies Will Evolve Next

(27:08) Is This Bitcoin’s Biggest Inflow Catalyst?

(27:50) Has Crypto Innovation Hit a Wall?

(33:42) Are Tokenized Stocks & Stablecoins the Future?

(38:36) Why Bitcoin Needs Separation from Crypto

(41:07) Are More Bitcoin Winters Inevitable?

(47:15) Wrap-Up

—

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


]]> 2905 Bitcoin Visions Collide: Jack Dorsey vs. Michael Saylor This week, Rizzo is joined by Nolan Bauerle and Michael McSweeney for a heavyweight clash of Bitcoin visions: Jack Dorsey vs. Michael Saylor. The panel breaks down Dorsey’s developer-first, decentralized payments push versus Saylor’s Wall Street-centric, corporate treasury strategy. They debate who's funding Bitcoin’s future, who’s leading the charge in public perception, and which model holds up better under political and economic pressure. Enjoy! — Follow Nolan: ⁠https://x.com/countbtc⁠   Follow Michael: ⁠https://x.com/mpmcsweeney⁠   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  — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! ⁠https://blockworks.co/event/permissionless-iv⁠  — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit ⁠https://www.ledn.io/⁠ to learn more.  — Timestamps: (00:00) Introduction (03:01) Michael Saylor's Bitcoin Journey (05:14) Jack Dorsey's Bitcoin Vision (08:44) Comparing Saylor and Dorsey's Approaches (11:22) Ledn Ad (11:59) Investment Strategies and Funding (20:32) Corporate Treasury and Market Impact (28:29) Personal Reflections on Jack Dorsey (28:58) Ledn Ad (29:45) The Cult of Personality in Bitcoin (31:19) Narrative Building and Financial Engineering (32:33) Corporate Adoption of Bitcoin (34:47) The Evolution of Bitcoin Narratives (35:30) Human Capital and Industry Shifts (37:25) Political Influences and Bitcoin (40:48) Challenges and Opponents (48:21) The Future of Bitcoin (49:20) 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 Thu, 12 Jun 2025 19:31:00 -0000 full Blockworks This week, Rizzo is joined by Nolan Bauerle and Michael McSweeney for a heavyweight clash of Bitcoin visions: Jack Dorsey vs. Michael Saylor. The panel breaks down Dorsey’s developer-first, decentralized payments push versus Saylor’s Wall Street-centric, corporate treasury strategy. They debate who's funding Bitcoin’s future, who’s leading the charge in public perception, and which model holds up better under political and economic pressure. Enjoy! — Follow Nolan: ⁠https://x.com/countbtc⁠   Follow Michael: ⁠https://x.com/mpmcsweeney⁠   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  — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! ⁠https://blockworks.co/event/permissionless-iv⁠  — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit ⁠https://www.ledn.io/⁠ to learn more.  — Timestamps: (00:00) Introduction (03:01) Michael Saylor's Bitcoin Journey (05:14) Jack Dorsey's Bitcoin Vision (08:44) Comparing Saylor and Dorsey's Approaches (11:22) Ledn Ad (11:59) Investment Strategies and Funding (20:32) Corporate Treasury and Market Impact (28:29) Personal Reflections on Jack Dorsey (28:58) Ledn Ad (29:45) The Cult of Personality in Bitcoin (31:19) Narrative Building and Financial Engineering (32:33) Corporate Adoption of Bitcoin (34:47) The Evolution of Bitcoin Narratives (35:30) Human Capital and Industry Shifts (37:25) Political Influences and Bitcoin (40:48) Challenges and Opponents (48:21) The Future of Bitcoin (49:20) 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 This week, Rizzo is joined by Nolan Bauerle and Michael McSweeney for a heavyweight clash of Bitcoin visions: Jack Dorsey vs. Michael Saylor. The panel breaks down Dorsey’s developer-first, decentralized payments push versus Saylor’s Wall Street-centric, corporate treasury strategy. They debate who's funding Bitcoin’s future, who’s leading the charge in public perception, and which model holds up better under political and economic pressure. Enjoy!

—

Follow Nolan: ⁠https://x.com/countbtc⁠  

Follow Michael: ⁠https://x.com/mpmcsweeney⁠  

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 

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! ⁠https://blockworks.co/event/permissionless-iv⁠ 

—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit ⁠https://www.ledn.io/⁠ to learn more. 

—

Timestamps:

(00:00) Introduction

(03:01) Michael Saylor's Bitcoin Journey

(05:14) Jack Dorsey's Bitcoin Vision

(08:44) Comparing Saylor and Dorsey's Approaches

(11:22) Ledn Ad

(11:59) Investment Strategies and Funding

(20:32) Corporate Treasury and Market Impact

(28:29) Personal Reflections on Jack Dorsey

(28:58) Ledn Ad

(29:45) The Cult of Personality in Bitcoin

(31:19) Narrative Building and Financial Engineering

(32:33) Corporate Adoption of Bitcoin

(34:47) The Evolution of Bitcoin Narratives

(35:30) Human Capital and Industry Shifts

(37:25) Political Influences and Bitcoin

(40:48) Challenges and Opponents

(48:21) The Future of Bitcoin

(49:20) 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

]]> 3188 He Bought Bitcoin at $80 — Why He's Buying at $100,000 | Isaac Miller In this episode, Bitcoin OG Isaac Miller recounts his journey from HODLing coins in 2013 to becoming a cultural icon through viral videos and meme coins. He reflects on the shifting ethos of Bitcoin—from its cypherpunk roots to political adoption and corporate backing—while warning that many early believers have lost touch with the tech’s evolution. Miller also defends his engagement with meme coins and argues that Bitcoin remains a foundational freedom technology. Enjoy! — Follow Isaac: https://x.com/IsaacMiller Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:41) Bitcoin OG: Isaac Miller (04:41) Bitcoin Then vs Now (11:38) Ledger Ad (12:23) Bitcoin Spending Regrets? (13:38) Bitcoin Mining (15:04) Libertarianism & BTC Economics (18:04) Bitcoin & Politics (20:09) Has Bitcoin Sold Out? (23:25) Bitcon’s Changing of the Guard (26:53) Bitcoin vs Other Crypto Assets (32:41) Ledger Ad (33:27) Isaac Meme (37:29) Coinbase Partnership (40:03) Meme Coins Are for Fun (44:53) Bitcoin vs New Technologies (50:44) Stablecoins & Tether (54:11) Freedom & Bitcoin (58:06) Are We Still Early? (01:02:16) Isaac’s Biggest Contribution — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets. Tue, 10 Jun 2025 08:00:00 -0000 full Blockworks In this episode, Bitcoin OG Isaac Miller recounts his journey from HODLing coins in 2013 to becoming a cultural icon through viral videos and meme coins. He reflects on the shifting ethos of Bitcoin—from its cypherpunk roots to political adoption and corporate backing—while warning that many early believers have lost touch with the tech’s evolution. Miller also defends his engagement with meme coins and argues that Bitcoin remains a foundational freedom technology. Enjoy! — Follow Isaac: https://x.com/IsaacMiller Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:41) Bitcoin OG: Isaac Miller (04:41) Bitcoin Then vs Now (11:38) Ledger Ad (12:23) Bitcoin Spending Regrets? (13:38) Bitcoin Mining (15:04) Libertarianism & BTC Economics (18:04) Bitcoin & Politics (20:09) Has Bitcoin Sold Out? (23:25) Bitcon’s Changing of the Guard (26:53) Bitcoin vs Other Crypto Assets (32:41) Ledger Ad (33:27) Isaac Meme (37:29) Coinbase Partnership (40:03) Meme Coins Are for Fun (44:53) Bitcoin vs New Technologies (50:44) Stablecoins & Tether (54:11) Freedom & Bitcoin (58:06) Are We Still Early? (01:02:16) Isaac’s Biggest Contribution — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets. In this episode, Bitcoin OG Isaac Miller recounts his journey from HODLing coins in 2013 to becoming a cultural icon through viral videos and meme coins. He reflects on the shifting ethos of Bitcoin—from its cypherpunk roots to political adoption and corporate backing—while warning that many early believers have lost touch with the tech’s evolution. Miller also defends his engagement with meme coins and argues that Bitcoin remains a foundational freedom technology. Enjoy!

—

Follow Isaac: https://x.com/IsaacMiller

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(01:41) Bitcoin OG: Isaac Miller

(04:41) Bitcoin Then vs Now

(11:38) Ledger Ad

(12:23) Bitcoin Spending Regrets?

(13:38) Bitcoin Mining

(15:04) Libertarianism & BTC Economics

(18:04) Bitcoin & Politics

(20:09) Has Bitcoin Sold Out?

(23:25) Bitcon’s Changing of the Guard

(26:53) Bitcoin vs Other Crypto Assets

(32:41) Ledger Ad

(33:27) Isaac Meme

(37:29) Coinbase Partnership

(40:03) Meme Coins Are for Fun

(44:53) Bitcoin vs New Technologies

(50:44) Stablecoins & Tether

(54:11) Freedom & Bitcoin

(58:06) Are We Still Early?

(01:02:16) Isaac’s Biggest Contribution

—

Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets.


]]> 3894 Save Our Wallets: The Legal War on Bitcoin | Matt Corallo In this episode, veteran Bitcoin developer Matt Corallo joins to discuss why second layers like Lightning and Ark are essential for scaling Bitcoin — and why current laws put them at risk. He breaks down the regulatory blind spots threatening non-custodial wallet developers, and advocates for the Blockchain Regulatory Certainty Act to preserve open-source Bitcoin innovation in the U.S. Corallo also challenges Bitcoin's cultural orthodoxy, pushing for realism on decentralization, L2 tradeoffs, and the future of meaningful development. We cover Bitcoin maximalism, scaling via hybrid wallets, legal tail risks to L2s, and more. Enjoy! — Follow Matt: https://x.com/TheBlueMatt 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 — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:38) Is Bitcoin Mainstream? (03:50) Saveourwallets.org (07:49) Bitcoin Rights (10:31) Ledn Ad (11:08) Why Wallets? (12:10) Next Steps (14:53) Tackling Regulation (17:21) Bitcoin Payments & Lightning (22:08) Is Bitcoin Special? (25:51) Is Bitcoin Decentralized? (28:37) Multiple Bitcoin Implementations (32:39) Ledn Ad (33:26) Bitcoin’s Roadmap (36:36) Bitcoin's Vision & Leadership (39:47) Bitcoin Price vs Tech Development (45:17) Bitcoin L2s & Non-Custodial Wallets (52:46) Debating “Valid” Transactions (01:01:23) Node Runner Rights (01:02:47) Bitcoin Maximalism (01:06:36) Bitcoin’s Values & Culture (01:14:18) 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. Thu, 05 Jun 2025 08:00:00 -0000 full Blockworks In this episode, veteran Bitcoin developer Matt Corallo joins to discuss why second layers like Lightning and Ark are essential for scaling Bitcoin — and why current laws put them at risk. He breaks down the regulatory blind spots threatening non-custodial wallet developers, and advocates for the Blockchain Regulatory Certainty Act to preserve open-source Bitcoin innovation in the U.S. Corallo also challenges Bitcoin's cultural orthodoxy, pushing for realism on decentralization, L2 tradeoffs, and the future of meaningful development. We cover Bitcoin maximalism, scaling via hybrid wallets, legal tail risks to L2s, and more. Enjoy! — Follow Matt: https://x.com/TheBlueMatt 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 — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io/ to learn more. — Timestamps: (00:00) Introduction (01:38) Is Bitcoin Mainstream? (03:50) Saveourwallets.org (07:49) Bitcoin Rights (10:31) Ledn Ad (11:08) Why Wallets? (12:10) Next Steps (14:53) Tackling Regulation (17:21) Bitcoin Payments & Lightning (22:08) Is Bitcoin Special? (25:51) Is Bitcoin Decentralized? (28:37) Multiple Bitcoin Implementations (32:39) Ledn Ad (33:26) Bitcoin’s Roadmap (36:36) Bitcoin's Vision & Leadership (39:47) Bitcoin Price vs Tech Development (45:17) Bitcoin L2s & Non-Custodial Wallets (52:46) Debating “Valid” Transactions (01:01:23) Node Runner Rights (01:02:47) Bitcoin Maximalism (01:06:36) Bitcoin’s Values & Culture (01:14:18) 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. In this episode, veteran Bitcoin developer Matt Corallo joins to discuss why second layers like Lightning and Ark are essential for scaling Bitcoin — and why current laws put them at risk. He breaks down the regulatory blind spots threatening non-custodial wallet developers, and advocates for the Blockchain Regulatory Certainty Act to preserve open-source Bitcoin innovation in the U.S. Corallo also challenges Bitcoin's cultural orthodoxy, pushing for realism on decentralization, L2 tradeoffs, and the future of meaningful development. We cover Bitcoin maximalism, scaling via hybrid wallets, legal tail risks to L2s, and more. Enjoy!


—

Follow Matt: https://x.com/TheBlueMatt

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

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit https://www.ledn.io/ to learn more.


—

Timestamps:

(00:00) Introduction

(01:38) Is Bitcoin Mainstream?

(03:50) Saveourwallets.org

(07:49) Bitcoin Rights

(10:31) Ledn Ad

(11:08) Why Wallets?

(12:10) Next Steps

(14:53) Tackling Regulation

(17:21) Bitcoin Payments & Lightning

(22:08) Is Bitcoin Special?

(25:51) Is Bitcoin Decentralized?

(28:37) Multiple Bitcoin Implementations

(32:39) Ledn Ad

(33:26) Bitcoin’s Roadmap

(36:36) Bitcoin's Vision & Leadership

(39:47) Bitcoin Price vs Tech Development

(45:17) Bitcoin L2s & Non-Custodial Wallets

(52:46) Debating “Valid” Transactions

(01:01:23) Node Runner Rights

(01:02:47) Bitcoin Maximalism

(01:06:36) Bitcoin’s Values & Culture

(01:14:18) 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.


]]> 4604 Bitcoin, Not Blockchain: Wall Street’s Big Flip Live from the Bitcoin 2025 conference, Adam Back and Sean Bill of Blockstream break down the quiet but massive shift underway as institutions, pensions, and sovereign funds begin allocating to Bitcoin. They discuss Blockstream's mining investment strategies, institutional Bitcoin income funds, and the rise of Bitcoin treasury companies like MicroStrategy. They explain how institutions are navigating custody, risk management, and public sentiment, while warning of potential excesses in debt-fueled Bitcoin accumulation strategies. Enjoy! — Follow Adam: https://x.com/adam3us  Follow Sean: https://x.com/macrocrunch  Follow Rizzo: https://x.com/pete_rizzo_   Follow Supply Shock: https://twitter.com/SupplyShockBW  Follow Blockworks: https://twitter.com/Blockworks_   Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx  Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock  — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv  — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:59) Blockstream (04:29) New Wealth Coming to Bitcoin (05:56) Ledger Ad (06:42) New Wealth Coming to Bitcoin (09:29) What’s Holding Back Institutions? (19:15) Bitcoin Treasury Companies (22:57) Ledger Ad (23:43) Bitcoin Treasury Companies (33:42) Merging Blockstream Tech with Institutions — 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. Tue, 03 Jun 2025 08:00:00 -0000 full Blockworks Live from the Bitcoin 2025 conference, Adam Back and Sean Bill of Blockstream break down the quiet but massive shift underway as institutions, pensions, and sovereign funds begin allocating to Bitcoin. They discuss Blockstream's mining investment strategies, institutional Bitcoin income funds, and the rise of Bitcoin treasury companies like MicroStrategy. They explain how institutions are navigating custody, risk management, and public sentiment, while warning of potential excesses in debt-fueled Bitcoin accumulation strategies. Enjoy! — Follow Adam: https://x.com/adam3us  Follow Sean: https://x.com/macrocrunch  Follow Rizzo: https://x.com/pete_rizzo_   Follow Supply Shock: https://twitter.com/SupplyShockBW  Follow Blockworks: https://twitter.com/Blockworks_   Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx  Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock  — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv  — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:59) Blockstream (04:29) New Wealth Coming to Bitcoin (05:56) Ledger Ad (06:42) New Wealth Coming to Bitcoin (09:29) What’s Holding Back Institutions? (19:15) Bitcoin Treasury Companies (22:57) Ledger Ad (23:43) Bitcoin Treasury Companies (33:42) Merging Blockstream Tech with Institutions — 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. Live from the Bitcoin 2025 conference, Adam Back and Sean Bill of Blockstream break down the quiet but massive shift underway as institutions, pensions, and sovereign funds begin allocating to Bitcoin. They discuss Blockstream's mining investment strategies, institutional Bitcoin income funds, and the rise of Bitcoin treasury companies like MicroStrategy. They explain how institutions are navigating custody, risk management, and public sentiment, while warning of potential excesses in debt-fueled Bitcoin accumulation strategies. Enjoy!

—

Follow Adam: https://x.com/adam3us 

Follow Sean: https://x.com/macrocrunch 

Follow Rizzo: https://x.com/pete_rizzo_  

Follow Supply Shock: https://twitter.com/SupplyShockBW 

Follow Blockworks: https://twitter.com/Blockworks_  

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx 

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock 

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv 

—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(01:59) Blockstream

(04:29) New Wealth Coming to Bitcoin

(05:56) Ledger Ad

(06:42) New Wealth Coming to Bitcoin

(09:29) What’s Holding Back Institutions?

(19:15) Bitcoin Treasury Companies

(22:57) Ledger Ad

(23:43) Bitcoin Treasury Companies

(33:42) Merging Blockstream Tech with Institutions


—

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.


]]> 2385 MSTR vs BlackRock: Who Will Be The Bitcoin Superpower? In this episode, Rizzo & Nolan Bauerle dive into the race between MicroStrategy and BlackRock to become the largest holders of Bitcoin. They compare Michael Saylor’s singular, leveraged BTC accumulation strategy with Larry Fink’s sprawling ETF-driven approach at BlackRock. They explore how each firm’s structure, incentives, and regulatory realities impact their ability to scale Bitcoin ownership—and debate whether MicroStrategy could evolve into a Bitcoin-native version of BlackRock, or if BlackRock could out-stack Saylor’s empire. 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Timestamps: (00:00) Introduction (01:54) Strategy vs BlackRock (06:56) Key Differences (13:22) Saylor’s History (16:47) Regulatory Advantage (21:38) Can BlackRock Become Strategy? (31:00) Can BlackRock Become Strategy? (32:20) BlackRock & Global Markets (36:28) Who Can Fully Embrace BTC? (43:06) First to 1M BTC — 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. Thu, 29 May 2025 08:00:00 -0000 full Blockworks In this episode, Rizzo & Nolan Bauerle dive into the race between MicroStrategy and BlackRock to become the largest holders of Bitcoin. They compare Michael Saylor’s singular, leveraged BTC accumulation strategy with Larry Fink’s sprawling ETF-driven approach at BlackRock. They explore how each firm’s structure, incentives, and regulatory realities impact their ability to scale Bitcoin ownership—and debate whether MicroStrategy could evolve into a Bitcoin-native version of BlackRock, or if BlackRock could out-stack Saylor’s empire. 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Timestamps: (00:00) Introduction (01:54) Strategy vs BlackRock (06:56) Key Differences (13:22) Saylor’s History (16:47) Regulatory Advantage (21:38) Can BlackRock Become Strategy? (31:00) Can BlackRock Become Strategy? (32:20) BlackRock & Global Markets (36:28) Who Can Fully Embrace BTC? (43:06) First to 1M BTC — 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. In this episode, Rizzo & Nolan Bauerle dive into the race between MicroStrategy and BlackRock to become the largest holders of Bitcoin. They compare Michael Saylor’s singular, leveraged BTC accumulation strategy with Larry Fink’s sprawling ETF-driven approach at BlackRock. They explore how each firm’s structure, incentives, and regulatory realities impact their ability to scale Bitcoin ownership—and debate whether MicroStrategy could evolve into a Bitcoin-native version of BlackRock, or if BlackRock could out-stack Saylor’s empire. 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_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Timestamps:

(00:00) Introduction

(01:54) Strategy vs BlackRock

(06:56) Key Differences

(13:22) Saylor’s History

(16:47) Regulatory Advantage

(21:38) Can BlackRock Become Strategy?

(31:00) Can BlackRock Become Strategy?

(32:20) BlackRock & Global Markets

(36:28) Who Can Fully Embrace BTC?

(43:06) First to 1M BTC

—

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.

]]> 3111 Sweden’s Bitcoin Bombshell: Selling Gold, Buying Bitcoin? | Dennis Dioukarev In this episode, Swedish MP Dennis Dioukarev discusses his viral proposal for Sweden to adopt a strategic Bitcoin reserve—an unprecedented move in the European Union. He breaks down the flawed logic of the Swedish Central Bank's dismissal, explains how Bitcoin aligns with values of freedom and transparency, and outlines the political path forward through Sweden’s governing coalition. Dennis also warns about the risks of CBDCs, defends individual financial sovereignty, and highlights the global race among governments quietly accumulating Bitcoin. Enjoy! — Follow Dennis: https://x.com/DennisDioukarev Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:36) Sweden's Bitcoin Proposal (06:46) Ledger Ad (07:33) European Union's Stance on Bitcoin (09:32) Swedish Politics & Bitcoin Proposal (18:08) Global Bitcoin Adoption (20:40) Global Bitcoin Adoption (22:42) Swedish Bitcoin Goals & CBDCs (27:17) The Digital Euro & Stablecoins (30:51) Local and National Bitcoin Initiatives (32:12) Dennis’ Bitcoin Journey (36:34) Future of Bitcoin & Crypto — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets. Mon, 26 May 2025 08:00:00 -0000 full Blockworks In this episode, Swedish MP Dennis Dioukarev discusses his viral proposal for Sweden to adopt a strategic Bitcoin reserve—an unprecedented move in the European Union. He breaks down the flawed logic of the Swedish Central Bank's dismissal, explains how Bitcoin aligns with values of freedom and transparency, and outlines the political path forward through Sweden’s governing coalition. Dennis also warns about the risks of CBDCs, defends individual financial sovereignty, and highlights the global race among governments quietly accumulating Bitcoin. Enjoy! — Follow Dennis: https://x.com/DennisDioukarev Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:36) Sweden's Bitcoin Proposal (06:46) Ledger Ad (07:33) European Union's Stance on Bitcoin (09:32) Swedish Politics & Bitcoin Proposal (18:08) Global Bitcoin Adoption (20:40) Global Bitcoin Adoption (22:42) Swedish Bitcoin Goals & CBDCs (27:17) The Digital Euro & Stablecoins (30:51) Local and National Bitcoin Initiatives (32:12) Dennis’ Bitcoin Journey (36:34) Future of Bitcoin & Crypto — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets. In this episode, Swedish MP Dennis Dioukarev discusses his viral proposal for Sweden to adopt a strategic Bitcoin reserve—an unprecedented move in the European Union. He breaks down the flawed logic of the Swedish Central Bank's dismissal, explains how Bitcoin aligns with values of freedom and transparency, and outlines the political path forward through Sweden’s governing coalition. Dennis also warns about the risks of CBDCs, defends individual financial sovereignty, and highlights the global race among governments quietly accumulating Bitcoin. Enjoy!


—

Follow Dennis: https://x.com/DennisDioukarev

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock


—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.


—

Timestamps:

(00:00) Introduction

(01:36) Sweden's Bitcoin Proposal

(06:46) Ledger Ad

(07:33) European Union's Stance on Bitcoin

(09:32) Swedish Politics & Bitcoin Proposal

(18:08) Global Bitcoin Adoption

(20:40) Global Bitcoin Adoption

(22:42) Swedish Bitcoin Goals & CBDCs

(27:17) The Digital Euro & Stablecoins

(30:51) Local and National Bitcoin Initiatives

(32:12) Dennis’ Bitcoin Journey

(36:34) Future of Bitcoin & Crypto



—

Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets.


]]> 2577 Bitcoin’s Data Debate: Should the Blockchain Be Permissionless? | Sergio Lerner In this episode, Bitcoin Developer Sergio Lerner joins the show to discuss Bitcoin’s latest development battles–from the OP_RETURN data wars to the future of programmable Bitcoin through BitVMX. He argues that filtering Bitcoin transactions restricts innovation, outlines the real-world financial use cases enabled by protocols like RSK, and explains how new Bitcoin Layer 2s can enhance scalability and security without altering Bitcoin’s base layer. We also touch on Bitcoin’s long-term viability, mining centralization, and the cultural rift with broader crypto. Enjoy! — Follow Sergio: https://x.com/SDLerner Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (03:39) Debate on Data Use in Bitcoin Blockchain (08:02) Technical Aspects of Bitcoin Transactions (11:20) Core Ad (12:12) Layer Two Solutions and BitVMX (21:59) Core Development and Alternate Implementations (30:28) Mining Centralization Concerns (32:37) Core Ad (33:32) Historical Bitcoin Debates (34:15) Understanding OP_RETURN (37:46) Cultural Divide in Crypto (40:48) Financial Inclusion and Bitcoin (47:33) Future of Bitcoin and Layer 2 Solutions (56:51) Bitcoin's Long-Term Viability (01:00:56) 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. Thu, 22 May 2025 08:00:00 -0000 full Blockworks In this episode, Bitcoin Developer Sergio Lerner joins the show to discuss Bitcoin’s latest development battles–from the OP_RETURN data wars to the future of programmable Bitcoin through BitVMX. He argues that filtering Bitcoin transactions restricts innovation, outlines the real-world financial use cases enabled by protocols like RSK, and explains how new Bitcoin Layer 2s can enhance scalability and security without altering Bitcoin’s base layer. We also touch on Bitcoin’s long-term viability, mining centralization, and the cultural rift with broader crypto. Enjoy! — Follow Sergio: https://x.com/SDLerner Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (03:39) Debate on Data Use in Bitcoin Blockchain (08:02) Technical Aspects of Bitcoin Transactions (11:20) Core Ad (12:12) Layer Two Solutions and BitVMX (21:59) Core Development and Alternate Implementations (30:28) Mining Centralization Concerns (32:37) Core Ad (33:32) Historical Bitcoin Debates (34:15) Understanding OP_RETURN (37:46) Cultural Divide in Crypto (40:48) Financial Inclusion and Bitcoin (47:33) Future of Bitcoin and Layer 2 Solutions (56:51) Bitcoin's Long-Term Viability (01:00:56) 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. In this episode, Bitcoin Developer Sergio Lerner joins the show to discuss Bitcoin’s latest development battles–from the OP_RETURN data wars to the future of programmable Bitcoin through BitVMX. He argues that filtering Bitcoin transactions restricts innovation, outlines the real-world financial use cases enabled by protocols like RSK, and explains how new Bitcoin Layer 2s can enhance scalability and security without altering Bitcoin’s base layer. We also touch on Bitcoin’s long-term viability, mining centralization, and the cultural rift with broader crypto. Enjoy!

—

Follow Sergio: https://x.com/SDLerner

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks

—

Timestamps:

(00:00) Introduction

(03:39) Debate on Data Use in Bitcoin Blockchain

(08:02) Technical Aspects of Bitcoin Transactions

(11:20) Core Ad

(12:12) Layer Two Solutions and BitVMX

(21:59) Core Development and Alternate Implementations

(30:28) Mining Centralization Concerns

(32:37) Core Ad

(33:32) Historical Bitcoin Debates

(34:15) Understanding OP_RETURN

(37:46) Cultural Divide in Crypto

(40:48) Financial Inclusion and Bitcoin

(47:33) Future of Bitcoin and Layer 2 Solutions

(56:51) Bitcoin's Long-Term Viability

(01:00:56) 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.


]]> 3842 How Bitcoin Became Trump’s Weapon | Ryan Selkis In this episode, Ryan Selkis joins the show for his self-proclaimed 'last crypto interview' to discuss his whistleblowing about Mt. Gox’s insolvency, his role in securing Trump's support, and the controversy around him bringing the culture wars to crypto. We also delve into the FTX collapse, crypto vs. Bitcoin, and more. — Follow Ryan: https://x.com/twobitidiot Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:34) Early Days in Bitcoin and Crypto (03:46) The Mt. Gox Whistleblowing Incident (04:43) Ads (Core, Ledger) (06:12) Digital Currency Group & Messari (07:48) Political Climate and Crypto Regulation (14:39) FTX Collapse and Policy Response (18:57) Ads (Core, Ledger) (20:35) Trump's Mar-a-Lago Event & Crypto’s Political Divide (25:11) Culture Wars and Political Tactics (44:37) Support for Trump in the Crypto Industry (46:14) Ethics and Scams in Crypto (48:03) Bitcoin vs. Crypto (57:29) The Core Problems in Crypto (01:12:22) AI, Truth & Justice (01:18:42) Ryan’s Crypto Legacy — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please do your own research and speak to a financial advisor before putting your money into these crazy markets. Wed, 21 May 2025 16:26:00 -0000 full Blockworks In this episode, Ryan Selkis joins the show for his self-proclaimed 'last crypto interview' to discuss his whistleblowing about Mt. Gox’s insolvency, his role in securing Trump's support, and the controversy around him bringing the culture wars to crypto. We also delve into the FTX collapse, crypto vs. Bitcoin, and more. — Follow Ryan: https://x.com/twobitidiot Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:34) Early Days in Bitcoin and Crypto (03:46) The Mt. Gox Whistleblowing Incident (04:43) Ads (Core, Ledger) (06:12) Digital Currency Group & Messari (07:48) Political Climate and Crypto Regulation (14:39) FTX Collapse and Policy Response (18:57) Ads (Core, Ledger) (20:35) Trump's Mar-a-Lago Event & Crypto’s Political Divide (25:11) Culture Wars and Political Tactics (44:37) Support for Trump in the Crypto Industry (46:14) Ethics and Scams in Crypto (48:03) Bitcoin vs. Crypto (57:29) The Core Problems in Crypto (01:12:22) AI, Truth & Justice (01:18:42) Ryan’s Crypto Legacy — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please do your own research and speak to a financial advisor before putting your money into these crazy markets. In this episode, Ryan Selkis joins the show for his self-proclaimed 'last crypto interview' to discuss his whistleblowing about Mt. Gox’s insolvency, his role in securing Trump's support, and the controversy around him bringing the culture wars to crypto. We also delve into the FTX collapse, crypto vs. Bitcoin, and more.

—

Follow Ryan: https://x.com/twobitidiot

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(02:34) Early Days in Bitcoin and Crypto

(03:46) The Mt. Gox Whistleblowing Incident

(04:43) Ads (Core, Ledger)

(06:12) Digital Currency Group & Messari

(07:48) Political Climate and Crypto Regulation

(14:39) FTX Collapse and Policy Response

(18:57) Ads (Core, Ledger)

(20:35) Trump's Mar-a-Lago Event & Crypto’s Political Divide

(25:11) Culture Wars and Political Tactics

(44:37) Support for Trump in the Crypto Industry

(46:14) Ethics and Scams in Crypto

(48:03) Bitcoin vs. Crypto

(57:29) The Core Problems in Crypto

(01:12:22) AI, Truth & Justice

(01:18:42) Ryan’s Crypto Legacy


—

Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please do your own research and speak to a financial advisor before putting your money into these crazy markets.

]]> 4873 Bitcoin’s Last Stand: The OP_RETURN Invasion | Chris Guida In this episode, Chris Guida unpacks the OP_RETURN debate, argues that Bitcoin must protect its cultural values to survive, and warns that without strong norms, Bitcoin risks becoming Ethereum 2.0. He challenges the idea that Bitcoin is truly permissionless, critiques miner incentives, and defends filtering policies as vital to preserving decentralization. — Follow Chris: https://x.com/cguida6 Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Timestamps: (00:00) Introduction (01:44) Debate Overview and Context (02:34) The OP_RETURN Debate (05:34) Ethereum Rollup and Fraud Proofs (11:20) Bitcoin's Permissionless Nature (14:10) Core Ad (14:55) Bitcoin's Permissionless Nature (21:28) Miners and Network Consensus (35:11) Core Ad (35:59) Economic Incentives and Bitcoin's Future (42:18) The Role of Decentralization in Bitcoin's Value (44:04) Bitcoin's Value System vs. Ethereum's Downfall (45:28) The Impact of Scammers on Bitcoin and Ethereum (50:14) The Importance of Self-Custody and Integrity in Bitcoin (55:57) The Debate on Bitcoin's Filters and Transaction Validity (01:03:30) The Future of Bitcoin and Crypto Innovations (01:16:56) Debunking Misconceptions About Spam Control (01:18:10) Moral Arguments and Their Impact on Bitcoin (01:20:08) The Role of Node Runners in Spam Filtering (01:22:41) Debate on Bitcoin Core's Policy and Developer Responsibility (01:24:01) The Future of Bitcoin and Node Implementations (01:29:49) Comparing Bitcoin Core and Knots (01:40:41) The Arms Race in Spam Filtering (01:45:21) Final Thoughts and Reflections — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets. Thu, 15 May 2025 08:00:00 -0000 full Blockworks In this episode, Chris Guida unpacks the OP_RETURN debate, argues that Bitcoin must protect its cultural values to survive, and warns that without strong norms, Bitcoin risks becoming Ethereum 2.0. He challenges the idea that Bitcoin is truly permissionless, critiques miner incentives, and defends filtering policies as vital to preserving decentralization. — Follow Chris: https://x.com/cguida6 Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Timestamps: (00:00) Introduction (01:44) Debate Overview and Context (02:34) The OP_RETURN Debate (05:34) Ethereum Rollup and Fraud Proofs (11:20) Bitcoin's Permissionless Nature (14:10) Core Ad (14:55) Bitcoin's Permissionless Nature (21:28) Miners and Network Consensus (35:11) Core Ad (35:59) Economic Incentives and Bitcoin's Future (42:18) The Role of Decentralization in Bitcoin's Value (44:04) Bitcoin's Value System vs. Ethereum's Downfall (45:28) The Impact of Scammers on Bitcoin and Ethereum (50:14) The Importance of Self-Custody and Integrity in Bitcoin (55:57) The Debate on Bitcoin's Filters and Transaction Validity (01:03:30) The Future of Bitcoin and Crypto Innovations (01:16:56) Debunking Misconceptions About Spam Control (01:18:10) Moral Arguments and Their Impact on Bitcoin (01:20:08) The Role of Node Runners in Spam Filtering (01:22:41) Debate on Bitcoin Core's Policy and Developer Responsibility (01:24:01) The Future of Bitcoin and Node Implementations (01:29:49) Comparing Bitcoin Core and Knots (01:40:41) The Arms Race in Spam Filtering (01:45:21) Final Thoughts and Reflections — Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets. In this episode, Chris Guida unpacks the OP_RETURN debate, argues that Bitcoin must protect its cultural values to survive, and warns that without strong norms, Bitcoin risks becoming Ethereum 2.0. He challenges the idea that Bitcoin is truly permissionless, critiques miner incentives, and defends filtering policies as vital to preserving decentralization.


—

Follow Chris: https://x.com/cguida6

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock


—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Timestamps:

(00:00) Introduction

(01:44) Debate Overview and Context

(02:34) The OP_RETURN Debate

(05:34) Ethereum Rollup and Fraud Proofs

(11:20) Bitcoin's Permissionless Nature

(14:10) Core Ad

(14:55) Bitcoin's Permissionless Nature

(21:28) Miners and Network Consensus

(35:11) Core Ad

(35:59) Economic Incentives and Bitcoin's Future

(42:18) The Role of Decentralization in Bitcoin's Value

(44:04) Bitcoin's Value System vs. Ethereum's Downfall

(45:28) The Impact of Scammers on Bitcoin and Ethereum

(50:14) The Importance of Self-Custody and Integrity in Bitcoin

(55:57) The Debate on Bitcoin's Filters and Transaction Validity

(01:03:30) The Future of Bitcoin and Crypto Innovations

(01:16:56) Debunking Misconceptions About Spam Control

(01:18:10) Moral Arguments and Their Impact on Bitcoin

(01:20:08) The Role of Node Runners in Spam Filtering

(01:22:41) Debate on Bitcoin Core's Policy and Developer Responsibility

(01:24:01) The Future of Bitcoin and Node Implementations

(01:29:49) Comparing Bitcoin Core and Knots

(01:40:41) The Arms Race in Spam Filtering

(01:45:21) Final Thoughts and Reflections

—

Disclaimer: Nothing discussed on Supply Shock should be considered investment advice. Please always do your own research & speak to a financial advisor before thinking about thinking about putting your money into these crazy markets.


]]> 6711 PGP Creator: Bitcoin Is Not the Revolution You Think | Phil Zimmermann In this episode, cryptography legend Phil Zimmermann—creator of PGP—reflects on his role in the original “crypto wars,” the mixed societal impact of Bitcoin, and why he’s both intrigued by and cautious about Bitcoin’s role in human rights, crime, privacy, and global monetary systems. He applauds Bitcoin’s resistance to autocracy and surveillance but critiques its volatility, energy use, and criminal applications—offering a nuanced view of its legacy compared to PGP. Enjoy! — Follow Phil: https://philzimmermann.com/EN/background/index.html Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:45) PGP & Strong Cryptography (07:36) Digital Cash Breakthrough (09:20) Mixed Effects of Technology (13:03) Ads (Core, Ledger) (14:27) Bitcoin’s Mixed Effects (17:47) Proof-of-Work & Early Innovations (23:06) Patents & Bitcoin (25:34) Bitcoin’s Good vs Bad (28:43) Criminals & Crypto (31:26) Improving Bitcoin (35:34) Ads (Core, Ledger) (37:00) Improving Bitcoin (39:49) Bitcoin vs Fiat (43:56) Bitcoin Consensus (47:31) Building Support via Courts vs Politics (51:34) Laws Against Software (53:39) Bitcoin Shortcomings (55:49) Privacy & PGP (59:40) Bitcoin Energy Use (01:03:58) Is Bitcoin as Successful as PGP (01:05:26) Autocracies & Democracy (01:13:07) Bitcoin as a Pocketbook Issue — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 13 May 2025 08:00:00 -0000 full Blockworks In this episode, cryptography legend Phil Zimmermann—creator of PGP—reflects on his role in the original “crypto wars,” the mixed societal impact of Bitcoin, and why he’s both intrigued by and cautious about Bitcoin’s role in human rights, crime, privacy, and global monetary systems. He applauds Bitcoin’s resistance to autocracy and surveillance but critiques its volatility, energy use, and criminal applications—offering a nuanced view of its legacy compared to PGP. Enjoy! — Follow Phil: https://philzimmermann.com/EN/background/index.html Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:45) PGP & Strong Cryptography (07:36) Digital Cash Breakthrough (09:20) Mixed Effects of Technology (13:03) Ads (Core, Ledger) (14:27) Bitcoin’s Mixed Effects (17:47) Proof-of-Work & Early Innovations (23:06) Patents & Bitcoin (25:34) Bitcoin’s Good vs Bad (28:43) Criminals & Crypto (31:26) Improving Bitcoin (35:34) Ads (Core, Ledger) (37:00) Improving Bitcoin (39:49) Bitcoin vs Fiat (43:56) Bitcoin Consensus (47:31) Building Support via Courts vs Politics (51:34) Laws Against Software (53:39) Bitcoin Shortcomings (55:49) Privacy & PGP (59:40) Bitcoin Energy Use (01:03:58) Is Bitcoin as Successful as PGP (01:05:26) Autocracies & Democracy (01:13:07) Bitcoin as a Pocketbook Issue — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, cryptography legend Phil Zimmermann—creator of PGP—reflects on his role in the original “crypto wars,” the mixed societal impact of Bitcoin, and why he’s both intrigued by and cautious about Bitcoin’s role in human rights, crime, privacy, and global monetary systems. He applauds Bitcoin’s resistance to autocracy and surveillance but critiques its volatility, energy use, and criminal applications—offering a nuanced view of its legacy compared to PGP. Enjoy!


—

Follow Phil: https://philzimmermann.com/EN/background/index.html

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock


—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks



Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.


—

Timestamps:

(00:00) Introduction

(02:45) PGP & Strong Cryptography

(07:36) Digital Cash Breakthrough

(09:20) Mixed Effects of Technology

(13:03) Ads (Core, Ledger)

(14:27) Bitcoin’s Mixed Effects

(17:47) Proof-of-Work & Early Innovations

(23:06) Patents & Bitcoin

(25:34) Bitcoin’s Good vs Bad

(28:43) Criminals & Crypto

(31:26) Improving Bitcoin

(35:34) Ads (Core, Ledger)

(37:00) Improving Bitcoin

(39:49) Bitcoin vs Fiat

(43:56) Bitcoin Consensus

(47:31) Building Support via Courts vs Politics

(51:34) Laws Against Software

(53:39) Bitcoin Shortcomings

(55:49) Privacy & PGP

(59:40) Bitcoin Energy Use

(01:03:58) Is Bitcoin as Successful as PGP

(01:05:26) Autocracies & Democracy

(01:13:07) Bitcoin as a Pocketbook Issue



—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 4600 Bitcoin’s High-Tech War: Builders vs. The Filters In this episode, Janusz joins the show to discuss the growing tension in the Bitcoin community over layer two (L2) scaling, especially around rollups like Citrea. We also unpack a proposed change to the OP_RETURN limit, the ideological split between Bitcoin core devs and cultural purists (aka "filters"), and the implications for Bitcoin’s long-term scalability and security models. Enjoy! — Follow Janusz: https://x.com/januszg_ Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (01:45) Bitcoin Debate: L2s, Citrea & Rollups (14:56) Core Ad (23:22) The Case for Citrea (29:32) Growing the Bitcoin Economy (33:51) Bitcoin Fees & Security (40:11) Core Ad (43:56) Babylon, Staking & Economic Security (01:00:02) Spark Network and State Chains (01:03:33) Comparing Spark and Lightning Networks (01:09:03) Future Prospects and Industry Trends — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 08 May 2025 16:10:00 -0000 full Blockworks In this episode, Janusz joins the show to discuss the growing tension in the Bitcoin community over layer two (L2) scaling, especially around rollups like Citrea. We also unpack a proposed change to the OP_RETURN limit, the ideological split between Bitcoin core devs and cultural purists (aka "filters"), and the implications for Bitcoin’s long-term scalability and security models. Enjoy! — Follow Janusz: https://x.com/januszg_ Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (01:45) Bitcoin Debate: L2s, Citrea & Rollups (14:56) Core Ad (23:22) The Case for Citrea (29:32) Growing the Bitcoin Economy (33:51) Bitcoin Fees & Security (40:11) Core Ad (43:56) Babylon, Staking & Economic Security (01:00:02) Spark Network and State Chains (01:03:33) Comparing Spark and Lightning Networks (01:09:03) Future Prospects and Industry Trends — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Janusz joins the show to discuss the growing tension in the Bitcoin community over layer two (L2) scaling, especially around rollups like Citrea. We also unpack a proposed change to the OP_RETURN limit, the ideological split between Bitcoin core devs and cultural purists (aka "filters"), and the implications for Bitcoin’s long-term scalability and security models. Enjoy!

—

Follow Janusz: https://x.com/januszg_

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks

—

Timestamps:

(00:00) Introduction

(01:45) Bitcoin Debate: L2s, Citrea & Rollups

(14:56) Core Ad

(23:22) The Case for Citrea

(29:32) Growing the Bitcoin Economy

(33:51) Bitcoin Fees & Security

(40:11) Core Ad

(43:56) Babylon, Staking & Economic Security

(01:00:02) Spark Network and State Chains

(01:03:33) Comparing Spark and Lightning Networks

(01:09:03) Future Prospects and Industry Trends

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4282 BITCOIN CITY: The Untold Story Behind Roswell's Historic Reserve | Guy Malone & Adam Simecka In this episode, Guy Malone and Adam Simecka join the show to discuss Roswell, New Mexico starting a strategic Bitcoin reserve, Bitcoin’s role in local governance, and how Roswell is approaching its Bitcoin custody. We also delve into building the new Fort Knox, Adam’s history in Bitcoin, and more. Enjoy! — Follow Guy: https://x.com/RichNFrenz Follow Adam: https://x.com/AdamSimecka Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:14) Roswell Embraces Bitcoin Reserve (08:42) Legal and Practical Challenges (10:33) Ads (Core, Ledger) (11:57) Legal and Practical Challenges (14:50) Inspiration for Bitcoin Donation (18:17) Building off of Roswell’s Bitcoin Reserve (20:09) Understanding Permissionless Donations (21:56) Ads (Core, Ledger) (23:22) Bitcoin's Role in Local Governance (25:43) Strategic Bitcoin Reserves and Property Taxes (30:19) Future of Bitcoin in Government (32:15) Adam’s Intro to Bitcoin (34:12) Roswell’s Bitcoin Custody & Security (38:06) The New Fort Knox — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 06 May 2025 08:00:00 -0000 full Blockworks In this episode, Guy Malone and Adam Simecka join the show to discuss Roswell, New Mexico starting a strategic Bitcoin reserve, Bitcoin’s role in local governance, and how Roswell is approaching its Bitcoin custody. We also delve into building the new Fort Knox, Adam’s history in Bitcoin, and more. Enjoy! — Follow Guy: https://x.com/RichNFrenz Follow Adam: https://x.com/AdamSimecka Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (02:14) Roswell Embraces Bitcoin Reserve (08:42) Legal and Practical Challenges (10:33) Ads (Core, Ledger) (11:57) Legal and Practical Challenges (14:50) Inspiration for Bitcoin Donation (18:17) Building off of Roswell’s Bitcoin Reserve (20:09) Understanding Permissionless Donations (21:56) Ads (Core, Ledger) (23:22) Bitcoin's Role in Local Governance (25:43) Strategic Bitcoin Reserves and Property Taxes (30:19) Future of Bitcoin in Government (32:15) Adam’s Intro to Bitcoin (34:12) Roswell’s Bitcoin Custody & Security (38:06) The New Fort Knox — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Guy Malone and Adam Simecka join the show to discuss Roswell, New Mexico starting a strategic Bitcoin reserve, Bitcoin’s role in local governance, and how Roswell is approaching its Bitcoin custody. We also delve into building the new Fort Knox, Adam’s history in Bitcoin, and more. Enjoy!


—

Follow Guy: https://x.com/RichNFrenz

Follow Adam: https://x.com/AdamSimecka

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock


—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks



Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.


—

Timestamps:

(00:00) Introduction

(02:14) Roswell Embraces Bitcoin Reserve

(08:42) Legal and Practical Challenges

(10:33) Ads (Core, Ledger)

(11:57) Legal and Practical Challenges

(14:50) Inspiration for Bitcoin Donation

(18:17) Building off of Roswell’s Bitcoin Reserve

(20:09) Understanding Permissionless Donations

(21:56) Ads (Core, Ledger)

(23:22) Bitcoin's Role in Local Governance

(25:43) Strategic Bitcoin Reserves and Property Taxes

(30:19) Future of Bitcoin in Government

(32:15) Adam’s Intro to Bitcoin

(34:12) Roswell’s Bitcoin Custody & Security

(38:06) The New Fort Knox

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 2433 Can You Insure Your Bitcoin? | Rob Hamilton In this episode, Rob Hamilton of Anchorwatch joins the show to discuss his company serving Bitcoin insurance to individuals and businesses, the corporate adoption narrative dominating this cycle, and the insurance and custody challenges for corporations holding Bitcoin. We also delve into shifting culture and values in crypto, whether the financialization of Bitcoin is a good thing, mapping the Bitcoin cycle top, and more. 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (01:43) AnchorWatch Bitcoin Insurance (07:57) Multi-Signature Custody (11:46) Blockchain Insurance (13:48) Core Ad (14:34) Bitcoin Repayments & FASB (19:18) Corporate Bitcoin Adoption & Insurance (24:53) Insuring All Bitcoin (26:25) The Corporate Adoption Narrative (33:55) Shifting Values & Culture In Crypto (35:22) Core Ad (36:10) Shifting Values & Culture In Crypto (42:42) Stablecoins (44:43) Nation State Narrative (46:43) Is Corporate Adoption Good? (54:27) Bitcoin Financialization (58:48) Bitcoin Cycle Top? — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 01 May 2025 08:00:00 -0000 full Blockworks In this episode, Rob Hamilton of Anchorwatch joins the show to discuss his company serving Bitcoin insurance to individuals and businesses, the corporate adoption narrative dominating this cycle, and the insurance and custody challenges for corporations holding Bitcoin. We also delve into shifting culture and values in crypto, whether the financialization of Bitcoin is a good thing, mapping the Bitcoin cycle top, and more. 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (01:43) AnchorWatch Bitcoin Insurance (07:57) Multi-Signature Custody (11:46) Blockchain Insurance (13:48) Core Ad (14:34) Bitcoin Repayments & FASB (19:18) Corporate Bitcoin Adoption & Insurance (24:53) Insuring All Bitcoin (26:25) The Corporate Adoption Narrative (33:55) Shifting Values & Culture In Crypto (35:22) Core Ad (36:10) Shifting Values & Culture In Crypto (42:42) Stablecoins (44:43) Nation State Narrative (46:43) Is Corporate Adoption Good? (54:27) Bitcoin Financialization (58:48) Bitcoin Cycle Top? — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Rob Hamilton of Anchorwatch joins the show to discuss his company serving Bitcoin insurance to individuals and businesses, the corporate adoption narrative dominating this cycle, and the insurance and custody challenges for corporations holding Bitcoin. We also delve into shifting culture and values in crypto, whether the financialization of Bitcoin is a good thing, mapping the Bitcoin cycle top, and more. 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_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock


—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks


—

Timestamps:

(00:00) Introduction

(01:43) AnchorWatch Bitcoin Insurance

(07:57) Multi-Signature Custody

(11:46) Blockchain Insurance

(13:48) Core Ad

(14:34) Bitcoin Repayments & FASB

(19:18) Corporate Bitcoin Adoption & Insurance

(24:53) Insuring All Bitcoin

(26:25) The Corporate Adoption Narrative

(33:55) Shifting Values & Culture In Crypto

(35:22) Core Ad

(36:10) Shifting Values & Culture In Crypto

(42:42) Stablecoins

(44:43) Nation State Narrative

(46:43) Is Corporate Adoption Good?

(54:27) Bitcoin Financialization

(58:48) Bitcoin Cycle Top?


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 3820 Quantum Computing: How Safe Is Your Bitcoin? | Hunter Beast In this episode, Hunter Beast joins the show to discuss the quantum threat to Bitcoin, his BIP-360 proposal to address the existential problem, and the spectrum of Bitcoiners that are more or less vulnerable. We also delve into balancing Bitcoin rights and principles with crucial updates, the development process getting BIP-360 implemented before Q-Day, and more. Enjoy! — Follow Hunter: https://x.com/cryptoquick Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:35) The Quantum Threat to Bitcoin (05:33) Pre vs Post-Quantum Cryptography (10:25) The Big Threat of Quantum (12:17) Ads (Core, Ledger) (13:42) BIP-360 (20:06) Spectrum of Vulnerability (27:32) Q-Day Emergency (30:52) Quantum Recovery Proposals (34:03) Ads (Core, Ledger) (35:30) Quantum Recovery Proposals (Cont'd) (37:34) Securing Bitcoin Property Rights (43:20) Sometimes Bitcoin Needs to Change (45:18) Balancing Crucial Updates with Core Principles (53:00) Bitcoin’s Social Contract & Soft Forks (57:11) BIP-360 & the Bitcoin Development Process (01:07:41) Learn More About Hunter — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 29 Apr 2025 08:00:00 -0000 full Blockworks In this episode, Hunter Beast joins the show to discuss the quantum threat to Bitcoin, his BIP-360 proposal to address the existential problem, and the spectrum of Bitcoiners that are more or less vulnerable. We also delve into balancing Bitcoin rights and principles with crucial updates, the development process getting BIP-360 implemented before Q-Day, and more. Enjoy! — Follow Hunter: https://x.com/cryptoquick Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:35) The Quantum Threat to Bitcoin (05:33) Pre vs Post-Quantum Cryptography (10:25) The Big Threat of Quantum (12:17) Ads (Core, Ledger) (13:42) BIP-360 (20:06) Spectrum of Vulnerability (27:32) Q-Day Emergency (30:52) Quantum Recovery Proposals (34:03) Ads (Core, Ledger) (35:30) Quantum Recovery Proposals (Cont'd) (37:34) Securing Bitcoin Property Rights (43:20) Sometimes Bitcoin Needs to Change (45:18) Balancing Crucial Updates with Core Principles (53:00) Bitcoin’s Social Contract & Soft Forks (57:11) BIP-360 & the Bitcoin Development Process (01:07:41) Learn More About Hunter — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Hunter Beast joins the show to discuss the quantum threat to Bitcoin, his BIP-360 proposal to address the existential problem, and the spectrum of Bitcoiners that are more or less vulnerable. We also delve into balancing Bitcoin rights and principles with crucial updates, the development process getting BIP-360 implemented before Q-Day, and more. Enjoy!


—

Follow Hunter: https://x.com/cryptoquick

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock


—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv


—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks



Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.


—

Timestamps:

(00:00) Introduction

(01:35) The Quantum Threat to Bitcoin

(05:33) Pre vs Post-Quantum Cryptography

(10:25) The Big Threat of Quantum

(12:17) Ads (Core, Ledger)

(13:42) BIP-360

(20:06) Spectrum of Vulnerability

(27:32) Q-Day Emergency

(30:52) Quantum Recovery Proposals

(34:03) Ads (Core, Ledger)

(35:30) Quantum Recovery Proposals (Cont'd)

(37:34) Securing Bitcoin Property Rights

(43:20) Sometimes Bitcoin Needs to Change

(45:18) Balancing Crucial Updates with Core Principles

(53:00) Bitcoin’s Social Contract & Soft Forks

(57:11) BIP-360 & the Bitcoin Development Process

(01:07:41) Learn More About Hunter


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 4191 The Bitcoin Treasury War: Mallers vs. Saylor This week, Rizzo and Nolan discuss Cantor, SoftBank, Tether and Jack Mallers teaming up to create a competitor to Strategy and the vision for their new company Twenty One. We also delve into the shifting focus in Bitcoin from Main Street to Wall Street, the narrative dominating this cycle, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:42) Cantor Joins SoftBank & Tether (05:58) Competing With Strategy (09:13) Company Details (12:47) Masayoshi Son (15:35) Ads (Core, Ledger) (17:00) Twenty One’s Plan & Vision (26:04) Superior Vehicle To MSTR? (33:56) Ads (Core, Ledger) (35:23) Wall Street Over Main Street? (44:55) The New Cycle Narrative (51:29) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 24 Apr 2025 08:00:00 -0000 full Blockworks This week, Rizzo and Nolan discuss Cantor, SoftBank, Tether and Jack Mallers teaming up to create a competitor to Strategy and the vision for their new company Twenty One. We also delve into the shifting focus in Bitcoin from Main Street to Wall Street, the narrative dominating this cycle, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:42) Cantor Joins SoftBank & Tether (05:58) Competing With Strategy (09:13) Company Details (12:47) Masayoshi Son (15:35) Ads (Core, Ledger) (17:00) Twenty One’s Plan & Vision (26:04) Superior Vehicle To MSTR? (33:56) Ads (Core, Ledger) (35:23) Wall Street Over Main Street? (44:55) The New Cycle Narrative (51:29) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Rizzo and Nolan discuss Cantor, SoftBank, Tether and Jack Mallers teaming up to create a competitor to Strategy and the vision for their new company Twenty One. We also delve into the shifting focus in Bitcoin from Main Street to Wall Street, the narrative dominating this cycle, and more. Enjoy!

—

Follow Nolan: https://x.com/countbtc

Follow Michael: https://x.com/mpmcsweeney

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.

Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.

Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(01:42) Cantor Joins SoftBank & Tether

(05:58) Competing With Strategy

(09:13) Company Details

(12:47) Masayoshi Son

(15:35) Ads (Core, Ledger)

(17:00) Twenty One’s Plan & Vision

(26:04) Superior Vehicle To MSTR?

(33:56) Ads (Core, Ledger)

(35:23) Wall Street Over Main Street?

(44:55) The New Cycle Narrative

(51:29) Final Thoughts

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3213 What's the Problem With Bitcoin? | James O’Beirne In this episode, James O'Beirne joins the show to discuss the core theoretical and developer problems Bitcoin needs to address, the evolving vision for Bitcoin, and how the modern day crypto ecosystem grew from Bitcoin limitations and experimentation. We also delve into the leadership problem in Bitcoin, the hostile approach to Bitcoin developers and upgrades, and more. Enjoy! — Follow James: https://x.com/jamesob Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:32) Inside Bitcoin Development (06:39) Evolution of Bitcoin Development (11:41) Bitcoin Problem Solving (17:54) Ads (Core, Ledger) (19:08) Bitcoin Problem Solving (24:41) The Evolving Vision for Bitcoin (30:51) Bitcoin Experimentation & the Crypto Ecosystem (40:09) Ads (Core, Ledger) (41:30) Bitcoin Leadership Problem (47:25) Attack Against Developers (53:06) Embracing Bitcoin’s Core Purpose (58:24) OP_CAT & CTV/CSFS (01:03:34) Revisiting Bitcoin Block Size (01:08:15) How to Measure Bitcoin Success (01:12:35) Bitcoin Security (01:13:57) The Problem with the Problems (01:19:38) Join Us At Permissionless — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 22 Apr 2025 08:00:00 -0000 full Blockworks In this episode, James O'Beirne joins the show to discuss the core theoretical and developer problems Bitcoin needs to address, the evolving vision for Bitcoin, and how the modern day crypto ecosystem grew from Bitcoin limitations and experimentation. We also delve into the leadership problem in Bitcoin, the hostile approach to Bitcoin developers and upgrades, and more. Enjoy! — Follow James: https://x.com/jamesob Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. — Timestamps: (00:00) Introduction (01:32) Inside Bitcoin Development (06:39) Evolution of Bitcoin Development (11:41) Bitcoin Problem Solving (17:54) Ads (Core, Ledger) (19:08) Bitcoin Problem Solving (24:41) The Evolving Vision for Bitcoin (30:51) Bitcoin Experimentation & the Crypto Ecosystem (40:09) Ads (Core, Ledger) (41:30) Bitcoin Leadership Problem (47:25) Attack Against Developers (53:06) Embracing Bitcoin’s Core Purpose (58:24) OP_CAT & CTV/CSFS (01:03:34) Revisiting Bitcoin Block Size (01:08:15) How to Measure Bitcoin Success (01:12:35) Bitcoin Security (01:13:57) The Problem with the Problems (01:19:38) Join Us At Permissionless — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, James O'Beirne joins the show to discuss the core theoretical and developer problems Bitcoin needs to address, the evolving vision for Bitcoin, and how the modern day crypto ecosystem grew from Bitcoin limitations and experimentation. We also delve into the leadership problem in Bitcoin, the hostile approach to Bitcoin developers and upgrades, and more. Enjoy!

—

Follow James: https://x.com/jamesob

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: https://ignition.coredao.org/blockworks

Stake your Bitcoin with Core: https://stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.

—

Timestamps:

(00:00) Introduction

(01:32) Inside Bitcoin Development

(06:39) Evolution of Bitcoin Development

(11:41) Bitcoin Problem Solving

(17:54) Ads (Core, Ledger)

(19:08) Bitcoin Problem Solving

(24:41) The Evolving Vision for Bitcoin

(30:51) Bitcoin Experimentation & the Crypto Ecosystem

(40:09) Ads (Core, Ledger)

(41:30) Bitcoin Leadership Problem

(47:25) Attack Against Developers

(53:06) Embracing Bitcoin’s Core Purpose

(58:24) OP_CAT & CTV/CSFS

(01:03:34) Revisiting Bitcoin Block Size

(01:08:15) How to Measure Bitcoin Success

(01:12:35) Bitcoin Security

(01:13:57) The Problem with the Problems

(01:19:38) Join Us At Permissionless

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 4847 Jerome Powell's WORST Nightmare: TRUMP & BITCOIN?! | Weekly Roundup This week, we discuss China and Asia reevaluating their crypto policy, McDonald’s shareholders pushing for Bitcoin Treasury plans, and Trump & El Salvador President Bukele meeting at the White House. We also delve into Trump’s newest crypto venture, and the Supreme Court ruling allowing Trump to fire head’s of independent agencies, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (02:37) Evolving China & Asia Crypto Policy (11:54) Should McDonald’s Buy Bitcoin? (16:07) Core Ad (16:42) Should McDonald’s Buy Bitcoin? (Con't) (21:47) Bukele & Trump Meet (25:37) State Bitcoin Adoption (27:42) Bukele & Trump Meet Pt.2 (32:25) Core Ad (33:07) Trump’s New & Past Crypto Ventures (42:56) Is the Trump Admin Good For Crypto? (47:58) Trump Taking Power Over Independent Agencies (57:44) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 17 Apr 2025 08:00:00 -0000 full Blockworks This week, we discuss China and Asia reevaluating their crypto policy, McDonald’s shareholders pushing for Bitcoin Treasury plans, and Trump & El Salvador President Bukele meeting at the White House. We also delve into Trump’s newest crypto venture, and the Supreme Court ruling allowing Trump to fire head’s of independent agencies, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (02:37) Evolving China & Asia Crypto Policy (11:54) Should McDonald’s Buy Bitcoin? (16:07) Core Ad (16:42) Should McDonald’s Buy Bitcoin? (Con't) (21:47) Bukele & Trump Meet (25:37) State Bitcoin Adoption (27:42) Bukele & Trump Meet Pt.2 (32:25) Core Ad (33:07) Trump’s New & Past Crypto Ventures (42:56) Is the Trump Admin Good For Crypto? (47:58) Trump Taking Power Over Independent Agencies (57:44) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, we discuss China and Asia reevaluating their crypto policy, McDonald’s shareholders pushing for Bitcoin Treasury plans, and Trump & El Salvador President Bukele meeting at the White House. We also delve into Trump’s newest crypto venture, and the Supreme Court ruling allowing Trump to fire head’s of independent agencies, and more. Enjoy!

—

Follow Nolan: https://x.com/countbtc

Follow Michael: https://x.com/mpmcsweeney

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: https://ignition.coredao.org/blockworks

Stake your Bitcoin with Core: https://stake.coredao.org/blockworks

—

Timestamps:

(00:00) Introduction

(02:37) Evolving China & Asia Crypto Policy

(11:54) Should McDonald’s Buy Bitcoin?

(16:07) Core Ad

(16:42) Should McDonald’s Buy Bitcoin? (Con't)

(21:47) Bukele & Trump Meet

(25:37) State Bitcoin Adoption

(27:42) Bukele & Trump Meet Pt.2

(32:25) Core Ad

(33:07) Trump’s New & Past Crypto Ventures

(42:56) Is the Trump Admin Good For Crypto?

(47:58) Trump Taking Power Over Independent Agencies

(57:44) Final Thoughts


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3541 The BPI's Plan To Make America A Bitcoin Nation | Grant McCarty In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto legislation, and the Strategic Bitcoin Reserve. We also delve into advancing Bitcoin as a debt instrument, the evolving political landscape, and more. Enjoy! — Follow Grant: https://x.com/grant_mccarty Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at https://ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:20) Founding the Bitcoin Policy Institute (03:43) Early Political Engagements (07:52) Strategic Bitcoin Reserve (13:05) Policy Implementation and Challenges (13:54) Ads (Core, Ledger, Ledn) (15:27) Policy Implementation and Challenges (Con't) (27:21) Ads (Core, Ledger, Ledn) (29:26) Broader Cryptocurrency Legislation (32:34) SBR & Crypto Legislation (37:30) Bit Bonds & Advancing Bitcoin Debt (45:54) The Political Landscape and Bitcoin (48:40) Reflections on Politics and Bitcoin Advocacy (51:26) Conclusion and Future Outlook — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 15 Apr 2025 08:00:00 -0000 full Blockworks In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto legislation, and the Strategic Bitcoin Reserve. We also delve into advancing Bitcoin as a debt instrument, the evolving political landscape, and more. Enjoy! — Follow Grant: https://x.com/grant_mccarty Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at https://ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:20) Founding the Bitcoin Policy Institute (03:43) Early Political Engagements (07:52) Strategic Bitcoin Reserve (13:05) Policy Implementation and Challenges (13:54) Ads (Core, Ledger, Ledn) (15:27) Policy Implementation and Challenges (Con't) (27:21) Ads (Core, Ledger, Ledn) (29:26) Broader Cryptocurrency Legislation (32:34) SBR & Crypto Legislation (37:30) Bit Bonds & Advancing Bitcoin Debt (45:54) The Political Landscape and Bitcoin (48:40) Reflections on Politics and Bitcoin Advocacy (51:26) Conclusion and Future Outlook — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto legislation, and the Strategic Bitcoin Reserve. We also delve into advancing Bitcoin as a debt instrument, the evolving political landscape, and more. Enjoy!


—

Follow Grant: https://x.com/grant_mccarty

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock


—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—


Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: https://ignition.coredao.org/blockworks

Stake your Bitcoin with Core: https://stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at https://ledn.io/borrowing.


—

Timestamps:

(00:00) Introduction

(01:20) Founding the Bitcoin Policy Institute

(03:43) Early Political Engagements

(07:52) Strategic Bitcoin Reserve

(13:05) Policy Implementation and Challenges

(13:54) Ads (Core, Ledger, Ledn)

(15:27) Policy Implementation and Challenges (Con't)

(27:21) Ads (Core, Ledger, Ledn)

(29:26) Broader Cryptocurrency Legislation

(32:34) SBR & Crypto Legislation

(37:30) Bit Bonds & Advancing Bitcoin Debt

(45:54) The Political Landscape and Bitcoin

(48:40) Reflections on Politics and Bitcoin Advocacy

(51:26) Conclusion and Future Outlook


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 3334 The Inventor of Blockchain On the Future Of Bitcoin | Scott Stornetta In this episode, inventor of blockchain Scott Stornetta joins the show to discuss developing the first digital timestamping system, the key innovations and limitations of Bitcoin’s design, and why Bitcoin has not yet succeeded as real money. We also delve into his critique of proof-of-work, his thoughts on other crypto projects like Ethereum, stablecoins, the importance of creating a digital identity system, and more. Enjoy! — Follow Scott: https://x.com/ScottStornetta Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:53) Discovering the Bitcoin White Paper (03:34) The Foundations of Digital Timestamping (07:00) The Evolution of Blockchain and Bitcoin (14:43) Ads (Core, Ledger, Ledn) (16:17) The Evolution of Blockchain and Bitcoin (Con't) (17:46) Challenges and Criticisms of Bitcoin (22:27) The Cypherpunks and Digital Cash (29:42) The Future of Blockchain Technology (39:16) Scaling Bitcoin (42:20) Bitcoin's Economic Value and Success (47:24) Ads (Core, Ledger, Ledn) (49:30) The Role of Stablecoins and Future Cryptocurrencies (01:06:43) Identity and Blockchain (01:14:43) Reflections on Blockchain's Impact and Future — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 08 Apr 2025 08:00:00 -0000 full Blockworks In this episode, inventor of blockchain Scott Stornetta joins the show to discuss developing the first digital timestamping system, the key innovations and limitations of Bitcoin’s design, and why Bitcoin has not yet succeeded as real money. We also delve into his critique of proof-of-work, his thoughts on other crypto projects like Ethereum, stablecoins, the importance of creating a digital identity system, and more. Enjoy! — Follow Scott: https://x.com/ScottStornetta Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:53) Discovering the Bitcoin White Paper (03:34) The Foundations of Digital Timestamping (07:00) The Evolution of Blockchain and Bitcoin (14:43) Ads (Core, Ledger, Ledn) (16:17) The Evolution of Blockchain and Bitcoin (Con't) (17:46) Challenges and Criticisms of Bitcoin (22:27) The Cypherpunks and Digital Cash (29:42) The Future of Blockchain Technology (39:16) Scaling Bitcoin (42:20) Bitcoin's Economic Value and Success (47:24) Ads (Core, Ledger, Ledn) (49:30) The Role of Stablecoins and Future Cryptocurrencies (01:06:43) Identity and Blockchain (01:14:43) Reflections on Blockchain's Impact and Future — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, inventor of blockchain Scott Stornetta joins the show to discuss developing the first digital timestamping system, the key innovations and limitations of Bitcoin’s design, and why Bitcoin has not yet succeeded as real money. We also delve into his critique of proof-of-work, his thoughts on other crypto projects like Ethereum, stablecoins, the importance of creating a digital identity system, and more. Enjoy!

—

Follow Scott: https://x.com/ScottStornetta

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:53) Discovering the Bitcoin White Paper

(03:34) The Foundations of Digital Timestamping

(07:00) The Evolution of Blockchain and Bitcoin

(14:43) Ads (Core, Ledger, Ledn)

(16:17) The Evolution of Blockchain and Bitcoin (Con't)

(17:46) Challenges and Criticisms of Bitcoin

(22:27) The Cypherpunks and Digital Cash

(29:42) The Future of Blockchain Technology

(39:16) Scaling Bitcoin

(42:20) Bitcoin's Economic Value and Success

(47:24) Ads (Core, Ledger, Ledn)

(49:30) The Role of Stablecoins and Future Cryptocurrencies

(01:06:43) Identity and Blockchain

(01:14:43) Reflections on Blockchain's Impact and Future

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4726 Is The Bull Market Back?! | Weekly Roundup This week, we discuss whether we’re in a bull or bear market, Circle preparing for an IPO, and Fidelity giving the green light to crypto retirement investments. We also delve into GameStop buying Bitcoin, Eric Trump launching his American Bitcoin mining business, and more. Enjoy! — Follow Austin: https://x.com/KeepM3Weird 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (00:49) Bull vs Bear Market Debate (06:56) GameStop and Companies Buying Bitcoin (09:50) Bitcoin as a Store of Value (13:51) Space Adventures of Bitcoin Pioneers (14:10) Ads (Core, Ledger, Ledn) (15:43) Space Adventures of Bitcoin Pioneers (Con't) (21:07) Upcoming Circle IPO (24:21) Stablecoins Akin to the Printer? (27:41) Stablecoins & Geopolitical Implications (35:09) Ads (Core, Ledger, Ledn) (37:14) Bitcoin in Retirement Accounts: A Bullish Move? (41:36) The De-Banking Phenomenon and Its Impact (48:26) The Future of Bitcoin Mining in the US (53:23) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 03 Apr 2025 16:29:00 -0000 full Blockworks This week, we discuss whether we’re in a bull or bear market, Circle preparing for an IPO, and Fidelity giving the green light to crypto retirement investments. We also delve into GameStop buying Bitcoin, Eric Trump launching his American Bitcoin mining business, and more. Enjoy! — Follow Austin: https://x.com/KeepM3Weird 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (00:49) Bull vs Bear Market Debate (06:56) GameStop and Companies Buying Bitcoin (09:50) Bitcoin as a Store of Value (13:51) Space Adventures of Bitcoin Pioneers (14:10) Ads (Core, Ledger, Ledn) (15:43) Space Adventures of Bitcoin Pioneers (Con't) (21:07) Upcoming Circle IPO (24:21) Stablecoins Akin to the Printer? (27:41) Stablecoins & Geopolitical Implications (35:09) Ads (Core, Ledger, Ledn) (37:14) Bitcoin in Retirement Accounts: A Bullish Move? (41:36) The De-Banking Phenomenon and Its Impact (48:26) The Future of Bitcoin Mining in the US (53:23) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, we discuss whether we’re in a bull or bear market, Circle preparing for an IPO, and Fidelity giving the green light to crypto retirement investments. We also delve into GameStop buying Bitcoin, Eric Trump launching his American Bitcoin mining business, and more. Enjoy!

—

Follow Austin: https://x.com/KeepM3Weird

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_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(00:49) Bull vs Bear Market Debate

(06:56) GameStop and Companies Buying Bitcoin

(09:50) Bitcoin as a Store of Value

(13:51) Space Adventures of Bitcoin Pioneers

(14:10) Ads (Core, Ledger, Ledn)

(15:43) Space Adventures of Bitcoin Pioneers (Con't)

(21:07) Upcoming Circle IPO

(24:21) Stablecoins Akin to the Printer?

(27:41) Stablecoins & Geopolitical Implications

(35:09) Ads (Core, Ledger, Ledn)

(37:14) Bitcoin in Retirement Accounts: A Bullish Move?

(41:36) The De-Banking Phenomenon and Its Impact

(48:26) The Future of Bitcoin Mining in the US

(53:23) Final Thoughts

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3258 Burning Bitcoin: Michael Saylor's $1.5 BILLION Mistake | Bill Barhydt In this episode, Bill Barhydt joins the show to discuss Michael Saylor saying he may burn the keys to his Bitcon before dying, crypto becoming a partisan issue with Trump’s embrace, and why the future of banking is decentralized. We also delve into why Ethereum has lost its way, Bitcoin vs the various L1s, and more. Enjoy! — Follow Bill: https://x.com/billbarX Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:35) Debating Michael Saylor's Bitcoin Strategy (09:16) Noble Goals of Bitcoin & Decentralization (16:33) Ads (Core, Ledger, Ledn) (18:06) Using & Passing Down Bitcoin Fortunes (Con't) (21:40) Bitcoin's Role in Government and Economy (30:20) Legislation and the Future of Banking (31:58) The Future of Decentralized Banking (34:45) Ads (Core, Ledger, Ledn) (36:50) Ethereum's Architectural Challenges (41:19) Bitcoin vs. Alternative L1s (53:49) The Future of Fiat and Digital Currencies (57:05) Market Predictions and Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 01 Apr 2025 08:00:00 -0000 full Blockworks In this episode, Bill Barhydt joins the show to discuss Michael Saylor saying he may burn the keys to his Bitcon before dying, crypto becoming a partisan issue with Trump’s embrace, and why the future of banking is decentralized. We also delve into why Ethereum has lost its way, Bitcoin vs the various L1s, and more. Enjoy! — Follow Bill: https://x.com/billbarX Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:35) Debating Michael Saylor's Bitcoin Strategy (09:16) Noble Goals of Bitcoin & Decentralization (16:33) Ads (Core, Ledger, Ledn) (18:06) Using & Passing Down Bitcoin Fortunes (Con't) (21:40) Bitcoin's Role in Government and Economy (30:20) Legislation and the Future of Banking (31:58) The Future of Decentralized Banking (34:45) Ads (Core, Ledger, Ledn) (36:50) Ethereum's Architectural Challenges (41:19) Bitcoin vs. Alternative L1s (53:49) The Future of Fiat and Digital Currencies (57:05) Market Predictions and Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Bill Barhydt joins the show to discuss Michael Saylor saying he may burn the keys to his Bitcon before dying, crypto becoming a partisan issue with Trump’s embrace, and why the future of banking is decentralized. We also delve into why Ethereum has lost its way, Bitcoin vs the various L1s, and more. Enjoy!

—

Follow Bill: https://x.com/billbarX

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:35) Debating Michael Saylor's Bitcoin Strategy

(09:16) Noble Goals of Bitcoin & Decentralization

(16:33) Ads (Core, Ledger, Ledn)

(18:06) Using & Passing Down Bitcoin Fortunes (Con't)

(21:40) Bitcoin's Role in Government and Economy

(30:20) Legislation and the Future of Banking

(31:58) The Future of Decentralized Banking

(34:45) Ads (Core, Ledger, Ledn)

(36:50) Ethereum's Architectural Challenges

(41:19) Bitcoin vs. Alternative L1s

(53:49) The Future of Fiat and Digital Currencies

(57:05) Market Predictions and Final Thoughts

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3628 How To Win The Bitcoin Lottery | BitAxe Creator Skot In this episode, Bitaxe founder Skot joins the show to discuss the new wave of affordable Bitaxe miners, the permissionless nature of Bitcoin mining, and why proof-of-work is the ideal consensus mechanism. We also delve into the odds of mining a block, centralization in Bitcoin mining, and more. Enjoy! — Follow Skot: https://x.com/skot9000 Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction to Supply Shock (02:59) Understanding Bitaxe and Its Impact (06:05) The Open Source Movement in Bitcoin Mining (10:52) Ads (Core, Ledger, Ledn) (12:25) The Open Source Movement in Bitcoin Mining (Con't) (13:16) Building and Buying Bitaxe Miners (20:19) The Future of Decentralized Bitcoin Mining (22:43) The Economics of Proof-of-Work (25:28) Ads (Core, Ledger, Ledn) (27:33) The Economics of Proof-of-Work (Con't) (31:44) Levels of Success for Bitaxe (34:51) Government Involvement in Bitcoin Mining (36:53) Challenges in Bitcoin Mining Pools (44:59) The Centralization of Chip Manufacturing (48:55) Identifying Bitcoin Miners on the Blockchain (56:28) The Future of Bitcoin Mining — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 27 Mar 2025 08:00:00 -0000 full Blockworks In this episode, Bitaxe founder Skot joins the show to discuss the new wave of affordable Bitaxe miners, the permissionless nature of Bitcoin mining, and why proof-of-work is the ideal consensus mechanism. We also delve into the odds of mining a block, centralization in Bitcoin mining, and more. Enjoy! — Follow Skot: https://x.com/skot9000 Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction to Supply Shock (02:59) Understanding Bitaxe and Its Impact (06:05) The Open Source Movement in Bitcoin Mining (10:52) Ads (Core, Ledger, Ledn) (12:25) The Open Source Movement in Bitcoin Mining (Con't) (13:16) Building and Buying Bitaxe Miners (20:19) The Future of Decentralized Bitcoin Mining (22:43) The Economics of Proof-of-Work (25:28) Ads (Core, Ledger, Ledn) (27:33) The Economics of Proof-of-Work (Con't) (31:44) Levels of Success for Bitaxe (34:51) Government Involvement in Bitcoin Mining (36:53) Challenges in Bitcoin Mining Pools (44:59) The Centralization of Chip Manufacturing (48:55) Identifying Bitcoin Miners on the Blockchain (56:28) The Future of Bitcoin Mining — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Bitaxe founder Skot joins the show to discuss the new wave of affordable Bitaxe miners, the permissionless nature of Bitcoin mining, and why proof-of-work is the ideal consensus mechanism. We also delve into the odds of mining a block, centralization in Bitcoin mining, and more. Enjoy!

—

Follow Skot: https://x.com/skot9000

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction to Supply Shock

(02:59) Understanding Bitaxe and Its Impact

(06:05) The Open Source Movement in Bitcoin Mining

(10:52) Ads (Core, Ledger, Ledn)

(12:25) The Open Source Movement in Bitcoin Mining (Con't)

(13:16) Building and Buying Bitaxe Miners

(20:19) The Future of Decentralized Bitcoin Mining

(22:43) The Economics of Proof-of-Work

(25:28) Ads (Core, Ledger, Ledn)

(27:33) The Economics of Proof-of-Work (Con't)

(31:44) Levels of Success for Bitaxe

(34:51) Government Involvement in Bitcoin Mining

(36:53) Challenges in Bitcoin Mining Pools

(44:59) The Centralization of Chip Manufacturing

(48:55) Identifying Bitcoin Miners on the Blockchain

(56:28) The Future of Bitcoin Mining


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3703 The Bitcoin Empire: America's New Financial War | Trace Mayer In this episode, Trace Mayer joins the show to discuss monetary sovereignty and the fourth turning, the government acquiring Bitcoin as a strategic reserve, and US-China economic warfare. We also delve into the historical perspective on digital currencies, early Bitcoiner’s navigating their immense wealth, and more. Enjoy! — Follow Trace: https://x.com/TraceMayer Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:17) Early Bitcoin Advocacy and Libertarian Roots (03:44) Monetary Sovereignty & the Fourth Turning (09:04) Ads (Core, Ledger, Ledn) (10:37) Bitcoin as a Strategic Reserve (14:20) Geopolitical Implications of Bitcoin (19:22) U.S. and China Economic Warfare (24:06) Stablecoins & Global Financial Power (25:54) Ads (Core, Ledger, Ledn) (28:00) Technological Evolution in Bitcoin (29:48) The Changing Nature of Warfare (31:25) Bitcoin & Money Optionality (34:04) Historical Perspectives on Digital Currency (39:44) The Future of Bitcoin and Bitcoin Wealth (48:04) Responsibilities of Bitcoin Wealth Holders (51:00) The Fight for Freedom and Liberty — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 26 Mar 2025 08:00:00 -0000 full Blockworks In this episode, Trace Mayer joins the show to discuss monetary sovereignty and the fourth turning, the government acquiring Bitcoin as a strategic reserve, and US-China economic warfare. We also delve into the historical perspective on digital currencies, early Bitcoiner’s navigating their immense wealth, and more. Enjoy! — Follow Trace: https://x.com/TraceMayer Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:17) Early Bitcoin Advocacy and Libertarian Roots (03:44) Monetary Sovereignty & the Fourth Turning (09:04) Ads (Core, Ledger, Ledn) (10:37) Bitcoin as a Strategic Reserve (14:20) Geopolitical Implications of Bitcoin (19:22) U.S. and China Economic Warfare (24:06) Stablecoins & Global Financial Power (25:54) Ads (Core, Ledger, Ledn) (28:00) Technological Evolution in Bitcoin (29:48) The Changing Nature of Warfare (31:25) Bitcoin & Money Optionality (34:04) Historical Perspectives on Digital Currency (39:44) The Future of Bitcoin and Bitcoin Wealth (48:04) Responsibilities of Bitcoin Wealth Holders (51:00) The Fight for Freedom and Liberty — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Trace Mayer joins the show to discuss monetary sovereignty and the fourth turning, the government acquiring Bitcoin as a strategic reserve, and US-China economic warfare. We also delve into the historical perspective on digital currencies, early Bitcoiner’s navigating their immense wealth, and more. Enjoy!

—

Follow Trace: https://x.com/TraceMayer

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:17) Early Bitcoin Advocacy and Libertarian Roots

(03:44) Monetary Sovereignty & the Fourth Turning

(09:04) Ads (Core, Ledger, Ledn)

(10:37) Bitcoin as a Strategic Reserve

(14:20) Geopolitical Implications of Bitcoin

(19:22) U.S. and China Economic Warfare

(24:06) Stablecoins & Global Financial Power

(25:54) Ads (Core, Ledger, Ledn)

(28:00) Technological Evolution in Bitcoin

(29:48) The Changing Nature of Warfare

(31:25) Bitcoin & Money Optionality

(34:04) Historical Perspectives on Digital Currency

(39:44) The Future of Bitcoin and Bitcoin Wealth

(48:04) Responsibilities of Bitcoin Wealth Holders

(51:00) The Fight for Freedom and Liberty

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3309 The Crypto Casino is RIGGED! | Cory Klippsten In this episode, Cory Klippsten joins the show to discuss the inner workings of the crypto scamblings, the difference between Swan and other crypto exchanges, and the political shifts in Washington. We also delve into the future of Coinbase and VCs, stablecoins, debanking, and more. Enjoy! — Follow Cory: https://x.com/coryklippsten Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:57) State of Bitcoin and Crypto Today (07:21) The Inner Workings of Crypto Pump and Dumps (10:40) Ads (Core, Ledger, Ledn) (12:14) Corey's Journey from VC to Bitcoin (17:51) Swan Bitcoin vs. Crypto Exchanges (20:39) Future of Coinbase and Crypto VCs (24:03) Bitcoin Movement and Political Shifts (29:01) Ads (Core, Ledger, Ledn) (31:07) Stablecoins and Government Involvement (33:41) Debanking and Chokepoint 2.0 (36:20) Washington & Bitcoin's Strategic Position (44:49) Bitcoin's Integration and Adoption (48:17) Closing Thoughts and Future Prospects — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 25 Mar 2025 08:00:00 -0000 full Blockworks In this episode, Cory Klippsten joins the show to discuss the inner workings of the crypto scamblings, the difference between Swan and other crypto exchanges, and the political shifts in Washington. We also delve into the future of Coinbase and VCs, stablecoins, debanking, and more. Enjoy! — Follow Cory: https://x.com/coryklippsten Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:57) State of Bitcoin and Crypto Today (07:21) The Inner Workings of Crypto Pump and Dumps (10:40) Ads (Core, Ledger, Ledn) (12:14) Corey's Journey from VC to Bitcoin (17:51) Swan Bitcoin vs. Crypto Exchanges (20:39) Future of Coinbase and Crypto VCs (24:03) Bitcoin Movement and Political Shifts (29:01) Ads (Core, Ledger, Ledn) (31:07) Stablecoins and Government Involvement (33:41) Debanking and Chokepoint 2.0 (36:20) Washington & Bitcoin's Strategic Position (44:49) Bitcoin's Integration and Adoption (48:17) Closing Thoughts and Future Prospects — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Cory Klippsten joins the show to discuss the inner workings of the crypto scamblings, the difference between Swan and other crypto exchanges, and the political shifts in Washington. We also delve into the future of Coinbase and VCs, stablecoins, debanking, and more. Enjoy!


—

Follow Cory: https://x.com/coryklippsten

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/


—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—


Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.


—

Timestamps:

(00:00) Introduction

(01:57) State of Bitcoin and Crypto Today

(07:21) The Inner Workings of Crypto Pump and Dumps

(10:40) Ads (Core, Ledger, Ledn)

(12:14) Corey's Journey from VC to Bitcoin

(17:51) Swan Bitcoin vs. Crypto Exchanges

(20:39) Future of Coinbase and Crypto VCs

(24:03) Bitcoin Movement and Political Shifts

(29:01) Ads (Core, Ledger, Ledn)

(31:07) Stablecoins and Government Involvement

(33:41) Debanking and Chokepoint 2.0

(36:20) Washington & Bitcoin's Strategic Position

(44:49) Bitcoin's Integration and Adoption

(48:17) Closing Thoughts and Future Prospects


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3173 We Have A BITCOIN PRESIDENT In The White House | Michael Saylor In this episode, Michael Saylor joins the show to discuss the growing government embrace of Bitcoin, building support for the strategic Bitcoin reserve, and unlocking the multi-trillion-dollar digital token economy. We also delve into Bitcoin as the future of capital, why Bitcoin is for everyone, and more. Enjoy! — Follow Michael: https://x.com/saylor Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (00:54) Historic Moment in Bitcoin (04:03) Strategic Bitcoin Reserve (05:49) Ads (Core, Ledger, Ledn) (07:23) Strategic Bitcoin Reserve (Con't) (08:17) Bitcoin as the Future of Capital (12:38) Bitcoin is for Everyone (19:52) Digital Tokens and Securities (25:29) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 21 Mar 2025 08:00:00 -0000 full Blockworks In this episode, Michael Saylor joins the show to discuss the growing government embrace of Bitcoin, building support for the strategic Bitcoin reserve, and unlocking the multi-trillion-dollar digital token economy. We also delve into Bitcoin as the future of capital, why Bitcoin is for everyone, and more. Enjoy! — Follow Michael: https://x.com/saylor Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (00:54) Historic Moment in Bitcoin (04:03) Strategic Bitcoin Reserve (05:49) Ads (Core, Ledger, Ledn) (07:23) Strategic Bitcoin Reserve (Con't) (08:17) Bitcoin as the Future of Capital (12:38) Bitcoin is for Everyone (19:52) Digital Tokens and Securities (25:29) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Michael Saylor joins the show to discuss the growing government embrace of Bitcoin, building support for the strategic Bitcoin reserve, and unlocking the multi-trillion-dollar digital token economy. We also delve into Bitcoin as the future of capital, why Bitcoin is for everyone, and more. Enjoy!

—

Follow Michael: https://x.com/saylor

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(00:54) Historic Moment in Bitcoin

(04:03) Strategic Bitcoin Reserve

(05:49) Ads (Core, Ledger, Ledn)

(07:23) Strategic Bitcoin Reserve (Con't)

(08:17) Bitcoin as the Future of Capital

(12:38) Bitcoin is for Everyone

(19:52) Digital Tokens and Securities

(25:29) Final Thoughts


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 1578 Crypto Wars: Republicans & Democrats FIGHT Over Bitcoin & Stablecoins | Weekly Roundup LIVE @ DAS This week, we discuss increasing political engagement and legislative activity around crypto, the budget-neutral push to buy Bitcoin at the state and federal level, and the narratives driving the crypto industry. We also delve into corporate adoption of Bitcoin, whether Bitcoin is officially mainstream, and more. Enjoy! — Follow Casey: https://x.com/caseywagnerr Follow Ben: https://x.com/strack_ben Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:00) Political Engagement & Legislation in Crypto (08:58) Institutional Embrace of Blockchain & Digital Assets (10:24) Ads (Core, Ledger, Ledn) (11:57) Institutional Embrace of Blockchain & Digital Assets (Con't) (13:29) Crypto ETFs and Financial Products (17:58) Bitcoin vs. Crypto: Industry Narratives (22:38) Ads (Core, Ledger, Ledn) (24:43) Crypto Exchanges & IPOs (29:01) Tokenization and Money Market Funds (30:06) Impact of Macroeconomic Factors on Crypto (33:33) Corporate Adoption of Bitcoin (35:57) Is Bitcoin Mainstream Now? (40:05) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 20 Mar 2025 08:00:00 -0000 full Blockworks This week, we discuss increasing political engagement and legislative activity around crypto, the budget-neutral push to buy Bitcoin at the state and federal level, and the narratives driving the crypto industry. We also delve into corporate adoption of Bitcoin, whether Bitcoin is officially mainstream, and more. Enjoy! — Follow Casey: https://x.com/caseywagnerr Follow Ben: https://x.com/strack_ben Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:00) Political Engagement & Legislation in Crypto (08:58) Institutional Embrace of Blockchain & Digital Assets (10:24) Ads (Core, Ledger, Ledn) (11:57) Institutional Embrace of Blockchain & Digital Assets (Con't) (13:29) Crypto ETFs and Financial Products (17:58) Bitcoin vs. Crypto: Industry Narratives (22:38) Ads (Core, Ledger, Ledn) (24:43) Crypto Exchanges & IPOs (29:01) Tokenization and Money Market Funds (30:06) Impact of Macroeconomic Factors on Crypto (33:33) Corporate Adoption of Bitcoin (35:57) Is Bitcoin Mainstream Now? (40:05) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, we discuss increasing political engagement and legislative activity around crypto, the budget-neutral push to buy Bitcoin at the state and federal level, and the narratives driving the crypto industry. We also delve into corporate adoption of Bitcoin, whether Bitcoin is officially mainstream, and more. Enjoy!

—

Follow Casey: https://x.com/caseywagnerr

Follow Ben: https://x.com/strack_ben

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

—

Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:00) Political Engagement & Legislation in Crypto

(08:58) Institutional Embrace of Blockchain & Digital Assets

(10:24) Ads (Core, Ledger, Ledn)

(11:57) Institutional Embrace of Blockchain & Digital Assets (Con't)

(13:29) Crypto ETFs and Financial Products

(17:58) Bitcoin vs. Crypto: Industry Narratives

(22:38) Ads (Core, Ledger, Ledn)

(24:43) Crypto Exchanges & IPOs

(29:01) Tokenization and Money Market Funds

(30:06) Impact of Macroeconomic Factors on Crypto

(33:33) Corporate Adoption of Bitcoin

(35:57) Is Bitcoin Mainstream Now?

(40:05) Final Thoughts


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 2470 CTV/CSFS: Is THIS Bitcoin's Next UPGRADE? | Jeremy Rubin In this episode, Jeremy Rubin joins the show to discuss the Bitcoin roadmap he’s endorsing, the value of adding new functionalities to the Bitcoin network, and the relevance of technical consensus for Bitcoin. We also delve into the Segwit and Taproot upgrades, Jeremy’s vision for Bitcoin improvements, and more. Enjoy! — Follow Jeremy: https://x.com/JeremyRubin Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.co/Kh8aZKlcqO The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: 00:00 Introduction 00:58 Jeremy Rubin's Bitcoin Upgrade Proposal 04:46 The Evolution and Challenges of Bitcoin 07:54 Bitcoin vs. Other Cryptocurrencies 14:13 Ads (Core, Ledger, Ledn) 15:47 Bitcoin vs. Other Cryptocurrencies 18:35 Bitcoin Core Community & Upgrades 28:50 Ads (Core, Ledger, Ledn) 30:55 Technical Consensus 38:54 The Evolution of Bitcoin Development 45:06 The Future of Bitcoin Upgrades — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 18 Mar 2025 08:00:00 -0000 full Blockworks In this episode, Jeremy Rubin joins the show to discuss the Bitcoin roadmap he’s endorsing, the value of adding new functionalities to the Bitcoin network, and the relevance of technical consensus for Bitcoin. We also delve into the Segwit and Taproot upgrades, Jeremy’s vision for Bitcoin improvements, and more. Enjoy! — Follow Jeremy: https://x.com/JeremyRubin Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.co/Kh8aZKlcqO The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: 00:00 Introduction 00:58 Jeremy Rubin's Bitcoin Upgrade Proposal 04:46 The Evolution and Challenges of Bitcoin 07:54 Bitcoin vs. Other Cryptocurrencies 14:13 Ads (Core, Ledger, Ledn) 15:47 Bitcoin vs. Other Cryptocurrencies 18:35 Bitcoin Core Community & Upgrades 28:50 Ads (Core, Ledger, Ledn) 30:55 Technical Consensus 38:54 The Evolution of Bitcoin Development 45:06 The Future of Bitcoin Upgrades — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Jeremy Rubin joins the show to discuss the Bitcoin roadmap he’s endorsing, the value of adding new functionalities to the Bitcoin network, and the relevance of technical consensus for Bitcoin. We also delve into the Segwit and Taproot upgrades, Jeremy’s vision for Bitcoin improvements, and more. Enjoy!

—

Follow Jeremy: https://x.com/JeremyRubin

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.co/Kh8aZKlcqO

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

00:00 Introduction

00:58 Jeremy Rubin's Bitcoin Upgrade Proposal

04:46 The Evolution and Challenges of Bitcoin

07:54 Bitcoin vs. Other Cryptocurrencies

14:13 Ads (Core, Ledger, Ledn)

15:47 Bitcoin vs. Other Cryptocurrencies

18:35 Bitcoin Core Community & Upgrades

28:50 Ads (Core, Ledger, Ledn)

30:55 Technical Consensus

38:54 The Evolution of Bitcoin Development

45:06 The Future of Bitcoin Upgrades


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4114 TRUMP VS. PUTIN: THE BITCOIN COLD WAR IGNITES! | Weekly Roundup This week, we discuss lawmakers reintroducing the Bitcoin Act, takeaways from the White House crypto summit, and what Russia’s crypto proposal suggests about Bitcoin sovereign game theory. We also delve into a single Bitaxe mining a block, why proof-of-work consensus is so important, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:12) Biggest Bitcoin Headlines (04:01) Greenland's Political Shift (06:31) Michael Saylor's Manifest Destiny (11:29) White House Crypto Summit (14:27) Ads (Core, Ledger, Ledn) (16:00) White House Crypto Summit (Con't) (22:35) Russia's Bitcoin Regulation (26:15) Ads (Core, Ledger, Ledn) (28:22) BRICS & Bitcoin Game Theory (42:37) Bitaxe Miner & Value of Proof-of-Work (53:40) Final Thoughts and DAS 2025 — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 13 Mar 2025 15:45:00 -0000 full Blockworks This week, we discuss lawmakers reintroducing the Bitcoin Act, takeaways from the White House crypto summit, and what Russia’s crypto proposal suggests about Bitcoin sovereign game theory. We also delve into a single Bitaxe mining a block, why proof-of-work consensus is so important, and more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:12) Biggest Bitcoin Headlines (04:01) Greenland's Political Shift (06:31) Michael Saylor's Manifest Destiny (11:29) White House Crypto Summit (14:27) Ads (Core, Ledger, Ledn) (16:00) White House Crypto Summit (Con't) (22:35) Russia's Bitcoin Regulation (26:15) Ads (Core, Ledger, Ledn) (28:22) BRICS & Bitcoin Game Theory (42:37) Bitaxe Miner & Value of Proof-of-Work (53:40) Final Thoughts and DAS 2025 — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, we discuss lawmakers reintroducing the Bitcoin Act, takeaways from the White House crypto summit, and what Russia’s crypto proposal suggests about Bitcoin sovereign game theory. We also delve into a single Bitaxe mining a block, why proof-of-work consensus is so important, and more. Enjoy!

—

Follow Nolan: https://x.com/countbtc

Follow Michael: https://x.com/mpmcsweeney

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:12) Biggest Bitcoin Headlines

(04:01) Greenland's Political Shift

(06:31) Michael Saylor's Manifest Destiny

(11:29) White House Crypto Summit

(14:27) Ads (Core, Ledger, Ledn)

(16:00) White House Crypto Summit (Con't)

(22:35) Russia's Bitcoin Regulation

(26:15) Ads (Core, Ledger, Ledn)

(28:22) BRICS & Bitcoin Game Theory

(42:37) Bitaxe Miner & Value of Proof-of-Work

(53:40) Final Thoughts and DAS 2025

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3477 A Bitcoin Bull Run Is Coming | Dan Held In this episode, Dan Held joins the show to discuss bringing crypto innovations into Bitcoin DeFi, metaprotocols like Bitcoin ordinals, and the future of Bitcoin fees and security. We also delve into the outlook for Bitcoin asset listings, Bitcoin updates and soft forks, and more. Enjoy! — Follow Dan Held: https://x.com/danheld Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks Stake your Bitcoin with Core: https://stake.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (02:05) Bitcoin & DeFi Opportunities (11:58) Ads (Core, Ledger, Ledn) (13:31) The Role of Speculation in Bitcoin Adoption (18:12) Ordinals and NFTs on Bitcoin (20:54) User Experience and Bitcoin's Competitiveness (25:57) Price Sensitivity and Transaction Costs (28:30) Ads (Core, Ledger, Ledn) (30:36) Price Sensitivity and Transaction Costs (Con't) (32:39) The Future of NFTs and Bitcoin Tokens (35:11) Exploring Bitcoin Layer 2 Solutions (40:22) The Debate on Bitcoin's Game Theory (53:28) The Case for Bitcoin DeFi (56:57) Is the Super Cycle Here? — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 11 Mar 2025 08:00:00 -0000 full Blockworks In this episode, Dan Held joins the show to discuss bringing crypto innovations into Bitcoin DeFi, metaprotocols like Bitcoin ordinals, and the future of Bitcoin fees and security. We also delve into the outlook for Bitcoin asset listings, Bitcoin updates and soft forks, and more. Enjoy! — Follow Dan Held: https://x.com/danheld Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks Stake your Bitcoin with Core: https://stake.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (02:05) Bitcoin & DeFi Opportunities (11:58) Ads (Core, Ledger, Ledn) (13:31) The Role of Speculation in Bitcoin Adoption (18:12) Ordinals and NFTs on Bitcoin (20:54) User Experience and Bitcoin's Competitiveness (25:57) Price Sensitivity and Transaction Costs (28:30) Ads (Core, Ledger, Ledn) (30:36) Price Sensitivity and Transaction Costs (Con't) (32:39) The Future of NFTs and Bitcoin Tokens (35:11) Exploring Bitcoin Layer 2 Solutions (40:22) The Debate on Bitcoin's Game Theory (53:28) The Case for Bitcoin DeFi (56:57) Is the Super Cycle Here? — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Dan Held joins the show to discuss bringing crypto innovations into Bitcoin DeFi, metaprotocols like Bitcoin ordinals, and the future of Bitcoin fees and security. We also delve into the outlook for Bitcoin asset listings, Bitcoin updates and soft forks, and more. Enjoy!

—

Follow Dan Held: https://x.com/danheld

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: https://ignition.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks

Stake your Bitcoin with Core: https://stake.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworks

Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—


Timestamps:

(00:00) Introduction

(02:05) Bitcoin & DeFi Opportunities

(11:58) Ads (Core, Ledger, Ledn)

(13:31) The Role of Speculation in Bitcoin Adoption

(18:12) Ordinals and NFTs on Bitcoin

(20:54) User Experience and Bitcoin's Competitiveness

(25:57) Price Sensitivity and Transaction Costs

(28:30) Ads (Core, Ledger, Ledn)

(30:36) Price Sensitivity and Transaction Costs (Con't)

(32:39) The Future of NFTs and Bitcoin Tokens

(35:11) Exploring Bitcoin Layer 2 Solutions

(40:22) The Debate on Bitcoin's Game Theory

(53:28) The Case for Bitcoin DeFi

(56:57) Is the Super Cycle Here?


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3567 Trump's Crypto Stockpile Plan: Genius or Disaster? | Weekly Roundup This week, we discuss whether crypto assets other than Bitcoin should be in a US reserve, the meaningful differences between Bitcoin and other crypto assets, and the opportunity Trump has to transition America away from a broken system. We also delve into the IMF attacking El Salvador’s Bitcoin policies, the differences between Fartcoin and Bitcoin, and much more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (03:08) Should the US Own Crypto Other Than BTC? (11:42) Ads (Core, Ledger, Ledn) (13:15) Should the US Own Crypto Other Than BTC? (Con't) (22:33) The US Bitcoin Opportunity (30:43) Ads (Core, Ledger, Ledn) (32:48) El Salvador's Bitcoin Battle with the IMF (38:03) IMF Concerns and El Salvador's Bitcoin Strategy (46:28) Meaningful Differences Between Bitcoin & Everything Else — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 06 Mar 2025 15:03:00 -0000 full Blockworks This week, we discuss whether crypto assets other than Bitcoin should be in a US reserve, the meaningful differences between Bitcoin and other crypto assets, and the opportunity Trump has to transition America away from a broken system. We also delve into the IMF attacking El Salvador’s Bitcoin policies, the differences between Fartcoin and Bitcoin, and much more. Enjoy! — Follow Nolan: https://x.com/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (03:08) Should the US Own Crypto Other Than BTC? (11:42) Ads (Core, Ledger, Ledn) (13:15) Should the US Own Crypto Other Than BTC? (Con't) (22:33) The US Bitcoin Opportunity (30:43) Ads (Core, Ledger, Ledn) (32:48) El Salvador's Bitcoin Battle with the IMF (38:03) IMF Concerns and El Salvador's Bitcoin Strategy (46:28) Meaningful Differences Between Bitcoin & Everything Else — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, we discuss whether crypto assets other than Bitcoin should be in a US reserve, the meaningful differences between Bitcoin and other crypto assets, and the opportunity Trump has to transition America away from a broken system. We also delve into the IMF attacking El Salvador’s Bitcoin policies, the differences between Fartcoin and Bitcoin, and much more. Enjoy!

—

Follow Nolan: https://x.com/countbtc

Follow Michael: https://x.com/mpmcsweeney

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—


Timestamps:

(00:00) Introduction

(03:08) Should the US Own Crypto Other Than BTC?

(11:42) Ads (Core, Ledger, Ledn)

(13:15) Should the US Own Crypto Other Than BTC? (Con't)

(22:33) The US Bitcoin Opportunity

(30:43) Ads (Core, Ledger, Ledn)

(32:48) El Salvador's Bitcoin Battle with the IMF

(38:03) IMF Concerns and El Salvador's Bitcoin Strategy

(46:28) Meaningful Differences Between Bitcoin & Everything Else


—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3842 Trump vs Utah: The First To Buy Bitcoin | Dennis Porter In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy! — Follow Dennis: https://x.com/Dennis_Porter_ Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:47) Trump’s Crypto Reserve Announcement (12:38) Ads (Core, Ledger, Ledn) (14:11) The Case Against ADA, XRP, & SOL (18:38) State-Level Bitcoin Legislation (29:01) Lawmakers' Evolving Understanding of Bitcoin (32:03) Ads (Core, Ledger, Ledn) (36:19) Bipartisanship and Democrat Party Restructuring (46:54) Stablecoin Legislation and Market Structure (51:24) Importance of Bitcoin Rights (56:14) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 04 Mar 2025 17:29:00 -0000 full Blockworks In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy! — Follow Dennis: https://x.com/Dennis_Porter_ Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:47) Trump’s Crypto Reserve Announcement (12:38) Ads (Core, Ledger, Ledn) (14:11) The Case Against ADA, XRP, & SOL (18:38) State-Level Bitcoin Legislation (29:01) Lawmakers' Evolving Understanding of Bitcoin (32:03) Ads (Core, Ledger, Ledn) (36:19) Bipartisanship and Democrat Party Restructuring (46:54) Stablecoin Legislation and Market Structure (51:24) Importance of Bitcoin Rights (56:14) Final Thoughts — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy!

—

Follow Dennis: https://x.com/Dennis_Porter_

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:47) Trump’s Crypto Reserve Announcement

(12:38) Ads (Core, Ledger, Ledn)

(14:11) The Case Against ADA, XRP, & SOL

(18:38) State-Level Bitcoin Legislation

(29:01) Lawmakers' Evolving Understanding of Bitcoin

(32:03) Ads (Core, Ledger, Ledn)

(36:19) Bipartisanship and Democrat Party Restructuring

(46:54) Stablecoin Legislation and Market Structure

(51:24) Importance of Bitcoin Rights

(56:14) Final Thoughts

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3501 The Truth About Jack Dorsey & Satoshi Nakamoto | Jameson Lopp In the first official episode of Supply Shock, Jameson Lopp joins the show to explain why Jack Dorsey is NOT Satoshi, threat vectors for Bitcoiners, and security prevention strategies to protect yourself. We also delve into attacker stories, how Jameson protects his own financial and physical security, and more. Enjoy! — Follow Jameson Lopp: https://x.com/lopp Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:01) Is Jack Dorsey Satoshi Nakamoto? (05:50) Debunking the Jack-Satoshi Theory (13:04) Ads (Core, Ledger, Ledn) (14:38) Debunking the Jack-Satoshi Theory (Con't) (31:00) The Threat Vectors for Bitcoiners (31:39) Ads (Core, Ledger, Ledn) (33:44) The Threat Vectors for Bitcoiners (Con't) (37:04) Mitigating Security Risks (49:19) Rapid Fire Questions — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 27 Feb 2025 13:10:00 -0000 full Blockworks In the first official episode of Supply Shock, Jameson Lopp joins the show to explain why Jack Dorsey is NOT Satoshi, threat vectors for Bitcoiners, and security prevention strategies to protect yourself. We also delve into attacker stories, how Jameson protects his own financial and physical security, and more. Enjoy! — Follow Jameson Lopp: https://x.com/lopp Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:01) Is Jack Dorsey Satoshi Nakamoto? (05:50) Debunking the Jack-Satoshi Theory (13:04) Ads (Core, Ledger, Ledn) (14:38) Debunking the Jack-Satoshi Theory (Con't) (31:00) The Threat Vectors for Bitcoiners (31:39) Ads (Core, Ledger, Ledn) (33:44) The Threat Vectors for Bitcoiners (Con't) (37:04) Mitigating Security Risks (49:19) Rapid Fire Questions — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In the first official episode of Supply Shock, Jameson Lopp joins the show to explain why Jack Dorsey is NOT Satoshi, threat vectors for Bitcoiners, and security prevention strategies to protect yourself. We also delve into attacker stories, how Jameson protects his own financial and physical security, and more. Enjoy!

—

Follow Jameson Lopp: https://x.com/lopp

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:01) Is Jack Dorsey Satoshi Nakamoto?

(05:50) Debunking the Jack-Satoshi Theory

(13:04) Ads (Core, Ledger, Ledn)

(14:38) Debunking the Jack-Satoshi Theory (Con't)

(31:00) The Threat Vectors for Bitcoiners

(31:39) Ads (Core, Ledger, Ledn)

(33:44) The Threat Vectors for Bitcoiners (Con't)

(37:04) Mitigating Security Risks

(49:19) Rapid Fire Questions

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3208 Introducing: Supply Shock with The Bitcoin Historian A new chapter starts today. On the Margin is becoming a new show: Supply Shock, covering all things Bitcoin. Felix is back in the host seat for one last episode, passing the baton to Supply Shock's new host, Pete Rizzo AKA the Bitcoin Historian. They discuss Rizzo's deep lore, sovereign adoption of Bitcoin, and the state of Bitcoin innovation. They also delve into the rise of meme coins, the industry’s future, and more. Enjoy and check out the first full episode of Supply Shock with Jameson Lopp - it's already in the feed! — Follow Rizzo: https://x.com/pete_rizzo_ Follow Felix: https://x.com/fejau_inc Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:04) New Show & New Host: Pete Rizzo (04:19) Bitcoin's Historical Significance (07:16) Sovereign Adoption and Bitcoin's Global Impact (13:17) Ads (Core, Ledger, Ledn) (14:49) Sovereign Adoption and Bitcoin's Global Impact (Con't) (25:56) Ads (Core, Ledger, Ledn) (28:02) Innovations and Challenges in Bitcoin (33:40) The Future of Bitcoin and Crypto — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 27 Feb 2025 13:00:00 -0000 full Blockworks A new chapter starts today. On the Margin is becoming a new show: Supply Shock, covering all things Bitcoin. Felix is back in the host seat for one last episode, passing the baton to Supply Shock's new host, Pete Rizzo AKA the Bitcoin Historian. They discuss Rizzo's deep lore, sovereign adoption of Bitcoin, and the state of Bitcoin innovation. They also delve into the rise of meme coins, the industry’s future, and more. Enjoy and check out the first full episode of Supply Shock with Jameson Lopp - it's already in the feed! — Follow Rizzo: https://x.com/pete_rizzo_ Follow Felix: https://x.com/fejau_inc Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/ — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:04) New Show & New Host: Pete Rizzo (04:19) Bitcoin's Historical Significance (07:16) Sovereign Adoption and Bitcoin's Global Impact (13:17) Ads (Core, Ledger, Ledn) (14:49) Sovereign Adoption and Bitcoin's Global Impact (Con't) (25:56) Ads (Core, Ledger, Ledn) (28:02) Innovations and Challenges in Bitcoin (33:40) The Future of Bitcoin and Crypto — Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. A new chapter starts today. On the Margin is becoming a new show: Supply Shock, covering all things Bitcoin. Felix is back in the host seat for one last episode, passing the baton to Supply Shock's new host, Pete Rizzo AKA the Bitcoin Historian. They discuss Rizzo's deep lore, sovereign adoption of Bitcoin, and the state of Bitcoin innovation. They also delve into the rise of meme coins, the industry’s future, and more. Enjoy and check out the first full episode of Supply Shock with Jameson Lopp - it's already in the feed!


—

Follow Rizzo: https://x.com/pete_rizzo_

Follow Felix: https://x.com/fejau_inc

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.

Join Ignition and get onchain: ignition.coredao.org/blockworks

Stake your Bitcoin with Core: stake.coredao.org/blockworks


Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.

—

Timestamps:

(00:00) Introduction

(01:04) New Show & New Host: Pete Rizzo

(04:19) Bitcoin's Historical Significance

(07:16) Sovereign Adoption and Bitcoin's Global Impact

(13:17) Ads (Core, Ledger, Ledn)

(14:49) Sovereign Adoption and Bitcoin's Global Impact (Con't)

(25:56) Ads (Core, Ledger, Ledn)

(28:02) Innovations and Challenges in Bitcoin

(33:40) The Future of Bitcoin and Crypto

—

Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2690 On the Margin: Trading Crypto's Weekend Meltdown | 1000x This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WADHnL Apple: https://blckwrks.co/4aEt5u0 -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Kraken OTC unlocks premium, personalized services for high-net worth individuals and institutional clients to execute large orders. Trade over chat or access our self-service automated trading feature to receive executable quotes in seconds. Get 24/7 access to private and secure trading services and deep liquidity for competitive execution. Get in touch today: kraken.com/blockworks Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers (excluding WA, NY and ME) through Payward Interactive, Inc. -- Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now at Ledger.com -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:57) Carnage In Crypto (04:21) Shorting This Market (13:57) Ads (Kraken OTC and Ledger) (15:00) When To Buy This Market? (19:29) WIF (23:48) Privacy Coins (27:26) What's Next For Markets? (39:05) Ads (Kraken OTC and Ledger) (40:44) Bitcoin In A Multipolar World (50:16) The AI Trade -- Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed Tue, 04 Feb 2025 13:18:00 -0000 full Blockworks This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WADHnL Apple: https://blckwrks.co/4aEt5u0 -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Kraken OTC unlocks premium, personalized services for high-net worth individuals and institutional clients to execute large orders. Trade over chat or access our self-service automated trading feature to receive executable quotes in seconds. Get 24/7 access to private and secure trading services and deep liquidity for competitive execution. Get in touch today: kraken.com/blockworks Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers (excluding WA, NY and ME) through Payward Interactive, Inc. -- Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now at Ledger.com -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:57) Carnage In Crypto (04:21) Shorting This Market (13:57) Ads (Kraken OTC and Ledger) (15:00) When To Buy This Market? (19:29) WIF (23:48) Privacy Coins (27:26) What's Next For Markets? (39:05) Ads (Kraken OTC and Ledger) (40:44) Bitcoin In A Multipolar World (50:16) The AI Trade -- Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy!

--

Go follow the new 1000x feed to keep up to date with all new episodes!


Spotify: https://blckwrks.co/3WADHnL


Apple: https://blckwrks.co/4aEt5u0

--

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod

Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

--

Kraken OTC unlocks premium, personalized services for high-net worth individuals and institutional clients to execute large orders. Trade over chat or access our self-service automated trading feature to receive executable quotes in seconds. Get 24/7 access to private and secure trading services and deep liquidity for competitive execution. Get in touch today: kraken.com/blockworks


Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers (excluding WA, NY and ME) through Payward Interactive, Inc.

--

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets.


For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at Ledger.com

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(00:57) Carnage In Crypto

(04:21) Shorting This Market

(13:57) Ads (Kraken OTC and Ledger)

(15:00) When To Buy This Market?

(19:29) WIF

(23:48) Privacy Coins

(27:26) What's Next For Markets?

(39:05) Ads (Kraken OTC and Ledger)

(40:44) Bitcoin In A Multipolar World

(50:16) The AI Trade

--

Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed

]]> 3598 On the Margin: The Future Of Crypto & Stablecoins Under Trump | Austin Campbell In this episode, Austin Campbell joins the show to discuss stablecoin regulation under the Trump administration, the impact of Trump's executive orders on the crypto ecosystem, and the case against a strategic bitcoin reserve. We also delve into the potential for a more cooperative regulatory environment, global adoption of stablecoins, and much more. Enjoy! — Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: 00:00 Introduction 00:35 Stablecoin Regulation Updates Post-Election 03:27 Congressional Bills and Bipartisan Efforts 06:29 Executive Orders and David Sacks’ Role 14:42 SEC vs. CFTC: Regulatory Shifts 19:24 Global Adoption and Future of Stablecoins 26:20 Debate on Strategic Bitcoin Reserve 35:52 Bitcoin's Role and Future Projections 40:58 Closing Thoughts — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 30 Jan 2025 09:00:00 -0000 full Blockworks In this episode, Austin Campbell joins the show to discuss stablecoin regulation under the Trump administration, the impact of Trump's executive orders on the crypto ecosystem, and the case against a strategic bitcoin reserve. We also delve into the potential for a more cooperative regulatory environment, global adoption of stablecoins, and much more. Enjoy! — Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: 00:00 Introduction 00:35 Stablecoin Regulation Updates Post-Election 03:27 Congressional Bills and Bipartisan Efforts 06:29 Executive Orders and David Sacks’ Role 14:42 SEC vs. CFTC: Regulatory Shifts 19:24 Global Adoption and Future of Stablecoins 26:20 Debate on Strategic Bitcoin Reserve 35:52 Bitcoin's Role and Future Projections 40:58 Closing Thoughts — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Austin Campbell joins the show to discuss stablecoin regulation under the Trump administration, the impact of Trump's executive orders on the crypto ecosystem, and the case against a strategic bitcoin reserve. We also delve into the potential for a more cooperative regulatory environment, global adoption of stablecoins, and much more. Enjoy!

—

Follow Austin Campbell: https://x.com/CampbellJAustin

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Timestamps:

00:00 Introduction

00:35 Stablecoin Regulation Updates Post-Election

03:27 Congressional Bills and Bipartisan Efforts

06:29 Executive Orders and David Sacks’ Role

14:42 SEC vs. CFTC: Regulatory Shifts

19:24 Global Adoption and Future of Stablecoins

26:20 Debate on Strategic Bitcoin Reserve

35:52 Bitcoin's Role and Future Projections

40:58 Closing Thoughts

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2643 On the Margin: The Fed’s Tools Aren’t Made For Fiscal Dominance | Lyn Alden In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve into the dollar wrecking ball, the outlook for Bitcoin, and much more. Enjoy! — Follow Lyn Alden: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (00:31) Global Macro Outlook (02:31) Liquidity Conditions (08:44) Shifting Treasury Issuance (12:04) Ads (Ledger, Mantra) (13:11) Tensions Under Fiscal Dominance (18:32) Trump Fiscal Outlook (22:44) Cutting Rates To Zero (27:38) Energy Outlook (32:04) Ads (Ledger, Mantra) (33:36) Interview Continues (35:45) Trump Vs Reagan Approach (37:41) Dollar Wrecking Ball (42:45) Currency Negotiations (45:39) Bitcoin Big Picture (50:00) Gold Outlook (52:18) Bitcoin Outlook (54:31) Learn More About Lyn’s Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 23 Jan 2025 09:00:00 -0000 full Blockworks In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve into the dollar wrecking ball, the outlook for Bitcoin, and much more. Enjoy! — Follow Lyn Alden: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (00:31) Global Macro Outlook (02:31) Liquidity Conditions (08:44) Shifting Treasury Issuance (12:04) Ads (Ledger, Mantra) (13:11) Tensions Under Fiscal Dominance (18:32) Trump Fiscal Outlook (22:44) Cutting Rates To Zero (27:38) Energy Outlook (32:04) Ads (Ledger, Mantra) (33:36) Interview Continues (35:45) Trump Vs Reagan Approach (37:41) Dollar Wrecking Ball (42:45) Currency Negotiations (45:39) Bitcoin Big Picture (50:00) Gold Outlook (52:18) Bitcoin Outlook (54:31) Learn More About Lyn’s Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve into the dollar wrecking ball, the outlook for Bitcoin, and much more. Enjoy!

—

Follow Lyn Alden: https://x.com/LynAldenContact

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Timestamps:

(00:00) Introduction

(00:31) Global Macro Outlook

(02:31) Liquidity Conditions

(08:44) Shifting Treasury Issuance

(12:04) Ads (Ledger, Mantra)

(13:11) Tensions Under Fiscal Dominance

(18:32) Trump Fiscal Outlook

(22:44) Cutting Rates To Zero

(27:38) Energy Outlook

(32:04) Ads (Ledger, Mantra)

(33:36) Interview Continues

(35:45) Trump Vs Reagan Approach

(37:41) Dollar Wrecking Ball

(42:45) Currency Negotiations

(45:39) Bitcoin Big Picture

(50:00) Gold Outlook

(52:18) Bitcoin Outlook

(54:31) Learn More About Lyn’s Work

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3297 On the Margin: 2025's Crypto ETF Pipeline | James Seyffart In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in the pipeline. We also delve into the impact of ETF options on the crypto market, the ETF gap risk, and much more. Enjoy! — Follow James Seyffart: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:24) Bitcoin ETF Anniversary (06:29) Evolving Allocator Perspective (10:50) Largest ETF Buyers (14:40) BTC Spot-Futures Arbitrage (16:46) ETH ETFs (19:58) Ethereum Narrative Problem (21:13) New ETF Filings (26:16) Ads (27:50) Impact Of Options On Crypto (30:52) Crypto Narratives To Drive Demand (33:29) Potential Altcoin ETF Filings (38:38) ETF Gap Risk (41:12) Basket ETFs (46:17) 2025 Outlook (49:48) DAS 2025 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 16 Jan 2025 09:00:00 -0000 full Blockworks In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in the pipeline. We also delve into the impact of ETF options on the crypto market, the ETF gap risk, and much more. Enjoy! — Follow James Seyffart: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:24) Bitcoin ETF Anniversary (06:29) Evolving Allocator Perspective (10:50) Largest ETF Buyers (14:40) BTC Spot-Futures Arbitrage (16:46) ETH ETFs (19:58) Ethereum Narrative Problem (21:13) New ETF Filings (26:16) Ads (27:50) Impact Of Options On Crypto (30:52) Crypto Narratives To Drive Demand (33:29) Potential Altcoin ETF Filings (38:38) ETF Gap Risk (41:12) Basket ETFs (46:17) 2025 Outlook (49:48) DAS 2025 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in the pipeline. We also delve into the impact of ETF options on the crypto market, the ETF gap risk, and much more. Enjoy!

—

Follow James Seyffart: https://x.com/JSeyff

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—


Timestamps:

(00:00) Introduction

(02:24) Bitcoin ETF Anniversary

(06:29) Evolving Allocator Perspective

(10:50) Largest ETF Buyers

(14:40) BTC Spot-Futures Arbitrage

(16:46) ETH ETFs

(19:58) Ethereum Narrative Problem

(21:13) New ETF Filings

(26:16) Ads

(27:50) Impact Of Options On Crypto

(30:52) Crypto Narratives To Drive Demand

(33:29) Potential Altcoin ETF Filings

(38:38) ETF Gap Risk

(41:12) Basket ETFs

(46:17) 2025 Outlook

(49:48) DAS 2025


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3029 On the Margin: FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy! — Follow Joe McCann: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (01:12) Macro & Crypto Overview (09:19) Implications Of Hawkish Fed (12:54) Inauguration & The US Dollar (18:01) Ads (19:35) Crypto Market Outlook (23:34) Strategic Bitcoin Reserve (26:30) Crypto Shopping List (31:56) Bottom Signals (35:47) 2025 Outlook — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 08 Jan 2025 21:00:00 -0000 full Blockworks In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy! — Follow Joe McCann: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (01:12) Macro & Crypto Overview (09:19) Implications Of Hawkish Fed (12:54) Inauguration & The US Dollar (18:01) Ads (19:35) Crypto Market Outlook (23:34) Strategic Bitcoin Reserve (26:30) Crypto Shopping List (31:56) Bottom Signals (35:47) 2025 Outlook — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy!

—

Follow Joe McCann: https://x.com/joemccann

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Timestamps:

(00:00) Introduction

(01:12) Macro & Crypto Overview

(09:19) Implications Of Hawkish Fed

(12:54) Inauguration & The US Dollar

(18:01) Ads

(19:35) Crypto Market Outlook

(23:34) Strategic Bitcoin Reserve

(26:30) Crypto Shopping List

(31:56) Bottom Signals

(35:47) 2025 Outlook


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2437 On the Margin: Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling In this episode, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy! — Follow Travis Kling: https://x.com/Travis_Kling Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:32) Macro Outlook (06:26) Philosophical Vibe Shift (11:51) Financial Nihilism (15:52) Unpacking The Next Administration (19:24) Misaligned Incentives (22:35) Ads (23:59) Bitcoin Strategic Reserve (36:51) BSR & The US Dollar (45:42) Crypto Market Outlook (48:40) Crypto Product Market Fit (53:53) Fundamentals Bearish? (55:42) Learn More About Travis’ Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Mon, 23 Dec 2024 09:00:00 -0000 full Blockworks In this episode, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy! — Follow Travis Kling: https://x.com/Travis_Kling Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:32) Macro Outlook (06:26) Philosophical Vibe Shift (11:51) Financial Nihilism (15:52) Unpacking The Next Administration (19:24) Misaligned Incentives (22:35) Ads (23:59) Bitcoin Strategic Reserve (36:51) BSR & The US Dollar (45:42) Crypto Market Outlook (48:40) Crypto Product Market Fit (53:53) Fundamentals Bearish? (55:42) Learn More About Travis’ Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy!

—

Follow Travis Kling: https://x.com/Travis_Kling

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Timestamps:

(00:00) Introduction

(01:32) Macro Outlook

(06:26) Philosophical Vibe Shift

(11:51) Financial Nihilism

(15:52) Unpacking The Next Administration

(19:24) Misaligned Incentives

(22:35) Ads

(23:59) Bitcoin Strategic Reserve

(36:51) BSR & The US Dollar

(45:42) Crypto Market Outlook

(48:40) Crypto Product Market Fit

(53:53) Fundamentals Bearish?

(55:42) Learn More About Travis’ Work

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3385 On the Margin: This Is Peak Hawkishness From The Fed | Joseph Wang In this special crossover episode with Forward Guidance, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2025. We also delve into why he expects way more than two rate cuts next year, why he’s bearish on US equities in 2025, and much more. Enjoy! __ Follow Joseph Wang: https://x.com/FedGuy12 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:26) Hawkish FOMC Conference (06:03) Immigration Impact (09:32) 2025 Surprises (12:16) Trump, Trade, & Tariffs (14:43) What Is The Fed Thinking? (20:07) Peak Hawkishness (21:41) Long-Term Rates (23:07) SEP As A Psychological Tool (25:16) Ads (26:41) Fed Surveys & Politics (28:29) The Neutral Rate (30:27) How The Fed Gauges Restrictiveness (32:11) Reverse Repo (37:52) Treasury Coupon Issuance (39:38) Equities & The Dollar (43:15) Gold & Crypto (45:07) Long Bonds, Commodities, & Inflation (49:42) Main Takeaways — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 18 Dec 2024 23:59:00 -0000 full Blockworks In this special crossover episode with Forward Guidance, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2025. We also delve into why he expects way more than two rate cuts next year, why he’s bearish on US equities in 2025, and much more. Enjoy! __ Follow Joseph Wang: https://x.com/FedGuy12 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:26) Hawkish FOMC Conference (06:03) Immigration Impact (09:32) 2025 Surprises (12:16) Trump, Trade, & Tariffs (14:43) What Is The Fed Thinking? (20:07) Peak Hawkishness (21:41) Long-Term Rates (23:07) SEP As A Psychological Tool (25:16) Ads (26:41) Fed Surveys & Politics (28:29) The Neutral Rate (30:27) How The Fed Gauges Restrictiveness (32:11) Reverse Repo (37:52) Treasury Coupon Issuance (39:38) Equities & The Dollar (43:15) Gold & Crypto (45:07) Long Bonds, Commodities, & Inflation (49:42) Main Takeaways — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this special crossover episode with Forward Guidance, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2025. We also delve into why he expects way more than two rate cuts next year, why he’s bearish on US equities in 2025, and much more. Enjoy!

__

Follow Joseph Wang: https://x.com/FedGuy12

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Timestamps:

(00:00) Introduction

(02:26) Hawkish FOMC Conference

(06:03) Immigration Impact

(09:32) 2025 Surprises

(12:16) Trump, Trade, & Tariffs

(14:43) What Is The Fed Thinking?

(20:07) Peak Hawkishness

(21:41) Long-Term Rates

(23:07) SEP As A Psychological Tool

(25:16) Ads

(26:41) Fed Surveys & Politics

(28:29) The Neutral Rate

(30:27) How The Fed Gauges Restrictiveness

(32:11) Reverse Repo

(37:52) Treasury Coupon Issuance

(39:38) Equities & The Dollar

(43:15) Gold & Crypto

(45:07) Long Bonds, Commodities, & Inflation

(49:42) Main Takeaways

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3063 On the Margin: Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also delve into MicroStrategy's concept of Bitcoin Yield, the risks and opportunities of Saylor’s strategy, and much more. Enjoy! — Follow Richard Byworth: https://x.com/RichardByworth Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:50) Richard Byworth And Convertible Bonds (09:45) MicroStrategy’s Convertible Bond Strategy (15:28) Accretive Dilution & The Value Of A Convertible Bond (21:13) Breaking Down The Convertible Bond Trade (27:07) Ads (28:42) Risks & Opportunities In MicroStrategy’s Strategy (36:55) Bitcoin Yield & Bitcoin Per Share (38:28) Leveraged Upside And Downside (42:47) MicroStrategy Index Inclusion (44:06) Biggest MicroStrategy Misconceptions (49:09) Impact Of Levered MSTR ETFs (51:52) The Changing Market Paradigm — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 10 Dec 2024 09:00:00 -0000 full Blockworks In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also delve into MicroStrategy's concept of Bitcoin Yield, the risks and opportunities of Saylor’s strategy, and much more. Enjoy! — Follow Richard Byworth: https://x.com/RichardByworth Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:50) Richard Byworth And Convertible Bonds (09:45) MicroStrategy’s Convertible Bond Strategy (15:28) Accretive Dilution & The Value Of A Convertible Bond (21:13) Breaking Down The Convertible Bond Trade (27:07) Ads (28:42) Risks & Opportunities In MicroStrategy’s Strategy (36:55) Bitcoin Yield & Bitcoin Per Share (38:28) Leveraged Upside And Downside (42:47) MicroStrategy Index Inclusion (44:06) Biggest MicroStrategy Misconceptions (49:09) Impact Of Levered MSTR ETFs (51:52) The Changing Market Paradigm — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also delve into MicroStrategy's concept of Bitcoin Yield, the risks and opportunities of Saylor’s strategy, and much more. Enjoy!

—

Follow Richard Byworth: https://x.com/RichardByworth

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Timestamps:

(00:00) Introduction

(01:50) Richard Byworth And Convertible Bonds

(09:45) MicroStrategy’s Convertible Bond Strategy

(15:28) Accretive Dilution & The Value Of A Convertible Bond

(21:13) Breaking Down The Convertible Bond Trade

(27:07) Ads

(28:42) Risks & Opportunities In MicroStrategy’s Strategy

(36:55) Bitcoin Yield & Bitcoin Per Share

(38:28) Leveraged Upside And Downside

(42:47) MicroStrategy Index Inclusion

(44:06) Biggest MicroStrategy Misconceptions

(49:09) Impact Of Levered MSTR ETFs

(51:52) The Changing Market Paradigm


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3290 On the Margin: The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We also delve into geopolitics, the banana zone, and much more. Enjoy! — Follow Raoul Pal: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ Join Real Vision and learn more from Raoul here: http://realvision.com/join — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:19) Regime Shift (05:55) Labor Vs Debt (10:53) Setup For The New Conflict (14:19) Rethinking Business Cycles (16:42) No More Cowbell? (19:55) Scott Bessent (23:16) Geopolitics (29:27) Ads (30:43) Inflation Trend (34:15) Finding Treasury Buyers (36:42) Cynicism Vs Optimism (38:28) Macro-Crypto Intersection (45:46) Crypto's Addressable Market (49:52) Changing Perception Of Markets (54:53) The Banana Zone — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 03 Dec 2024 14:00:00 -0000 full Blockworks In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We also delve into geopolitics, the banana zone, and much more. Enjoy! — Follow Raoul Pal: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ Join Real Vision and learn more from Raoul here: http://realvision.com/join — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:19) Regime Shift (05:55) Labor Vs Debt (10:53) Setup For The New Conflict (14:19) Rethinking Business Cycles (16:42) No More Cowbell? (19:55) Scott Bessent (23:16) Geopolitics (29:27) Ads (30:43) Inflation Trend (34:15) Finding Treasury Buyers (36:42) Cynicism Vs Optimism (38:28) Macro-Crypto Intersection (45:46) Crypto's Addressable Market (49:52) Changing Perception Of Markets (54:53) The Banana Zone — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We also delve into geopolitics, the banana zone, and much more. Enjoy!

—

Follow Raoul Pal: https://x.com/RaoulGMI

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

Join Real Vision and learn more from Raoul here: http://realvision.com/join

—

Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Timestamps:

(00:00) Introduction

(01:19) Regime Shift

(05:55) Labor Vs Debt

(10:53) Setup For The New Conflict

(14:19) Rethinking Business Cycles

(16:42) No More Cowbell?

(19:55) Scott Bessent

(23:16) Geopolitics

(29:27) Ads

(30:43) Inflation Trend

(34:15) Finding Treasury Buyers

(36:42) Cynicism Vs Optimism

(38:28) Macro-Crypto Intersection

(45:46) Crypto's Addressable Market

(49:52) Changing Perception Of Markets

(54:53) The Banana Zone

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3497 On the Margin: Are You Ready For The 1st Turning? | Michael Millerman In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism era. We also delve into Bitcoin’s role in a multipolar world, the great awakening, and much more. Enjoy! — Follo Michael Millerman: https://x.com/M_Millerman Follow Tyler: https://twitter.com/Tyler_Neville_Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:47) Incorporating Political Philosophy Into Investing (03:44) Michael's Background (05:06) Peter Thiel & The Straussian Moment (11:00) The Friend-Enemy Distinction (19:39) The Vulgar Vs The Wise (23:08) The Post-Liberalism Era (26:27) Ads (28:18) Interview Continues (37:32) Multipolarity & Decentralization (41:58) The Fourth Political Theory (46:16) Looking Where Others Are Not (49:48) The Great Awakening (55:01) Learn More About Michael's Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 27 Nov 2024 13:30:00 -0000 full Blockworks In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism era. We also delve into Bitcoin’s role in a multipolar world, the great awakening, and much more. Enjoy! — Follo Michael Millerman: https://x.com/M_Millerman Follow Tyler: https://twitter.com/Tyler_Neville_Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:47) Incorporating Political Philosophy Into Investing (03:44) Michael's Background (05:06) Peter Thiel & The Straussian Moment (11:00) The Friend-Enemy Distinction (19:39) The Vulgar Vs The Wise (23:08) The Post-Liberalism Era (26:27) Ads (28:18) Interview Continues (37:32) Multipolarity & Decentralization (41:58) The Fourth Political Theory (46:16) Looking Where Others Are Not (49:48) The Great Awakening (55:01) Learn More About Michael's Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism era. We also delve into Bitcoin’s role in a multipolar world, the great awakening, and much more. Enjoy!

—

Follo Michael Millerman: https://x.com/M_Millerman

Follow Tyler: https://twitter.com/Tyler_Neville_Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started


Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Timestamps:

(00:00) Introduction

(01:47) Incorporating Political Philosophy Into Investing

(03:44) Michael's Background

(05:06) Peter Thiel & The Straussian Moment

(11:00) The Friend-Enemy Distinction

(19:39) The Vulgar Vs The Wise

(23:08) The Post-Liberalism Era

(26:27) Ads

(28:18) Interview Continues

(37:32) Multipolarity & Decentralization

(41:58) The Fourth Political Theory

(46:16) Looking Where Others Are Not

(49:48) The Great Awakening

(55:01) Learn More About Michael's Work

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3406 On the Margin: Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We also delve into the arbitrage opportunities for retail traders, how to follow the new market landscape, and much more. Enjoy! — Follow Jeff Park: https://x.com/dgt10011 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:50) Bitcoin ETF Options Expectations (06:14) Bitcoin's Volatility Skew (10:52) Bitcoin's Unique Supply Dynamics (14:22) Corporates Rewarded For Having Bitcoin (16:02) Biggest Options Trading Takeaways (27:30) Ads (29:20) Interview Continues (31:26) Implications On Dealers & Gamma (37:18) Impact Of Synthetic Bitcoin Through Derivatives (41:56) How Options Will Impact Market Structure (45:16) Following The New Options Landscape (48:52) The New Risk Model (52:35) Retail Opportunities — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 21 Nov 2024 14:00:00 -0000 full Blockworks In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We also delve into the arbitrage opportunities for retail traders, how to follow the new market landscape, and much more. Enjoy! — Follow Jeff Park: https://x.com/dgt10011 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:50) Bitcoin ETF Options Expectations (06:14) Bitcoin's Volatility Skew (10:52) Bitcoin's Unique Supply Dynamics (14:22) Corporates Rewarded For Having Bitcoin (16:02) Biggest Options Trading Takeaways (27:30) Ads (29:20) Interview Continues (31:26) Implications On Dealers & Gamma (37:18) Impact Of Synthetic Bitcoin Through Derivatives (41:56) How Options Will Impact Market Structure (45:16) Following The New Options Landscape (48:52) The New Risk Model (52:35) Retail Opportunities — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We also delve into the arbitrage opportunities for retail traders, how to follow the new market landscape, and much more. Enjoy!

—

Follow Jeff Park: https://x.com/dgt10011

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started

Ledger, the global leader in digital asset security, proudly sponsors On The Margin.


As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Timestamps:

(00:00) Introduction

(01:50) Bitcoin ETF Options Expectations

(06:14) Bitcoin's Volatility Skew

(10:52) Bitcoin's Unique Supply Dynamics

(14:22) Corporates Rewarded For Having Bitcoin

(16:02) Biggest Options Trading Takeaways

(27:30) Ads

(29:20) Interview Continues

(31:26) Implications On Dealers & Gamma

(37:18) Impact Of Synthetic Bitcoin Through Derivatives

(41:56) How Options Will Impact Market Structure

(45:16) Following The New Options Landscape

(48:52) The New Risk Model

(52:35) Retail Opportunities

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3280 On the Margin: Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the risks of transitioning to AI, and much more. Enjoy! — Follow Josh Solesbury: https://x.com/joshsolesbury Follow Quinn: https://x.com/qthomp Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:32) Josh's Background (03:52) Overview Of The Bitcoin Mining Landscape (10:44) Bitcoin Mining Cyclicality (12:55) Industry Consolidation (16:18) Differentiating Miners (22:39) Miner Transition To AI/HPC (36:44) Ads (38:53) Miner Transition To AI/HPC (Continued) (42:09) Chips & Bottlenecks (49:18) Why Don't Miners Abandon Bitcoin For AI? (59:18) CoreWeave & Core Scientific (01:04:30) Risks To Transition To AI/HPC (01:07:55) The Future Of The Mining Industry — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Mon, 11 Nov 2024 17:07:00 -0000 full Blockworks In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the risks of transitioning to AI, and much more. Enjoy! — Follow Josh Solesbury: https://x.com/joshsolesbury Follow Quinn: https://x.com/qthomp Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:32) Josh's Background (03:52) Overview Of The Bitcoin Mining Landscape (10:44) Bitcoin Mining Cyclicality (12:55) Industry Consolidation (16:18) Differentiating Miners (22:39) Miner Transition To AI/HPC (36:44) Ads (38:53) Miner Transition To AI/HPC (Continued) (42:09) Chips & Bottlenecks (49:18) Why Don't Miners Abandon Bitcoin For AI? (59:18) CoreWeave & Core Scientific (01:04:30) Risks To Transition To AI/HPC (01:07:55) The Future Of The Mining Industry — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the risks of transitioning to AI, and much more. Enjoy!

—

Follow Josh Solesbury: https://x.com/joshsolesbury

Follow Quinn: https://x.com/qthomp

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started


Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

—

Timestamps:

(00:00) Introduction

(02:32) Josh's Background

(03:52) Overview Of The Bitcoin Mining Landscape

(10:44) Bitcoin Mining Cyclicality

(12:55) Industry Consolidation

(16:18) Differentiating Miners

(22:39) Miner Transition To AI/HPC

(36:44) Ads

(38:53) Miner Transition To AI/HPC (Continued)

(42:09) Chips & Bottlenecks

(49:18) Why Don't Miners Abandon Bitcoin For AI?

(59:18) CoreWeave & Core Scientific

(01:04:30) Risks To Transition To AI/HPC

(01:07:55) The Future Of The Mining Industry


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4544 On the Margin: What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value MicroStrategy, the company’s liquidation risk, how other companies can replicate its strategy, and much more. Enjoy! — Follow Dylan LeClair: https://x.com/DylanLeClair_ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 — Timestamps: (00:00) Introduction (03:19) MicroStrategy’s Bitcoin Strategy (09:41) Who Is Buying MicroStrategy? (14:24) How To Value MicroStrategy (16:02) FASB Regulation Change (19:05) MicroStrategy’s Dilution & NAV Premium (21:49) MicroStrategy’s Convertible Notes (24:14) MicroStrategy’s $42 Billion Capital Plan (27:14) Why Is This Strategy Accretive to Shareholders? (30:48) Advertisements (32:45) Impact Of The Capital Plan (36:11) MicroStrategy Risks (44:07) Replicating MicroStrategy’s Strategy (49:09) Crypto Market Outlook — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Mon, 04 Nov 2024 19:47:00 -0000 full Blockworks In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value MicroStrategy, the company’s liquidation risk, how other companies can replicate its strategy, and much more. Enjoy! — Follow Dylan LeClair: https://x.com/DylanLeClair_ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 — Timestamps: (00:00) Introduction (03:19) MicroStrategy’s Bitcoin Strategy (09:41) Who Is Buying MicroStrategy? (14:24) How To Value MicroStrategy (16:02) FASB Regulation Change (19:05) MicroStrategy’s Dilution & NAV Premium (21:49) MicroStrategy’s Convertible Notes (24:14) MicroStrategy’s $42 Billion Capital Plan (27:14) Why Is This Strategy Accretive to Shareholders? (30:48) Advertisements (32:45) Impact Of The Capital Plan (36:11) MicroStrategy Risks (44:07) Replicating MicroStrategy’s Strategy (49:09) Crypto Market Outlook — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value MicroStrategy, the company’s liquidation risk, how other companies can replicate its strategy, and much more. Enjoy!

—

Follow Dylan LeClair: https://x.com/DylanLeClair_

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started


Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

—

Timestamps:

(00:00) Introduction

(03:19) MicroStrategy’s Bitcoin Strategy

(09:41) Who Is Buying MicroStrategy?

(14:24) How To Value MicroStrategy

(16:02) FASB Regulation Change

(19:05) MicroStrategy’s Dilution & NAV Premium

(21:49) MicroStrategy’s Convertible Notes

(24:14) MicroStrategy’s $42 Billion Capital Plan

(27:14) Why Is This Strategy Accretive to Shareholders?

(30:48) Advertisements

(32:45) Impact Of The Capital Plan

(36:11) MicroStrategy Risks

(44:07) Replicating MicroStrategy’s Strategy

(49:09) Crypto Market Outlook


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3201 On the Margin: The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BTC in a portfolio, future crypto ETF strategies, and much more. Enjoy! — Follow Matt Hougan: https://x.com/Matt_Hougan Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (01:51) BTC vs ETH ETFs (03:18) Success of BTC ETFs (04:28) Marginal Buyers of Crypto ETFs (06:49) Lackluster ETH ETF Flows (08:45) Surprise ETH ETF Approval (09:56) Value Proposition of Ethereum (12:41) Sacrificing ETH Utility in ETF Wrapper (13:55) Crypto ETF Options (18:38) The Future of Crypto ETFs (21:51) Bitwise Filing Process (23:27) Biggest ETF Misconceptions (26:17) Advertisements (27:32) Compliance Process (29:43) Election & Regulation (33:18) Regulatory Clarity (36:03) Incorporating Bitcoin Into A Portfolio (40:00) Gold vs BTC (42:10) Crypto Market Forecasts (44:29) Learn More About Matt & Bitwise — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 17 Oct 2024 13:00:00 -0000 full Blockworks In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BTC in a portfolio, future crypto ETF strategies, and much more. Enjoy! — Follow Matt Hougan: https://x.com/Matt_Hougan Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (01:51) BTC vs ETH ETFs (03:18) Success of BTC ETFs (04:28) Marginal Buyers of Crypto ETFs (06:49) Lackluster ETH ETF Flows (08:45) Surprise ETH ETF Approval (09:56) Value Proposition of Ethereum (12:41) Sacrificing ETH Utility in ETF Wrapper (13:55) Crypto ETF Options (18:38) The Future of Crypto ETFs (21:51) Bitwise Filing Process (23:27) Biggest ETF Misconceptions (26:17) Advertisements (27:32) Compliance Process (29:43) Election & Regulation (33:18) Regulatory Clarity (36:03) Incorporating Bitcoin Into A Portfolio (40:00) Gold vs BTC (42:10) Crypto Market Forecasts (44:29) Learn More About Matt & Bitwise — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BTC in a portfolio, future crypto ETF strategies, and much more. Enjoy!

—

Follow Matt Hougan: https://x.com/Matt_Hougan

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

—

Timestamps:

(00:00) Introduction

(01:51) BTC vs ETH ETFs

(03:18) Success of BTC ETFs

(04:28) Marginal Buyers of Crypto ETFs

(06:49) Lackluster ETH ETF Flows

(08:45) Surprise ETH ETF Approval

(09:56) Value Proposition of Ethereum

(12:41) Sacrificing ETH Utility in ETF Wrapper

(13:55) Crypto ETF Options

(18:38) The Future of Crypto ETFs

(21:51) Bitwise Filing Process

(23:27) Biggest ETF Misconceptions

(26:17) Advertisements

(27:32) Compliance Process

(29:43) Election & Regulation

(33:18) Regulatory Clarity

(36:03) Incorporating Bitcoin Into A Portfolio

(40:00) Gold vs BTC

(42:10) Crypto Market Forecasts

(44:29) Learn More About Matt & Bitwise


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2753 On the Margin: The Economy is in Goldilocks | Ram Ahluwalia In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, factor investing, and the role of risk-adjusted returns. Enjoy! — Follo Ram: https://x.com/ramahluwalia Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (01:56) Ram & Lumida Wealth (02:32) Macro Overview (05:54) 50 Bps Cut Was a Mistake (07:19) Economic Goldilocks (11:27) Fed Mandate (12:33) Cutting Cycle Path (14:32) The Neutral Rate & Animal Spirits (17:05) Election Impact on Markets (18:55) Advertisements (20:11) Asset Allocation Strategies (25:27) NVIDIA & AI (28:55) Factor Investing (33:09) Mathematical Model Shortfalls (35:53) Risk-Adjusted Returns (39:24) Digital Asset Framework (45:40) Market Outlook — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Tue, 15 Oct 2024 13:00:00 -0000 full Blockworks In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, factor investing, and the role of risk-adjusted returns. Enjoy! — Follo Ram: https://x.com/ramahluwalia Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (01:56) Ram & Lumida Wealth (02:32) Macro Overview (05:54) 50 Bps Cut Was a Mistake (07:19) Economic Goldilocks (11:27) Fed Mandate (12:33) Cutting Cycle Path (14:32) The Neutral Rate & Animal Spirits (17:05) Election Impact on Markets (18:55) Advertisements (20:11) Asset Allocation Strategies (25:27) NVIDIA & AI (28:55) Factor Investing (33:09) Mathematical Model Shortfalls (35:53) Risk-Adjusted Returns (39:24) Digital Asset Framework (45:40) Market Outlook — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, factor investing, and the role of risk-adjusted returns. Enjoy!

—

Follo Ram: https://x.com/ramahluwalia

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

—

Timestamps:

(00:00) Introduction

(01:56) Ram & Lumida Wealth

(02:32) Macro Overview

(05:54) 50 Bps Cut Was a Mistake

(07:19) Economic Goldilocks

(11:27) Fed Mandate

(12:33) Cutting Cycle Path

(14:32) The Neutral Rate & Animal Spirits

(17:05) Election Impact on Markets

(18:55) Advertisements

(20:11) Asset Allocation Strategies

(25:27) NVIDIA & AI

(28:55) Factor Investing

(33:09) Mathematical Model Shortfalls

(35:53) Risk-Adjusted Returns

(39:24) Digital Asset Framework

(45:40) Market Outlook


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2965 On the Margin: The Great BTC ETF Debate: Bearish or Bullish? In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC ETFs were more successful than the ETH ETFs. We also delve into the difference between buying to hold and arbitrage, BTC ETF options, and much more. Enjoy! — Follow Jim Bianco: https://x.com/biancoresearch Follow James Seyffart: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (00:49) Have Bitcoin ETFs Been A Success? (02:27) Who is Buying Bitcoin ETFs? (06:58) Are ETFs Consistent with Crypto Ideals? (11:13) Basis Trade vs Holding (15:46) Advertisements (17:21) ETH ETFs vs BTC ETFs (22:08) Bitcoin ETF Options (26:59) Crypto Ideals at Risk? — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 11 Oct 2024 14:51:00 -0000 full Blockworks In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC ETFs were more successful than the ETH ETFs. We also delve into the difference between buying to hold and arbitrage, BTC ETF options, and much more. Enjoy! — Follow Jim Bianco: https://x.com/biancoresearch Follow James Seyffart: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (00:49) Have Bitcoin ETFs Been A Success? (02:27) Who is Buying Bitcoin ETFs? (06:58) Are ETFs Consistent with Crypto Ideals? (11:13) Basis Trade vs Holding (15:46) Advertisements (17:21) ETH ETFs vs BTC ETFs (22:08) Bitcoin ETF Options (26:59) Crypto Ideals at Risk? — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC ETFs were more successful than the ETH ETFs. We also delve into the difference between buying to hold and arbitrage, BTC ETF options, and much more. Enjoy!

—

Follow Jim Bianco: https://x.com/biancoresearch

Follow James Seyffart: https://x.com/JSeyff

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

—

Timestamps:

(00:00) Introduction

(00:49) Have Bitcoin ETFs Been A Success?

(02:27) Who is Buying Bitcoin ETFs?

(06:58) Are ETFs Consistent with Crypto Ideals?

(11:13) Basis Trade vs Holding

(15:46) Advertisements

(17:21) ETH ETFs vs BTC ETFs

(22:08) Bitcoin ETF Options

(26:59) Crypto Ideals at Risk?


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 1910 On the Margin: The Last Bitcoin Cycle That Matters | Charles Edwards In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy! — Follow Charles Edwards: https://x.com/caprioleio Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (02:04) Macro Overview (03:54) Soft Landing vs Hard Landing (06:09) Bitcoin Seasonality (09:22) Current Bitcoin Cycle Dynamics (12:57) Bitcoin Macro Index (14:41) Future Bitcoin Cycles Won't Matter (17:10) On-chain Data (19:50) Bitcoin ETFs (23:09) Ads (24:23) Interview Continues (27:38) Impact of IBIT Options (29:05) Financialization vs the Bitcoin Ethos (31:53) The Bitcoin Endgame (34:44) Leverage & Funding Rates (38:35) Top Signals — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 26 Sep 2024 14:20:00 -0000 full Blockworks In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy! — Follow Charles Edwards: https://x.com/caprioleio Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (02:04) Macro Overview (03:54) Soft Landing vs Hard Landing (06:09) Bitcoin Seasonality (09:22) Current Bitcoin Cycle Dynamics (12:57) Bitcoin Macro Index (14:41) Future Bitcoin Cycles Won't Matter (17:10) On-chain Data (19:50) Bitcoin ETFs (23:09) Ads (24:23) Interview Continues (27:38) Impact of IBIT Options (29:05) Financialization vs the Bitcoin Ethos (31:53) The Bitcoin Endgame (34:44) Leverage & Funding Rates (38:35) Top Signals — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy!

—

Follow Charles Edwards: https://x.com/caprioleio

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

—

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

—

Timestamps:

(00:00) Introduction

(02:04) Macro Overview

(03:54) Soft Landing vs Hard Landing

(06:09) Bitcoin Seasonality

(09:22) Current Bitcoin Cycle Dynamics

(12:57) Bitcoin Macro Index

(14:41) Future Bitcoin Cycles Won't Matter

(17:10) On-chain Data

(19:50) Bitcoin ETFs

(23:09) Ads

(24:23) Interview Continues

(27:38) Impact of IBIT Options

(29:05) Financialization vs the Bitcoin Ethos

(31:53) The Bitcoin Endgame

(34:44) Leverage & Funding Rates

(38:35) Top Signals


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2562 On the Margin: The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy! — Follow James Lavish: https://x.com/jameslavish Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (02:11) Unpacking The Fed Decision & Dual Mandate (12:53) Quantitative Easing & Tightening (18:24) 2019 Repo Spike & Dollar Shortage (24:39) Trillion-Dollar Annual Deficits (36:22) Advertisements (37:36) Why The Fed is Disconnected from Inflation (44:47) Is Bitcoin the Solution? (48:46) Gold & Bitcoin As Stores of Value (53:13) Permissionless Ad (53:54) Bitcoin Use Case For Global Sovereigns (58:58) Where to Follow James' Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 19 Sep 2024 21:30:00 -0000 full Blockworks In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy! — Follow James Lavish: https://x.com/jameslavish Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ — Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (02:11) Unpacking The Fed Decision & Dual Mandate (12:53) Quantitative Easing & Tightening (18:24) 2019 Repo Spike & Dollar Shortage (24:39) Trillion-Dollar Annual Deficits (36:22) Advertisements (37:36) Why The Fed is Disconnected from Inflation (44:47) Is Bitcoin the Solution? (48:46) Gold & Bitcoin As Stores of Value (53:13) Permissionless Ad (53:54) Bitcoin Use Case For Global Sovereigns (58:58) Where to Follow James' Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy!


—

Follow James Lavish: https://x.com/jameslavish

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

—

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.


Start your journey today at polkadot.com/get-started


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.


Learn more: https://www.mantrachain.io/

—

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

—

Timestamps:

(00:00) Introduction

(02:11) Unpacking The Fed Decision & Dual Mandate

(12:53) Quantitative Easing & Tightening

(18:24) 2019 Repo Spike & Dollar Shortage

(24:39) Trillion-Dollar Annual Deficits

(36:22) Advertisements

(37:36) Why The Fed is Disconnected from Inflation

(44:47) Is Bitcoin the Solution?

(48:46) Gold & Bitcoin As Stores of Value

(53:13) Permissionless Ad

(53:54) Bitcoin Use Case For Global Sovereigns

(58:58) Where to Follow James' Work


—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3682 On the Margin: Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy! – Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Weekly Roundup Charts: https://drive.google.com/drive/u/0/folders/1XMVpZ672sX1qJV-admNYvznOPFXR737S – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (02:22) Ram's Background (03:26) 25 Bps vs 50 Bps (08:42) Inflation Data (11:01) The Economy Is Okay (12:36) Fed Opening the Door to 50 Bps Cut (16:08) Parsing the Economic Data (18:12) Labor Productivity (20:27) Ads (21:44) Chinese Economy & Red Flags (28:08) US Equities (32:02) Growth Vs Value (34:31) Factor Market (36:34) Market Rotation (44:24) Permissionless Ad (45:02) Narratives Driving Markets (48:21) Digital Assets (54:49) Bitcoin & Crypto Price Action (59:05) Hot Money Rotation (01:00:37) Cutting Cycle Dynamics – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 14 Sep 2024 13:00:00 -0000 full Blockworks This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy! – Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Weekly Roundup Charts: https://drive.google.com/drive/u/0/folders/1XMVpZ672sX1qJV-admNYvznOPFXR737S – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (02:22) Ram's Background (03:26) 25 Bps vs 50 Bps (08:42) Inflation Data (11:01) The Economy Is Okay (12:36) Fed Opening the Door to 50 Bps Cut (16:08) Parsing the Economic Data (18:12) Labor Productivity (20:27) Ads (21:44) Chinese Economy & Red Flags (28:08) US Equities (32:02) Growth Vs Value (34:31) Factor Market (36:34) Market Rotation (44:24) Permissionless Ad (45:02) Narratives Driving Markets (48:21) Digital Assets (54:49) Bitcoin & Crypto Price Action (59:05) Hot Money Rotation (01:00:37) Cutting Cycle Dynamics – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy!

–

Follow Ram: https://x.com/ramahluwalia

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

–

Weekly Roundup Charts: https://drive.google.com/drive/u/0/folders/1XMVpZ672sX1qJV-admNYvznOPFXR737S

–

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

–

Timestamps:

(00:00) Introduction

(02:22) Ram's Background

(03:26) 25 Bps vs 50 Bps

(08:42) Inflation Data

(11:01) The Economy Is Okay

(12:36) Fed Opening the Door to 50 Bps Cut

(16:08) Parsing the Economic Data

(18:12) Labor Productivity

(20:27) Ads

(21:44) Chinese Economy & Red Flags

(28:08) US Equities

(32:02) Growth Vs Value

(34:31) Factor Market

(36:34) Market Rotation

(44:24) Permissionless Ad

(45:02) Narratives Driving Markets

(48:21) Digital Assets

(54:49) Bitcoin & Crypto Price Action

(59:05) Hot Money Rotation

(01:00:37) Cutting Cycle Dynamics


–

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4105 On the Margin: Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin NYDFS Stablecoin Guidance: https://www2.deloitte.com/content/dam/Deloitte/us/Documents/regulatory/us-regulatory-nydfs-stablecoin-guidance.pdf – MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (01:46) Austin's Background (03:21) Unpacking the Banking System (06:15) Money Markets & Reverse Repo (10:35) Crypto's Role in Banking (14:05) Stablecoin Designs & Reserves (22:00) What is Crypto Solving? (27:33) Mantra Ad (28:14) Spectrum of Decentralization (32:34) CBDCs (36:41) Blockchains vs Databases (40:06) Permissionless Ad (40:46) Crypto & Dollar Hegemony (44:52) Backlash to Crypto (47:46) Crypto Market Outlook – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 12 Sep 2024 14:00:00 -0000 full Blockworks In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin NYDFS Stablecoin Guidance: https://www2.deloitte.com/content/dam/Deloitte/us/Documents/regulatory/us-regulatory-nydfs-stablecoin-guidance.pdf – MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (01:46) Austin's Background (03:21) Unpacking the Banking System (06:15) Money Markets & Reverse Repo (10:35) Crypto's Role in Banking (14:05) Stablecoin Designs & Reserves (22:00) What is Crypto Solving? (27:33) Mantra Ad (28:14) Spectrum of Decentralization (32:34) CBDCs (36:41) Blockchains vs Databases (40:06) Permissionless Ad (40:46) Crypto & Dollar Hegemony (44:52) Backlash to Crypto (47:46) Crypto Market Outlook – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy!

–

Follow Austin Campbell: https://x.com/CampbellJAustin

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

NYDFS Stablecoin Guidance: https://www2.deloitte.com/content/dam/Deloitte/us/Documents/regulatory/us-regulatory-nydfs-stablecoin-guidance.pdf

–

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

–

Timestamps:

(00:00) Introduction

(01:46) Austin's Background

(03:21) Unpacking the Banking System

(06:15) Money Markets & Reverse Repo

(10:35) Crypto's Role in Banking

(14:05) Stablecoin Designs & Reserves

(22:00) What is Crypto Solving?

(27:33) Mantra Ad

(28:14) Spectrum of Decentralization

(32:34) CBDCs

(36:41) Blockchains vs Databases

(40:06) Permissionless Ad

(40:46) Crypto & Dollar Hegemony

(44:52) Backlash to Crypto

(47:46) Crypto Market Outlook

–

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3099 On the Margin: Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy! – Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Weekly Roundup Charts: https://drive.google.com/file/d/1GnXSyf79KLMoG5p0RRFoNBoAQUet_TOE/view?usp=sharing – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (01:37) Non-Farm Payrolls (09:52) Comparing Other Labor Market Data (12:47) The Fed's Reaction Function (17:54) The Yield Curve Uninverting (19:13) Credit Spreads & Equity Rotation (25:54) Buy What The Government Is Incentivizing (28:34) Advertisements (29:48) Tyler's AI Rant (33:25) What's Going On In China? (39:30) Flight From China (41:52) Permissionless Ad (42:32) Crypto Market Update (44:54) The Effects Of Rate Cuts (47:13) Bitcoin Downside & Outlook – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 07 Sep 2024 13:00:00 -0000 full Blockworks This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy! – Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Weekly Roundup Charts: https://drive.google.com/file/d/1GnXSyf79KLMoG5p0RRFoNBoAQUet_TOE/view?usp=sharing – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (01:37) Non-Farm Payrolls (09:52) Comparing Other Labor Market Data (12:47) The Fed's Reaction Function (17:54) The Yield Curve Uninverting (19:13) Credit Spreads & Equity Rotation (25:54) Buy What The Government Is Incentivizing (28:34) Advertisements (29:48) Tyler's AI Rant (33:25) What's Going On In China? (39:30) Flight From China (41:52) Permissionless Ad (42:32) Crypto Market Update (44:54) The Effects Of Rate Cuts (47:13) Bitcoin Downside & Outlook – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy!

–

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

–

Weekly Roundup Charts: https://drive.google.com/file/d/1GnXSyf79KLMoG5p0RRFoNBoAQUet_TOE/view?usp=sharing

–

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

–

Timestamps:

(00:00) Introduction

(01:37) Non-Farm Payrolls

(09:52) Comparing Other Labor Market Data

(12:47) The Fed's Reaction Function

(17:54) The Yield Curve Uninverting

(19:13) Credit Spreads & Equity Rotation

(25:54) Buy What The Government Is Incentivizing

(28:34) Advertisements

(29:48) Tyler's AI Rant

(33:25) What's Going On In China?

(39:30) Flight From China

(41:52) Permissionless Ad

(42:32) Crypto Market Update

(44:54) The Effects Of Rate Cuts

(47:13) Bitcoin Downside & Outlook

–

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3409 On the Margin: Why The Fed Shouldn’t Cut Rates | Eric Wallerstein In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy! – Follow Eric Wallerstein: https://x.com/ericwallerstein Yardeni QuickTakes: https://www.yardeniquicktakes.com/ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (01:14) Eric's Background (03:07) The Labor Market Is Okay (08:17) Why The Fed Is So Dovish (11:08) Consumer Savings (14:22) Real Wages (16:53) Labor Productivity (20:38) Breaking Down GDP (24:08) Economic Big Picture (26:46) Mantra Ad (27:25) Risks To The Consumer (29:52) The Fed Doesn't Need To Cut (33:34) Private Credit Markets (37:08) The Fed Supporting Credit Markets (39:17) Bond Markets (41:54) Stock & Bond Correlations (44:10) Rethinking Asset Allocation (46:22) Permissionless Ad (47:02) Global Markets & The Carry Trade Unwind (49:36) Chinese Economy (52:15) Europe Doesn't Issue Debt (55:31) Key Takeaways – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 04 Sep 2024 14:56:00 -0000 full Blockworks In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy! – Follow Eric Wallerstein: https://x.com/ericwallerstein Yardeni QuickTakes: https://www.yardeniquicktakes.com/ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii – Timestamps: (00:00) Introduction (01:14) Eric's Background (03:07) The Labor Market Is Okay (08:17) Why The Fed Is So Dovish (11:08) Consumer Savings (14:22) Real Wages (16:53) Labor Productivity (20:38) Breaking Down GDP (24:08) Economic Big Picture (26:46) Mantra Ad (27:25) Risks To The Consumer (29:52) The Fed Doesn't Need To Cut (33:34) Private Credit Markets (37:08) The Fed Supporting Credit Markets (39:17) Bond Markets (41:54) Stock & Bond Correlations (44:10) Rethinking Asset Allocation (46:22) Permissionless Ad (47:02) Global Markets & The Carry Trade Unwind (49:36) Chinese Economy (52:15) Europe Doesn't Issue Debt (55:31) Key Takeaways – Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy!

–

Follow Eric Wallerstein: https://x.com/ericwallerstein

Yardeni QuickTakes: https://www.yardeniquicktakes.com/

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

–

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

–

Timestamps:

(00:00) Introduction

(01:14) Eric's Background

(03:07) The Labor Market Is Okay

(08:17) Why The Fed Is So Dovish

(11:08) Consumer Savings

(14:22) Real Wages

(16:53) Labor Productivity

(20:38) Breaking Down GDP

(24:08) Economic Big Picture

(26:46) Mantra Ad

(27:25) Risks To The Consumer

(29:52) The Fed Doesn't Need To Cut

(33:34) Private Credit Markets

(37:08) The Fed Supporting Credit Markets

(39:17) Bond Markets

(41:54) Stock & Bond Correlations

(44:10) Rethinking Asset Allocation

(46:22) Permissionless Ad

(47:02) Global Markets & The Carry Trade Unwind

(49:36) Chinese Economy

(52:15) Europe Doesn't Issue Debt

(55:31) Key Takeaways

–

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3471 On the Margin: NVIDIA Passing The Baton From Growth To Value | Weekly Roundup This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin Weekly Roundup Charts: https://drive.google.com/file/d/1fUP_rOgvrTDONP2DfYnJyrzgbmWFt0mP/view?usp=drive_link Kansas Fed Paper: https://www.kansascityfed.org/Jackson%20Hole/documents/10443/Anil_Kashyap_Remarks_JH.pdf – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: 00:00 Introduction 02:27 NVIDIA Earnings 08:12 Growth Vs Value 11:36 S&P 500 Earnings Growth 14:02 Yield Curve Steepening 17:40 High Yield Spreads 19:58 Credit Spreads, Unemployment & Recession 23:00 The Health Of The Consumer 29:59 Advertisements 31:14 The Future Fed Balance Sheet 37:05 Consequences Of Controlling Volatility 38:57 Central Bank Independence 41:18 Permissionless Ad 41:57 A Weaker US Dollar 44:54 Bitcoin & Geopolitics 53:19 Nobody Makes Money In Perps 56:51 Are Rate Cuts Bearish? 59:29 Will We Ever See Negative Real Rates Again? 01:02:02 Altcoins & Macro -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 31 Aug 2024 13:00:00 -0000 full Blockworks This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin Weekly Roundup Charts: https://drive.google.com/file/d/1fUP_rOgvrTDONP2DfYnJyrzgbmWFt0mP/view?usp=drive_link Kansas Fed Paper: https://www.kansascityfed.org/Jackson%20Hole/documents/10443/Anil_Kashyap_Remarks_JH.pdf – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: 00:00 Introduction 02:27 NVIDIA Earnings 08:12 Growth Vs Value 11:36 S&P 500 Earnings Growth 14:02 Yield Curve Steepening 17:40 High Yield Spreads 19:58 Credit Spreads, Unemployment & Recession 23:00 The Health Of The Consumer 29:59 Advertisements 31:14 The Future Fed Balance Sheet 37:05 Consequences Of Controlling Volatility 38:57 Central Bank Independence 41:18 Permissionless Ad 41:57 A Weaker US Dollar 44:54 Bitcoin & Geopolitics 53:19 Nobody Makes Money In Perps 56:51 Are Rate Cuts Bearish? 59:29 Will We Ever See Negative Real Rates Again? 01:02:02 Altcoins & Macro -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy!

--

On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

Weekly Roundup Charts: https://drive.google.com/file/d/1fUP_rOgvrTDONP2DfYnJyrzgbmWFt0mP/view?usp=drive_link

Kansas Fed Paper: https://www.kansascityfed.org/Jackson%20Hole/documents/10443/Anil_Kashyap_Remarks_JH.pdf

–

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

00:00 Introduction

02:27 NVIDIA Earnings

08:12 Growth Vs Value

11:36 S&P 500 Earnings Growth

14:02 Yield Curve Steepening

17:40 High Yield Spreads

19:58 Credit Spreads, Unemployment & Recession

23:00 The Health Of The Consumer

29:59 Advertisements

31:14 The Future Fed Balance Sheet

37:05 Consequences Of Controlling Volatility

38:57 Central Bank Independence

41:18 Permissionless Ad

41:57 A Weaker US Dollar

44:54 Bitcoin & Geopolitics

53:19 Nobody Makes Money In Perps

56:51 Are Rate Cuts Bearish?

59:29 Will We Ever See Negative Real Rates Again?

01:02:02 Altcoins & Macro



--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4020 On the Margin: The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy! -- Follow Michael Howell: https://x.com/crossbordercap Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:18) Powell's Jackson Hole Speech (04:20) Uptrend In Global Liquidity (05:53) Global Risk Exposure (12:10) A New Shanghai Accord (18:44) Mantra Ad (19:24) Mechanics Of Yen Intervention (22:01) The Treasury Market (30:20) Breakeven Inflation Rates (32:56) Debt-To-Liquidity Ratio (35:52) Permissionless Ad (36:33) US Public Debt (40:14) Monetary Inflation Hedges (43:11) Managing Bill Issuance (47:03) Bull Vs Bear Steepener (48:50) The Structure Of Global Liquidity (50:08) The MOVE Index (53:49) Treasury Buybacks (55:06) Real Interest Rates (56:38) Equity Market & PBOC Liquidity (59:37) More Upside In Gold & BTC -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 28 Aug 2024 13:00:00 -0000 full Blockworks In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy! -- Follow Michael Howell: https://x.com/crossbordercap Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:18) Powell's Jackson Hole Speech (04:20) Uptrend In Global Liquidity (05:53) Global Risk Exposure (12:10) A New Shanghai Accord (18:44) Mantra Ad (19:24) Mechanics Of Yen Intervention (22:01) The Treasury Market (30:20) Breakeven Inflation Rates (32:56) Debt-To-Liquidity Ratio (35:52) Permissionless Ad (36:33) US Public Debt (40:14) Monetary Inflation Hedges (43:11) Managing Bill Issuance (47:03) Bull Vs Bear Steepener (48:50) The Structure Of Global Liquidity (50:08) The MOVE Index (53:49) Treasury Buybacks (55:06) Real Interest Rates (56:38) Equity Market & PBOC Liquidity (59:37) More Upside In Gold & BTC -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy!

--

Follow Michael Howell: https://x.com/crossbordercap

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:18) Powell's Jackson Hole Speech

(04:20) Uptrend In Global Liquidity

(05:53) Global Risk Exposure

(12:10) A New Shanghai Accord

(18:44) Mantra Ad

(19:24) Mechanics Of Yen Intervention

(22:01) The Treasury Market

(30:20) Breakeven Inflation Rates

(32:56) Debt-To-Liquidity Ratio

(35:52) Permissionless Ad

(36:33) US Public Debt

(40:14) Monetary Inflation Hedges

(43:11) Managing Bill Issuance

(47:03) Bull Vs Bear Steepener

(48:50) The Structure Of Global Liquidity

(50:08) The MOVE Index

(53:49) Treasury Buybacks

(55:06) Real Interest Rates

(56:38) Equity Market & PBOC Liquidity

(59:37) More Upside In Gold & BTC


--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3688 On the Margin: The Fed Put Is In & Global Easing Has Begun | Weekly Roundup This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https://blckwrks.co/4dUUAj5 -- Follow Zaheer: https://x.com/SplitCapital Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (02:13) Jackson Hole Speech (08:17) Employment Outweighing Inflation (09:33) Zaheer's Macro View (11:18) Housing Comeback (13:49) Polkadot Ad (14:26) Global Liquidity (18:01) Credit Isn't The Problem (23:02) New Cycle Of Investing (26:22) Kamala's Economic Policies (34:45) Permissionless Ad (35:27) Crypto Regulation (42:27) Election Impact On Crypto (44:19) Crypto Market Outlook (50:42) The Bull Market Hasn't Even Started (54:55) Altcoins (59:21) Attributes Of Value (01:01:37) Don't Fight The Fed (01:03:11) Polkadot Ad -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 24 Aug 2024 13:06:00 -0000 full Blockworks This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https://blckwrks.co/4dUUAj5 -- Follow Zaheer: https://x.com/SplitCapital Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (02:13) Jackson Hole Speech (08:17) Employment Outweighing Inflation (09:33) Zaheer's Macro View (11:18) Housing Comeback (13:49) Polkadot Ad (14:26) Global Liquidity (18:01) Credit Isn't The Problem (23:02) New Cycle Of Investing (26:22) Kamala's Economic Policies (34:45) Permissionless Ad (35:27) Crypto Regulation (42:27) Election Impact On Crypto (44:19) Crypto Market Outlook (50:42) The Bull Market Hasn't Even Started (54:55) Altcoins (59:21) Attributes Of Value (01:01:37) Don't Fight The Fed (01:03:11) Polkadot Ad -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy!

--

On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b

Roundup Chart Deck: https://blckwrks.co/4dUUAj5

--

Follow Zaheer: https://x.com/SplitCapital

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

–

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(02:13) Jackson Hole Speech

(08:17) Employment Outweighing Inflation

(09:33) Zaheer's Macro View

(11:18) Housing Comeback

(13:49) Polkadot Ad

(14:26) Global Liquidity

(18:01) Credit Isn't The Problem

(23:02) New Cycle Of Investing

(26:22) Kamala's Economic Policies

(34:45) Permissionless Ad

(35:27) Crypto Regulation

(42:27) Election Impact On Crypto

(44:19) Crypto Market Outlook

(50:42) The Bull Market Hasn't Even Started

(54:55) Altcoins

(59:21) Attributes Of Value

(01:01:37) Don't Fight The Fed

(01:03:11) Polkadot Ad

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3834 Generating Alpha In Macro | Capital Flows In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy! -- Follow Capital Flows: https://x.com/Globalflows Capital Flows Substack: https://www.capitalflowsresearch.com/ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:59) Capital Flows Research & Strategy (04:49) Macro Philosophy (07:48) Macro Framework (11:39) Bullish After VIX Surge (15:26) Credit & Duration Risk (18:46) Mantra Ad (19:26) Interest Rate Expectations (25:51) Bull Vs Bear Steepener (27:27) What's Priced Into The Curve (30:38) Permissionless Ad (31:17) What's Driving The Equity Bull Market (36:31) Upside Tail Risks (39:31) Will The Fed Allow An Extended Recession? (43:58) Bitcoin Price Drivers -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 21 Aug 2024 15:33:00 -0000 full Blockworks In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy! -- Follow Capital Flows: https://x.com/Globalflows Capital Flows Substack: https://www.capitalflowsresearch.com/ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:59) Capital Flows Research & Strategy (04:49) Macro Philosophy (07:48) Macro Framework (11:39) Bullish After VIX Surge (15:26) Credit & Duration Risk (18:46) Mantra Ad (19:26) Interest Rate Expectations (25:51) Bull Vs Bear Steepener (27:27) What's Priced Into The Curve (30:38) Permissionless Ad (31:17) What's Driving The Equity Bull Market (36:31) Upside Tail Risks (39:31) Will The Fed Allow An Extended Recession? (43:58) Bitcoin Price Drivers -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy!

--

Follow Capital Flows: https://x.com/Globalflows

Capital Flows Substack: https://www.capitalflowsresearch.com/

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:59) Capital Flows Research & Strategy

(04:49) Macro Philosophy

(07:48) Macro Framework

(11:39) Bullish After VIX Surge

(15:26) Credit & Duration Risk

(18:46) Mantra Ad

(19:26) Interest Rate Expectations

(25:51) Bull Vs Bear Steepener

(27:27) What's Priced Into The Curve

(30:38) Permissionless Ad

(31:17) What's Driving The Equity Bull Market

(36:31) Upside Tail Risks

(39:31) Will The Fed Allow An Extended Recession?

(43:58) Bitcoin Price Drivers


--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3282 Has The Dust Settled? | Weekly Roundup This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:39) Schrödinger's Soft Landing (04:19) What Is The Bond Market Saying About The Economy? (06:54) The Fed Kept Its Cool (09:05) Massive VIX Decline (11:40) Will Markets Adjust To The Sell-Off? (18:06) The Role Of Flows (21:57) July CPI (24:58) What's Going On With China? (29:13) The Fed's Next Move (31:26) Market Overreaction (34:17) Bitcoin & ETFs (40:06) Frustrating Crypto Market (42:48) How Many New Balances Does Tyler Own? (44:09) What Can Stop The Fiscal Debt Spiral? (47:53) Why The BOJ Backpedaled (53:41) The Globalization Of Central Banks -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 17 Aug 2024 13:00:00 -0000 full Blockworks This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:39) Schrödinger's Soft Landing (04:19) What Is The Bond Market Saying About The Economy? (06:54) The Fed Kept Its Cool (09:05) Massive VIX Decline (11:40) Will Markets Adjust To The Sell-Off? (18:06) The Role Of Flows (21:57) July CPI (24:58) What's Going On With China? (29:13) The Fed's Next Move (31:26) Market Overreaction (34:17) Bitcoin & ETFs (40:06) Frustrating Crypto Market (42:48) How Many New Balances Does Tyler Own? (44:09) What Can Stop The Fiscal Debt Spiral? (47:53) Why The BOJ Backpedaled (53:41) The Globalization Of Central Banks -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy!

--

On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:39) Schrödinger's Soft Landing

(04:19) What Is The Bond Market Saying About The Economy?

(06:54) The Fed Kept Its Cool

(09:05) Massive VIX Decline

(11:40) Will Markets Adjust To The Sell-Off?

(18:06) The Role Of Flows

(21:57) July CPI

(24:58) What's Going On With China?

(29:13) The Fed's Next Move

(31:26) Market Overreaction

(34:17) Bitcoin & ETFs

(40:06) Frustrating Crypto Market

(42:48) How Many New Balances Does Tyler Own?

(44:09) What Can Stop The Fiscal Debt Spiral?

(47:53) Why The BOJ Backpedaled

(53:41) The Globalization Of Central Banks


--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 3369 The Mystery Behind The Stock Market Sell-Off | Alex Campbell In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:06) Market Volatility Overview (04:51) Magnificent Seven Concentration (06:24) Dispersion Trades (10:49) Market Risks & Correlations (14:09) Mantra Ad (15:15) The Carry Trade (18:14) Market Volatility Vs Credit & The Economy (23:44) Impact Of Short Volatility & Hedging On Markets (31:25) Permissionless Ad (32:04) Artificial Intelligence And Alex's Startup Rose AI (34:54) Collecting & Using Market Data (39:44) The Future Of Finance (43:46) Future Of The AI Industry (46:20) Alex's Thoughts On Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Mon, 12 Aug 2024 13:00:00 -0000 full Blockworks In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:06) Market Volatility Overview (04:51) Magnificent Seven Concentration (06:24) Dispersion Trades (10:49) Market Risks & Correlations (14:09) Mantra Ad (15:15) The Carry Trade (18:14) Market Volatility Vs Credit & The Economy (23:44) Impact Of Short Volatility & Hedging On Markets (31:25) Permissionless Ad (32:04) Artificial Intelligence And Alex's Startup Rose AI (34:54) Collecting & Using Market Data (39:44) The Future Of Finance (43:46) Future Of The AI Industry (46:20) Alex's Thoughts On Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy!

--

Follow Alex: https://x.com/abcampbell

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--


Timestamps:

(00:00) Introduction

(01:06) Market Volatility Overview

(04:51) Magnificent Seven Concentration

(06:24) Dispersion Trades

(10:49) Market Risks & Correlations

(14:09) Mantra Ad

(15:15) The Carry Trade

(18:14) Market Volatility Vs Credit & The Economy

(23:44) Impact Of Short Volatility & Hedging On Markets

(31:25) Permissionless Ad

(32:04) Artificial Intelligence And Alex's Startup Rose AI

(34:54) Collecting & Using Market Data

(39:44) The Future Of Finance

(43:46) Future Of The AI Industry

(46:20) Alex's Thoughts On Crypto


--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2999 Recession vs Rebound Debate | Weekly Roundup This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: 00:00 Introduction 01:38 Reflecting On The Market Unwind 07:41 No Asset Spared In Deleveraging Events 12:23 Polkadot Ad 13:22 Navigating Extreme Volatility 18:39 Assessing Liquitidy Signals 21:23 What Benefits The Most From Liquidity & Rate Cuts? 23:36 Looking At Credit Spreads 26:14 Steel Man-ing The Recession Argument 42:30 Permissionless Ad 43:10 State Of The Labor Market 45:38 Where Is Economic Growth? 50:37 Is The Recession On Its Way? 55:18 Crypto Market Overview 01:03:36 Biggest Trading Mistakes 01:08:26 How Much Of The Carry Trade Is Unwound -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 10 Aug 2024 13:00:00 -0000 full Blockworks This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: 00:00 Introduction 01:38 Reflecting On The Market Unwind 07:41 No Asset Spared In Deleveraging Events 12:23 Polkadot Ad 13:22 Navigating Extreme Volatility 18:39 Assessing Liquitidy Signals 21:23 What Benefits The Most From Liquidity & Rate Cuts? 23:36 Looking At Credit Spreads 26:14 Steel Man-ing The Recession Argument 42:30 Permissionless Ad 43:10 State Of The Labor Market 45:38 Where Is Economic Growth? 50:37 Is The Recession On Its Way? 55:18 Crypto Market Overview 01:03:36 Biggest Trading Mistakes 01:08:26 How Much Of The Carry Trade Is Unwound -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.


Start your journey today at polkadot.com/get-started

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

00:00 Introduction

01:38 Reflecting On The Market Unwind

07:41 No Asset Spared In Deleveraging Events

12:23 Polkadot Ad

13:22 Navigating Extreme Volatility

18:39 Assessing Liquitidy Signals

21:23 What Benefits The Most From Liquidity & Rate Cuts?

23:36 Looking At Credit Spreads

26:14 Steel Man-ing The Recession Argument

42:30 Permissionless Ad

43:10 State Of The Labor Market

45:38 Where Is Economic Growth?

50:37 Is The Recession On Its Way?

55:18 Crypto Market Overview

01:03:36 Biggest Trading Mistakes

01:08:26 How Much Of The Carry Trade Is Unwound


--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4439 Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:13) What is the Sahm Rule? (06:29) Sahm Rule Triggered (08:37) Purpose of the Sahm Rule (10:20) Are We in a Recession? (14:05) Mantra Ad (15:18) Unemployment Dynamics of the Sahm Rule (18:16) Unemployment Dynamics of a Recession (21:22) Sahm Rule 2.0 (22:56) Blame the Fed, Not the Sahm Rule (24:35) July Unemployment Report (32:10) Permissionless Ad (32:49) How the Fed Looks at the Labor Market (38:14) Should the Fed be Cutting Rates? (40:38) Are We Heading for a Hard Landing? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 07 Aug 2024 20:32:00 -0000 full Blockworks In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:13) What is the Sahm Rule? (06:29) Sahm Rule Triggered (08:37) Purpose of the Sahm Rule (10:20) Are We in a Recession? (14:05) Mantra Ad (15:18) Unemployment Dynamics of the Sahm Rule (18:16) Unemployment Dynamics of a Recession (21:22) Sahm Rule 2.0 (22:56) Blame the Fed, Not the Sahm Rule (24:35) July Unemployment Report (32:10) Permissionless Ad (32:49) How the Fed Looks at the Labor Market (38:14) Should the Fed be Cutting Rates? (40:38) Are We Heading for a Hard Landing? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy!

--

Follow guest: https://x.com/Claudia_Sahm

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:13) What is the Sahm Rule?

(06:29) Sahm Rule Triggered

(08:37) Purpose of the Sahm Rule

(10:20) Are We in a Recession?

(14:05) Mantra Ad

(15:18) Unemployment Dynamics of the Sahm Rule

(18:16) Unemployment Dynamics of a Recession

(21:22) Sahm Rule 2.0

(22:56) Blame the Fed, Not the Sahm Rule

(24:35) July Unemployment Report

(32:10) Permissionless Ad

(32:49) How the Fed Looks at the Labor Market

(38:14) Should the Fed be Cutting Rates?

(40:38) Are We Heading for a Hard Landing?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2761 Why Are Markets Unwinding? | Weekly Roundup This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (02:28) QRA & FOMC Takeaways (16:07) Why Are Markets Unwinding? (23:51) The Yen Carry Trade Unwind (26:11) Permissionless Ad (26:50) What's Happening In Crypto? (31:13) Coinbase Earnings (35:39) Tether Earnings -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 02 Aug 2024 18:23:00 -0000 full Blockworks This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (02:28) QRA & FOMC Takeaways (16:07) Why Are Markets Unwinding? (23:51) The Yen Carry Trade Unwind (26:11) Permissionless Ad (26:50) What's Happening In Crypto? (31:13) Coinbase Earnings (35:39) Tether Earnings -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy!

--

On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow On The Margin: https://twitter.com/OnTheMarginPod


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(02:28) QRA & FOMC Takeaways

(16:07) Why Are Markets Unwinding?

(23:51) The Yen Carry Trade Unwind

(26:11) Permissionless Ad

(26:50) What's Happening In Crypto?

(31:13) Coinbase Earnings

(35:39) Tether Earnings

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2886 The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (00:32) FOMC Takeaway's (03:24) The Economy Is Strong, Should The Fed Cut Rates? (11:03) Mantra Ad (12:10) Why Is This Economic Cycle Different? (17:56) QRA & The QT Impact (22:08) What's The Trade? (28:27) Permissionless Ad (29:05) Stock Market Rotation & The Yen Carry Trade Unwind (37:51) What's Next For Markets? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 01 Aug 2024 14:39:00 -0000 full Blockworks In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (00:32) FOMC Takeaway's (03:24) The Economy Is Strong, Should The Fed Cut Rates? (11:03) Mantra Ad (12:10) Why Is This Economic Cycle Different? (17:56) QRA & The QT Impact (22:08) What's The Trade? (28:27) Permissionless Ad (29:05) Stock Market Rotation & The Yen Carry Trade Unwind (37:51) What's Next For Markets? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy!

--

Follow Danny: https://x.com/DannyDayan5

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(00:32) FOMC Takeaway's

(03:24) The Economy Is Strong, Should The Fed Cut Rates?

(11:03) Mantra Ad

(12:10) Why Is This Economic Cycle Different?

(17:56) QRA & The QT Impact

(22:08) What's The Trade?

(28:27) Permissionless Ad

(29:05) Stock Market Rotation & The Yen Carry Trade Unwind

(37:51) What's Next For Markets?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2597 Is It Time To Be Bullish? | Weekly Roundup This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 27 Jul 2024 11:32:00 -0000 full Blockworks This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://x.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3735 The Rise Of Fiscal Dominance | Lyn Alden In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy! -- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (00:49) The Rate Cutting Cycle (05:09) Is The Economy Slowing? (08:51) Will We See A Recession? (11:02) The Small Cap Rotation (13:34) Mantra Ad (14:43) The Rise Of Fiscal Dominance (18:12) The Election Impact (21:34) Bitcoin As A Strategic Reserve Asset (33:13) Permissionless Ad (33:54) Oil & Energy (42:05) Stocks, Bonds & The Three Pillar Portfolio -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 24 Jul 2024 10:37:00 -0000 full Blockworks In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy! -- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (00:49) The Rate Cutting Cycle (05:09) Is The Economy Slowing? (08:51) Will We See A Recession? (11:02) The Small Cap Rotation (13:34) Mantra Ad (14:43) The Rise Of Fiscal Dominance (18:12) The Election Impact (21:34) Bitcoin As A Strategic Reserve Asset (33:13) Permissionless Ad (33:54) Oil & Energy (42:05) Stocks, Bonds & The Three Pillar Portfolio -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy!

--

Follow Lyn: https://x.com/LynAldenContact

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(00:49) The Rate Cutting Cycle

(05:09) Is The Economy Slowing?

(08:51) Will We See A Recession?

(11:02) The Small Cap Rotation

(13:34) Mantra Ad

(14:43) The Rise Of Fiscal Dominance

(18:12) The Election Impact

(21:34) Bitcoin As A Strategic Reserve Asset

(33:13) Permissionless Ad

(33:54) Oil & Energy

(42:05) Stocks, Bonds & The Three Pillar Portfolio

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2932 The Stock Market & Crypto Are Turning | Weekly Roundup This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 20 Jul 2024 10:48:00 -0000 full Blockworks This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://x.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3973 A Soft Landing Is Unrealistic | Andy Constan In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy! -- Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Timestamps: (00:00) Introduction (00:27) Why The Economy Has Remained Strong (04:39) Financial Conditions Are Still Loose (11:32) Mantra Ad (12:39) Relief In The Long End Has Been Fueling A Stock Market Rally (23:01) What To Expect From The QRA? (29:24) Permissionless Ad (30:02) Alpha vs Beta -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii Wed, 17 Jul 2024 17:07:00 -0000 full Blockworks In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy! -- Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Timestamps: (00:00) Introduction (00:27) Why The Economy Has Remained Strong (04:39) Financial Conditions Are Still Loose (11:32) Mantra Ad (12:39) Relief In The Long End Has Been Fueling A Stock Market Rally (23:01) What To Expect From The QRA? (29:24) Permissionless Ad (30:02) Alpha vs Beta -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy!

--

Follow Andy: https://x.com/dampedspring

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--


Timestamps:

(00:00) Introduction

(00:27) Why The Economy Has Remained Strong

(04:39) Financial Conditions Are Still Loose

(11:32) Mantra Ad

(12:39) Relief In The Long End Has Been Fueling A Stock Market Rally

(23:01) What To Expect From The QRA?

(29:24) Permissionless Ad

(30:02) Alpha vs Beta


--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

]]> 2281 What Deflation Means for Crypto, Gold and Tech | Weekly Roundup In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:11) CPI & Inflation Outlook (13:05) Avalanche Ad (14:30) Equity Outlook (25:13) Labor Market Conditions (34:54) Permissionless Ad (35:34) German Gov & Mt Gox Supply Overhang (45:01) Crypto vs Gold Catch Up Trade (55:06) Evolving Politics Culture -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Timestamps: Sat, 13 Jul 2024 11:00:00 -0000 full Blockworks In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:11) CPI & Inflation Outlook (13:05) Avalanche Ad (14:30) Equity Outlook (25:13) Labor Market Conditions (34:54) Permissionless Ad (35:34) German Gov & Mt Gox Supply Overhang (45:01) Crypto vs Gold Catch Up Trade (55:06) Evolving Politics Culture -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Timestamps: In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://x.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:11) CPI & Inflation Outlook

(13:05) Avalanche Ad

(14:30) Equity Outlook

(25:13) Labor Market Conditions

(34:54) Permissionless Ad

(35:34) German Gov & Mt Gox Supply Overhang

(45:01) Crypto vs Gold Catch Up Trade

(55:06) Evolving Politics Culture

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Timestamps:

]]> 3561 An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy! -- Follow Julian Brigden: https://x.com/julianmi2 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:46) Are Rate Cuts Coming? (08:54) Why Rate Cuts Might Not Come (14:46) Avalanche Ad (16:07) Mantra Ad (17:13) Why Rate Cuts Might Not Come (Continued) (20:41) 2025 Recession Outlook (29:02) Bond Market Sentiment (30:48) Permissionless Ad (31:28) Reality of Inflation (48:13) Global Market Opportunity -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 10 Jul 2024 14:43:00 -0000 full Blockworks In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy! -- Follow Julian Brigden: https://x.com/julianmi2 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:46) Are Rate Cuts Coming? (08:54) Why Rate Cuts Might Not Come (14:46) Avalanche Ad (16:07) Mantra Ad (17:13) Why Rate Cuts Might Not Come (Continued) (20:41) 2025 Recession Outlook (29:02) Bond Market Sentiment (30:48) Permissionless Ad (31:28) Reality of Inflation (48:13) Global Market Opportunity -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy!

--

Follow Julian Brigden: https://x.com/julianmi2

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:46) Are Rate Cuts Coming?

(08:54) Why Rate Cuts Might Not Come

(14:46) Avalanche Ad

(16:07) Mantra Ad

(17:13) Why Rate Cuts Might Not Come (Continued)

(20:41) 2025 Recession Outlook

(29:02) Bond Market Sentiment

(30:48) Permissionless Ad

(31:28) Reality of Inflation

(48:13) Global Market Opportunity

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 3438 The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy! -- Follow Raoul: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (02:17) The Liquidity Cycle (09:26) Trouble In Japan's FX Market (13:00) Mantra Ad (14:06) Financial Repression (15:43) Diversification Is Dead (20:12) The Age Of Debt (27:25) Permissionless Ad (28:06) The Crypto Thesis (39:28) The Banana Zone (46:10) Changing Your Investment Framework (48:55) The Fourth Turning -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 03 Jul 2024 16:29:00 -0000 full Blockworks This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy! -- Follow Raoul: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (02:17) The Liquidity Cycle (09:26) Trouble In Japan's FX Market (13:00) Mantra Ad (14:06) Financial Repression (15:43) Diversification Is Dead (20:12) The Age Of Debt (27:25) Permissionless Ad (28:06) The Crypto Thesis (39:28) The Banana Zone (46:10) Changing Your Investment Framework (48:55) The Fourth Turning -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy!

--

Follow Raoul: https://x.com/RaoulGMI

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(02:17) The Liquidity Cycle

(09:26) Trouble In Japan's FX Market

(13:00) Mantra Ad

(14:06) Financial Repression

(15:43) Diversification Is Dead

(20:12) The Age Of Debt

(27:25) Permissionless Ad

(28:06) The Crypto Thesis

(39:28) The Banana Zone

(46:10) Changing Your Investment Framework

(48:55) The Fourth Turning

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3266 Rate Cuts Are Coming | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in November, the indicators suggesting the Fed will need to cut rates soon, crypto's setup into H2 2024 & Friday's PCE print. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 29 Jun 2024 13:40:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in November, the indicators suggesting the Fed will need to cut rates soon, crypto's setup into H2 2024 & Friday's PCE print. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in November, the indicators suggesting the Fed will need to cut rates soon, crypto's setup into H2 2024 & Friday's PCE print. Enjoy!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://x.com/MikeIppolito_


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4365 There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy! -- Follow David: https://x.com/EconstratPB Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:00) The Fed's Already Got Their Soft Landing (08:14) The Economy Is Slowing (11:34) Mantra Ad (12:44) When Will The Fed Cut Rates? (17:15) How To Make Macro Actionable (29:15) Permissionless Ad (29:54) The U.S Fiscal Dilemma (32:18) Can Stocks Continue To Rally In 2024? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 26 Jun 2024 12:32:00 -0000 full Blockworks This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy! -- Follow David: https://x.com/EconstratPB Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:00) The Fed's Already Got Their Soft Landing (08:14) The Economy Is Slowing (11:34) Mantra Ad (12:44) When Will The Fed Cut Rates? (17:15) How To Make Macro Actionable (29:15) Permissionless Ad (29:54) The U.S Fiscal Dilemma (32:18) Can Stocks Continue To Rally In 2024? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!

--

Follow David: https://x.com/EconstratPB

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:00) The Fed's Already Got Their Soft Landing

(08:14) The Economy Is Slowing

(11:34) Mantra Ad

(12:44) When Will The Fed Cut Rates?

(17:15) How To Make Macro Actionable

(29:15) Permissionless Ad

(29:54) The U.S Fiscal Dilemma

(32:18) Can Stocks Continue To Rally In 2024?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2488 Are Markets Beginning To Roll Over? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we entering a growth slowdown? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 22 Jun 2024 10:12:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we entering a growth slowdown? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we entering a growth slowdown? Enjoy!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4729 Liquidity Will Soon Rise | Joe McCann This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy! -- Follow Joe: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:08) Combining The Worlds Of Macro & Crypto (09:46) The Crypto Thesis (14:22) Solana (21:53) Bitcoin (25:18) Rate Cuts Are Coming (31:00) Takeaways From FOMC (39:30) Liquidity Is About To Resurge -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 19 Jun 2024 13:32:00 -0000 full Blockworks This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy! -- Follow Joe: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:08) Combining The Worlds Of Macro & Crypto (09:46) The Crypto Thesis (14:22) Solana (21:53) Bitcoin (25:18) Rate Cuts Are Coming (31:00) Takeaways From FOMC (39:30) Liquidity Is About To Resurge -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy!

--

Follow Joe: https://x.com/joemccann

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:08) Combining The Worlds Of Macro & Crypto

(09:46) The Crypto Thesis

(14:22) Solana

(21:53) Bitcoin

(25:18) Rate Cuts Are Coming

(31:00) Takeaways From FOMC

(39:30) Liquidity Is About To Resurge

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2654 What's The End Game For Inflation? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure & discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 15 Jun 2024 11:02:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure & discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, we discuss our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure & discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3925 Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy! -- Follow Joseph: https://x.com/FedGuy12 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:14) FOMC Meeting Takeaways (10:30) The U.S Labour Market (12:56) Mantra Ad (14:05) Stocks Will Continue To Crush Bonds In 2024 (16:43) Rate Cuts Are Coming... And It's Bullish (19:51) Gold, Commodities & Bitcoin (23:45) Crypto's Wealth Effect (27:55) Is There A Bear Case For Equities? (30:14) Permissionless Ad (30:52) Monetary Plumbing & The QT Taper (34:32) Presidential Elections & Their Impact On Markets -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 13 Jun 2024 15:14:00 -0000 full Blockworks This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy! -- Follow Joseph: https://x.com/FedGuy12 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:14) FOMC Meeting Takeaways (10:30) The U.S Labour Market (12:56) Mantra Ad (14:05) Stocks Will Continue To Crush Bonds In 2024 (16:43) Rate Cuts Are Coming... And It's Bullish (19:51) Gold, Commodities & Bitcoin (23:45) Crypto's Wealth Effect (27:55) Is There A Bear Case For Equities? (30:14) Permissionless Ad (30:52) Monetary Plumbing & The QT Taper (34:32) Presidential Elections & Their Impact On Markets -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!

--

Follow Joseph: https://x.com/FedGuy12

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:14) FOMC Meeting Takeaways

(10:30) The U.S Labour Market

(12:56) Mantra Ad

(14:05) Stocks Will Continue To Crush Bonds In 2024

(16:43) Rate Cuts Are Coming... And It's Bullish

(19:51) Gold, Commodities & Bitcoin

(23:45) Crypto's Wealth Effect

(27:55) Is There A Bear Case For Equities?

(30:14) Permissionless Ad

(30:52) Monetary Plumbing & The QT Taper

(34:32) Presidential Elections & Their Impact On Markets

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2376 Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in the second half of 2024? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 08 Jun 2024 10:57:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in the second half of 2024? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in the second half of 2024? Enjoy!

--

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://twitter.com/MikeIppolito_

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3769 Exploring Crypto's Modular Path | Rex & NoSleepJon In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem. Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps (00:00) Introduction (05:07) Modularity in Crypto (18:50) Sovereignty & ZK with Modularity (25:30) Value Accrual in Crypto (35:11) Surviving Fragmentation (43:23) Modularity Ecosystem Competition - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion 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 solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. Thu, 06 Jun 2024 14:35:00 -0000 full Blockworks In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem. Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps (00:00) Introduction (05:07) Modularity in Crypto (18:50) Sovereignty & ZK with Modularity (25:30) Value Accrual in Crypto (35:11) Surviving Fragmentation (43:23) Modularity Ecosystem Competition - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion 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 solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem.


Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in!

- -

Subscribe on YouTube: https://www.youtube.com/@expansionpod

Subscribe on Apple: http://apple.co/4bGKYYM

Subscribe on Spotify: http://spoti.fi/3Vaubq1


Follow Zon: https://x.com/ItsAlwaysZonny

Follow Keone: https://x.com/keoneHD

Follow Rex: https://x.com/LogarithmicRex

Follow nosleepjon: https://x.com/nosleepjon

Follow Expansion: https://x.com/ExpansionPod_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Timestamps

(00:00) Introduction

(05:07) Modularity in Crypto

(18:50) Sovereignty & ZK with Modularity

(25:30) Value Accrual in Crypto

(35:11) Surviving Fragmentation

(43:23) Modularity Ecosystem Competition

- -

Disclaimer

Expansion was kickstarted by a grant from the Celestia Foundation.


Nothing said on Expansion 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 solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

]]> 2852 The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy! -- Follow Warren: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:23) Oil, Rates & The Global Cutting Cycle (15:58) Avalanche Ad (17:19) Mantra Ad (18:27) Inflation (25:51) What To Expect Ahead Of FOMC (32:25) Permissionless Ad (33:11) Why Did The Fed Taper QT? (39:37) The Deficit Impact (42:54) Macro Doomerism -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 05 Jun 2024 16:30:00 -0000 full Blockworks This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy! -- Follow Warren: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:23) Oil, Rates & The Global Cutting Cycle (15:58) Avalanche Ad (17:19) Mantra Ad (18:27) Inflation (25:51) What To Expect Ahead Of FOMC (32:25) Permissionless Ad (33:11) Why Did The Fed Taper QT? (39:37) The Deficit Impact (42:54) Macro Doomerism -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy!

--

Follow Warren: https://x.com/WarrenPies

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

(00:00) Introduction

(01:23) Oil, Rates & The Global Cutting Cycle

(15:58) Avalanche Ad

(17:19) Mantra Ad

(18:27) Inflation

(25:51) What To Expect Ahead Of FOMC

(32:25) Permissionless Ad

(33:11) Why Did The Fed Taper QT?

(39:37) The Deficit Impact

(42:54) Macro Doomerism

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2917 The Modular Integration Spectrum | Keone & Zon In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (03:24) Modular vs Integrated (11:47) Who are Appchains for? (28:58) Composability in Modular World (36:15) Monad's Endgame (39:47) Importance of Decentralization (48:05) Building Web3 Community -- Disclaimer: Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion 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 solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. Wed, 05 Jun 2024 14:52:00 -0000 full Blockworks In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (03:24) Modular vs Integrated (11:47) Who are Appchains for? (28:58) Composability in Modular World (36:15) Monad's Endgame (39:47) Importance of Decentralization (48:05) Building Web3 Community -- Disclaimer: Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion 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 solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!

- -

Subscribe on YouTube: https://www.youtube.com/@expansionpod

Subscribe on Apple: http://apple.co/4bGKYYM

Subscribe on Spotify: http://spoti.fi/3Vaubq1


Follow Zon: https://x.com/ItsAlwaysZonny

Follow Keone: https://x.com/keoneHD

Follow Rex: https://x.com/LogarithmicRex

Follow nosleepjon: https://x.com/nosleepjon

Follow Expansion: https://x.com/ExpansionPod_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:24) Modular vs Integrated

(11:47) Who are Appchains for?

(28:58) Composability in Modular World

(36:15) Monad's Endgame

(39:47) Importance of Decentralization

(48:05) Building Web3 Community

--

Disclaimer:


Expansion was kickstarted by a grant from the Celestia Foundation.


Nothing said on Expansion 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 solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

]]> 3830 The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are not in a recession, we are very much so in a "vibecession". Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Jack: https://x.com/JackFarley96 Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 01 Jun 2024 10:16:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are not in a recession, we are very much so in a "vibecession". Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Jack: https://x.com/JackFarley96 Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are not in a recession, we are very much so in a "vibecession". Enjoy!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Jack: https://x.com/JackFarley96

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://twitter.com/MikeIppolito_

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3003 The Ethereum ETF Turning Point | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the Ethereum ETF approval & what it means for ETH the asset, crypto more broadly & U.S elections. We then deep dive into the bull thesis & discuss wether or not we are still bullish going into summer. Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 25 May 2024 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the Ethereum ETF approval & what it means for ETH the asset, crypto more broadly & U.S elections. We then deep dive into the bull thesis & discuss wether or not we are still bullish going into summer. Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the Ethereum ETF approval & what it means for ETH the asset, crypto more broadly & U.S elections. We then deep dive into the bull thesis & discuss wether or not we are still bullish going into summer. Enjoy!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3940 The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart We apologise for any video/audio issues this episode! -- This episode Eric Balchunas & James Seyffart join the show to discuss the sudden Ethereum ETF approval shock that surprised markets this week. Enjoy! -- Follow Eric: https://x.com/EricBalchunas Follow James: https://x.com/JSeyff Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- (00:00) Introduction (01:12) The ETH Approval (08:55) Demand For An ETH ETF (14:02) Avalanche Ad (15:23) Mantra Ad (16:29) Will We See More ETFs? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 24 May 2024 21:03:00 -0000 full Blockworks We apologise for any video/audio issues this episode! -- This episode Eric Balchunas & James Seyffart join the show to discuss the sudden Ethereum ETF approval shock that surprised markets this week. Enjoy! -- Follow Eric: https://x.com/EricBalchunas Follow James: https://x.com/JSeyff Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- (00:00) Introduction (01:12) The ETH Approval (08:55) Demand For An ETH ETF (14:02) Avalanche Ad (15:23) Mantra Ad (16:29) Will We See More ETFs? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. We apologise for any video/audio issues this episode!

--

This episode Eric Balchunas & James Seyffart join the show to discuss the sudden Ethereum ETF approval shock that surprised markets this week. Enjoy!

--

Follow Eric: https://x.com/EricBalchunas

Follow James: https://x.com/JSeyff

Follow Mike: https://x.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

(00:00) Introduction

(01:12) The ETH Approval

(08:55) Demand For An ETH ETF

(14:02) Avalanche Ad

(15:23) Mantra Ad

(16:29) Will We See More ETFs?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 1599 Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 & more. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: 00:00 Introduction 01:21 Forget Rate Cuts, The Fed Will Hike Again 07:40 Financial Conditions Are Too Loose 11:29 Avalanche Ad 12:50 Mantra Ad 19:47 The Fed Broke The Yield Curve In 2021 34:31 Fiscal Deficits & The Credit Impulse 39:25 The U.S Debt Problem 43:09 Why Is China Buying So Much Gold? 47:18 Oil 50:26 How To Trade 2024? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 24 May 2024 16:32:00 -0000 full Blockworks This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 & more. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: 00:00 Introduction 01:21 Forget Rate Cuts, The Fed Will Hike Again 07:40 Financial Conditions Are Too Loose 11:29 Avalanche Ad 12:50 Mantra Ad 19:47 The Fed Broke The Yield Curve In 2021 34:31 Fiscal Deficits & The Credit Impulse 39:25 The U.S Debt Problem 43:09 Why Is China Buying So Much Gold? 47:18 Oil 50:26 How To Trade 2024? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 & more. Enjoy!

--

Follow Danny: https://x.com/DannyDayan5

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Timestamps:

00:00 Introduction

01:21 Forget Rate Cuts, The Fed Will Hike Again

07:40 Financial Conditions Are Too Loose

11:29 Avalanche Ad

12:50 Mantra Ad

19:47 The Fed Broke The Yield Curve In 2021

34:31 Fiscal Deficits & The Credit Impulse

39:25 The U.S Debt Problem

43:09 Why Is China Buying So Much Gold?

47:18 Oil

50:26 How To Trade 2024?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3457 The Biggest Risk Is A Market Melt-Up | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the bullish setup for an everything rally. After a bullish CPI print, the return of roaring kitty & most macro event risk behind us, are animal spirits about to unleash once again in a 2021 style melt-up? Are we entering the "banana zone"... Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 18 May 2024 11:11:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the bullish setup for an everything rally. After a bullish CPI print, the return of roaring kitty & most macro event risk behind us, are animal spirits about to unleash once again in a 2021 style melt-up? Are we entering the "banana zone"... Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the bullish setup for an everything rally. After a bullish CPI print, the return of roaring kitty & most macro event risk behind us, are animal spirits about to unleash once again in a 2021 style melt-up? Are we entering the "banana zone"... Enjoy!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.


Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4283 What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the current U.S fiscal situation. What impact will elections have on markets & the every growing U.S debt burden. Enjoy! -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets Sat, 11 May 2024 17:52:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the current U.S fiscal situation. What impact will elections have on markets & the every growing U.S debt burden. Enjoy! -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the current U.S fiscal situation. What impact will elections have on markets & the every growing U.S debt burden. Enjoy!

--

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.

Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

]]> 4267 Powell's Bullish Signal To Markets | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the bullish setup post FOMC & QRA. We also discuss the rise of distrust in institutions, Japan's Minsky moment, the rise of passive & more. Enjoy! -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 04 May 2024 11:43:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the bullish setup post FOMC & QRA. We also discuss the rise of distrust in institutions, Japan's Minsky moment, the rise of passive & more. Enjoy! -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the bullish setup post FOMC & QRA. We also discuss the rise of distrust in institutions, Japan's Minsky moment, the rise of passive & more. Enjoy!

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4074 Surging Liquidity Is Fueling Higher Inflation | Bob Elliott This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial conditions & what's driving the huge rally in Gold. Enjoy! -- Follow Bob: https://twitter.com/BobEUnlimited Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 01 May 2024 22:36:00 -0000 full Blockworks This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial conditions & what's driving the huge rally in Gold. Enjoy! -- Follow Bob: https://twitter.com/BobEUnlimited Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial conditions & what's driving the huge rally in Gold. Enjoy!

--

Follow Bob: https://twitter.com/BobEUnlimited

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2932 Huge Earnings Beat For Big Tech | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss big tech earnings & the role of fiscal dominance on earnings growth. To hear all this & more, you'll have to tune in! -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 27 Apr 2024 12:20:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss big tech earnings & the role of fiscal dominance on earnings growth. To hear all this & more, you'll have to tune in! -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss big tech earnings & the role of fiscal dominance on earnings growth. To hear all this & more, you'll have to tune in!

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Quinn: https://twitter.com/qthomp

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3723 Inflation Still Isn't Going Back To 2% | Vincent Deluard This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. The question is, what happens next? Enjoy! -- Follow Vincent: https://twitter.com/VincentDeluard Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- (00:00) Introduction (02:17) The Rise Of Secular Inflation (10:50) Mantra Ad (11:56) Geopolitical Risk, Oil & The Inflation Feedback Loop (16:43) The U.S Dollar Is Still The Best Safe Haven (21:21) The Rise Of Fiscal Dominance: Gradually, Then Suddenly (26:08) The Inflation Spiral (35:39) Permissionless Ad (36:17) A Recession Free Future (42:18) Oil -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 24 Apr 2024 11:00:00 -0000 full Blockworks This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. The question is, what happens next? Enjoy! -- Follow Vincent: https://twitter.com/VincentDeluard Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- (00:00) Introduction (02:17) The Rise Of Secular Inflation (10:50) Mantra Ad (11:56) Geopolitical Risk, Oil & The Inflation Feedback Loop (16:43) The U.S Dollar Is Still The Best Safe Haven (21:21) The Rise Of Fiscal Dominance: Gradually, Then Suddenly (26:08) The Inflation Spiral (35:39) Permissionless Ad (36:17) A Recession Free Future (42:18) Oil -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. The question is, what happens next? Enjoy!

--

Follow Vincent: https://twitter.com/VincentDeluard

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

(00:00) Introduction

(02:17) The Rise Of Secular Inflation

(10:50) Mantra Ad

(11:56) Geopolitical Risk, Oil & The Inflation Feedback Loop

(16:43) The U.S Dollar Is Still The Best Safe Haven

(21:21) The Rise Of Fiscal Dominance: Gradually, Then Suddenly

(26:08) The Inflation Spiral

(35:39) Permissionless Ad

(36:17) A Recession Free Future

(42:18) Oil

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3123 The Bitcoin Halving Impact | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the macro forces driving markets, the 2024 Bitcoin halving and the path forward for inflation. To hear all this & more, you'll have to tune in! -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 20 Apr 2024 10:09:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the macro forces driving markets, the 2024 Bitcoin halving and the path forward for inflation. To hear all this & more, you'll have to tune in! -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the macro forces driving markets, the 2024 Bitcoin halving and the path forward for inflation. To hear all this & more, you'll have to tune in!

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4220 The 2024 Bitcoin Halving | Chris Kuiper We apologize for video/audio lag in today's episode! -- Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Chris Kuiper Director of Research at Fidelity Digital Assets joins the show for an overview of the Bitcoin market as the 4 year halving approaches. We discuss the ETF impact, current state of the crypto market, the liquidity cycle & what to expect post halving. Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Chris: https://twitter.com/ChrisJKuiper Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- (00:00) Introduction (01:23) The Bitcoin ETF Impact (04:27) The Bitcoin Halving (13:06) Mantra Ad (14:12) Is Retail Back? (19:29) Volatility vs Store of Value (30:24) Permissionless Ad (31:02) Institutional Demand For Ethereum (46:02) The Macro Backdrop For Bitcoin (54:41) Where Are We In The Cycle? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 17 Apr 2024 10:12:00 -0000 full Blockworks We apologize for video/audio lag in today's episode! -- Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Chris Kuiper Director of Research at Fidelity Digital Assets joins the show for an overview of the Bitcoin market as the 4 year halving approaches. We discuss the ETF impact, current state of the crypto market, the liquidity cycle & what to expect post halving. Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Chris: https://twitter.com/ChrisJKuiper Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- (00:00) Introduction (01:23) The Bitcoin ETF Impact (04:27) The Bitcoin Halving (13:06) Mantra Ad (14:12) Is Retail Back? (19:29) Volatility vs Store of Value (30:24) Permissionless Ad (31:02) Institutional Demand For Ethereum (46:02) The Macro Backdrop For Bitcoin (54:41) Where Are We In The Cycle? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. We apologize for video/audio lag in today's episode!

--

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Chris Kuiper Director of Research at Fidelity Digital Assets joins the show for an overview of the Bitcoin market as the 4 year halving approaches. We discuss the ETF impact, current state of the crypto market, the liquidity cycle & what to expect post halving. Enjoy!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Chris: https://twitter.com/ChrisJKuiper

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

(00:00) Introduction

(01:23) The Bitcoin ETF Impact

(04:27) The Bitcoin Halving

(13:06) Mantra Ad

(14:12) Is Retail Back?

(19:29) Volatility vs Store of Value

(30:24) Permissionless Ad

(31:02) Institutional Demand For Ethereum

(46:02) The Macro Backdrop For Bitcoin

(54:41) Where Are We In The Cycle?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3525 Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the hot inflation print which rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed out could inflation be about to surprise markets? To hear all this & more, you'll have to tune in! -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 13 Apr 2024 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the hot inflation print which rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed out could inflation be about to surprise markets? To hear all this & more, you'll have to tune in! -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the hot inflation print which rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed out could inflation be about to surprise markets? To hear all this & more, you'll have to tune in!

--

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3666 Rising Liquidity Is Fueling A Bull Market In Gold & Bitcoin (Part 2/2) | Lyn Alden & Luke Gromen Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market. Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Luke: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- (00:00) Inflation (04:42) Oil & It's Impact On Inflation (11:41) The U.S Dollar (13:04) Mantra Ad (14:09) Gold & Bitcoin (24:28) The Bond Market (33:25) Permissionless Ad (34:03) Inflation vs Recession -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 11 Apr 2024 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market. Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Luke: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- (00:00) Inflation (04:42) Oil & It's Impact On Inflation (11:41) The U.S Dollar (13:04) Mantra Ad (14:09) Gold & Bitcoin (24:28) The Bond Market (33:25) Permissionless Ad (34:03) Inflation vs Recession -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market. Enjoy!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Lyn: https://twitter.com/LynAldenContact

Follow Luke: https://twitter.com/LukeGromen

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

(00:00) Inflation

(04:42) Oil & It's Impact On Inflation

(11:41) The U.S Dollar

(13:04) Mantra Ad

(14:09) Gold & Bitcoin

(24:28) The Bond Market

(33:25) Permissionless Ad

(34:03) Inflation vs Recession

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2404 The U.S Debt End Game (Part 1/2) | Lyn Alden & Luke Gromen Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Lyn Alden & Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation & the end game for U.S debt. Part 2 of this discussion will be released tomorrow, so be sure to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Luke: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- (00:00) Introduction (02:10) Gold, Real Rates & Russian FX Reserve Sanctions (06:15) The Rise Of Fiscal Dominance (16:08) Aura Ad (17:25) Kinto Ad (18:37) The Fed & Treasury End Game (22:22) Fiscal Deficits Don't Matter, Until They Do... (38:07) Permissionless III Ad (38:45) Deglobalization -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 10 Apr 2024 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Lyn Alden & Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation & the end game for U.S debt. Part 2 of this discussion will be released tomorrow, so be sure to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Luke: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- (00:00) Introduction (02:10) Gold, Real Rates & Russian FX Reserve Sanctions (06:15) The Rise Of Fiscal Dominance (16:08) Aura Ad (17:25) Kinto Ad (18:37) The Fed & Treasury End Game (22:22) Fiscal Deficits Don't Matter, Until They Do... (38:07) Permissionless III Ad (38:45) Deglobalization -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Lyn Alden & Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation & the end game for U.S debt. Part 2 of this discussion will be released tomorrow, so be sure to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Lyn: https://twitter.com/LynAldenContact

Follow Luke: https://twitter.com/LukeGromen

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.


For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

(00:00) Introduction

(02:10) Gold, Real Rates & Russian FX Reserve Sanctions

(06:15) The Rise Of Fiscal Dominance

(16:08) Aura Ad

(17:25) Kinto Ad

(18:37) The Fed & Treasury End Game

(22:22) Fiscal Deficits Don't Matter, Until They Do...

(38:07) Permissionless III Ad

(38:45) Deglobalization

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2963 Will The Fed Cut Rates In 2024? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial conditions loose. Will the Fed still be able to cut rates in 2024? -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 06 Apr 2024 12:52:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial conditions loose. Will the Fed still be able to cut rates in 2024? -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial conditions loose. Will the Fed still be able to cut rates in 2024?

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3943 The Past, Present and Future of Crypto | DAS London 2024 This is a live panel taken from the 2024 Digital Asset Summit. Daniel Masters (CoinShares) & Jonathan Cheesman (Room 40 Capital) discuss the past, present & future of crypto. Enjoy! -- Follow Daniel: https://twitter.com/dannylmasters Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 03 Apr 2024 13:00:00 -0000 full Blockworks This is a live panel taken from the 2024 Digital Asset Summit. Daniel Masters (CoinShares) & Jonathan Cheesman (Room 40 Capital) discuss the past, present & future of crypto. Enjoy! -- Follow Daniel: https://twitter.com/dannylmasters Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This is a live panel taken from the 2024 Digital Asset Summit. Daniel Masters (CoinShares) & Jonathan Cheesman (Room 40 Capital) discuss the past, present & future of crypto. Enjoy!

--

Follow Daniel: https://twitter.com/dannylmasters

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2214 Inflation's Role In The Fourth Turning | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Tyler is back from Vegas! We discuss the path ahead for inflation, political influence in markets & Neil Howe's popularized fourth turning thesis. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 30 Mar 2024 12:38:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Tyler is back from Vegas! We discuss the path ahead for inflation, political influence in markets & Neil Howe's popularized fourth turning thesis. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Tyler is back from Vegas! We discuss the path ahead for inflation, political influence in markets & Neil Howe's popularized fourth turning thesis. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.


For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3519 Trading the Next Crypto Bull Market | Avi Felman & Jonah Van Bourg We gathered at DAS London to record the first ever live episode of 1000x. Mike, Avi & Jonah discuss where are we in the cycle, the ETF impact, Bitcoin's path to $100,000, is the alt L1 trade dead & of course meme coins. Be sure to go follow the 1000x podcast if you enjoyed this episode! -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases. Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: https://perennial.finance/1000x -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing said on 1000x or On The Margin 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed. Fri, 29 Mar 2024 20:00:00 -0000 full Blockworks We gathered at DAS London to record the first ever live episode of 1000x. Mike, Avi & Jonah discuss where are we in the cycle, the ETF impact, Bitcoin's path to $100,000, is the alt L1 trade dead & of course meme coins. Be sure to go follow the 1000x podcast if you enjoyed this episode! -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases. Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: https://perennial.finance/1000x -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing said on 1000x or On The Margin 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed. We gathered at DAS London to record the first ever live episode of 1000x. Mike, Avi & Jonah discuss where are we in the cycle, the ETF impact, Bitcoin's path to $100,000, is the alt L1 trade dead & of course meme coins.

Be sure to go follow the 1000x podcast if you enjoyed this episode!

--

Follow Mike: https://twitter.com/MikeIppolito_

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases.

Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: https://perennial.finance/1000x

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.

Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Disclaimer: Nothing said on 1000x or On The Margin 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

]]> 2743 The Game Changing Impact Of A Spot Bitcoin ETF | DAS London 2024 This is a live panel taken from the 2024 Digital Asset Summit. Matt Hougan (Bitwise), Leon Marshall (Galaxy), Michael Sonnenshein (Grayscale) & Tony Ashraf (BlackRock) discuss the game changing impact of a spot Bitcoin ETF. Enjoy! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow Matt: https://twitter.com/Matt_Hougan Follow Michael: https://twitter.com/Sonnenshein Follow Leon: https://twitter.com/LeonWMarshall Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 27 Mar 2024 11:00:00 -0000 full Blockworks This is a live panel taken from the 2024 Digital Asset Summit. Matt Hougan (Bitwise), Leon Marshall (Galaxy), Michael Sonnenshein (Grayscale) & Tony Ashraf (BlackRock) discuss the game changing impact of a spot Bitcoin ETF. Enjoy! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow Matt: https://twitter.com/Matt_Hougan Follow Michael: https://twitter.com/Sonnenshein Follow Leon: https://twitter.com/LeonWMarshall Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This is a live panel taken from the 2024 Digital Asset Summit. Matt Hougan (Bitwise), Leon Marshall (Galaxy), Michael Sonnenshein (Grayscale) & Tony Ashraf (BlackRock) discuss the game changing impact of a spot Bitcoin ETF. Enjoy!

--

This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.


For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Follow Matt: https://twitter.com/Matt_Hougan

Follow Michael: https://twitter.com/Sonnenshein

Follow Leon: https://twitter.com/LeonWMarshall

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2573 Fed Signals Rate Cuts In 2024 | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss Powell's dovish FOMC presser and the path forward for rate cuts in 2024. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 23 Mar 2024 11:37:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss Powell's dovish FOMC presser and the path forward for rate cuts in 2024. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss Powell's dovish FOMC presser and the path forward for rate cuts in 2024. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3859 The Biggest Macro Trade Of All-Time | Anthony Scaramucci & Dan Tapiero This is a live panel taken from the 2024 Digital Asset Summit. Anthony Scaramucci & Dan Tapiero discuss the macro case for digital assets hosted by Noelle Acheson. Enjoy! https://blockworks.co/event/digital-asset-summit-2024-london -- Follow Anthony: https://twitter.com/Scaramucci Follow Dan: https://twitter.com/DTAPCAP Follow Noelle: https://twitter.com/NoelleInMadrid Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 22 Mar 2024 19:45:00 -0000 full Blockworks This is a live panel taken from the 2024 Digital Asset Summit. Anthony Scaramucci & Dan Tapiero discuss the macro case for digital assets hosted by Noelle Acheson. Enjoy! https://blockworks.co/event/digital-asset-summit-2024-london -- Follow Anthony: https://twitter.com/Scaramucci Follow Dan: https://twitter.com/DTAPCAP Follow Noelle: https://twitter.com/NoelleInMadrid Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This is a live panel taken from the 2024 Digital Asset Summit. Anthony Scaramucci & Dan Tapiero discuss the macro case for digital assets hosted by Noelle Acheson. Enjoy!


https://blockworks.co/event/digital-asset-summit-2024-london

--

Follow Anthony: https://twitter.com/Scaramucci

Follow Dan: https://twitter.com/DTAPCAP

Follow Noelle: https://twitter.com/NoelleInMadrid

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2438 The Script: How To Kill Inflation | Andy Constan This week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose & markets melt-up, will the Fed be able to cut rates in 2024? To hear all this & more, you'll have to tune in! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow Andy: https://twitter.com/dampedspring Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (01:49) Inflation (06:38) Why Are Financial Conditions Loose? (14:51) Aura Ad (16:09) Mantra Ad (17:15) The Script: The Only Way To Kill Inflation (20:48) Stock Market Melt-Up (30:10) Is The Banking System Healthy, Or Not? (36:32) Looking Ahead To FOMC -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 20 Mar 2024 11:00:00 -0000 full Blockworks This week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose & markets melt-up, will the Fed be able to cut rates in 2024? To hear all this & more, you'll have to tune in! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow Andy: https://twitter.com/dampedspring Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (01:49) Inflation (06:38) Why Are Financial Conditions Loose? (14:51) Aura Ad (16:09) Mantra Ad (17:15) The Script: The Only Way To Kill Inflation (20:48) Stock Market Melt-Up (30:10) Is The Banking System Healthy, Or Not? (36:32) Looking Ahead To FOMC -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose & markets melt-up, will the Fed be able to cut rates in 2024? To hear all this & more, you'll have to tune in!

--

This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.


For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Follow Andy: https://twitter.com/dampedspring

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

(00:00) Introduction

(01:49) Inflation

(06:38) Why Are Financial Conditions Loose?

(14:51) Aura Ad

(16:09) Mantra Ad

(17:15) The Script: The Only Way To Kill Inflation

(20:48) Stock Market Melt-Up

(30:10) Is The Banking System Healthy, Or Not?

(36:32) Looking Ahead To FOMC

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2636 Inflation Remains High, Will The Fed Cut Rates In 2024? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the hot inflation prints (CPI, PPI) and their impact on markets. Will the Fed be able to cut rates with inflation remaining sticky & the economy still not showing meaningful signs of a slowdown. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 16 Mar 2024 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the hot inflation prints (CPI, PPI) and their impact on markets. Will the Fed be able to cut rates with inflation remaining sticky & the economy still not showing meaningful signs of a slowdown. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the hot inflation prints (CPI, PPI) and their impact on markets. Will the Fed be able to cut rates with inflation remaining sticky & the economy still not showing meaningful signs of a slowdown. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3346 Who Is Buying The Bitcoin ETFs? | Eric Balchunas & Jim Bianco On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money & does the ETF represent failure from the original promise of Bitcoin. To hear all this & more, you'll have to tune in! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow Eric: https://twitter.com/EricBalchunas Follow Jim: https://twitter.com/biancoresearch Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (01:30) Who Is Buying The Bitcoin ETF? (16:03) Aura ad (17:20) Mantra Ad (18:26) Cash Redemption vs In-Kind Transfer (28:38) The GBTC Outflows (33:05) Passive Flows vs Hot Money (43:01) Vanguard (51:45) Why Do Younger Generations Buy Crypto? (01:00:52) Does The ETF Represent Failure? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 13 Mar 2024 11:00:00 -0000 full Blockworks On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money & does the ETF represent failure from the original promise of Bitcoin. To hear all this & more, you'll have to tune in! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow Eric: https://twitter.com/EricBalchunas Follow Jim: https://twitter.com/biancoresearch Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (01:30) Who Is Buying The Bitcoin ETF? (16:03) Aura ad (17:20) Mantra Ad (18:26) Cash Redemption vs In-Kind Transfer (28:38) The GBTC Outflows (33:05) Passive Flows vs Hot Money (43:01) Vanguard (51:45) Why Do Younger Generations Buy Crypto? (01:00:52) Does The ETF Represent Failure? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money & does the ETF represent failure from the original promise of Bitcoin. To hear all this & more, you'll have to tune in!

--

This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.


For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Follow Eric: https://twitter.com/EricBalchunas

Follow Jim: https://twitter.com/biancoresearch

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

(00:00) Introduction

(01:30) Who Is Buying The Bitcoin ETF?

(16:03) Aura ad

(17:20) Mantra Ad

(18:26) Cash Redemption vs In-Kind Transfer

(28:38) The GBTC Outflows

(33:05) Passive Flows vs Hot Money

(43:01) Vanguard

(51:45) Why Do Younger Generations Buy Crypto?

(01:00:52) Does The ETF Represent Failure?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 5242 Bitcoin Breaks A New All-Time High | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the recent crypto market action as Bitcoin briefly crosses a new all-time high. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 09 Mar 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the recent crypto market action as Bitcoin briefly crosses a new all-time high. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week we discuss the recent crypto market action as Bitcoin briefly crosses a new all-time high. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4317 The Bitcoin ETF Unlock's Huge Inflows | Dan Tapiero This week, Dan Tapiero Founder of 10T Holdings joins the show for a discussion on the current Bitcoin, macro & crypto landscape as Bitcoin briefly crossed it's prior all-time high. We deep dive into the massive unlock approval of the Bitcoin ETFs create as inflows continue to climb higher. To hear all this & more, you'll have to tune in! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Follow Dan: https://twitter.com/DTAPCAP Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (01:21) Why Dan Was Bullish In 2022 (12:32) Aura Ad (13:50) Kinto Ad (15:02) The Bitcoin ETF (21:02) Crypto's Path To $10 Trillion (29:38) 2024 Macro Update (48:06) Where Are We In The Cycle? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 07 Mar 2024 16:10:00 -0000 full Blockworks This week, Dan Tapiero Founder of 10T Holdings joins the show for a discussion on the current Bitcoin, macro & crypto landscape as Bitcoin briefly crossed it's prior all-time high. We deep dive into the massive unlock approval of the Bitcoin ETFs create as inflows continue to climb higher. To hear all this & more, you'll have to tune in! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial. -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz -- Follow Dan: https://twitter.com/DTAPCAP Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (01:21) Why Dan Was Bullish In 2022 (12:32) Aura Ad (13:50) Kinto Ad (15:02) The Bitcoin ETF (21:02) Crypto's Path To $10 Trillion (29:38) 2024 Macro Update (48:06) Where Are We In The Cycle? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Dan Tapiero Founder of 10T Holdings joins the show for a discussion on the current Bitcoin, macro & crypto landscape as Bitcoin briefly crossed it's prior all-time high. We deep dive into the massive unlock approval of the Bitcoin ETFs create as inflows continue to climb higher. To hear all this & more, you'll have to tune in!

--

This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.


For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.


Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

--

Follow Dan: https://twitter.com/DTAPCAP

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

(00:00) Introduction

(01:21) Why Dan Was Bullish In 2022

(12:32) Aura Ad

(13:50) Kinto Ad

(15:02) The Bitcoin ETF

(21:02) Crypto's Path To $10 Trillion

(29:38) 2024 Macro Update

(48:06) Where Are We In The Cycle?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3648 The Bitcoin ETF Impact, Market Melt-Up Continues | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Gm bulls! This week we discuss the positive price action within crypto, as markets broadly continue to melt-up. With Bitcoin ETF inflows remaining high, the economy running hot & investors taking on more risk, what happens next? To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 02 Mar 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Gm bulls! This week we discuss the positive price action within crypto, as markets broadly continue to melt-up. With Bitcoin ETF inflows remaining high, the economy running hot & investors taking on more risk, what happens next? To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Gm bulls! This week we discuss the positive price action within crypto, as markets broadly continue to melt-up. With Bitcoin ETF inflows remaining high, the economy running hot & investors taking on more risk, what happens next? To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4411 A Deep Dive Into Coinbase's Earnings Beat | Alyssa Choo Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Alyssa Choo Crypto Equities Specialist at Bitwise joins the show for a deep dive into some of the recent crypto equities earnings results. We discuss Coinbase's blowout earnings beat, the state of Bitcoin miners & the bullish tailwinds as crypto markets continue climbing higher. To hear all this & more, you'll have to tune in! -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Alyssa: https://twitter.com/alyssachoo_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:30) Coinbase (06:27) Coinbase's Global Expansion (09:23) Perpetual Futures (13:04) Mantra Ad (14:24) Coinbase's Revenue Breakdown (22:56) Bitcoin ETFs (24:59) FASB Accounting (27:34) DAS London Plug (28:50) Bitcoin Miners -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 28 Feb 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Alyssa Choo Crypto Equities Specialist at Bitwise joins the show for a deep dive into some of the recent crypto equities earnings results. We discuss Coinbase's blowout earnings beat, the state of Bitcoin miners & the bullish tailwinds as crypto markets continue climbing higher. To hear all this & more, you'll have to tune in! -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Alyssa: https://twitter.com/alyssachoo_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:30) Coinbase (06:27) Coinbase's Global Expansion (09:23) Perpetual Futures (13:04) Mantra Ad (14:24) Coinbase's Revenue Breakdown (22:56) Bitcoin ETFs (24:59) FASB Accounting (27:34) DAS London Plug (28:50) Bitcoin Miners -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Alyssa Choo Crypto Equities Specialist at Bitwise joins the show for a deep dive into some of the recent crypto equities earnings results. We discuss Coinbase's blowout earnings beat, the state of Bitcoin miners & the bullish tailwinds as crypto markets continue climbing higher. To hear all this & more, you'll have to tune in!

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Alyssa: https://twitter.com/alyssachoo_

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(00:30) Coinbase

(06:27) Coinbase's Global Expansion

(09:23) Perpetual Futures

(13:04) Mantra Ad

(14:24) Coinbase's Revenue Breakdown

(22:56) Bitcoin ETFs

(24:59) FASB Accounting

(27:34) DAS London Plug

(28:50) Bitcoin Miners

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2217 Stock Market Melt-Up Continues, Nvidia Earnings Beat | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Tyler Neville & Quinn Thompson join the show to discuss the continued rally in markets as Nvidia beat earnings expectations once again. We also discuss the current state of crypto markets, troubles looming in commercial real estate, Reddit's Bitcoin & Ethereum purchases & more! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 24 Feb 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Tyler Neville & Quinn Thompson join the show to discuss the continued rally in markets as Nvidia beat earnings expectations once again. We also discuss the current state of crypto markets, troubles looming in commercial real estate, Reddit's Bitcoin & Ethereum purchases & more! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Tyler Neville & Quinn Thompson join the show to discuss the continued rally in markets as Nvidia beat earnings expectations once again. We also discuss the current state of crypto markets, troubles looming in commercial real estate, Reddit's Bitcoin & Ethereum purchases & more!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3606 Bitcoin ETF Inflows Remain High, Coinbase Beat Earnings | Quinn Thompson Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Quinn Thompson CIO at Lekker Research joins the show to discuss the bullish catalysts for crypto in 2024 as ETF inflows remain high, Coinbase beats earnings estimates & stock markets continue to reach new all time highs. To hear all this & more, you'll have to tune in! -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:29) Coinbase Earnings (17:37) MANTRA Ad (18:58) Bitcoin ETFs Update (22:55) The Bitcoin Halving (30:04) Are "Animal Spirits" Back? (36:34) DAS London Plug (37:50) The Ethereum ETF (45:50) The 2024 Macro Outlook (48:39) The Rise Of Fiscal Dominance -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 21 Feb 2024 12:25:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Quinn Thompson CIO at Lekker Research joins the show to discuss the bullish catalysts for crypto in 2024 as ETF inflows remain high, Coinbase beats earnings estimates & stock markets continue to reach new all time highs. To hear all this & more, you'll have to tune in! -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Quinn: https://twitter.com/qthomp Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:29) Coinbase Earnings (17:37) MANTRA Ad (18:58) Bitcoin ETFs Update (22:55) The Bitcoin Halving (30:04) Are "Animal Spirits" Back? (36:34) DAS London Plug (37:50) The Ethereum ETF (45:50) The 2024 Macro Outlook (48:39) The Rise Of Fiscal Dominance -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Quinn Thompson CIO at Lekker Research joins the show to discuss the bullish catalysts for crypto in 2024 as ETF inflows remain high, Coinbase beats earnings estimates & stock markets continue to reach new all time highs. To hear all this & more, you'll have to tune in!

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Quinn: https://twitter.com/qthomp

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(00:29) Coinbase Earnings

(17:37) MANTRA Ad

(18:58) Bitcoin ETFs Update

(22:55) The Bitcoin Halving

(30:04) Are "Animal Spirits" Back?

(36:34) DAS London Plug

(37:50) The Ethereum ETF

(45:50) The 2024 Macro Outlook

(48:39) The Rise Of Fiscal Dominance

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3510 Huge Bitcoin ETF Inflows, Coinbase Earnings Beat | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the continued Bitcoin ETF inflows as they surpass $4 billion and increasing each day. We then deep dive into the huge earnings beat from Coinbase & the path forward for 2024 as the Bitcoin halving approaches. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 17 Feb 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the continued Bitcoin ETF inflows as they surpass $4 billion and increasing each day. We then deep dive into the huge earnings beat from Coinbase & the path forward for 2024 as the Bitcoin halving approaches. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss the continued Bitcoin ETF inflows as they surpass $4 billion and increasing each day. We then deep dive into the huge earnings beat from Coinbase & the path forward for 2024 as the Bitcoin halving approaches. To hear all this & more, you'll have to tune in!

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2768 Surviving The GBTC "Widowmaker" Trade That Blew Up In 2021 | David Choi Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, David Choi Founder of MetStreet Labs joins the show to discuss a viral thread he wrote on the GBTC "widowmaker" trade that blew up in 2021. We deep dive into the mechanics of the GBTC arbitrage trade, the role of Bitcoin lenders (BlockFi, Genesis) & how the unwind of the GBTC widowmaker trade dragged down the industry in 2021 - 2022. We then compare to todays market conditions and why 2024 & beyond may be a more sustainable market environment for crypto. To hear all this & more, you'll have to tune in! -- Read David's thread here: https://twitter.com/0xZergs/status/1746126672451993999?s=20 -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow David: https://twitter.com/0xZergs Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (02:47) The GBTC Arbitrage Trade (08:44) Structure Of The Trade (15:24) BlockFi, Genesis & GBTC (19:18) MANTRA Ad (20:39) The Bitcoin Lending Market (23:11) When The GBTC Trade Started To Spiral (29:29) DAS London Plug (30:45) Unwinding The Trade (38:53) Current State Of The Market (46:10) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 14 Feb 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, David Choi Founder of MetStreet Labs joins the show to discuss a viral thread he wrote on the GBTC "widowmaker" trade that blew up in 2021. We deep dive into the mechanics of the GBTC arbitrage trade, the role of Bitcoin lenders (BlockFi, Genesis) & how the unwind of the GBTC widowmaker trade dragged down the industry in 2021 - 2022. We then compare to todays market conditions and why 2024 & beyond may be a more sustainable market environment for crypto. To hear all this & more, you'll have to tune in! -- Read David's thread here: https://twitter.com/0xZergs/status/1746126672451993999?s=20 -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow David: https://twitter.com/0xZergs Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (02:47) The GBTC Arbitrage Trade (08:44) Structure Of The Trade (15:24) BlockFi, Genesis & GBTC (19:18) MANTRA Ad (20:39) The Bitcoin Lending Market (23:11) When The GBTC Trade Started To Spiral (29:29) DAS London Plug (30:45) Unwinding The Trade (38:53) Current State Of The Market (46:10) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, David Choi Founder of MetStreet Labs joins the show to discuss a viral thread he wrote on the GBTC "widowmaker" trade that blew up in 2021. We deep dive into the mechanics of the GBTC arbitrage trade, the role of Bitcoin lenders (BlockFi, Genesis) & how the unwind of the GBTC widowmaker trade dragged down the industry in 2021 - 2022.


We then compare to todays market conditions and why 2024 & beyond may be a more sustainable market environment for crypto. To hear all this & more, you'll have to tune in!

--

Read David's thread here: https://twitter.com/0xZergs/status/1746126672451993999?s=20

--

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow David: https://twitter.com/0xZergs

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(02:47) The GBTC Arbitrage Trade

(08:44) Structure Of The Trade

(15:24) BlockFi, Genesis & GBTC

(19:18) MANTRA Ad

(20:39) The Bitcoin Lending Market

(23:11) When The GBTC Trade Started To Spiral

(29:29) DAS London Plug

(30:45) Unwinding The Trade

(38:53) Current State Of The Market

(46:10) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2987 Bitcoin ETF Inflows Continue | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows continue to slow down, as Bitcoin approaches $50,000 & stock markets continue to reach new record highs. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 10 Feb 2024 14:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows continue to slow down, as Bitcoin approaches $50,000 & stock markets continue to reach new record highs. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows continue to slow down, as Bitcoin approaches $50,000 & stock markets continue to reach new record highs. To hear all this & more, you'll have to tune in!

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2880 The Bullish 2024 Thesis With Travis Kling Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Travis Kling CIO of Ikigai Asset Management joins the show for a discussion on his bullish thesis for 2024. With Stock markets at all-time highs, a rate cutting cycle expected in 2024 & the approval of Bitcoin ETFs, Travis makes the case that he expects potential tailwinds into the coming year for both crypto & markets broadly. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Travis: https://twitter.com/Travis_Kling Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:37) Travis' 2024 Thesis (03:10) DAS London Plug (04:27) Stock Markets Break ATHs, What About Crypto? (14:05) The Bitcoin ETFs (20:54) Trading Crypto Cycles (26:07) Blockworks Research Ad (26:55) Financial Nihilism (39:26) Valuation & Reflexivity In Crypto (45:02) Infrastructure vs Applications (52:51) Can Crypto Disrupt Walled Gardens? (56:36) Travis' Macro Outlook In 2024 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 07 Feb 2024 14:01:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Travis Kling CIO of Ikigai Asset Management joins the show for a discussion on his bullish thesis for 2024. With Stock markets at all-time highs, a rate cutting cycle expected in 2024 & the approval of Bitcoin ETFs, Travis makes the case that he expects potential tailwinds into the coming year for both crypto & markets broadly. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Travis: https://twitter.com/Travis_Kling Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:37) Travis' 2024 Thesis (03:10) DAS London Plug (04:27) Stock Markets Break ATHs, What About Crypto? (14:05) The Bitcoin ETFs (20:54) Trading Crypto Cycles (26:07) Blockworks Research Ad (26:55) Financial Nihilism (39:26) Valuation & Reflexivity In Crypto (45:02) Infrastructure vs Applications (52:51) Can Crypto Disrupt Walled Gardens? (56:36) Travis' Macro Outlook In 2024 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Travis Kling CIO of Ikigai Asset Management joins the show for a discussion on his bullish thesis for 2024.


With Stock markets at all-time highs, a rate cutting cycle expected in 2024 & the approval of Bitcoin ETFs, Travis makes the case that he expects potential tailwinds into the coming year for both crypto & markets broadly. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Travis: https://twitter.com/Travis_Kling

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:

(00:00) Introduction

(00:37) Travis' 2024 Thesis

(03:10) DAS London Plug

(04:27) Stock Markets Break ATHs, What About Crypto?

(14:05) The Bitcoin ETFs

(20:54) Trading Crypto Cycles

(26:07) Blockworks Research Ad

(26:55) Financial Nihilism

(39:26) Valuation & Reflexivity In Crypto

(45:02) Infrastructure vs Applications

(52:51) Can Crypto Disrupt Walled Gardens?

(56:36) Travis' Macro Outlook In 2024

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3942 Grayscale's Bitcoin ETF Outflows Begin To Slow, What Happens Next? Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows begin to slow down. We then discuss this weeks FOMC, the QRA & Meta's blowout earnings. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 03 Feb 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows begin to slow down. We then discuss this weeks FOMC, the QRA & Meta's blowout earnings. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows begin to slow down. We then discuss this weeks FOMC, the QRA & Meta's blowout earnings. To hear all this & more, you'll have to tune in!

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4295 Joseph Wang & Jack Farley on “Hawkish” January Fed Meeting, Tapering Quantitative Tightening (QT), and “Boring” Treasury Quarterly Refunding Announcement (QRA) Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ -- Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Joseph Wang CIO at Monetary Macro joins the show to discuss the latest in markets after Jerome Powell's FOMC conference. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Joseph: https://twitter.com/FedGuy12 Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:41) Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference" (07:51) Joseph's View On Asset Prices (10:04) Joseph's View on Rates (20:52) Vaneck Ad (21:37) The Plumbing Of How The Government & Fed Prints Money (32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement) (39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024 (44:57) Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP) (49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets (52:19) Concentration of Stock Market Rally (01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB) (01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!! -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 31 Jan 2024 23:51:00 -0000 full Blockworks Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ -- Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Joseph Wang CIO at Monetary Macro joins the show to discuss the latest in markets after Jerome Powell's FOMC conference. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Joseph: https://twitter.com/FedGuy12 Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:41) Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference" (07:51) Joseph's View On Asset Prices (10:04) Joseph's View on Rates (20:52) Vaneck Ad (21:37) The Plumbing Of How The Government & Fed Prints Money (32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement) (39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024 (44:57) Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP) (49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets (52:19) Concentration of Stock Market Rally (01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB) (01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!! -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.

VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

--

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Joseph Wang CIO at Monetary Macro joins the show to discuss the latest in markets after Jerome Powell's FOMC conference.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Joseph: https://twitter.com/FedGuy12

Follow Jack: https://twitter.com/JackFarley96

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(00:41) Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference"

(07:51) Joseph's View On Asset Prices

(10:04) Joseph's View on Rates

(20:52) Vaneck Ad

(21:37) The Plumbing Of How The Government & Fed Prints Money

(32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement)

(39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024

(44:57) Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP)

(49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets

(52:19) Concentration of Stock Market Rally

(01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB)

(01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!!

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3881 Financial Conditions Remain Loose, Liquidity Has Surged | Mark Yusko Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss Tesla's disappointing earnings, the stock market rally as liquidity has resurged & the current state of the Bitcoin & crypto markets. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 27 Jan 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss Tesla's disappointing earnings, the stock market rally as liquidity has resurged & the current state of the Bitcoin & crypto markets. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss Tesla's disappointing earnings, the stock market rally as liquidity has resurged & the current state of the Bitcoin & crypto markets. To hear all this & more, you'll have to tune in!

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4602 The Stock Market Is Pricing In A Soft Landing | Darius Dale Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets. With the recession that never came to be, stock markets hovering around all time highs & Fed rate cuts in 2024, Darius makes the case that markets are pricing in goldilocks & a 2024 soft landing. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Darius: https://twitter.com/DariusDale42 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:39) Markets Are Pricing Goldilocks (06:29) The Recession That Never Came To Be (10:55) DAS London Plug (12:11) 2024 Elections & Janet Yellen's Liquidity Supportive Impulse (15:25) The Highest Probability Is A Soft Landing In 2024 (21:10) Inflation (27:06) Rate Cuts In 2024 (30:10) Blockworks Research Ad (30:58) Oil (33:21) What Is Happening In China? (39:56) Bitcoin -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 24 Jan 2024 13:55:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets. With the recession that never came to be, stock markets hovering around all time highs & Fed rate cuts in 2024, Darius makes the case that markets are pricing in goldilocks & a 2024 soft landing. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Darius: https://twitter.com/DariusDale42 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:39) Markets Are Pricing Goldilocks (06:29) The Recession That Never Came To Be (10:55) DAS London Plug (12:11) 2024 Elections & Janet Yellen's Liquidity Supportive Impulse (15:25) The Highest Probability Is A Soft Landing In 2024 (21:10) Inflation (27:06) Rate Cuts In 2024 (30:10) Blockworks Research Ad (30:58) Oil (33:21) What Is Happening In China? (39:56) Bitcoin -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets.


With the recession that never came to be, stock markets hovering around all time highs & Fed rate cuts in 2024, Darius makes the case that markets are pricing in goldilocks & a 2024 soft landing. To hear all this & more, you'll have to tune in!

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Follow On The Margin: https://twitter.com/OnTheMarginPod

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(00:39) Markets Are Pricing Goldilocks

(06:29) The Recession That Never Came To Be

(10:55) DAS London Plug

(12:11) 2024 Elections & Janet Yellen's Liquidity Supportive Impulse

(15:25) The Highest Probability Is A Soft Landing In 2024

(21:10) Inflation

(27:06) Rate Cuts In 2024

(30:10) Blockworks Research Ad

(30:58) Oil

(33:21) What Is Happening In China?

(39:56) Bitcoin

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2961 The Bitcoin ETFs Attract Billions, Grayscale Outflows Continue Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss whether the Bitcoin ETFs were successful or not? Despite large flows into the Bitcoin ETF products, outflows from Grayscale's ETF have contributed to price declines post ETF launch. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 20 Jan 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss whether the Bitcoin ETFs were successful or not? Despite large flows into the Bitcoin ETF products, outflows from Grayscale's ETF have contributed to price declines post ETF launch. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

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This week, Mike & Mark discuss whether the Bitcoin ETFs were successful or not? Despite large flows into the Bitcoin ETF products, outflows from Grayscale's ETF have contributed to price declines post ETF launch. To hear all this & more, you'll have to tune in!

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2927 Bitcoin's Role In The Debt End Game | Jonah Van Bourg Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jonah Van Bourg Director at Onyx & Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis, the U.S debt end game & the outlook for an Ethereum ETF in 2024 & beyond. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jonah: https://twitter.com/jvb_xyz Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (05:05) Trading Crypto & Commodities (14:03) Copper Ad (18:04) Macro Outlook In 2024 (28:22) The Debt End Game (31:05) The Bitcoin ETFs (35:55) Das London Plug (37:12) The Bitcoin Thesis (44:53) The Crypto Thesis (48:54) Ethereum ETF (55:18) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 17 Jan 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jonah Van Bourg Director at Onyx & Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis, the U.S debt end game & the outlook for an Ethereum ETF in 2024 & beyond. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jonah: https://twitter.com/jvb_xyz Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (05:05) Trading Crypto & Commodities (14:03) Copper Ad (18:04) Macro Outlook In 2024 (28:22) The Debt End Game (31:05) The Bitcoin ETFs (35:55) Das London Plug (37:12) The Bitcoin Thesis (44:53) The Crypto Thesis (48:54) Ethereum ETF (55:18) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

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--

This week, Jonah Van Bourg Director at Onyx & Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis, the U.S debt end game & the outlook for an Ethereum ETF in 2024 & beyond. To hear all this & more, you'll have to tune in!

--

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:

(00:00) Introduction

(05:05) Trading Crypto & Commodities

(14:03) Copper Ad

(18:04) Macro Outlook In 2024

(28:22) The Debt End Game

(31:05) The Bitcoin ETFs

(35:55) Das London Plug

(37:12) The Bitcoin Thesis

(44:53) The Crypto Thesis

(48:54) Ethereum ETF

(55:18) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3569 The Bitcoin ETFs Launch | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the first day of trading since the Bitcoin ETFs launched. We dive into the flows, volume traded & Vanguards decision to not allow trading of the ETFs on their platform. We then break down this weeks inflation data & what it could mean for the Fed in 2024. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 13 Jan 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the first day of trading since the Bitcoin ETFs launched. We dive into the flows, volume traded & Vanguards decision to not allow trading of the ETFs on their platform. We then break down this weeks inflation data & what it could mean for the Fed in 2024. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

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--

This week, Mike & Mark discuss the first day of trading since the Bitcoin ETFs launched. We dive into the flows, volume traded & Vanguards decision to not allow trading of the ETFs on their platform. We then break down this weeks inflation data & what it could mean for the Fed in 2024. To hear all this & more, you'll have to tune in!

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Follow On The Margin: https://twitter.com/OnTheMarginPod

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3498 Bitcoin ETF Is Approved.. For Real This Time Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Mark Yusko & Michael Anderson join the show for a livestream after the SEC’s approval of the Bitcoin ETF. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow: Michael: https://twitter.com/im_manderson Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 11 Jan 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Mark Yusko & Michael Anderson join the show for a livestream after the SEC’s approval of the Bitcoin ETF. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow: Michael: https://twitter.com/im_manderson Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

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Mark Yusko & Michael Anderson join the show for a livestream after the SEC’s approval of the Bitcoin ETF.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4281 The Bitcoin ETF Is Approved | James Seyffart & Matt Hougan Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, James Seyffart ETF Research Analyst at Bloomberg & Matt Hougan CIO at Bitwise join the show to discuss the 2024 Bitcoin approval, the SEC hack & what to expect now Bitcoin ETFs are scheduled to begin trading. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow James: https://twitter.com/JSeyff Follow Matt: https://twitter.com/Matt_Hougan Follow Ben: https://twitter.com/strack_ben Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 10 Jan 2024 22:22:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, James Seyffart ETF Research Analyst at Bloomberg & Matt Hougan CIO at Bitwise join the show to discuss the 2024 Bitcoin approval, the SEC hack & what to expect now Bitcoin ETFs are scheduled to begin trading. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow James: https://twitter.com/JSeyff Follow Matt: https://twitter.com/Matt_Hougan Follow Ben: https://twitter.com/strack_ben Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

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--

This week, James Seyffart ETF Research Analyst at Bloomberg & Matt Hougan CIO at Bitwise join the show to discuss the 2024 Bitcoin approval, the SEC hack & what to expect now Bitcoin ETFs are scheduled to begin trading.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3948 The Bitcoin ETF: Bitcoin's Bullish Catalyst Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the Bitcoin ETF ahead of an expected SEC decision next week. Mark makes the case that the Bitcoin ETF will unlock billions of dollars of capital from institutional investors who otherwise wouldn't have access to the asset. To hear all this & more, you'll have. to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 06 Jan 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the Bitcoin ETF ahead of an expected SEC decision next week. Mark makes the case that the Bitcoin ETF will unlock billions of dollars of capital from institutional investors who otherwise wouldn't have access to the asset. To hear all this & more, you'll have. to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

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--

This week, Mike & Mark discuss the Bitcoin ETF ahead of an expected SEC decision next week. Mark makes the case that the Bitcoin ETF will unlock billions of dollars of capital from institutional investors who otherwise wouldn't have access to the asset. To hear all this & more, you'll have. to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

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Follow Michael: https://twitter.com/MikeIppolito_

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3881 Jim Bianco's Big Predictions For 2024 Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024. We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: https://twitter.com/shekfu/status/1740523952362135662/photo/1 Joseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8 -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:08) Reflecting On 2023 (03:04) DAS London Plug (04:22) The End Of The 40 Year Bond Bull Market (11:44) Inflation & Real Rates In 2023 (15:32) Jim's Outlook For 2024 (27:28) Blockworks Research Ad (28:15) The Bitcoin ETF (52:19) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 03 Jan 2024 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024. We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: https://twitter.com/shekfu/status/1740523952362135662/photo/1 Joseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8 -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:08) Reflecting On 2023 (03:04) DAS London Plug (04:22) The End Of The 40 Year Bond Bull Market (11:44) Inflation & Real Rates In 2023 (15:32) Jim's Outlook For 2024 (27:28) Blockworks Research Ad (28:15) The Bitcoin ETF (52:19) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024.


We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in!

--

Follow Jim: https://twitter.com/biancoresearch

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show:


https://twitter.com/shekfu/status/1740523952362135662/photo/1


Joseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(01:08) Reflecting On 2023

(03:04) DAS London Plug

(04:22) The End Of The 40 Year Bond Bull Market

(11:44) Inflation & Real Rates In 2023

(15:32) Jim's Outlook For 2024

(27:28) Blockworks Research Ad

(28:15) The Bitcoin ETF

(52:19) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3571 Mark Yusko's Big Calls For 2024 Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the biggest events of 2023 & what to expect in 2024 for stocks, crypto & markets broadly. Thanks for tuning in throughout 2023, & we'll se you in the new year! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 30 Dec 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the biggest events of 2023 & what to expect in 2024 for stocks, crypto & markets broadly. Thanks for tuning in throughout 2023, & we'll se you in the new year! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss the biggest events of 2023 & what to expect in 2024 for stocks, crypto & markets broadly. Thanks for tuning in throughout 2023, & we'll se you in the new year!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4114 Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Will Clemente & Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro & crypto heading into 2024. To hear all this & more, you'll have to tune in! -- Follow Will: https://twitter.com/WClementeIII Follow Felix: https://twitter.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Follow Felix's Substack: https://degenmacro.substack.com/ Follow Reflexivity Research: reflexivityresearch.com -- Referenced In The Show: The Damped Spring Report: https://dampedspring.com/wp-content/uploads/2023/07/The-Script.pdf -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:35) Inflation & Rate Cuts In 2024 (05:04) DAS London Plug (06:21) The Rise Of Fiscal Dominance (09:38) Do Deficits Matter? (19:04) Bitcoin (24:17) Blockworks Research (25:05) Will We Ever See Another Bull Market Like 2020/21 Again? (30:24) Ethereum (34:13) Solana (39:05) Coinbase -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 27 Dec 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Will Clemente & Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro & crypto heading into 2024. To hear all this & more, you'll have to tune in! -- Follow Will: https://twitter.com/WClementeIII Follow Felix: https://twitter.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Follow Felix's Substack: https://degenmacro.substack.com/ Follow Reflexivity Research: reflexivityresearch.com -- Referenced In The Show: The Damped Spring Report: https://dampedspring.com/wp-content/uploads/2023/07/The-Script.pdf -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:35) Inflation & Rate Cuts In 2024 (05:04) DAS London Plug (06:21) The Rise Of Fiscal Dominance (09:38) Do Deficits Matter? (19:04) Bitcoin (24:17) Blockworks Research (25:05) Will We Ever See Another Bull Market Like 2020/21 Again? (30:24) Ethereum (34:13) Solana (39:05) Coinbase -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Will Clemente & Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro & crypto heading into 2024. To hear all this & more, you'll have to tune in!

--

Follow Will: https://twitter.com/WClementeIII

Follow Felix: https://twitter.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Follow Felix's Substack: https://degenmacro.substack.com/

Follow Reflexivity Research: reflexivityresearch.com

--

Referenced In The Show:


The Damped Spring Report: https://dampedspring.com/wp-content/uploads/2023/07/The-Script.pdf

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(00:35) Inflation & Rate Cuts In 2024

(05:04) DAS London Plug

(06:21) The Rise Of Fiscal Dominance

(09:38) Do Deficits Matter?

(19:04) Bitcoin

(24:17) Blockworks Research

(25:05) Will We Ever See Another Bull Market Like 2020/21 Again?

(30:24) Ethereum

(34:13) Solana

(39:05) Coinbase

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3003 How Will Stocks & Crypto Fare In 2024 Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 23 Dec 2023 13:40:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3764 Everything You Need To Know About The Bitcoin ETF | Eric Balchunas Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Eric Balchunas Senior ETF Analyst at Bloomberg joins the show for a discussion on the Bitcoin ETF. Forecasting a 90% chance of approval in January, Eric walks through what gave him conviction in this prediction & the current things to look out for ahead of the SEC's decision. To hear all this & more, you'll have to tune in! -- Follow Eric: https://twitter.com/EricBalchunas Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Eric Balchunas – The Past, Present & Future of ETFs: https://open.spotify.com/episode/5vCLwJoKJ13PtCAFAadpFF?si=fb1b2ab9ba2b4ec3&nd=1&dlsi=1f29936becc3469d -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:49) What Is An ETF? (06:22) DAS London Plug (11:50) ETF Distribution (19:12) The Bitcoin ETF (26:00) Who Will Win The Bitcoin ETF Race? (29:53) Grayscale, GBTC & The ETF (35:16) Blockworks Research Ad (36:03) Bitcoin ETF vs The Gold ETF Launch (40:20) Crypto Sentiment (46:57) Will We See Other Crypto ETFs? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 20 Dec 2023 12:40:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Eric Balchunas Senior ETF Analyst at Bloomberg joins the show for a discussion on the Bitcoin ETF. Forecasting a 90% chance of approval in January, Eric walks through what gave him conviction in this prediction & the current things to look out for ahead of the SEC's decision. To hear all this & more, you'll have to tune in! -- Follow Eric: https://twitter.com/EricBalchunas Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Eric Balchunas – The Past, Present & Future of ETFs: https://open.spotify.com/episode/5vCLwJoKJ13PtCAFAadpFF?si=fb1b2ab9ba2b4ec3&nd=1&dlsi=1f29936becc3469d -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:49) What Is An ETF? (06:22) DAS London Plug (11:50) ETF Distribution (19:12) The Bitcoin ETF (26:00) Who Will Win The Bitcoin ETF Race? (29:53) Grayscale, GBTC & The ETF (35:16) Blockworks Research Ad (36:03) Bitcoin ETF vs The Gold ETF Launch (40:20) Crypto Sentiment (46:57) Will We See Other Crypto ETFs? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Eric Balchunas Senior ETF Analyst at Bloomberg joins the show for a discussion on the Bitcoin ETF.


Forecasting a 90% chance of approval in January, Eric walks through what gave him conviction in this prediction & the current things to look out for ahead of the SEC's decision. To hear all this & more, you'll have to tune in!

--

Follow Eric: https://twitter.com/EricBalchunas

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show: Eric Balchunas – The Past, Present & Future of ETFs:

https://open.spotify.com/episode/5vCLwJoKJ13PtCAFAadpFF?si=fb1b2ab9ba2b4ec3&nd=1&dlsi=1f29936becc3469d

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(01:49) What Is An ETF?

(06:22) DAS London Plug

(11:50) ETF Distribution

(19:12) The Bitcoin ETF

(26:00) Who Will Win The Bitcoin ETF Race?

(29:53) Grayscale, GBTC & The ETF

(35:16) Blockworks Research Ad

(36:03) Bitcoin ETF vs The Gold ETF Launch

(40:20) Crypto Sentiment

(46:57) Will We See Other Crypto ETFs?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3285 2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 16 Dec 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2525 Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto's reflexivity as an asset class. To hear all this & more, you'll have to tune in! -- Follow Tim: https://www.linkedin.com/in/tim-j-grant/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (06:00) Investing In Crypto (13:23) Web2 vs Web3 (20:41) DAS London Plug (21:42) Reflexivity In Crypto (29:23) The Bitcoin ETF (39:52) Blockworks Research ad (40:40) The Best Opportunities In Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 13 Dec 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto's reflexivity as an asset class. To hear all this & more, you'll have to tune in! -- Follow Tim: https://www.linkedin.com/in/tim-j-grant/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (06:00) Investing In Crypto (13:23) Web2 vs Web3 (20:41) DAS London Plug (21:42) Reflexivity In Crypto (29:23) The Bitcoin ETF (39:52) Blockworks Research ad (40:40) The Best Opportunities In Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto's reflexivity as an asset class. To hear all this & more, you'll have to tune in!

--

Follow Tim: https://www.linkedin.com/in/tim-j-grant/

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(06:00) Investing In Crypto

(13:23) Web2 vs Web3

(20:41) DAS London Plug

(21:42) Reflexivity In Crypto

(29:23) The Bitcoin ETF

(39:52) Blockworks Research ad

(40:40) The Best Opportunities In Crypto

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2894 Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 09 Dec 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4285 Bitcoin Breaks $40,000, What Next? | Quinn Thompson Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Quinn Thompson Head of Capital Markets & Growth at Maple Finance joins the show to discuss his Bitcoin outlook into 2024. We deep dive into the macro outlook for 2024, Bitcoins huge 2023 rally to $44,000 & the next crypto bull market. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 06 Dec 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Quinn Thompson Head of Capital Markets & Growth at Maple Finance joins the show to discuss his Bitcoin outlook into 2024. We deep dive into the macro outlook for 2024, Bitcoins huge 2023 rally to $44,000 & the next crypto bull market. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Quinn Thompson Head of Capital Markets & Growth at Maple Finance joins the show to discuss his Bitcoin outlook into 2024. We deep dive into the macro outlook for 2024, Bitcoins huge 2023 rally to $44,000 & the next crypto bull market. To hear all this & more, you'll have to tune in!

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a...


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3488 Bitcoin Approaches $40,000 | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss the continued bull market as November saw a massive rally in stocks, bonds & crypto. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 02 Dec 2023 14:05:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss the continued bull market as November saw a massive rally in stocks, bonds & crypto. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Mike & Mark discuss the continued bull market as November saw a massive rally in stocks, bonds & crypto. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3956 The "Debt Spiral" End Game | James Lavish Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the show to discuss his debt spiral thesis. With a "tsunami of debt" on the horizon, James walks through the end game for the unsustainable U.S fiscal path. We discuss the odds of recession in 2024, how to repair the debt problem & which assets will thrive in this environment. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show: Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/ The Informationist: https://www.jameslavish.com/ -- (00:00) Introduction (00:46) A Recession Is Coming (06:07) DAS London Plug (07:25) There's A "Tsunami Of Debt" On The Horizon (12:17) The Debt Problem (26:03) Blockworks Research Ad (26:50) The Debt Spiral (33:36) The Debt Spiral End Game (39:06) Bitcoin (49:16) The Bitcoin Opportunity Fund -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 29 Nov 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the show to discuss his debt spiral thesis. With a "tsunami of debt" on the horizon, James walks through the end game for the unsustainable U.S fiscal path. We discuss the odds of recession in 2024, how to repair the debt problem & which assets will thrive in this environment. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show: Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/ The Informationist: https://www.jameslavish.com/ -- (00:00) Introduction (00:46) A Recession Is Coming (06:07) DAS London Plug (07:25) There's A "Tsunami Of Debt" On The Horizon (12:17) The Debt Problem (26:03) Blockworks Research Ad (26:50) The Debt Spiral (33:36) The Debt Spiral End Game (39:06) Bitcoin (49:16) The Bitcoin Opportunity Fund -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the show to discuss his debt spiral thesis.


With a "tsunami of debt" on the horizon, James walks through the end game for the unsustainable U.S fiscal path. We discuss the odds of recession in 2024, how to repair the debt problem & which assets will thrive in this environment. To hear all this & more, you'll have to tune in!

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a...


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Referenced In The Show:


Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/


The Informationist: https://www.jameslavish.com/

--

(00:00) Introduction

(00:46) A Recession Is Coming

(06:07) DAS London Plug

(07:25) There's A "Tsunami Of Debt" On The Horizon

(12:17) The Debt Problem

(26:03) Blockworks Research Ad

(26:50) The Debt Spiral

(33:36) The Debt Spiral End Game

(39:06) Bitcoin

(49:16) The Bitcoin Opportunity Fund

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3229 The U.S. Dollar Is Overvalued Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets. Jens makes the case that interest rates all across the yield curve are likely headed lower as the Federal Reserve’s last hike is in the rearview mirror, and he argues that the U.S. dollar could depreciate against “risk-off” currencies such as the Swiss Franc, Japanese Yen, and even gold. Filmed on November 22, 2023. -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow Jens Nordvig on Twitter https://twitter.com/jnordvig Follow Exante Data on Twitter https://twitter.com/ExanteData Follow Marketreader on Twitter https://twitter.com/MarketReaderInc Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance -- Timestamps: (00:00) Introduction (00:16) It's Been A Busy Year (02:36) Interest Rate Sensitivity Of U.S. Economy (13:13) Will There Be A Recession In 2024? (15:51) Jens' Bull Case For Rates (22:34) Fed Will Be "Much More Relaxed" If Services Inflation Continues To Moderate (27:56) Potential For "Big Cuts" (30:22) An Extraordinary Summer In FX (33:48) Jens' Bear Case For Dollar Against Gold and Risk-Off Currencies Such As Swiss Franc -- Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 25 Nov 2023 13:00:00 -0000 full Blockworks Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets. Jens makes the case that interest rates all across the yield curve are likely headed lower as the Federal Reserve’s last hike is in the rearview mirror, and he argues that the U.S. dollar could depreciate against “risk-off” currencies such as the Swiss Franc, Japanese Yen, and even gold. Filmed on November 22, 2023. -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow Jens Nordvig on Twitter https://twitter.com/jnordvig Follow Exante Data on Twitter https://twitter.com/ExanteData Follow Marketreader on Twitter https://twitter.com/MarketReaderInc Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance -- Timestamps: (00:00) Introduction (00:16) It's Been A Busy Year (02:36) Interest Rate Sensitivity Of U.S. Economy (13:13) Will There Be A Recession In 2024? (15:51) Jens' Bull Case For Rates (22:34) Fed Will Be "Much More Relaxed" If Services Inflation Continues To Moderate (27:56) Potential For "Big Cuts" (30:22) An Extraordinary Summer In FX (33:48) Jens' Bear Case For Dollar Against Gold and Risk-Off Currencies Such As Swiss Franc -- Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets.


Jens makes the case that interest rates all across the yield curve are likely headed lower as the Federal Reserve’s last hike is in the rearview mirror, and he argues that the U.S. dollar could depreciate against “risk-off” currencies such as the Swiss Franc, Japanese Yen, and even gold. Filmed on November 22, 2023.

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london

--

Follow Jens Nordvig on Twitter https://twitter.com/jnordvig

Follow Exante Data on Twitter https://twitter.com/ExanteData

Follow Marketreader on Twitter https://twitter.com/MarketReaderInc

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

--

Timestamps:

(00:00) Introduction

(00:16) It's Been A Busy Year

(02:36) Interest Rate Sensitivity Of U.S. Economy

(13:13) Will There Be A Recession In 2024?

(15:51) Jens' Bull Case For Rates

(22:34) Fed Will Be "Much More Relaxed" If Services Inflation Continues To Moderate

(27:56) Potential For "Big Cuts"

(30:22) An Extraordinary Summer In FX

(33:48) Jens' Bear Case For Dollar Against Gold and Risk-Off Currencies Such As Swiss Franc

--

Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4116 Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Julian Brigden Co-Founder of MI2 Partners joins the show to reflect on the current state of markets as financial conditions loosen & markets price in a goldilocks environment, as they deem the Fed's inflation fight over. We discuss the path ahead for the Fed, the ongoing tug of war between stocks & bonds, the ripple effect of inflation & the structural bear market in the bond market. To hear all this & more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 23 Nov 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Julian Brigden Co-Founder of MI2 Partners joins the show to reflect on the current state of markets as financial conditions loosen & markets price in a goldilocks environment, as they deem the Fed's inflation fight over. We discuss the path ahead for the Fed, the ongoing tug of war between stocks & bonds, the ripple effect of inflation & the structural bear market in the bond market. To hear all this & more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Julian Brigden Co-Founder of MI2 Partners joins the show to reflect on the current state of markets as financial conditions loosen & markets price in a goldilocks environment, as they deem the Fed's inflation fight over.


We discuss the path ahead for the Fed, the ongoing tug of war between stocks & bonds, the ripple effect of inflation & the structural bear market in the bond market. To hear all this & more, you'll have to tune in!

--

Follow Julian: https://twitter.com/JulianMI2

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4450 Rising Liquidity Is Supporting A Bull Market | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss the inflation print which gave a further lift to equities over the week. Mark dives into the liquidity backdrop that is "driving markets" & what it means for the rest of 2023. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:52) DAS London (07:58) Inflation (18:56) The Debt Problem (25:47) Blockworks Research (26:34) Bitcoin (48:12) When Will The Fed Cut Rates? (54:05) Artificial Intelligence -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 18 Nov 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss the inflation print which gave a further lift to equities over the week. Mark dives into the liquidity backdrop that is "driving markets" & what it means for the rest of 2023. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:52) DAS London (07:58) Inflation (18:56) The Debt Problem (25:47) Blockworks Research (26:34) Bitcoin (48:12) When Will The Fed Cut Rates? (54:05) Artificial Intelligence -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Mike & Mark discuss the inflation print which gave a further lift to equities over the week. Mark dives into the liquidity backdrop that is "driving markets" & what it means for the rest of 2023. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(01:52) DAS London

(07:58) Inflation

(18:56) The Debt Problem

(25:47) Blockworks Research

(26:34) Bitcoin

(48:12) When Will The Fed Cut Rates?

(54:05) Artificial Intelligence

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3325 Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Michael Howell CEO of CrossBorder Capital joins the show to share his outlook for the global liquidity cycle and what it means for markets throughout 2023 & into 2024. We deep dive into the mechanics of inflation, the impact of rising interest rate's on global refinancing, the reduced impact of QE from the Fed's shadow QE & the role of crypto & Gold in portfolios. To hear all this & more, you'll have to tune in! -- Follow Michael: https://twitter.com/crossbordercap Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show: Stanley Druckenmiller & Paul Tudor Jones: https://www.youtube.com/watch?v=QWccFlgaBxA -- (00:00) Introduction (01:53) Liquidity Is Rising (05:01) The Path Ahead For Inflation In 2024 (09:34) DAS London Plug (10:52) The Liquidity Spiral (14:48) The Impact Of Rising Interest Rate's (17:44) The Liquidity Cycle (21:38) The Fed's Shadow QE (25:13) The QRA Fueled A Huge Stock Market Rally (30:40) Blockworks Research Ad (31:28) The U.S Fiscal Outlook Will Cause The Fed's Balance Sheet To Rise (40:29) Gold & Crypto (42:40) Who Is The New Marginal Buyer Of U.S Debt? (48:49) Crypto As An Inflation Hedge -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 15 Nov 2023 16:04:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Michael Howell CEO of CrossBorder Capital joins the show to share his outlook for the global liquidity cycle and what it means for markets throughout 2023 & into 2024. We deep dive into the mechanics of inflation, the impact of rising interest rate's on global refinancing, the reduced impact of QE from the Fed's shadow QE & the role of crypto & Gold in portfolios. To hear all this & more, you'll have to tune in! -- Follow Michael: https://twitter.com/crossbordercap Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show: Stanley Druckenmiller & Paul Tudor Jones: https://www.youtube.com/watch?v=QWccFlgaBxA -- (00:00) Introduction (01:53) Liquidity Is Rising (05:01) The Path Ahead For Inflation In 2024 (09:34) DAS London Plug (10:52) The Liquidity Spiral (14:48) The Impact Of Rising Interest Rate's (17:44) The Liquidity Cycle (21:38) The Fed's Shadow QE (25:13) The QRA Fueled A Huge Stock Market Rally (30:40) Blockworks Research Ad (31:28) The U.S Fiscal Outlook Will Cause The Fed's Balance Sheet To Rise (40:29) Gold & Crypto (42:40) Who Is The New Marginal Buyer Of U.S Debt? (48:49) Crypto As An Inflation Hedge -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Michael Howell CEO of CrossBorder Capital joins the show to share his outlook for the global liquidity cycle and what it means for markets throughout 2023 & into 2024.


We deep dive into the mechanics of inflation, the impact of rising interest rate's on global refinancing, the reduced impact of QE from the Fed's shadow QE & the role of crypto & Gold in portfolios. To hear all this & more, you'll have to tune in!

--

Follow Michael: https://twitter.com/crossbordercap

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Referenced In The Show:


Stanley Druckenmiller & Paul Tudor Jones: https://www.youtube.com/watch?v=QWccFlgaBxA

--

(00:00) Introduction

(01:53) Liquidity Is Rising

(05:01) The Path Ahead For Inflation In 2024

(09:34) DAS London Plug

(10:52) The Liquidity Spiral

(14:48) The Impact Of Rising Interest Rate's

(17:44) The Liquidity Cycle

(21:38) The Fed's Shadow QE

(25:13) The QRA Fueled A Huge Stock Market Rally

(30:40) Blockworks Research Ad

(31:28) The U.S Fiscal Outlook Will Cause The Fed's Balance Sheet To Rise

(40:29) Gold & Crypto

(42:40) Who Is The New Marginal Buyer Of U.S Debt?

(48:49) Crypto As An Inflation Hedge

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3379 Bitcoin Bulls Are Back | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mark & Mike discuss the continued positive price action in crypto as Bitcoin breaks $37,000. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (06:16) Bitcoin Breaks $37,000 (17:19) FTX (27:07) DAS London Plug (28:25) All Eye's Are Still On The Bond Market (48:07) Blockworks Research Ad (48:55) Circle Plans A 2024 IPO -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 11 Nov 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mark & Mike discuss the continued positive price action in crypto as Bitcoin breaks $37,000. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (06:16) Bitcoin Breaks $37,000 (17:19) FTX (27:07) DAS London Plug (28:25) All Eye's Are Still On The Bond Market (48:07) Blockworks Research Ad (48:55) Circle Plans A 2024 IPO -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Mark & Mike discuss the continued positive price action in crypto as Bitcoin breaks $37,000. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(06:16) Bitcoin Breaks $37,000

(17:19) FTX

(27:07) DAS London Plug

(28:25) All Eye's Are Still On The Bond Market

(48:07) Blockworks Research Ad

(48:55) Circle Plans A 2024 IPO

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3855 The Path To $100,000 Bitcoin | Adam Back Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Adam Back Co-Founder & CEO of Blockstream joins the show for a discussion on where we are in the Bitcoin cycle. We deep dive into the mechanics of the mining sector, developments in the lightning network, whether or not a Bitcoin ETF is good for the ethos of Bitcoin & finally why Adam believes Bitcoin under $100,000 is undervalued. To hear all this & more, you'll have. to tune in! -- Follow Adam: https://twitter.com/adam3us Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:36) Chancellor on Brink of Second Bailout for Banks (05:42) Bitcoin & Bonds (07:49) Bitcoin ETF (11:54) DAS London Plug (13:12) Where Are We In The Bitcoin Cycle? (17:44) Bitcoin's Path To $100,000 (20:17) Bitcoin Mining (37:02) Blockworks Research Ad (37:50) Does More Bitcoin Hashrate Equal More Security? (46:23) The Bitcoin Security Model (50:57) Bitcoin Ordinals (57:05) The Lightning Network -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 08 Nov 2023 12:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Adam Back Co-Founder & CEO of Blockstream joins the show for a discussion on where we are in the Bitcoin cycle. We deep dive into the mechanics of the mining sector, developments in the lightning network, whether or not a Bitcoin ETF is good for the ethos of Bitcoin & finally why Adam believes Bitcoin under $100,000 is undervalued. To hear all this & more, you'll have. to tune in! -- Follow Adam: https://twitter.com/adam3us Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:36) Chancellor on Brink of Second Bailout for Banks (05:42) Bitcoin & Bonds (07:49) Bitcoin ETF (11:54) DAS London Plug (13:12) Where Are We In The Bitcoin Cycle? (17:44) Bitcoin's Path To $100,000 (20:17) Bitcoin Mining (37:02) Blockworks Research Ad (37:50) Does More Bitcoin Hashrate Equal More Security? (46:23) The Bitcoin Security Model (50:57) Bitcoin Ordinals (57:05) The Lightning Network -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Adam Back Co-Founder & CEO of Blockstream joins the show for a discussion on where we are in the Bitcoin cycle.


We deep dive into the mechanics of the mining sector, developments in the lightning network, whether or not a Bitcoin ETF is good for the ethos of Bitcoin & finally why Adam believes Bitcoin under $100,000 is undervalued. To hear all this & more, you'll have. to tune in!

--

Follow Adam: https://twitter.com/adam3us

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(00:36) Chancellor on Brink of Second Bailout for Banks

(05:42) Bitcoin & Bonds

(07:49) Bitcoin ETF

(11:54) DAS London Plug

(13:12) Where Are We In The Bitcoin Cycle?

(17:44) Bitcoin's Path To $100,000

(20:17) Bitcoin Mining

(37:02) Blockworks Research Ad

(37:50) Does More Bitcoin Hashrate Equal More Security?

(46:23) The Bitcoin Security Model

(50:57) Bitcoin Ordinals

(57:05) The Lightning Network

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3766 Huge Rally In Stocks & Bonds, What Comes Next? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mark & Mike discuss the market rally in stocks & bonds after the U.S Treasury's quarterly refunding announcement (QRA). We also deep dive into Powell's FOMC meeting, the Nonfarm Payroll's data release & this weeks Coinbase earnings. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 04 Nov 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mark & Mike discuss the market rally in stocks & bonds after the U.S Treasury's quarterly refunding announcement (QRA). We also deep dive into Powell's FOMC meeting, the Nonfarm Payroll's data release & this weeks Coinbase earnings. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Mark & Mike discuss the market rally in stocks & bonds after the U.S Treasury's quarterly refunding announcement (QRA).


We also deep dive into Powell's FOMC meeting, the Nonfarm Payroll's data release & this weeks Coinbase earnings. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3261 Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Andy Constan Founder of Damped Spring & Co-Founder of 2 Gray Beards joins the show to disucss the recent QRA release from the U.S Treasury. As markets anticipated a higher amount of long end issuance, Andy turned bullish a few days ago when the numbers surprised to the downside & joins the show to explain exactly how he was able to catch this weeks risk on rally. To hear all this & more, you'll have to tune in! -- Follow Andy: https://twitter.com/dampedspring Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:44) Why Andy Wen't Long Risk Asset's Post QRA Announcement (06:40) Bills vs Bonds Issuance (11:41) Should The U.S Have Termed Out Their Debt? (15:46) DAS London Promo (17:04) Financial Conditions Have Massively Eased (21:44) We're Back To Act I In The Inflation Cycle (24:25) Blockworks Research Ad (25:13) The Consequences Of This QRA Are Being Felt (32:50) The Path Towards Recession -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 03 Nov 2023 18:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Andy Constan Founder of Damped Spring & Co-Founder of 2 Gray Beards joins the show to disucss the recent QRA release from the U.S Treasury. As markets anticipated a higher amount of long end issuance, Andy turned bullish a few days ago when the numbers surprised to the downside & joins the show to explain exactly how he was able to catch this weeks risk on rally. To hear all this & more, you'll have to tune in! -- Follow Andy: https://twitter.com/dampedspring Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:44) Why Andy Wen't Long Risk Asset's Post QRA Announcement (06:40) Bills vs Bonds Issuance (11:41) Should The U.S Have Termed Out Their Debt? (15:46) DAS London Promo (17:04) Financial Conditions Have Massively Eased (21:44) We're Back To Act I In The Inflation Cycle (24:25) Blockworks Research Ad (25:13) The Consequences Of This QRA Are Being Felt (32:50) The Path Towards Recession -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Andy Constan Founder of Damped Spring & Co-Founder of 2 Gray Beards joins the show to disucss the recent QRA release from the U.S Treasury.


As markets anticipated a higher amount of long end issuance, Andy turned bullish a few days ago when the numbers surprised to the downside & joins the show to explain exactly how he was able to catch this weeks risk on rally. To hear all this & more, you'll have to tune in!

--

Follow Andy: https://twitter.com/dampedspring

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:

(00:00) Introduction

(00:44) Why Andy Wen't Long Risk Asset's Post QRA Announcement

(06:40) Bills vs Bonds Issuance

(11:41) Should The U.S Have Termed Out Their Debt?

(15:46) DAS London Promo

(17:04) Financial Conditions Have Massively Eased

(21:44) We're Back To Act I In The Inflation Cycle

(24:25) Blockworks Research Ad

(25:13) The Consequences Of This QRA Are Being Felt

(32:50) The Path Towards Recession

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2190 Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening Michael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November. __ Michael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting __ Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ – __ Follow Michael Kao on Twitter https://twitter.com/UrbanKaoboy Follow Michael Ippolito on Twitter https://twitter.com/MikeIppolito_ Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 01 Nov 2023 22:32:00 -0000 full Blockworks Michael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November. __ Michael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting __ Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ – __ Follow Michael Kao on Twitter https://twitter.com/UrbanKaoboy Follow Michael Ippolito on Twitter https://twitter.com/MikeIppolito_ Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Michael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November.

__

Michael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting

__

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place.

As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ –

__

Follow Michael Kao on Twitter https://twitter.com/UrbanKaoboy

Follow Michael Ippolito on Twitter https://twitter.com/MikeIppolito_

Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4154 Bursting Of The Sovereign Debt Bubble | Arthur Hayes Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Arthur Hayes CIO at Maelstrom Fund joins the show to explore his current macro framework and how that will impact crypto for the rest of the year & into 2024. We discuss the bursting of the sovereign debt bubble as bonds continue one of their largest sell-off's in U.S history, the dreaded bear steepener and it's impact on bank balance sheets, market liquidity & how crypto can act as a safe haven during periods of financial repression, deleveraging & inflation. To hear all this & more, you'll have to tune in! -- Follow Arthur: https://twitter.com/CryptoHayes Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show: Oil: The Making of the Modern World: https://podcasts.apple.com/gb/podcast/167-oil-the-making-of-the-modern-world/id1537788786?i=1000555057140 -- Timestamps: (00:00) Introduction (00:38) The Debt Problem (05:43) The Dreaded Bear Steepener (10:56) Are U.S Banks In Trouble Again? (15:30) The Social Consequences Of Too Much Debt (20:19) DAS London Plug (21:36) Financial Repression (28:18) Trade Wars Are The Mirror Image Of Currency Wars (33:11) Blockworks Research (42:27) Bitcoin (43:15) The Crypto Bull Market (54:42) The Bitcoin Halving (56:05) Liquidity -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 01 Nov 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Arthur Hayes CIO at Maelstrom Fund joins the show to explore his current macro framework and how that will impact crypto for the rest of the year & into 2024. We discuss the bursting of the sovereign debt bubble as bonds continue one of their largest sell-off's in U.S history, the dreaded bear steepener and it's impact on bank balance sheets, market liquidity & how crypto can act as a safe haven during periods of financial repression, deleveraging & inflation. To hear all this & more, you'll have to tune in! -- Follow Arthur: https://twitter.com/CryptoHayes Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show: Oil: The Making of the Modern World: https://podcasts.apple.com/gb/podcast/167-oil-the-making-of-the-modern-world/id1537788786?i=1000555057140 -- Timestamps: (00:00) Introduction (00:38) The Debt Problem (05:43) The Dreaded Bear Steepener (10:56) Are U.S Banks In Trouble Again? (15:30) The Social Consequences Of Too Much Debt (20:19) DAS London Plug (21:36) Financial Repression (28:18) Trade Wars Are The Mirror Image Of Currency Wars (33:11) Blockworks Research (42:27) Bitcoin (43:15) The Crypto Bull Market (54:42) The Bitcoin Halving (56:05) Liquidity -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Arthur Hayes CIO at Maelstrom Fund joins the show to explore his current macro framework and how that will impact crypto for the rest of the year & into 2024.


We discuss the bursting of the sovereign debt bubble as bonds continue one of their largest sell-off's in U.S history, the dreaded bear steepener and it's impact on bank balance sheets, market liquidity & how crypto can act as a safe haven during periods of financial repression, deleveraging & inflation. To hear all this & more, you'll have to tune in!

--

Follow Arthur: https://twitter.com/CryptoHayes

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Referenced In The Show:


Oil: The Making of the Modern World: https://podcasts.apple.com/gb/podcast/167-oil-the-making-of-the-modern-world/id1537788786?i=1000555057140

--

Timestamps:


(00:00) Introduction

(00:38) The Debt Problem

(05:43) The Dreaded Bear Steepener

(10:56) Are U.S Banks In Trouble Again?

(15:30) The Social Consequences Of Too Much Debt

(20:19) DAS London Plug

(21:36) Financial Repression

(28:18) Trade Wars Are The Mirror Image Of Currency Wars

(33:11) Blockworks Research

(42:27) Bitcoin

(43:15) The Crypto Bull Market

(54:42) The Bitcoin Halving

(56:05) Liquidity

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3628 Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the recent price action in Bitcoin. As Bitcoin breached $30k, it quickly ran up to $35k as investors anticipated an eventual spot Bitcoin ETF. We also discuss the gamma squeeze that took place, the increasing participation of "hodlers" & the role of the halving. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 28 Oct 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the recent price action in Bitcoin. As Bitcoin breached $30k, it quickly ran up to $35k as investors anticipated an eventual spot Bitcoin ETF. We also discuss the gamma squeeze that took place, the increasing participation of "hodlers" & the role of the halving. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss the recent price action in Bitcoin. As Bitcoin breached $30k, it quickly ran up to $35k as investors anticipated an eventual spot Bitcoin ETF. We also discuss the gamma squeeze that took place, the increasing participation of "hodlers" & the role of the halving. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london


Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4281 Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability & the Boundaries Of Debt-Fueled Economic Growth This episode is from another of Blockworks' shows Forward Guidance. We hope you enjoy & remember to go follow Forward Guidance: Spotify: spoti.fi/46LGuNR Apple: apple.co/3hXQu2F -- Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For International Settlements (BIS), joins Joseph Wang of Fedguy.com and Jack Farley for a wide-ranging discussion on the nature of financial instability and the interplay of monetary policy and fiscal policy. Borio shares insight from recent BIS research on inflationary regimes, financial cycles, and the boundaries of debt-fueled growth. Borio notes that the materialization of interest rate risk has so far been seen in the banking sector, but that we have yet to credit risk. Filmed on October 17, 2023. -- Some of Borio’s and the BIS’ works mentioned in this interview: “Monetary and fiscal policy: safeguarding stability and trust,” June 2023 Presentation in Basel, Switzerland, Claudio Borio https://www.bis.org/speeches/sp230625a_slides.pdf “The two-regime view of inflation,” March 2023, Claudio Borio, Marco Lombardi, James Yetman and Egon Zakrajšek https://www.bis.org/publ/bppdf/bispap133.pdf “International banking and financial market developments” BIS Quarterly Review, September 2023 https://www.bis.org/publ/qtrpdf/r_qt2309.pdf “Does money growth help explain the recent inflation surge?” 26 January 2023, Claudio Borio, Boris Hofmann and Egon Zakrajšek https://www.bis.org/publ/bisbull67.pdf “On money, debt, trust and central banking,” January 2019, Claudio Borio https://www.bis.org/publ/work763.pdf “Navigating by r*: safe or hazardous?” November 2021, Claudio Borio https://www.bis.org/publ/work982.pdf “The financial cycle and macroeconomics: What have we learnt?” December 2012, Claudio Borio https://www.bis.org/publ/work395.pdf __ Follow Bank For International Settlements on Twitter https://twitter.com/BIS_org Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ (00:00) Introduction (00:32) The Interplay Between Monetary Policy & Fiscal Policy (09:50) High Levels Of Government Indebtedness As A Risk (12:35) Just How Interest Rate Sensitive Is The Global Economy? (15:56) The Financial Cycle (24:12) The Two Inflationary Regimes (36:45) Central Bank Balance Sheet Policy (Quantitative Easing & Quantitative Tightening) (39:34) Liquidity In Sovereign Bond Markets (46:13) Non-Bank Financial Sector Is "Rife With Hidden Leverage & Maturity Mismatches" (50:56) Interest Rate Risk Within Banking System (56:45) Concluding Thoughts On Debt & Inflation __ Disclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 26 Oct 2023 13:00:00 -0000 full Blockworks This episode is from another of Blockworks' shows Forward Guidance. We hope you enjoy & remember to go follow Forward Guidance: Spotify: spoti.fi/46LGuNR Apple: apple.co/3hXQu2F -- Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For International Settlements (BIS), joins Joseph Wang of Fedguy.com and Jack Farley for a wide-ranging discussion on the nature of financial instability and the interplay of monetary policy and fiscal policy. Borio shares insight from recent BIS research on inflationary regimes, financial cycles, and the boundaries of debt-fueled growth. Borio notes that the materialization of interest rate risk has so far been seen in the banking sector, but that we have yet to credit risk. Filmed on October 17, 2023. -- Some of Borio’s and the BIS’ works mentioned in this interview: “Monetary and fiscal policy: safeguarding stability and trust,” June 2023 Presentation in Basel, Switzerland, Claudio Borio https://www.bis.org/speeches/sp230625a_slides.pdf “The two-regime view of inflation,” March 2023, Claudio Borio, Marco Lombardi, James Yetman and Egon Zakrajšek https://www.bis.org/publ/bppdf/bispap133.pdf “International banking and financial market developments” BIS Quarterly Review, September 2023 https://www.bis.org/publ/qtrpdf/r_qt2309.pdf “Does money growth help explain the recent inflation surge?” 26 January 2023, Claudio Borio, Boris Hofmann and Egon Zakrajšek https://www.bis.org/publ/bisbull67.pdf “On money, debt, trust and central banking,” January 2019, Claudio Borio https://www.bis.org/publ/work763.pdf “Navigating by r*: safe or hazardous?” November 2021, Claudio Borio https://www.bis.org/publ/work982.pdf “The financial cycle and macroeconomics: What have we learnt?” December 2012, Claudio Borio https://www.bis.org/publ/work395.pdf __ Follow Bank For International Settlements on Twitter https://twitter.com/BIS_org Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ (00:00) Introduction (00:32) The Interplay Between Monetary Policy & Fiscal Policy (09:50) High Levels Of Government Indebtedness As A Risk (12:35) Just How Interest Rate Sensitive Is The Global Economy? (15:56) The Financial Cycle (24:12) The Two Inflationary Regimes (36:45) Central Bank Balance Sheet Policy (Quantitative Easing & Quantitative Tightening) (39:34) Liquidity In Sovereign Bond Markets (46:13) Non-Bank Financial Sector Is "Rife With Hidden Leverage & Maturity Mismatches" (50:56) Interest Rate Risk Within Banking System (56:45) Concluding Thoughts On Debt & Inflation __ Disclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This episode is from another of Blockworks' shows Forward Guidance. We hope you enjoy & remember to go follow Forward Guidance:

Spotify: spoti.fi/46LGuNR

Apple: apple.co/3hXQu2F

--

Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For International Settlements (BIS), joins Joseph Wang of Fedguy.com and Jack Farley for a wide-ranging discussion on the nature of financial instability and the interplay of monetary policy and fiscal policy.


Borio shares insight from recent BIS research on inflationary regimes, financial cycles, and the boundaries of debt-fueled growth. Borio notes that the materialization of interest rate risk has so far been seen in the banking sector, but that we have yet to credit risk. Filmed on October 17, 2023.

--

Some of Borio’s and the BIS’ works mentioned in this interview:


“Monetary and fiscal policy: safeguarding stability and trust,” June 2023 Presentation in Basel, Switzerland, Claudio Borio

https://www.bis.org/speeches/sp230625a_slides.pdf


“The two-regime view of inflation,” March 2023, Claudio Borio, Marco Lombardi, James Yetman and Egon Zakrajšek

https://www.bis.org/publ/bppdf/bispap133.pdf


“International banking and financial market developments” BIS Quarterly Review, September 2023

https://www.bis.org/publ/qtrpdf/r_qt2309.pdf


“Does money growth help explain the recent inflation surge?” 26 January 2023, Claudio Borio, Boris Hofmann and Egon Zakrajšek

https://www.bis.org/publ/bisbull67.pdf


“On money, debt, trust and central banking,” January 2019, Claudio Borio

https://www.bis.org/publ/work763.pdf


“Navigating by r*: safe or hazardous?” November 2021, Claudio Borio

https://www.bis.org/publ/work982.pdf


“The financial cycle and macroeconomics: What have we learnt?” December 2012, Claudio Borio

https://www.bis.org/publ/work395.pdf

__

Follow Bank For International Settlements on Twitter https://twitter.com/BIS_org

Follow Joseph Wang on Twitter https://twitter.com/FedGuy12

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

(00:00) Introduction

(00:32) The Interplay Between Monetary Policy & Fiscal Policy

(09:50) High Levels Of Government Indebtedness As A Risk

(12:35) Just How Interest Rate Sensitive Is The Global Economy?

(15:56) The Financial Cycle

(24:12) The Two Inflationary Regimes

(36:45) Central Bank Balance Sheet Policy (Quantitative Easing & Quantitative Tightening)

(39:34) Liquidity In Sovereign Bond Markets

(46:13) Non-Bank Financial Sector Is "Rife With Hidden Leverage & Maturity Mismatches"

(50:56) Interest Rate Risk Within Banking System

(56:45) Concluding Thoughts On Debt & Inflation

__

Disclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3788 Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the false Bitcoin ETF headline that sent Bitcoin soaring to $30,000, before diving into the broader crypto price action over the week. We then discuss the continued bond market sell-off that has lead to one of the worst bond bear markets in U.S history. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 21 Oct 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the false Bitcoin ETF headline that sent Bitcoin soaring to $30,000, before diving into the broader crypto price action over the week. We then discuss the continued bond market sell-off that has lead to one of the worst bond bear markets in U.S history. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss the false Bitcoin ETF headline that sent Bitcoin soaring to $30,000, before diving into the broader crypto price action over the week. We then discuss the continued bond market sell-off that has lead to one of the worst bond bear markets in U.S history. To hear all this & more, you'll have to tune in!

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3721 An "Ocean Of Liquidity" Is Reversing | Neal Berger Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Neal Berger Founder of Eagle’s View Capital Management joins the show for a discussion on navigating the uncertain year of 2023. After launching his contrarian macro fund in 2021, and posting some of the best hedge fund returns in 2022 of 163%, Neal describes how 2023 has been a "challenging year" as his fund remains short stocks & bonds. Expecting the bond market sell-off to continue, Neil shares the path ahead for the rest of 2023 & into 2024. To hear all this & more, you’ll have to tune in!  -- Follow Eagles View Capital: https://evhedge.com/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:40) 2023 Has Been Challenging (06:43) This Bond Market Sell-Off Isn't Over (11:12) Higher Interest Rates Are Negative For Stocks (14:12) Blockworks Research Ad (14:59) The Ocean Of Liquidity Is In Reverse (27:30) Looking Ahead To 2023/2024 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 18 Oct 2023 13:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Neal Berger Founder of Eagle’s View Capital Management joins the show for a discussion on navigating the uncertain year of 2023. After launching his contrarian macro fund in 2021, and posting some of the best hedge fund returns in 2022 of 163%, Neal describes how 2023 has been a "challenging year" as his fund remains short stocks & bonds. Expecting the bond market sell-off to continue, Neil shares the path ahead for the rest of 2023 & into 2024. To hear all this & more, you’ll have to tune in!  -- Follow Eagles View Capital: https://evhedge.com/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:40) 2023 Has Been Challenging (06:43) This Bond Market Sell-Off Isn't Over (11:12) Higher Interest Rates Are Negative For Stocks (14:12) Blockworks Research Ad (14:59) The Ocean Of Liquidity Is In Reverse (27:30) Looking Ahead To 2023/2024 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Neal Berger Founder of Eagle’s View Capital Management joins the show for a discussion on navigating the uncertain year of 2023.


After launching his contrarian macro fund in 2021, and posting some of the best hedge fund returns in 2022 of 163%, Neal describes how 2023 has been a "challenging year" as his fund remains short stocks & bonds. Expecting the bond market sell-off to continue, Neil shares the path ahead for the rest of 2023 & into 2024. To hear all this & more, you’ll have to tune in! 

--

Follow Eagles View Capital: https://evhedge.com/

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(00:40) 2023 Has Been Challenging

(06:43) This Bond Market Sell-Off Isn't Over

(11:12) Higher Interest Rates Are Negative For Stocks

(14:12) Blockworks Research Ad

(14:59) The Ocean Of Liquidity Is In Reverse

(27:30) Looking Ahead To 2023/2024

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2189 Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week Mike & Mark discuss the recent sentiment in crypto markets. We then dive into this weeks CPI print, the bond market & how recessionary headwinds could start to emerge in the coming months. To hear all this & more, you’ll have to tune in!  — Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 14 Oct 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week Mike & Mark discuss the recent sentiment in crypto markets. We then dive into this weeks CPI print, the bond market & how recessionary headwinds could start to emerge in the coming months. To hear all this & more, you’ll have to tune in!  — Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

—

This week Mike & Mark discuss the recent sentiment in crypto markets. We then dive into this weeks CPI print, the bond market & how recessionary headwinds could start to emerge in the coming months. To hear all this & more, you’ll have to tune in! 

—

Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3236 Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, two hedge fund veterans Andy Constan & Nick Givanovic, Co-Founders of 2 Gray Beards join the show for a discussion on the recent bond market sell-off, the journey towards recession island in 2024 & the path ahead for equity weakness depending on the U.S Treasury's QRA at the end of October. To hear all this & more, you'll have to tune in! -- Follow Andy: https://twitter.com/dampedspring Follow Nick: https://twitter.com/nickgiva1 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Logan’s speech is worth reading: the “why” of this recent bond selloff matters importantly for the Fed: https://twitter.com/NickTimiraos/status/1711371085889864063 The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening | Michael Howell & Andy Constan: https://www.youtube.com/watch?v=5nZwrE_uNcg -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:28) How To End An Inflation Cycle (06:43) A Wave Of U.S Treasury Issuance Is Coming To Market (17:12) The Fed Will Be Happy With The Bond Market Sell-Off (19:43) Blockworks Research Ad (20:30) The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening (27:48) Debt & Deficits (35:11) Reacting To Geopolitical Uncertainty In Markets (41:33) Preparing For Act 4 In A Move To Recession Island (47:41) Inflation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 11 Oct 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, two hedge fund veterans Andy Constan & Nick Givanovic, Co-Founders of 2 Gray Beards join the show for a discussion on the recent bond market sell-off, the journey towards recession island in 2024 & the path ahead for equity weakness depending on the U.S Treasury's QRA at the end of October. To hear all this & more, you'll have to tune in! -- Follow Andy: https://twitter.com/dampedspring Follow Nick: https://twitter.com/nickgiva1 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Logan’s speech is worth reading: the “why” of this recent bond selloff matters importantly for the Fed: https://twitter.com/NickTimiraos/status/1711371085889864063 The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening | Michael Howell & Andy Constan: https://www.youtube.com/watch?v=5nZwrE_uNcg -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:28) How To End An Inflation Cycle (06:43) A Wave Of U.S Treasury Issuance Is Coming To Market (17:12) The Fed Will Be Happy With The Bond Market Sell-Off (19:43) Blockworks Research Ad (20:30) The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening (27:48) Debt & Deficits (35:11) Reacting To Geopolitical Uncertainty In Markets (41:33) Preparing For Act 4 In A Move To Recession Island (47:41) Inflation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, two hedge fund veterans Andy Constan & Nick Givanovic, Co-Founders of 2 Gray Beards join the show for a discussion on the recent bond market sell-off, the journey towards recession island in 2024 & the path ahead for equity weakness depending on the U.S Treasury's QRA at the end of October. To hear all this & more, you'll have to tune in!

--

Follow Andy: https://twitter.com/dampedspring

Follow Nick: https://twitter.com/nickgiva1

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show:


Logan’s speech is worth reading: the “why” of this recent bond selloff matters importantly for the Fed: https://twitter.com/NickTimiraos/status/1711371085889864063


The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening | Michael Howell & Andy Constan: https://www.youtube.com/watch?v=5nZwrE_uNcg

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(01:28) How To End An Inflation Cycle

(06:43) A Wave Of U.S Treasury Issuance Is Coming To Market

(17:12) The Fed Will Be Happy With The Bond Market Sell-Off

(19:43) Blockworks Research Ad

(20:30) The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening

(27:48) Debt & Deficits

(35:11) Reacting To Geopolitical Uncertainty In Markets

(41:33) Preparing For Act 4 In A Move To Recession Island

(47:41) Inflation

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3519 The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market -- Timestamps: (00:00) Introduction (03:14) DAS London (06:11) Sell-Off In The Bond Market (11:24) Payrolls Come In Hot (18:54) The Global Wrecking Ball: Oil, U.S Dollar & U.S Yield's (24:36) Blockworks Research Ad (25:24) Beware Of FOMO (35:10) Diving Into The Payrolls Data (37:25) Are Equities About To Crack? (41:49) What Stops This Bond Market From Selling Off? (44:27) The BoJ Steps In To Curb Yen Losses -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 07 Oct 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market -- Timestamps: (00:00) Introduction (03:14) DAS London (06:11) Sell-Off In The Bond Market (11:24) Payrolls Come In Hot (18:54) The Global Wrecking Ball: Oil, U.S Dollar & U.S Yield's (24:36) Blockworks Research Ad (25:24) Beware Of FOMO (35:10) Diving Into The Payrolls Data (37:25) Are Equities About To Crack? (41:49) What Stops This Bond Market From Selling Off? (44:27) The BoJ Steps In To Curb Yen Losses -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in!

--

Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market

--

Timestamps:


(00:00) Introduction

(03:14) DAS London

(06:11) Sell-Off In The Bond Market

(11:24) Payrolls Come In Hot

(18:54) The Global Wrecking Ball: Oil, U.S Dollar & U.S Yield's

(24:36) Blockworks Research Ad

(25:24) Beware Of FOMO

(35:10) Diving Into The Payrolls Data

(37:25) Are Equities About To Crack?

(41:49) What Stops This Bond Market From Selling Off?

(44:27) The BoJ Steps In To Curb Yen Losses

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3467 China's Old Economic Model Is Dying | Leland Miller Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model. With China's weaker than expected reopening & many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese economy, to help us understand what is really going on beneath the surface. To hear all this & more, you'll have to tune in! -- Follow Leland: https://twitter.com/ChinaBeigeBook Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (02:31) Thing Aren't Great In China, But It Isn't Collapsing (10:20) China's Old Economic Model Is Dying (14:05) Xi Jinping's Push To "Common Prosperity" (20:59) Blockworks Research Ad (21:46) Inflation & Deflation In China (27:30) How China's Growth Impacts Market's (32:46) China's Rippling Inflation Impact (37:54) U.S & China Relations -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 04 Oct 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model. With China's weaker than expected reopening & many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese economy, to help us understand what is really going on beneath the surface. To hear all this & more, you'll have to tune in! -- Follow Leland: https://twitter.com/ChinaBeigeBook Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (02:31) Thing Aren't Great In China, But It Isn't Collapsing (10:20) China's Old Economic Model Is Dying (14:05) Xi Jinping's Push To "Common Prosperity" (20:59) Blockworks Research Ad (21:46) Inflation & Deflation In China (27:30) How China's Growth Impacts Market's (32:46) China's Rippling Inflation Impact (37:54) U.S & China Relations -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model.


With China's weaker than expected reopening & many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese economy, to help us understand what is really going on beneath the surface. To hear all this & more, you'll have to tune in!

--

Follow Leland: https://twitter.com/ChinaBeigeBook

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(02:31) Thing Aren't Great In China, But It Isn't Collapsing

(10:20) China's Old Economic Model Is Dying

(14:05) Xi Jinping's Push To "Common Prosperity"

(20:59) Blockworks Research Ad

(21:46) Inflation & Deflation In China

(27:30) How China's Growth Impacts Market's

(32:46) China's Rippling Inflation Impact

(37:54) U.S & China Relations

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2819 The Next Phase Of The Bond Bear Market | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Mike and Mark tackle an explosive week of tremendous pain in the bond market alongside a continuing surge in oil prices. The pair consider the news surrounding potential Bitcoin and Ether ETFs, and Mark reminds listeners of his saying that "risk cannot be destroyed, it can only be transformed." Filmed on September 29, 2023. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market -- (00:00) Introduction (01:38) Renewed Bond Bear Market (11:57) Oil Surges Again (27:58) Blockworks Research Ad (28:45) Bitcoin & Ether ETFs (38:43) Sinister Saturday: Does Inflation Benefit The Elites? (51:28) "Risk Is Like Energy: You Cannot Destroy It, You Can Only Transform It" -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 30 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Mike and Mark tackle an explosive week of tremendous pain in the bond market alongside a continuing surge in oil prices. The pair consider the news surrounding potential Bitcoin and Ether ETFs, and Mark reminds listeners of his saying that "risk cannot be destroyed, it can only be transformed." Filmed on September 29, 2023. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market -- (00:00) Introduction (01:38) Renewed Bond Bear Market (11:57) Oil Surges Again (27:58) Blockworks Research Ad (28:45) Bitcoin & Ether ETFs (38:43) Sinister Saturday: Does Inflation Benefit The Elites? (51:28) "Risk Is Like Energy: You Cannot Destroy It, You Can Only Transform It" -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Mike and Mark tackle an explosive week of tremendous pain in the bond market alongside a continuing surge in oil prices. The pair consider the news surrounding potential Bitcoin and Ether ETFs, and Mark reminds listeners of his saying that "risk cannot be destroyed, it can only be transformed." Filmed on September 29, 2023.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market

--

(00:00) Introduction

(01:38) Renewed Bond Bear Market

(11:57) Oil Surges Again

(27:58) Blockworks Research Ad

(28:45) Bitcoin & Ether ETFs

(38:43) Sinister Saturday: Does Inflation Benefit The Elites?

(51:28) "Risk Is Like Energy: You Cannot Destroy It, You Can Only Transform It"

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3613 Is Goldilocks Going To End Soon? | Darius Dale Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Darius Dale, founder of 42Macro, returns to On The Margin to update Mike on his views on stocks, bonds, and the economy. Dale expects a true soft landing will be unlikely in the absence of a productivity boom, and, having correctly called the economic resiliency of the U.S. this year, he explains why he is now expecting a hard landing. Filmed on September 21, 2023. -- Follow Darius Dale on Twitter https://twitter.com/DariusDale42 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:38) The Fed's New Dot Plot (09:08) Darius's View On Interest Rates & Bond Yields (20:50) Blockworks Research Ad (21:37) The Sticky Inflation Narrative (30:04) Darius' Outlook on Stocks & Bonds -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 27 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Darius Dale, founder of 42Macro, returns to On The Margin to update Mike on his views on stocks, bonds, and the economy. Dale expects a true soft landing will be unlikely in the absence of a productivity boom, and, having correctly called the economic resiliency of the U.S. this year, he explains why he is now expecting a hard landing. Filmed on September 21, 2023. -- Follow Darius Dale on Twitter https://twitter.com/DariusDale42 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:38) The Fed's New Dot Plot (09:08) Darius's View On Interest Rates & Bond Yields (20:50) Blockworks Research Ad (21:37) The Sticky Inflation Narrative (30:04) Darius' Outlook on Stocks & Bonds -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Darius Dale, founder of 42Macro, returns to On The Margin to update Mike on his views on stocks, bonds, and the economy. Dale expects a true soft landing will be unlikely in the absence of a productivity boom, and, having correctly called the economic resiliency of the U.S. this year, he explains why he is now expecting a hard landing. Filmed on September 21, 2023.

--

Follow Darius Dale on Twitter https://twitter.com/DariusDale42

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(01:38) The Fed's New Dot Plot

(09:08) Darius's View On Interest Rates & Bond Yields

(20:50) Blockworks Research Ad

(21:37) The Sticky Inflation Narrative

(30:04) Darius' Outlook on Stocks & Bonds

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


]]> 2409 The Market Doubts The Fed | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:10) Fed Meeting (17:06) Foreign Holdings Of Treasurys (26:20) Blockworks Research Ad (27:07) Market Views On Stocks and Bonds (55:27) Crypto & Bitcoin -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 23 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:10) Fed Meeting (17:06) Foreign Holdings Of Treasurys (26:20) Blockworks Research Ad (27:07) Market Views On Stocks and Bonds (55:27) Crypto & Bitcoin -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(01:10) Fed Meeting

(17:06) Foreign Holdings Of Treasurys

(26:20) Blockworks Research Ad

(27:07) Market Views On Stocks and Bonds

(55:27) Crypto & Bitcoin

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4704 Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket” Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to share his view on the scorching summer rally in the U.S. dollar against other currencies. The surge in the dollar has been so fast and steady that Johnson expects a pullback, however, he warns that if the dollar continues to skyrocket then “heaven help the world.” -- Follow Brent: https://twitter.com/SantiagoAuFund Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:43) Where Is The Dollar Headed? (11:59) Federal Reserve and Treasury Bond Prices (21:19) Blockworks Research Ad (22:07) Japan & China (38:00) Inflation and Interest Rates (44:20) Brent's Views on Recession Risk -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 20 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to share his view on the scorching summer rally in the U.S. dollar against other currencies. The surge in the dollar has been so fast and steady that Johnson expects a pullback, however, he warns that if the dollar continues to skyrocket then “heaven help the world.” -- Follow Brent: https://twitter.com/SantiagoAuFund Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:43) Where Is The Dollar Headed? (11:59) Federal Reserve and Treasury Bond Prices (21:19) Blockworks Research Ad (22:07) Japan & China (38:00) Inflation and Interest Rates (44:20) Brent's Views on Recession Risk -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to share his view on the scorching summer rally in the U.S. dollar against other currencies. The surge in the dollar has been so fast and steady that Johnson expects a pullback, however, he warns that if the dollar continues to skyrocket then “heaven help the world.”

--

Follow Brent: https://twitter.com/SantiagoAuFund

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(00:43) Where Is The Dollar Headed?

(11:59) Federal Reserve and Treasury Bond Prices

(21:19) Blockworks Research Ad

(22:07) Japan & China

(38:00) Inflation and Interest Rates

(44:20) Brent's Views on Recession Risk

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3292 A Second Bout Of Inflation, Or Disinflation? Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark reflect on Blockworks' very own Permissionless II conference down in Austin after a busy week of panels, networking & most of all... Texas BBQ! We then take a deep dive into this weeks inflation data. Should we expect a second bout of inflation, or is disinflation still the consensus view? To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 16 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark reflect on Blockworks' very own Permissionless II conference down in Austin after a busy week of panels, networking & most of all... Texas BBQ! We then take a deep dive into this weeks inflation data. Should we expect a second bout of inflation, or is disinflation still the consensus view? To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark reflect on Blockworks' very own Permissionless II conference down in Austin after a busy week of panels, networking & most of all... Texas BBQ! We then take a deep dive into this weeks inflation data. Should we expect a second bout of inflation, or is disinflation still the consensus view? To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3116 A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob Elliott Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance & it's impact on the long end of the bond market. To hear all this & more, you'll have to tune in! -- Follow Andy: https://twitter.com/dampedspring Follow Bob: https://twitter.com/BobEUnlimited Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:11) Fading A Recession In 2023, But Are The Tides Turning? (10:55) Central Banks Have Capitulated On Their Inflation Fight (19:04) Blockworks Research Ad (19:51) Understanding The Bond Market Repricing (27:24) U.S Treasury Issuance Will Cause A Further Decline In Markets (31:50) Inflation (36:36) A Credit Crisis Is Unlikely (51:03) How Have Hedge Funds Performed In 2023? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 13 Sep 2023 13:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance & it's impact on the long end of the bond market. To hear all this & more, you'll have to tune in! -- Follow Andy: https://twitter.com/dampedspring Follow Bob: https://twitter.com/BobEUnlimited Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:11) Fading A Recession In 2023, But Are The Tides Turning? (10:55) Central Banks Have Capitulated On Their Inflation Fight (19:04) Blockworks Research Ad (19:51) Understanding The Bond Market Repricing (27:24) U.S Treasury Issuance Will Cause A Further Decline In Markets (31:50) Inflation (36:36) A Credit Crisis Is Unlikely (51:03) How Have Hedge Funds Performed In 2023? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance & it's impact on the long end of the bond market. To hear all this & more, you'll have to tune in!

--

Follow Andy: https://twitter.com/dampedspring

Follow Bob: https://twitter.com/BobEUnlimited

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(01:11) Fading A Recession In 2023, But Are The Tides Turning?

(10:55) Central Banks Have Capitulated On Their Inflation Fight

(19:04) Blockworks Research Ad

(19:51) Understanding The Bond Market Repricing

(27:24) U.S Treasury Issuance Will Cause A Further Decline In Markets

(31:50) Inflation

(36:36) A Credit Crisis Is Unlikely

(51:03) How Have Hedge Funds Performed In 2023?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3764 Bankruptcies Are On The Rise | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss the rise of bankruptcy filings in the U.S. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 09 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss the rise of bankruptcy filings in the U.S. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Mike & Mark discuss the rise of bankruptcy filings in the U.S. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4320 The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earnings season. To hear all this and more, you'll have to tune in! -- Follow Cameron: https://twitter.com/CameronDawson Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 06 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earnings season. To hear all this and more, you'll have to tune in! -- Follow Cameron: https://twitter.com/CameronDawson Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earnings season. To hear all this and more, you'll have to tune in!

--

Follow Cameron: https://twitter.com/CameronDawson

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3042 Grayscale's Victory vs The SEC | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss Grayscale's victory vs the SEC and what it means for the approval of a Bitcoin ETF. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 02 Sep 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss Grayscale's victory vs the SEC and what it means for the approval of a Bitcoin ETF. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Mike & Mark discuss Grayscale's victory vs the SEC and what it means for the approval of a Bitcoin ETF. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3477 A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024. Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons & the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:37) The Three Factor Model (03:53) The Relationship Between Liquidity & Bitcoin (06:35) The Bitcoin Halving (11:23) Permissionless Plug (12:34) Grayscale vs The SEC (18:05) Bitcoin's 10-Year Trajectory (24:48) $COIN & $MSTR: Understanding Demand For Crypto (30:48) Capriole’s Macro Index -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 31 Aug 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024. Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons & the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:37) The Three Factor Model (03:53) The Relationship Between Liquidity & Bitcoin (06:35) The Bitcoin Halving (11:23) Permissionless Plug (12:34) Grayscale vs The SEC (18:05) Bitcoin's 10-Year Trajectory (24:48) $COIN & $MSTR: Understanding Demand For Crypto (30:48) Capriole’s Macro Index -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024.


Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons & the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

(00:00) Introduction

(00:37) The Three Factor Model

(03:53) The Relationship Between Liquidity & Bitcoin

(06:35) The Bitcoin Halving

(11:23) Permissionless Plug

(12:34) Grayscale vs The SEC

(18:05) Bitcoin's 10-Year Trajectory

(24:48) $COIN & $MSTR: Understanding Demand For Crypto

(30:48) Capriole’s Macro Index

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2355 The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week, Mike & Mark discuss the slew of macro data over the past few weeks. We also deep dive into the sell-off in Bitcoin last week from $30,000 to $26,000, China's slowdown, the housing market & more! To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 26 Aug 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week, Mike & Mark discuss the slew of macro data over the past few weeks. We also deep dive into the sell-off in Bitcoin last week from $30,000 to $26,000, China's slowdown, the housing market & more! To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

—

This week, Mike & Mark discuss the slew of macro data over the past few weeks. We also deep dive into the sell-off in Bitcoin last week from $30,000 to $26,000, China's slowdown, the housing market & more! To hear all this & more, you'll have to tune in!

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4016 The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor & Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show. With every recent headline revolving around China, we invite two China watchers to the show for a deep dive on China's debt problem, real estate headwinds & battle with outright deflation. We discuss the impact of the "U.S Dollar wrecking ball", which has being swinging in Asia, and what "trouble" lies ahead for the U.S treasury market. To hear all this & more, you'll have to tune in! -- Follow Nick: https://twitter.com/nglinsman Follow Michael: https://twitter.com/UrbanKaoboy Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show:  Geopolitics/Inflation/USD-Ball In A China Shop: https://www.urbankaoboy.com/p/re-geopoliticsinflationusd-ball-in USD/China - The Donkey Kong Dollar Peg: https://www.urbankaoboy.com/p/re-usdchina-the-donkey-kong-dollar Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed: https://www.urbankaoboy.com/p/re-inflationreal-estate-cre-trends Mental Models-Destructive/Constructive Interference In Econ Cycles: https://www.urbankaoboy.com/p/re-mental-model-destructiveconstructive USD Wrecking Ball - Whither Art Thou?: https://www.urbankaoboy.com/p/re-usd-wrecking-ball-whither-art Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon: https://www.urbankaoboy.com/p/re-inflation-the-case-for-bear-steepeningwhy Geopolitical Mosh Pits & Sovereign Debt Endgames: https://twitter.com/UrbanKaoboy/status/1578888215494156289 West Point Paper -- Part 1/4: https://www.urbankaoboy.com/p/west-point-paper-part-14?r=jt0hj -- Timestamps: (00:00) Introduction (00:44) USD Wrecking Ball In A China Shop (11:05) China’s 40-Year Boom Is Over (26:13) Permissionless Ad (27:24) What's Causing The Bond Market Sell-Off? (36:56) Bull vs Bear Steepening: Making Sense Of The Yield Curve (44:40) Blockworks Research (45:27) Geopolitical Mosh Pits & Sovereign Debt Endgames (58:06) The Sovereign Debt Endgame (01:04:21) China's Impending Minsky Moment -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 23 Aug 2023 11:00:00 -0000 full 256 Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor & Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show. With every recent headline revolving around China, we invite two China watchers to the show for a deep dive on China's debt problem, real estate headwinds & battle with outright deflation. We discuss the impact of the "U.S Dollar wrecking ball", which has being swinging in Asia, and what "trouble" lies ahead for the U.S treasury market. To hear all this & more, you'll have to tune in! -- Follow Nick: https://twitter.com/nglinsman Follow Michael: https://twitter.com/UrbanKaoboy Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show:  Geopolitics/Inflation/USD-Ball In A China Shop: https://www.urbankaoboy.com/p/re-geopoliticsinflationusd-ball-in USD/China - The Donkey Kong Dollar Peg: https://www.urbankaoboy.com/p/re-usdchina-the-donkey-kong-dollar Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed: https://www.urbankaoboy.com/p/re-inflationreal-estate-cre-trends Mental Models-Destructive/Constructive Interference In Econ Cycles: https://www.urbankaoboy.com/p/re-mental-model-destructiveconstructive USD Wrecking Ball - Whither Art Thou?: https://www.urbankaoboy.com/p/re-usd-wrecking-ball-whither-art Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon: https://www.urbankaoboy.com/p/re-inflation-the-case-for-bear-steepeningwhy Geopolitical Mosh Pits & Sovereign Debt Endgames: https://twitter.com/UrbanKaoboy/status/1578888215494156289 West Point Paper -- Part 1/4: https://www.urbankaoboy.com/p/west-point-paper-part-14?r=jt0hj -- Timestamps: (00:00) Introduction (00:44) USD Wrecking Ball In A China Shop (11:05) China’s 40-Year Boom Is Over (26:13) Permissionless Ad (27:24) What's Causing The Bond Market Sell-Off? (36:56) Bull vs Bear Steepening: Making Sense Of The Yield Curve (44:40) Blockworks Research (45:27) Geopolitical Mosh Pits & Sovereign Debt Endgames (58:06) The Sovereign Debt Endgame (01:04:21) China's Impending Minsky Moment -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor & Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show.


With every recent headline revolving around China, we invite two China watchers to the show for a deep dive on China's debt problem, real estate headwinds & battle with outright deflation. We discuss the impact of the "U.S Dollar wrecking ball", which has being swinging in Asia, and what "trouble" lies ahead for the U.S treasury market. To hear all this & more, you'll have to tune in!

--

Follow Nick: https://twitter.com/nglinsman

Follow Michael: https://twitter.com/UrbanKaoboy

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Referenced In The Show: 


Geopolitics/Inflation/USD-Ball In A China Shop: https://www.urbankaoboy.com/p/re-geopoliticsinflationusd-ball-in


USD/China - The Donkey Kong Dollar Peg: https://www.urbankaoboy.com/p/re-usdchina-the-donkey-kong-dollar


Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed: https://www.urbankaoboy.com/p/re-inflationreal-estate-cre-trends


Mental Models-Destructive/Constructive Interference In Econ Cycles: https://www.urbankaoboy.com/p/re-mental-model-destructiveconstructive


USD Wrecking Ball - Whither Art Thou?: https://www.urbankaoboy.com/p/re-usd-wrecking-ball-whither-art


Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon: https://www.urbankaoboy.com/p/re-inflation-the-case-for-bear-steepeningwhy


Geopolitical Mosh Pits & Sovereign Debt Endgames: https://twitter.com/UrbanKaoboy/status/1578888215494156289


West Point Paper -- Part 1/4: https://www.urbankaoboy.com/p/west-point-paper-part-14?r=jt0hj

--

Timestamps:


(00:00) Introduction

(00:44) USD Wrecking Ball In A China Shop

(11:05) China’s 40-Year Boom Is Over

(26:13) Permissionless Ad

(27:24) What's Causing The Bond Market Sell-Off?

(36:56) Bull vs Bear Steepening: Making Sense Of The Yield Curve

(44:40) Blockworks Research

(45:27) Geopolitical Mosh Pits & Sovereign Debt Endgames

(58:06) The Sovereign Debt Endgame

(01:04:21) China's Impending Minsky Moment

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4551 Housing Market Downturn Isn't Over Follow Forward Guidance On Spotify: https://spoti.fi/3E0Nbio Follow Forward Guidance On Apple: https://apple.co/3hXQu2F Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike is on holiday, so we bring you a special episode of Forward Guidance hosted by Jack Farley with Ivy Zelman Founder and CEO of Zelman & Associates. -- Follow Ivy Zelman on Twitter https://twitter.com/Ivy_Zelman Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 19 Aug 2023 11:00:00 -0000 full Blockworks Follow Forward Guidance On Spotify: https://spoti.fi/3E0Nbio Follow Forward Guidance On Apple: https://apple.co/3hXQu2F Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike is on holiday, so we bring you a special episode of Forward Guidance hosted by Jack Farley with Ivy Zelman Founder and CEO of Zelman & Associates. -- Follow Ivy Zelman on Twitter https://twitter.com/Ivy_Zelman Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow Forward Guidance On Spotify: https://spoti.fi/3E0Nbio

Follow Forward Guidance On Apple: https://apple.co/3hXQu2F


Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week Mike is on holiday, so we bring you a special episode of Forward Guidance hosted by Jack Farley with Ivy Zelman Founder and CEO of Zelman & Associates.

--

Follow Ivy Zelman on Twitter https://twitter.com/Ivy_Zelman

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3657 The Fourth Turning: How Will It End? | Neil Howe Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Neil Howe, Author of The Fourth Turning & his latest book The Fourth Turning Is Here joins the show for a wide ranging discussion on the current generational cycle America finds itself in amidst the crisis phase of the fourth turning. We dive deep into understanding the origins of a fourth turning, the economic & societal cycles throughout history rebuilding institutions. To hear all this & more, you'll have to tune in! -- Referenced In The Show: The Fourth Turning Is Here: What the Seasons of History Tell Us about How and When This Crisis Will End: https://www.amazon.com/gp/product/1982173734/ The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny: https://www.amazon.com/gp/product/0767900464/ https://www.fourthturning.com/ Bowling Alone: The Collapse and Revival of American Community: https://www.amazon.co.uk/Bowling-Alone-Collapse-American-Community/dp/0743203046 The Moral Equivalent of War: https://www.youtube.com/watch?v=bbNFKgNoWc0 -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Neil: https://twitter.com/howegeneration Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (01:27) Origins Of The Fourth Turning (12:38) Research Ad (13:28) The Economic & Societal Cycles Throughout History (21:38) Rebuilding Institution's During A Fourth Turning (33:28) Permissionless II Ad (34:40) Internal vs External Conflict During A Fourth Turning -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 16 Aug 2023 11:00:00 -0000 full 1 245 Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Neil Howe, Author of The Fourth Turning & his latest book The Fourth Turning Is Here joins the show for a wide ranging discussion on the current generational cycle America finds itself in amidst the crisis phase of the fourth turning. We dive deep into understanding the origins of a fourth turning, the economic & societal cycles throughout history rebuilding institutions. To hear all this & more, you'll have to tune in! -- Referenced In The Show: The Fourth Turning Is Here: What the Seasons of History Tell Us about How and When This Crisis Will End: https://www.amazon.com/gp/product/1982173734/ The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny: https://www.amazon.com/gp/product/0767900464/ https://www.fourthturning.com/ Bowling Alone: The Collapse and Revival of American Community: https://www.amazon.co.uk/Bowling-Alone-Collapse-American-Community/dp/0743203046 The Moral Equivalent of War: https://www.youtube.com/watch?v=bbNFKgNoWc0 -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Neil: https://twitter.com/howegeneration Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (01:27) Origins Of The Fourth Turning (12:38) Research Ad (13:28) The Economic & Societal Cycles Throughout History (21:38) Rebuilding Institution's During A Fourth Turning (33:28) Permissionless II Ad (34:40) Internal vs External Conflict During A Fourth Turning -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On todays episode Neil Howe, Author of The Fourth Turning & his latest book The Fourth Turning Is Here joins the show for a wide ranging discussion on the current generational cycle America finds itself in amidst the crisis phase of the fourth turning.


We dive deep into understanding the origins of a fourth turning, the economic & societal cycles throughout history rebuilding institutions. To hear all this & more, you'll have to tune in!

--

Referenced In The Show:


The Fourth Turning Is Here: What the Seasons of History Tell Us about How and When This Crisis Will End: https://www.amazon.com/gp/product/1982173734/


The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny: https://www.amazon.com/gp/product/0767900464/


https://www.fourthturning.com/


Bowling Alone: The Collapse and Revival of American Community: https://www.amazon.co.uk/Bowling-Alone-Collapse-American-Community/dp/0743203046


The Moral Equivalent of War: https://www.youtube.com/watch?v=bbNFKgNoWc0

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Neil: https://twitter.com/howegeneration

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Timestamps:

(00:00) Introduction

(01:27) Origins Of The Fourth Turning

(12:38) Research Ad

(13:28) The Economic & Societal Cycles Throughout History

(21:38) Rebuilding Institution's During A Fourth Turning

(33:28) Permissionless II Ad

(34:40) Internal vs External Conflict During A Fourth Turning

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2907 China Slides Into Deflation, What Happens Next? | Round Up We apologise for audio issues on todays episode! — Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week, Mike & Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation. How will China's economic slowdown impact the global economy & markets? To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 12 Aug 2023 11:00:00 -0000 full 1 244 Blockworks We apologise for audio issues on todays episode! — Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week, Mike & Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation. How will China's economic slowdown impact the global economy & markets? To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. We apologise for audio issues on todays episode!

—

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

—

This week, Mike & Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation.


How will China's economic slowdown impact the global economy & markets? To hear all this & more, you'll have to tune in!

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3183 The Blockworks Origin Story Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2j Subscribe To Empire On Apple: https://tinyurl.com/mv4frfv7 Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw -- This is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago Santos & Framework Ventures Co-Founder Michael Anderson. On todays episode we deep dive into the Blockworks origin story. We start at the very beginning in 2017, leading all the way through to 2023 & the ensuing 18 months ahead. We discuss the challenges of scaling a business, surviving March 2020, the evolving thesis for Blockworks' growth & trajectory and what it takes to build a great media business in the 21st century. To hear all this & more, you'll have. to tune in! -- Follow Michael I: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Michael A: https://twitter.com/im_manderson Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) The Blockworks Start (08:20) Entrepreneur Mindset Origination (11:42) Determining Product Categories (19:18) The March 2020 Pivot (24:12) Competitive Landscape (30:26) The Hiring Difference (34:36) Cycle Sentiment Check-in (39:24) Aligning Teams in Crypto (43:37) Target Audience (47:04) Permissionless (48:30) Evolving Thesis Approach (57:03) Narrative Pulse Check-in (01:00:02) Crypto's Killer App (01:02:38) Why Back Blockworks? (01:13:11) The Biggest Mistake (01:16:16) The DAO Thesis (01:23:12) Staying Interested Advice -- Disclaimer: Nothing said on Empire 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 solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed. Wed, 09 Aug 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2j Subscribe To Empire On Apple: https://tinyurl.com/mv4frfv7 Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw -- This is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago Santos & Framework Ventures Co-Founder Michael Anderson. On todays episode we deep dive into the Blockworks origin story. We start at the very beginning in 2017, leading all the way through to 2023 & the ensuing 18 months ahead. We discuss the challenges of scaling a business, surviving March 2020, the evolving thesis for Blockworks' growth & trajectory and what it takes to build a great media business in the 21st century. To hear all this & more, you'll have. to tune in! -- Follow Michael I: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Michael A: https://twitter.com/im_manderson Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) The Blockworks Start (08:20) Entrepreneur Mindset Origination (11:42) Determining Product Categories (19:18) The March 2020 Pivot (24:12) Competitive Landscape (30:26) The Hiring Difference (34:36) Cycle Sentiment Check-in (39:24) Aligning Teams in Crypto (43:37) Target Audience (47:04) Permissionless (48:30) Evolving Thesis Approach (57:03) Narrative Pulse Check-in (01:00:02) Crypto's Killer App (01:02:38) Why Back Blockworks? (01:13:11) The Biggest Mistake (01:16:16) The DAO Thesis (01:23:12) Staying Interested Advice -- Disclaimer: Nothing said on Empire 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 solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2j

Subscribe To Empire On Apple: https://tinyurl.com/mv4frfv7

Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw

--

This is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago Santos & Framework Ventures Co-Founder Michael Anderson.

On todays episode we deep dive into the Blockworks origin story. We start at the very beginning in 2017, leading all the way through to 2023 & the ensuing 18 months ahead. We discuss the challenges of scaling a business, surviving March 2020, the evolving thesis for Blockworks' growth & trajectory and what it takes to build a great media business in the 21st century. To hear all this & more, you'll have. to tune in!

--

Follow Michael I: https://twitter.com/MikeIppolito_

Follow Jason: https://twitter.com/JasonYanowitz

Follow Michael A: https://twitter.com/im_manderson

Follow Santiago: https://twitter.com/santiagoroel

Follow Empire: https://twitter.com/theempirepod


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ 

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Timestamps:

(00:00) The Blockworks Start

(08:20) Entrepreneur Mindset Origination

(11:42) Determining Product Categories

(19:18) The March 2020 Pivot

(24:12) Competitive Landscape

(30:26) The Hiring Difference

(34:36) Cycle Sentiment Check-in

(39:24) Aligning Teams in Crypto

(43:37) Target Audience

(47:04) Permissionless

(48:30) Evolving Thesis Approach

(57:03) Narrative Pulse Check-in

(01:00:02) Crypto's Killer App

(01:02:38) Why Back Blockworks?

(01:13:11) The Biggest Mistake

(01:16:16) The DAO Thesis

(01:23:12) Staying Interested Advice

--

Disclaimer: Nothing said on Empire 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 solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

]]> 5574 The Bond Market Wrecking Ball Shocks Markets | Round Up Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's yield curve control tweak & Fitch's downgrade from AAA to AA+. Finally we walk through the highly anticipated earnings from Apple & Amazon, which saw mixed results leading to a bout of short term volatility in markets to end the week. To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 05 Aug 2023 11:00:00 -0000 full 1 243 Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's yield curve control tweak & Fitch's downgrade from AAA to AA+. Finally we walk through the highly anticipated earnings from Apple & Amazon, which saw mixed results leading to a bout of short term volatility in markets to end the week. To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Mike & Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's yield curve control tweak & Fitch's downgrade from AAA to AA+.


Finally we walk through the highly anticipated earnings from Apple & Amazon, which saw mixed results leading to a bout of short term volatility in markets to end the week. To hear all this & more, you'll have to tune in!

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3799 Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year. Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jesse: https://twitter.com/jessefelder Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (01:07) Where Are We In The Cycle? (07:37) Bear Market Rally, Or New Bull Market? (11:47) Permissionless II Ad (12:36) Sentiment & Valuations (16:58) "At Some Point The Bond Market Takes Away The Money Printer" (21:28) The Bank of Japan Surprises Markets (31:15) Research Ad (32:28) The Path Ahead For The Dollar (36:41) While Monetary Policy Tightens, Fiscal Continues Spending (38:45) Is The Inflation Fight Really Over? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 02 Aug 2023 11:00:00 -0000 full 1 242 Blockworks Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year. Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jesse: https://twitter.com/jessefelder Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (01:07) Where Are We In The Cycle? (07:37) Bear Market Rally, Or New Bull Market? (11:47) Permissionless II Ad (12:36) Sentiment & Valuations (16:58) "At Some Point The Bond Market Takes Away The Money Printer" (21:28) The Bank of Japan Surprises Markets (31:15) Research Ad (32:28) The Path Ahead For The Dollar (36:41) While Monetary Policy Tightens, Fiscal Continues Spending (38:45) Is The Inflation Fight Really Over? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46mn1n3

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

—

On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year.


Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in!

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jesse: https://twitter.com/jessefelder

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Timestamps:

(00:00) Introduction

(01:07) Where Are We In The Cycle?

(07:37) Bear Market Rally, Or New Bull Market?

(11:47) Permissionless II Ad

(12:36) Sentiment & Valuations

(16:58) "At Some Point The Bond Market Takes Away The Money Printer"

(21:28) The Bank of Japan Surprises Markets

(31:15) Research Ad

(32:28) The Path Ahead For The Dollar

(36:41) While Monetary Policy Tightens, Fiscal Continues Spending

(38:45) Is The Inflation Fight Really Over?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2606 The 2023 Bull Market Has Further To Run | Weekly Round Up Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — After many weeks apart, Mark & Mike reunite to discuss the top stories of the week. In the midst of earnings season, we take a look at the bull market of 2023 & discuss whether the rally has further to run, or not? We also discuss the FOMC meeting which saw the Fed hike 25bps to the highest level in 22 years. With all the positive U.S economic data being released, will the Fed be able to achieve it's desired soft landing? To hear Mark & Mike's outlook on earnings, FOMC & the path forward for the second half of 2023, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 29 Jul 2023 11:00:00 -0000 full 1 241 Blockworks Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — After many weeks apart, Mark & Mike reunite to discuss the top stories of the week. In the midst of earnings season, we take a look at the bull market of 2023 & discuss whether the rally has further to run, or not? We also discuss the FOMC meeting which saw the Fed hike 25bps to the highest level in 22 years. With all the positive U.S economic data being released, will the Fed be able to achieve it's desired soft landing? To hear Mark & Mike's outlook on earnings, FOMC & the path forward for the second half of 2023, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

—

After many weeks apart, Mark & Mike reunite to discuss the top stories of the week. In the midst of earnings season, we take a look at the bull market of 2023 & discuss whether the rally has further to run, or not?


We also discuss the FOMC meeting which saw the Fed hike 25bps to the highest level in 22 years. With all the positive U.S economic data being released, will the Fed be able to achieve it's desired soft landing? To hear Mark & Mike's outlook on earnings, FOMC & the path forward for the second half of 2023, you'll have to tune in!

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2641 Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD Follow Lightspeed on YouTube: https://bit.ly/43o3Syk Follow Lightspeed on Apple: https://apple.co/3OhiXgV Follow Lightspeed on Spotify: https://spoti.fi/3OkF7PD -- This is a special episode of Lightspeed, Blockworks' newest podcast, where we interview Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more!  We're dropping this episode here as we think you'll want to add Lightspeed to your podcast lineup! -- Follow Balaji: https://twitter.com/balajis Follow Akshay: https://twitter.com/akshaybd Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (03:01) Is Crypto a Bet on Tech or Financial Collapse? (08:04) Appchains vs Monolithic vs Modular Ideology  (13:07) Why Akshay Joined the Solana Community (15:54) Permissionless Promo (16:54) The Network State (31:21) Market Depth and the Overton Window (37:25) How to Build Effective Communities (43:43) Three Ways to Align People (50:11) How to Combat Tribalism (01:03:54) Crypto has PMF, Regulation is Holding it Back (01:14:57) Will Centralized Companies Embrace Open Source? (01:17:28) Advice for Startup Founders -- Resources Jito jito.network The Network State https://thenetworkstate.com/ The Network State (Balaji, Estonia 2015) https://teleport.org/blog/2015/07/the-network-state/ Software is Reorganizing the World (Balaji, 2011) https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/ The Secret Document That Transformed China https://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china SuperTeam https://superteam.fun/ https://twitter.com/SuperteamDAO - -  Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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 solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed. Thu, 27 Jul 2023 11:00:00 -0000 full Blockworks Follow Lightspeed on YouTube: https://bit.ly/43o3Syk Follow Lightspeed on Apple: https://apple.co/3OhiXgV Follow Lightspeed on Spotify: https://spoti.fi/3OkF7PD -- This is a special episode of Lightspeed, Blockworks' newest podcast, where we interview Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more!  We're dropping this episode here as we think you'll want to add Lightspeed to your podcast lineup! -- Follow Balaji: https://twitter.com/balajis Follow Akshay: https://twitter.com/akshaybd Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (03:01) Is Crypto a Bet on Tech or Financial Collapse? (08:04) Appchains vs Monolithic vs Modular Ideology  (13:07) Why Akshay Joined the Solana Community (15:54) Permissionless Promo (16:54) The Network State (31:21) Market Depth and the Overton Window (37:25) How to Build Effective Communities (43:43) Three Ways to Align People (50:11) How to Combat Tribalism (01:03:54) Crypto has PMF, Regulation is Holding it Back (01:14:57) Will Centralized Companies Embrace Open Source? (01:17:28) Advice for Startup Founders -- Resources Jito jito.network The Network State https://thenetworkstate.com/ The Network State (Balaji, Estonia 2015) https://teleport.org/blog/2015/07/the-network-state/ Software is Reorganizing the World (Balaji, 2011) https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/ The Secret Document That Transformed China https://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china SuperTeam https://superteam.fun/ https://twitter.com/SuperteamDAO - -  Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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 solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed. Follow Lightspeed on YouTube: https://bit.ly/43o3Syk

Follow Lightspeed on Apple: https://apple.co/3OhiXgV

Follow Lightspeed on Spotify: https://spoti.fi/3OkF7PD

--

This is a special episode of Lightspeed, Blockworks' newest podcast, where we interview Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more! 


We're dropping this episode here as we think you'll want to add Lightspeed to your podcast lineup!

--

Follow Balaji: https://twitter.com/balajis

Follow Akshay: https://twitter.com/akshaybd

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Timestamps:

(00:00) Introduction

(03:01) Is Crypto a Bet on Tech or Financial Collapse?

(08:04) Appchains vs Monolithic vs Modular Ideology 

(13:07) Why Akshay Joined the Solana Community

(15:54) Permissionless Promo

(16:54) The Network State

(31:21) Market Depth and the Overton Window

(37:25) How to Build Effective Communities

(43:43) Three Ways to Align People

(50:11) How to Combat Tribalism

(01:03:54) Crypto has PMF, Regulation is Holding it Back

(01:14:57) Will Centralized Companies Embrace Open Source?

(01:17:28) Advice for Startup Founders

--

Resources


Jito

jito.network


The Network State

https://thenetworkstate.com/


The Network State (Balaji, Estonia 2015)

https://teleport.org/blog/2015/07/the-network-state/


Software is Reorganizing the World (Balaji, 2011)

https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/


The Secret Document That Transformed China

https://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china


SuperTeam

https://superteam.fun/

https://twitter.com/SuperteamDAO


- - 

Disclaimers:


Lightspeed was kickstarted by a grant from the Solana Foundation.


Nothing said on Lightspeed 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 solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

]]> 4875 Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of the Fed's hiking cycle, or could we see a resurgence in inflation as month over month base effects begin to impact the year over year headline CPI number. To hear all this & more, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 26 Jul 2023 20:52:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of the Fed's hiking cycle, or could we see a resurgence in inflation as month over month base effects begin to impact the year over year headline CPI number. To hear all this & more, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46mn1n3

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of the Fed's hiking cycle, or could we see a resurgence in inflation as month over month base effects begin to impact the year over year headline CPI number. To hear all this & more, you'll have to tune in!

--

Follow Jim: https://twitter.com/biancoresearch

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3323 The Big Tech Bull Market, Not A Mania Yet | Round Up Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- With Mike & Mark out, Jack Farley of the Forward Guidance podcast joins Blockworks' very own newsletter writer Byron Gilliam for a wide raging discussion on the top stories of the week. With the recent Ripple vs SEC ruling, we discuss what impact this has for not only Ripple, but the crypto industry more broadly as many view this as a big win for the industry. We then dive deep into earnings with a number of companies reporting this week, and many more reporting next week. Will the big tech led bull run continue, or is this new bull market approaching a mania phase? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Byron: https://twitter.com/bgilliam1982 Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 22 Jul 2023 11:00:00 -0000 full 1 239 Blockworks Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- With Mike & Mark out, Jack Farley of the Forward Guidance podcast joins Blockworks' very own newsletter writer Byron Gilliam for a wide raging discussion on the top stories of the week. With the recent Ripple vs SEC ruling, we discuss what impact this has for not only Ripple, but the crypto industry more broadly as many view this as a big win for the industry. We then dive deep into earnings with a number of companies reporting this week, and many more reporting next week. Will the big tech led bull run continue, or is this new bull market approaching a mania phase? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Byron: https://twitter.com/bgilliam1982 Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY

Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

With Mike & Mark out, Jack Farley of the Forward Guidance podcast joins Blockworks' very own newsletter writer Byron Gilliam for a wide raging discussion on the top stories of the week.


With the recent Ripple vs SEC ruling, we discuss what impact this has for not only Ripple, but the crypto industry more broadly as many view this as a big win for the industry. We then dive deep into earnings with a number of companies reporting this week, and many more reporting next week. Will the big tech led bull run continue, or is this new bull market approaching a mania phase? To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jack: https://twitter.com/JackFarley96

Follow Byron: https://twitter.com/bgilliam1982

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3233 The Recession Paradox | Alfonso Peccatiello Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag of rate hikes' effect on the economy, and why bonds haven't performed well despite a rapid fall in inflation. Jack and Alfonso debate whether central banks print money, and Alfonso poses a spirited challenge to the predictive power of liquidity (bank reserves) on risk assets. Filmed on July 12, 2023. -- Follow Alfonso: https://twitter.com/MacroAlf Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod Follow Blockworks on Twitter https://twitter.com/Blockworks_ The Macro Compass: https://t.co/zmbDLZ99iN -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- (00:00) Introduction (00:33) The Recession That Didn't Show Up (11:48) How Big Is The Tightening of Credit Availability? (20:33) Is Quantitive Easing (QE) "Money Printing"? Jack & Alf Debate (30:12) Money Printing Type #1: Fiscal Deficits (39:13) Money Printing Type #2: Bank Lending (47:20) Money Printing Type #3: Non-Bank Lending (50:37) Can "Liquidity" Explain Market Returns? Alf Says No! (01:02:01) Why Haven't Bonds Performed As Inflation Has Fallen? (01:07:51) When Recession? — Disclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 19 Jul 2023 11:00:00 -0000 full Blockworks Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag of rate hikes' effect on the economy, and why bonds haven't performed well despite a rapid fall in inflation. Jack and Alfonso debate whether central banks print money, and Alfonso poses a spirited challenge to the predictive power of liquidity (bank reserves) on risk assets. Filmed on July 12, 2023. -- Follow Alfonso: https://twitter.com/MacroAlf Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod Follow Blockworks on Twitter https://twitter.com/Blockworks_ The Macro Compass: https://t.co/zmbDLZ99iN -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- (00:00) Introduction (00:33) The Recession That Didn't Show Up (11:48) How Big Is The Tightening of Credit Availability? (20:33) Is Quantitive Easing (QE) "Money Printing"? Jack & Alf Debate (30:12) Money Printing Type #1: Fiscal Deficits (39:13) Money Printing Type #2: Bank Lending (47:20) Money Printing Type #3: Non-Bank Lending (50:37) Can "Liquidity" Explain Market Returns? Alf Says No! (01:02:01) Why Haven't Bonds Performed As Inflation Has Fallen? (01:07:51) When Recession? — Disclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY

Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag of rate hikes' effect on the economy, and why bonds haven't performed well despite a rapid fall in inflation. Jack and Alfonso debate whether central banks print money, and Alfonso poses a spirited challenge to the predictive power of liquidity (bank reserves) on risk assets. Filmed on July 12, 2023.

--

Follow Alfonso: https://twitter.com/MacroAlf

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod

Follow Blockworks on Twitter https://twitter.com/Blockworks_

The Macro Compass: https://t.co/zmbDLZ99iN

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:

https://rb.gy/5weeyw


Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos

--

(00:00) Introduction

(00:33) The Recession That Didn't Show Up

(11:48) How Big Is The Tightening of Credit Availability?

(20:33) Is Quantitive Easing (QE) "Money Printing"? Jack & Alf Debate

(30:12) Money Printing Type #1: Fiscal Deficits

(39:13) Money Printing Type #2: Bank Lending

(47:20) Money Printing Type #3: Non-Bank Lending

(50:37) Can "Liquidity" Explain Market Returns? Alf Says No!

(01:02:01) Why Haven't Bonds Performed As Inflation Has Fallen?

(01:07:51) When Recession?

—

Disclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4366 Recession Cancelled: Crypto Summer Is Here | Weekly Round-up With Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk about everything from the Knights Templar to the potential approval of Blackrock's spot Bitcoin ETF. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Jack: https://twitter.com/JackFarley96 Follow Blockworks: https://twitter.com/blockworks_ -- Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ __ Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 15 Jul 2023 11:00:00 -0000 full Blockworks With Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk about everything from the Knights Templar to the potential approval of Blackrock's spot Bitcoin ETF. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Jack: https://twitter.com/JackFarley96 Follow Blockworks: https://twitter.com/blockworks_ -- Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ __ Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. With Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk about everything from the Knights Templar to the potential approval of Blackrock's spot Bitcoin ETF.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Jack: https://twitter.com/JackFarley96

Follow Blockworks: https://twitter.com/blockworks_

--

Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:

https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

__

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4528 Central Banks Fight Inflation, China Battles Deflation | Nick Glinsman Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year. While central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial conditions are still too loose as markets continue to rally, credit remains contained & most importantly the labor market remains near record low unemployment. After taking us on a global tour of the inflation situation in the U.S, U.K & Europe Nick shares why China is actually battling deflation, and what the path ahead for the PBOC could look like. To hear all this & more, you'll have to tune in! -- Follow Nick: https://twitter.com/nglinsman  Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Malmgren Institute LLC: https://d5d0c2-2.myshopify.com/ -- Timestamps: (00:00) Introduction (00:33) The Labour Market Remains Strong... For Now (09:53) Quantitative Tightening & Liquidity (15:09) Permissionless II Ad (15:58) The Fed's Stuck Between A Rock & A Hard Place (16:40) An Update On The March Banking Turmoil (22:00) The Power Of Fiscal Policy (23:54) Debt, Demographics & Deglobalization (28:57) Is The UK Economy In Crisis? (38:35) Research Ad (39:24) Further Risks For Private Equity? (41:04) Why Is China Battling Deflation (51:44) Is China's Liquidity Impulse Really Stimulative? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 12 Jul 2023 11:00:00 -0000 full Blockworks Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year. While central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial conditions are still too loose as markets continue to rally, credit remains contained & most importantly the labor market remains near record low unemployment. After taking us on a global tour of the inflation situation in the U.S, U.K & Europe Nick shares why China is actually battling deflation, and what the path ahead for the PBOC could look like. To hear all this & more, you'll have to tune in! -- Follow Nick: https://twitter.com/nglinsman  Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Malmgren Institute LLC: https://d5d0c2-2.myshopify.com/ -- Timestamps: (00:00) Introduction (00:33) The Labour Market Remains Strong... For Now (09:53) Quantitative Tightening & Liquidity (15:09) Permissionless II Ad (15:58) The Fed's Stuck Between A Rock & A Hard Place (16:40) An Update On The March Banking Turmoil (22:00) The Power Of Fiscal Policy (23:54) Debt, Demographics & Deglobalization (28:57) Is The UK Economy In Crisis? (38:35) Research Ad (39:24) Further Risks For Private Equity? (41:04) Why Is China Battling Deflation (51:44) Is China's Liquidity Impulse Really Stimulative? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46mn1n3

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year.


While central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial conditions are still too loose as markets continue to rally, credit remains contained & most importantly the labor market remains near record low unemployment. After taking us on a global tour of the inflation situation in the U.S, U.K & Europe Nick shares why China is actually battling deflation, and what the path ahead for the PBOC could look like. To hear all this & more, you'll have to tune in!

--

Follow Nick: https://twitter.com/nglinsman 

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:


Malmgren Institute LLC: https://d5d0c2-2.myshopify.com/

--

Timestamps:


(00:00) Introduction

(00:33) The Labour Market Remains Strong... For Now

(09:53) Quantitative Tightening & Liquidity

(15:09) Permissionless II Ad

(15:58) The Fed's Stuck Between A Rock & A Hard Place

(16:40) An Update On The March Banking Turmoil

(22:00) The Power Of Fiscal Policy

(23:54) Debt, Demographics & Deglobalization

(28:57) Is The UK Economy In Crisis?

(38:35) Research Ad

(39:24) Further Risks For Private Equity?

(41:04) Why Is China Battling Deflation

(51:44) Is China's Liquidity Impulse Really Stimulative?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3507 BlackRock's Bitcoin ETF Is A "Big Deal", Here's Why | Round Up This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, it would be a "big big deal". To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 08 Jul 2023 10:00:00 -0000 full 1 236 Blockworks This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, it would be a "big big deal". To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, it would be a "big big deal". To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3120 The End Game For Central Banks Inflation Fight | Lyn Alden Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation. Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Do High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/ -- Timestamps: (00:00) Introduction (00:50) Inflation (06:18) The Rise Of Fiscal Dominance (13:14) Cyclical vs Secular Inflation (15:33) Permissionless II Ad (16:21) Inflation Today vs The 1940's (28:14) Research Ad (29:04) What Is The End Game? (36:55) Investing In This Environment (41:42) Housing & Real Estate (45:57) How Changing Technology Drove The Evolution Of Money -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 05 Jul 2023 11:00:00 -0000 full 1 235 Blockworks Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation. Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Do High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/ -- Timestamps: (00:00) Introduction (00:50) Inflation (06:18) The Rise Of Fiscal Dominance (13:14) Cyclical vs Secular Inflation (15:33) Permissionless II Ad (16:21) Inflation Today vs The 1940's (28:14) Research Ad (29:04) What Is The End Game? (36:55) Investing In This Environment (41:42) Housing & Real Estate (45:57) How Changing Technology Drove The Evolution Of Money -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow On The Margin On Spotify: https://spoti.fi/46mn1n3

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation.


Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Lyn: https://twitter.com/LynAldenContact

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:


Do High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/

--

Timestamps:

(00:00) Introduction

(00:50) Inflation

(06:18) The Rise Of Fiscal Dominance

(13:14) Cyclical vs Secular Inflation

(15:33) Permissionless II Ad

(16:21) Inflation Today vs The 1940's

(28:14) Research Ad

(29:04) What Is The End Game?

(36:55) Investing In This Environment

(41:42) Housing & Real Estate

(45:57) How Changing Technology Drove The Evolution Of Money

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2889 Will The Fed Get Their Soft Landing? | Weekly Round Up Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, as Mark continues his tour around Europe, Jack Farley host of the Forward Guidance podcast joins the show to discus the top stories of the week. As economic data & growth remains resilient, markets continue rallying despite negative sentiment coming into the year. We discuss whats in store for the second half of the year & whether the Fed will get their soft landing? — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 01 Jul 2023 11:00:00 -0000 full 1 234 Blockworks Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, as Mark continues his tour around Europe, Jack Farley host of the Forward Guidance podcast joins the show to discus the top stories of the week. As economic data & growth remains resilient, markets continue rallying despite negative sentiment coming into the year. We discuss whats in store for the second half of the year & whether the Fed will get their soft landing? — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6

Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

__

This week, as Mark continues his tour around Europe, Jack Farley host of the Forward Guidance podcast joins the show to discus the top stories of the week. As economic data & growth remains resilient, markets continue rallying despite negative sentiment coming into the year. We discuss whats in store for the second half of the year & whether the Fed will get their soft landing?

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jack: https://twitter.com/JackFarley96

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3545 Veteran Money Manager On A.I's Disruptive Innovation | Jordi Visser On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023. With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jordi: https://twitter.com/jvisser_weiss Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (00:52) Inflation, Technology & The Macro Cycle (02:21) We're Entering A Productivity Boom (05:18) Artificial Intelligence (09:08) Permissionless II Ad (09:56) Investing In Disruptive Technology (19:12) The Effect Of A.I's "Disruptive Innovation" (24:15) Crypto (31:00) Is Crypto A New Nation State? (35:52) Research Ad (36:41) Where Are We In The Market Cycle? (45:20) Recession Fears Are Overblown -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 28 Jun 2023 11:00:00 -0000 full 1 233 Blockworks On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023. With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jordi: https://twitter.com/jvisser_weiss Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (00:52) Inflation, Technology & The Macro Cycle (02:21) We're Entering A Productivity Boom (05:18) Artificial Intelligence (09:08) Permissionless II Ad (09:56) Investing In Disruptive Technology (19:12) The Effect Of A.I's "Disruptive Innovation" (24:15) Crypto (31:00) Is Crypto A New Nation State? (35:52) Research Ad (36:41) Where Are We In The Market Cycle? (45:20) Recession Fears Are Overblown -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023.


With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jordi: https://twitter.com/jvisser_weiss

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show:


Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Timestamps:

(00:00) Introduction

(00:52) Inflation, Technology & The Macro Cycle

(02:21) We're Entering A Productivity Boom

(05:18) Artificial Intelligence

(09:08) Permissionless II Ad

(09:56) Investing In Disruptive Technology

(19:12) The Effect Of A.I's "Disruptive Innovation"

(24:15) Crypto

(31:00) Is Crypto A New Nation State?

(35:52) Research Ad

(36:41) Where Are We In The Market Cycle?

(45:20) Recession Fears Are Overblown

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3189 Return Of The Bull Market? | Weekly Round Up Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, Jack Farley host of the Forward Guidance podcast joins the show for a discussion on the biggest stories of the week. With Bitcoin breaking past $30,000, equity indices reaching new bull market territory and many speculating that the Fed has finished hiking, we walk through the liquidity backdrop and if we are entering a new bull market, or not? To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 24 Jun 2023 11:00:00 -0000 full 1 232 Blockworks Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, Jack Farley host of the Forward Guidance podcast joins the show for a discussion on the biggest stories of the week. With Bitcoin breaking past $30,000, equity indices reaching new bull market territory and many speculating that the Fed has finished hiking, we walk through the liquidity backdrop and if we are entering a new bull market, or not? To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6

Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

__

This week, Jack Farley host of the Forward Guidance podcast joins the show for a discussion on the biggest stories of the week.


With Bitcoin breaking past $30,000, equity indices reaching new bull market territory and many speculating that the Fed has finished hiking, we walk through the liquidity backdrop and if we are entering a new bull market, or not? To hear all this & more, you'll have to tune in!

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jack: https://twitter.com/JackFarley96

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4032 The Fed Won't Come To The Rescue Anytime Soon | George Goncalves On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023. Reflecting on the Fed's quest to fight inflation amidst their fastest hiking cycle in recent history, George outlines why the economy has remained resilient thus far, and how leading indicators are pointing to a further deceleration in the second half of 2023. To hear all this & more, you'll have to tune in! To view George's slide deck mentioned in the episode, head over to the Blockworks Macro YouTube channel: https://www.youtube.com/@BlockworksHQ — Follow George: https://twitter.com/bondstrategist Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 __ Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 21 Jun 2023 17:00:00 -0000 full 1 231 Blockworks On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023. Reflecting on the Fed's quest to fight inflation amidst their fastest hiking cycle in recent history, George outlines why the economy has remained resilient thus far, and how leading indicators are pointing to a further deceleration in the second half of 2023. To hear all this & more, you'll have to tune in! To view George's slide deck mentioned in the episode, head over to the Blockworks Macro YouTube channel: https://www.youtube.com/@BlockworksHQ — Follow George: https://twitter.com/bondstrategist Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 __ Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023.


Reflecting on the Fed's quest to fight inflation amidst their fastest hiking cycle in recent history, George outlines why the economy has remained resilient thus far, and how leading indicators are pointing to a further deceleration in the second half of 2023. To hear all this & more, you'll have to tune in!


To view George's slide deck mentioned in the episode, head over to the Blockworks Macro YouTube channel: https://www.youtube.com/@BlockworksHQ

—

Follow George: https://twitter.com/bondstrategist

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

__

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3905 Is Global Liquidity Beginning To Resurge? | Weekly Round Up This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments that “nearly all committee participants expect it will be appropriate to raise towards the end of the year”. We then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses & markets continue ripping higher. Finally, we take a look at Blackrock's Bitcoin ETF filing and wether this will be a net benefit or negative for the crypto space. To. hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 17 Jun 2023 11:00:00 -0000 full Blockworks This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments that “nearly all committee participants expect it will be appropriate to raise towards the end of the year”. We then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses & markets continue ripping higher. Finally, we take a look at Blackrock's Bitcoin ETF filing and wether this will be a net benefit or negative for the crypto space. To. hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments that “nearly all committee participants expect it will be appropriate to raise towards the end of the year”.


We then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses & markets continue ripping higher. Finally, we take a look at Blackrock's Bitcoin ETF filing and wether this will be a net benefit or negative for the crypto space. To. hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3172 Did The Federal Reserve Just Back Down? | Joseph Wang On today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesday's CPI report coming in-line with expectations, the Fed Funds rate now rests above the year over year inflation number. The number one question market participants are now asking themselves is will the Fed continue to hike, or is the hiking cycle about to reverse? Luckily, we have the perfect guest to help answer that question, but to hear that, you'll have to tune in! -- Follow Joseph: https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 14 Jun 2023 22:43:00 -0000 full Blockworks On today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesday's CPI report coming in-line with expectations, the Fed Funds rate now rests above the year over year inflation number. The number one question market participants are now asking themselves is will the Fed continue to hike, or is the hiking cycle about to reverse? Luckily, we have the perfect guest to help answer that question, but to hear that, you'll have to tune in! -- Follow Joseph: https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesday's CPI report coming in-line with expectations, the Fed Funds rate now rests above the year over year inflation number. The number one question market participants are now asking themselves is will the Fed continue to hike, or is the hiking cycle about to reverse? Luckily, we have the perfect guest to help answer that question, but to hear that, you'll have to tune in!

--

Follow Joseph: https://twitter.com/FedGuy12

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod

Follow Blockworks on Twitter https://twitter.com/Blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/


Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:

https://rb.gy/5weeyw


Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4553 Gensler Cracks Down On Coinbase & Binance, What Next? | Weekly Round Up This week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different lawsuits and the separate allegations brought to the two titans in the crypto industry. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 10 Jun 2023 11:00:00 -0000 full 1 228 Blockworks This week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different lawsuits and the separate allegations brought to the two titans in the crypto industry. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different lawsuits and the separate allegations brought to the two titans in the crypto industry. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4011 Markets Are Signalling A Recession Is Imminent | Eric Basmajian On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in! — Follow Eric: https://twitter.com/EPBResearch Follow EPB Research: https://epbresearch.com/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (00:37) A Recession Is Imminent (05:37) Housing Is The Business Cycle (13:46) Permissionless II Ad (14:34) Markets Are Stuck In Limbo (24:26) What Will Cause Something To Break? (31:56) Is The Unemployment Rate A Good Barometer Of A Recession? (44:03) Research Ad (44:53) The Fed's Outlook: What Should They Do vs What Will They Do (51:24) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 07 Jun 2023 11:00:00 -0000 full 1 227 Blockworks On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in! — Follow Eric: https://twitter.com/EPBResearch Follow EPB Research: https://epbresearch.com/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (00:37) A Recession Is Imminent (05:37) Housing Is The Business Cycle (13:46) Permissionless II Ad (14:34) Markets Are Stuck In Limbo (24:26) What Will Cause Something To Break? (31:56) Is The Unemployment Rate A Good Barometer Of A Recession? (44:03) Research Ad (44:53) The Fed's Outlook: What Should They Do vs What Will They Do (51:24) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in!

—

Follow Eric: https://twitter.com/EPBResearch

Follow EPB Research: https://epbresearch.com/

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Timestamps:

(00:00) Introduction

(00:37) A Recession Is Imminent

(05:37) Housing Is The Business Cycle

(13:46) Permissionless II Ad

(14:34) Markets Are Stuck In Limbo

(24:26) What Will Cause Something To Break?

(31:56) Is The Unemployment Rate A Good Barometer Of A Recession?

(44:03) Research Ad

(44:53) The Fed's Outlook: What Should They Do vs What Will They Do

(51:24) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3219 The Effects Of Fed Tightening Are Emerging | Weekly Round Up This week, Mike & Mark discuss the emerging effects of the Fed's tightening, before diving into the current state of markets. With big tech carrying the index higher, Mark breaks down the current market breadth & how it signals an unhealthy market condition. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 03 Jun 2023 11:00:00 -0000 full 1 226 Blockworks This week, Mike & Mark discuss the emerging effects of the Fed's tightening, before diving into the current state of markets. With big tech carrying the index higher, Mark breaks down the current market breadth & how it signals an unhealthy market condition. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the emerging effects of the Fed's tightening, before diving into the current state of markets. With big tech carrying the index higher, Mark breaks down the current market breadth & how it signals an unhealthy market condition. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3895 Bitcoin's Solution To "The Inflation Paradox" | Jeff Booth On todays episode of On The Margin Jeff booth Entrepreneur, Author of The Price of Tomorrow & General Partner at Ego Death Capital joins the show for a discussion on the exponential growth of A.I. With his background in technology, Jeff walks through the threat of A.I within our current economic system and how Bitcoin could be a solution to "the inflation paradox". To hear all this & more, you'll have to tune in! -- Follow Jeff: https://twitter.com/JeffBooth Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:17) The $400 Trillion Debt Problem (07:52) The S&P 495 vs A.I (10:43) Permissionless II Ad (11:31) The Exponential Growth Of A.I (20:47) The Push & Pull Between Calm & Crisis (24:35) The Overton Window Of Money Printing (30:21) Research Ad (31:11) The Future is Already Here, it's Just Not Very Evenly Distributed (39:10) The Bitcoin Thesis -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 31 May 2023 11:00:00 -0000 full 1 225 Blockworks On todays episode of On The Margin Jeff booth Entrepreneur, Author of The Price of Tomorrow & General Partner at Ego Death Capital joins the show for a discussion on the exponential growth of A.I. With his background in technology, Jeff walks through the threat of A.I within our current economic system and how Bitcoin could be a solution to "the inflation paradox". To hear all this & more, you'll have to tune in! -- Follow Jeff: https://twitter.com/JeffBooth Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:17) The $400 Trillion Debt Problem (07:52) The S&P 495 vs A.I (10:43) Permissionless II Ad (11:31) The Exponential Growth Of A.I (20:47) The Push & Pull Between Calm & Crisis (24:35) The Overton Window Of Money Printing (30:21) Research Ad (31:11) The Future is Already Here, it's Just Not Very Evenly Distributed (39:10) The Bitcoin Thesis -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On todays episode of On The Margin Jeff booth Entrepreneur, Author of The Price of Tomorrow & General Partner at Ego Death Capital joins the show for a discussion on the exponential growth of A.I.


With his background in technology, Jeff walks through the threat of A.I within our current economic system and how Bitcoin could be a solution to "the inflation paradox". To hear all this & more, you'll have to tune in!

--

Follow Jeff: https://twitter.com/JeffBooth

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(01:17) The $400 Trillion Debt Problem

(07:52) The S&P 495 vs A.I

(10:43) Permissionless II Ad

(11:31) The Exponential Growth Of A.I

(20:47) The Push & Pull Between Calm & Crisis

(24:35) The Overton Window Of Money Printing

(30:21) Research Ad

(31:11) The Future is Already Here, it's Just Not Very Evenly Distributed

(39:10) The Bitcoin Thesis

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3158 What's The Global Liquidity Picture Signaling | Weekly Round Up This week, Mike & Mark discuss the global liquidity picture and if the Fed hiking cycle is over as optimism emerges within markets. We also go on to discuss the major rally & other A.I related equities as Nvidia beat on their recent earnings release. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 27 May 2023 11:00:00 -0000 full 1 224 Blockworks This week, Mike & Mark discuss the global liquidity picture and if the Fed hiking cycle is over as optimism emerges within markets. We also go on to discuss the major rally & other A.I related equities as Nvidia beat on their recent earnings release. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the global liquidity picture and if the Fed hiking cycle is over as optimism emerges within markets. We also go on to discuss the major rally & other A.I related equities as Nvidia beat on their recent earnings release. To hear all this & more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4068 U.S Dollar & Energy's Role In The "Debt Death Spiral" End Game | Luke Gromen On today's episode of On The Margin, Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed. After highlighting many of the structural shifts underpinning the current monetary system over the past few years, Luke lays out his thesis on the intersection between peak cheap energy and the U.S dollar system. Luke goes on to walk through how the Fed will be forced to manage these dynamics with inflation above trend and record high debt to GDP levels. To hear all this and more, you'll have to tune in! -- Follow Luke: https://twitter.com/LukeGromen Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:15) Have We Reached Peak Cheap Energy? (07:58) Permissionless II Ad (08:46) Oil Is The Real Economic Discount Rate (13:06) Central Banks Have Stoped Buying U.S Treasurys (19:03) What's The End Game For The Fed? (27:38) Why The U.S Is Not Like Japan (32:12) Research Ad (33:02) Luke's Macro Outlook For 2023 (40:29) Approaching A "Debt Death Spiral" (42:44) Gold & Bitcoin -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 24 May 2023 11:00:00 -0000 full 1 223 Blockworks On today's episode of On The Margin, Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed. After highlighting many of the structural shifts underpinning the current monetary system over the past few years, Luke lays out his thesis on the intersection between peak cheap energy and the U.S dollar system. Luke goes on to walk through how the Fed will be forced to manage these dynamics with inflation above trend and record high debt to GDP levels. To hear all this and more, you'll have to tune in! -- Follow Luke: https://twitter.com/LukeGromen Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:15) Have We Reached Peak Cheap Energy? (07:58) Permissionless II Ad (08:46) Oil Is The Real Economic Discount Rate (13:06) Central Banks Have Stoped Buying U.S Treasurys (19:03) What's The End Game For The Fed? (27:38) Why The U.S Is Not Like Japan (32:12) Research Ad (33:02) Luke's Macro Outlook For 2023 (40:29) Approaching A "Debt Death Spiral" (42:44) Gold & Bitcoin -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed.


After highlighting many of the structural shifts underpinning the current monetary system over the past few years, Luke lays out his thesis on the intersection between peak cheap energy and the U.S dollar system. Luke goes on to walk through how the Fed will be forced to manage these dynamics with inflation above trend and record high debt to GDP levels. To hear all this and more, you'll have to tune in!

--

Follow Luke: https://twitter.com/LukeGromen

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:


(00:00) Introduction

(01:15) Have We Reached Peak Cheap Energy?

(07:58) Permissionless II Ad

(08:46) Oil Is The Real Economic Discount Rate

(13:06) Central Banks Have Stoped Buying U.S Treasurys

(19:03) What's The End Game For The Fed?

(27:38) Why The U.S Is Not Like Japan

(32:12) Research Ad

(33:02) Luke's Macro Outlook For 2023

(40:29) Approaching A "Debt Death Spiral"

(42:44) Gold & Bitcoin

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3015 The Debt Ceiling Looms, What Next? | Weekly Round Up This week, Mike & Mark discuss the outlook for markets at a moment of uncertainty for both bulls & bears. With the U.S debt ceiling looming, consensus still expecting a recession & the market beginning to price a pause in the Fed's tightening cycle, Mark shares his outlook throughout the rest of the year. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 20 May 2023 11:00:00 -0000 full 1 222 Blockworks This week, Mike & Mark discuss the outlook for markets at a moment of uncertainty for both bulls & bears. With the U.S debt ceiling looming, consensus still expecting a recession & the market beginning to price a pause in the Fed's tightening cycle, Mark shares his outlook throughout the rest of the year. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the outlook for markets at a moment of uncertainty for both bulls & bears. With the U.S debt ceiling looming, consensus still expecting a recession & the market beginning to price a pause in the Fed's tightening cycle, Mark shares his outlook throughout the rest of the year. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4686 A Recession Is Unavoidable | Mike McGlone On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin. Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity & recessionary headwinds. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/mikemcglone11 Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps (00:00) Introduction (00:17) The Debt Ceiling Looms, What Next? (05:41) We Are Heading Towards Deflation (09:30) Mike's Outlook On Markets (14:28) Have Higher Interest Rates Been Felt Yet? (19:11) Research Ad (20:00) The Gold Bull Market Is Here (23:49) Is De-Dollarization Real? (30:18) Why Are Hedge Funds Record Short Treasury Bonds? (32:09) Deflation Deflation Deflation... "We're All Turning Japanese" (35:48) Permissionless II Ad (36:36) Is There A Structural Case For Inflation? (45:00) Mike's Macro Framework -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 17 May 2023 11:00:00 -0000 full 1 221 Blockworks On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin. Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity & recessionary headwinds. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/mikemcglone11 Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps (00:00) Introduction (00:17) The Debt Ceiling Looms, What Next? (05:41) We Are Heading Towards Deflation (09:30) Mike's Outlook On Markets (14:28) Have Higher Interest Rates Been Felt Yet? (19:11) Research Ad (20:00) The Gold Bull Market Is Here (23:49) Is De-Dollarization Real? (30:18) Why Are Hedge Funds Record Short Treasury Bonds? (32:09) Deflation Deflation Deflation... "We're All Turning Japanese" (35:48) Permissionless II Ad (36:36) Is There A Structural Case For Inflation? (45:00) Mike's Macro Framework -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin.


Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity & recessionary headwinds. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/mikemcglone11

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show:


Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Timestamps


(00:00) Introduction

(00:17) The Debt Ceiling Looms, What Next?

(05:41) We Are Heading Towards Deflation

(09:30) Mike's Outlook On Markets

(14:28) Have Higher Interest Rates Been Felt Yet?

(19:11) Research Ad

(20:00) The Gold Bull Market Is Here

(23:49) Is De-Dollarization Real?

(30:18) Why Are Hedge Funds Record Short Treasury Bonds?

(32:09) Deflation Deflation Deflation... "We're All Turning Japanese"

(35:48) Permissionless II Ad

(36:36) Is There A Structural Case For Inflation?

(45:00) Mike's Macro Framework

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3007 Have Rising Interest Rates Been Felt Yet? | Weekly Round Up This week Mike & Mark discuss wether the effect of rising interest rates have really been felt yet, this weeks CPI print and why we should prepare for deflation throughout 2023, not inflation. As inflation continues on it's downward trajectory, how will this impact the Fed's reaction function, the economy & markets? To hear all this and more, you'll have to tune in! __ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ __ Referenced In The Show: Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson: https://www.youtube.com/watch?v=e4u5-GMkoiM&t=584s — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 13 May 2023 11:00:00 -0000 full 1 220 Blockworks This week Mike & Mark discuss wether the effect of rising interest rates have really been felt yet, this weeks CPI print and why we should prepare for deflation throughout 2023, not inflation. As inflation continues on it's downward trajectory, how will this impact the Fed's reaction function, the economy & markets? To hear all this and more, you'll have to tune in! __ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ __ Referenced In The Show: Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson: https://www.youtube.com/watch?v=e4u5-GMkoiM&t=584s — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week Mike & Mark discuss wether the effect of rising interest rates have really been felt yet, this weeks CPI print and why we should prepare for deflation throughout 2023, not inflation. As inflation continues on it's downward trajectory, how will this impact the Fed's reaction function, the economy & markets? To hear all this and more, you'll have to tune in!

__

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

__

Referenced In The Show:


Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU

Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson: https://www.youtube.com/watch?v=e4u5-GMkoiM&t=584s

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4086 Meme Mania: Why You Should Pay Attention | 1000x SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets). In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:32) Are Bank Failures Priced In? (07:31) The Impact of a Potential US Default (12:51) Repeating 2021’s Perfect Storm (18:03) Meme Mania: Why You Should Pay Attention (31:30) Deflationary ETH and Blockspace Fee Generation (36:34) BTC Miner Revenue and BRC-20s - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ BRC-20.io https://brc-20.io/ - - Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed. Thu, 11 May 2023 13:47:28 -0000 full Blockworks SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets). In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:32) Are Bank Failures Priced In? (07:31) The Impact of a Potential US Default (12:51) Repeating 2021’s Perfect Storm (18:03) Meme Mania: Why You Should Pay Attention (31:30) Deflationary ETH and Blockspace Fee Generation (36:34) BTC Miner Revenue and BRC-20s - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ BRC-20.io https://brc-20.io/ - - Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed. SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets).

In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out!

We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!

- -

Timestamps:

(00:00) Introduction

(00:32) Are Bank Failures Priced In?

(07:31) The Impact of a Potential US Default

(12:51) Repeating 2021’s Perfect Storm

(18:03) Meme Mania: Why You Should Pay Attention

(31:30) Deflationary ETH and Blockspace Fee Generation

(36:34) BTC Miner Revenue and BRC-20s

- -

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod


Subscribe on YouTube: https://bit.ly/3FuSarX

Subscribe on Apple: https://tinyurl.com/mv4frfv7

Subscribe on Spotify: https://tinyurl.com/wbaypprw


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources:

Golden Tree

https://www.goldentree.com/


Cumberland

https://cumberland.io/


BRC-20.io

https://brc-20.io/

- -

Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

]]> 2893 Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson On today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle. On the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cycle has yet to fully ripple through the economy and markets. Expecting "more pain to come", Bob and Cameron see the market correction and recession concerns to be immaterial... so far. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Bob: https://twitter.com/BobEUnlimited Follow Cameron: https://twitter.com/CameronDawson Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 __ Referenced In The Show: https://twitter.com/LizYoungStrat/status/1654509470720950273 — Timestamps: (00:00) Introduction (02:42) The Bond Market Is The Smart Money, Or Is It? (05:06) The Have Your Cake & Eat It Too Trade... Tech (10:51) Research Ad (11:04) Inflation Is A New Dynamic For Markets (14:01) Can The Fed Continue Raising Rates Amidst Banking Turmoil? (17:40) There Won't Be A Pivot Without Some Pain (27:44) Permissionless (28:28) Breaking Down Recent Earnings (35:33) The A.I Earnings Theme (44:22) What To Expect Throughout 2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 10 May 2023 11:00:00 -0000 full 1 219 Blockworks On today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle. On the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cycle has yet to fully ripple through the economy and markets. Expecting "more pain to come", Bob and Cameron see the market correction and recession concerns to be immaterial... so far. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Bob: https://twitter.com/BobEUnlimited Follow Cameron: https://twitter.com/CameronDawson Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 __ Referenced In The Show: https://twitter.com/LizYoungStrat/status/1654509470720950273 — Timestamps: (00:00) Introduction (02:42) The Bond Market Is The Smart Money, Or Is It? (05:06) The Have Your Cake & Eat It Too Trade... Tech (10:51) Research Ad (11:04) Inflation Is A New Dynamic For Markets (14:01) Can The Fed Continue Raising Rates Amidst Banking Turmoil? (17:40) There Won't Be A Pivot Without Some Pain (27:44) Permissionless (28:28) Breaking Down Recent Earnings (35:33) The A.I Earnings Theme (44:22) What To Expect Throughout 2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle.


On the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cycle has yet to fully ripple through the economy and markets. Expecting "more pain to come", Bob and Cameron see the market correction and recession concerns to be immaterial... so far. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Bob: https://twitter.com/BobEUnlimited

Follow Cameron: https://twitter.com/CameronDawson

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

__

Referenced In The Show:


https://twitter.com/LizYoungStrat/status/1654509470720950273

—

Timestamps:

(00:00) Introduction

(02:42) The Bond Market Is The Smart Money, Or Is It?

(05:06) The Have Your Cake & Eat It Too Trade... Tech

(10:51) Research Ad

(11:04) Inflation Is A New Dynamic For Markets

(14:01) Can The Fed Continue Raising Rates Amidst Banking Turmoil?

(17:40) There Won't Be A Pivot Without Some Pain

(27:44) Permissionless

(28:28) Breaking Down Recent Earnings

(35:33) The A.I Earnings Theme

(44:22) What To Expect Throughout 2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3309 The Collapse Of First Republic Bank, What Happens Next? | Weekly Round Up This week Mike & Mark discuss the collapse of First Republic Bank and the subsequent acquisition by JP Morgan. Even with an FOMC meeting where the Fed raised an expected 25bp, regional bank headwinds remained the focus as certain bank equities fell sharply and First Republic Bank was acquired in a very favourable deal between the FDIC & JP Morgan. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 06 May 2023 11:00:00 -0000 full 1 218 Blockworks This week Mike & Mark discuss the collapse of First Republic Bank and the subsequent acquisition by JP Morgan. Even with an FOMC meeting where the Fed raised an expected 25bp, regional bank headwinds remained the focus as certain bank equities fell sharply and First Republic Bank was acquired in a very favourable deal between the FDIC & JP Morgan. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week Mike & Mark discuss the collapse of First Republic Bank and the subsequent acquisition by JP Morgan. Even with an FOMC meeting where the Fed raised an expected 25bp, regional bank headwinds remained the focus as certain bank equities fell sharply and First Republic Bank was acquired in a very favourable deal between the FDIC & JP Morgan. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Lightspeed Podcast Opportunity


Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3648 The Bull Market In Hard Assets | Jan Van Eck On today's episode of On The Margin, Jan Van Eck CEO of VanEck joins the show for a discussion on the "new paradigm" markets find themselves in and how this could be a catalyst for a bull market in hard assets. As investors tackle inflation, rising rates and structural demographic shifts in 2023, Jan explores how investors can approach diversifying their portfolios. With Bitcoin rallying 70%+ and Gold boasting a 13%+ return year to date, are we in a new bull market for safe haven hard assets? To hear all this and more, you'll have to tune in! -- Follow Jan: https://twitter.com/JanvanEck3 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (01:14) The Origins of Van Eck (05:21) Re-thinking The Banking System (12:47) Blockworks Research (13:36) A New Paradigm For Markets (20:48) Now Is The Time To Own Gold & Bitcoin (23:39) Is De-dollarization Real (29:27) Permissionless (30:10) Entering A Hard Asset Bull Market (36:32) Key Themes For The Decade Ahead — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 03 May 2023 11:00:00 -0000 full 1 217 Blockworks On today's episode of On The Margin, Jan Van Eck CEO of VanEck joins the show for a discussion on the "new paradigm" markets find themselves in and how this could be a catalyst for a bull market in hard assets. As investors tackle inflation, rising rates and structural demographic shifts in 2023, Jan explores how investors can approach diversifying their portfolios. With Bitcoin rallying 70%+ and Gold boasting a 13%+ return year to date, are we in a new bull market for safe haven hard assets? To hear all this and more, you'll have to tune in! -- Follow Jan: https://twitter.com/JanvanEck3 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (01:14) The Origins of Van Eck (05:21) Re-thinking The Banking System (12:47) Blockworks Research (13:36) A New Paradigm For Markets (20:48) Now Is The Time To Own Gold & Bitcoin (23:39) Is De-dollarization Real (29:27) Permissionless (30:10) Entering A Hard Asset Bull Market (36:32) Key Themes For The Decade Ahead — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, Jan Van Eck CEO of VanEck joins the show for a discussion on the "new paradigm" markets find themselves in and how this could be a catalyst for a bull market in hard assets.


As investors tackle inflation, rising rates and structural demographic shifts in 2023, Jan explores how investors can approach diversifying their portfolios. With Bitcoin rallying 70%+ and Gold boasting a 13%+ return year to date, are we in a new bull market for safe haven hard assets? To hear all this and more, you'll have to tune in!

--

Follow Jan: https://twitter.com/JanvanEck3

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Lightspeed Podcast Opportunity

Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Timestamps:


(00:00) Introduction

(01:14) The Origins of Van Eck

(05:21) Re-thinking The Banking System

(12:47) Blockworks Research

(13:36) A New Paradigm For Markets

(20:48) Now Is The Time To Own Gold & Bitcoin

(23:39) Is De-dollarization Real

(29:27) Permissionless

(30:10) Entering A Hard Asset Bull Market

(36:32) Key Themes For The Decade Ahead

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2626 The Banking Panic Isn't Over Yet | Weekly Round Up This week, Mike & Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. We then discuss the recent price action in the crypto market with Bitcoin hovering around $30,000 as some OG crypto whales begin moving coins in addresses that haven't seen activity in years. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 29 Apr 2023 11:00:00 -0000 full Blockworks This week, Mike & Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. We then discuss the recent price action in the crypto market with Bitcoin hovering around $30,000 as some OG crypto whales begin moving coins in addresses that haven't seen activity in years. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. We then discuss the recent price action in the crypto market with Bitcoin hovering around $30,000 as some OG crypto whales begin moving coins in addresses that haven't seen activity in years. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4172 The Incoming Recession Is A 2023 Story | David Rosenberg On today's episode of On The Margin, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show for a discussion on the mounting recessionary headwinds that signal towards a recession in the second half of 2023. Arguing that "a recession is a 2023 story", David walks through the leading indicators that suggest a slowdown could be on the very near horizon. To hear all this and more, you'll have to tune in! -- Follow David: https://twitter.com/EconguyRosie Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 26 Apr 2023 11:00:00 -0000 full 1 215 Blockworks On today's episode of On The Margin, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show for a discussion on the mounting recessionary headwinds that signal towards a recession in the second half of 2023. Arguing that "a recession is a 2023 story", David walks through the leading indicators that suggest a slowdown could be on the very near horizon. To hear all this and more, you'll have to tune in! -- Follow David: https://twitter.com/EconguyRosie Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show for a discussion on the mounting recessionary headwinds that signal towards a recession in the second half of 2023. Arguing that "a recession is a 2023 story", David walks through the leading indicators that suggest a slowdown could be on the very near horizon. To hear all this and more, you'll have to tune in!

--

Follow David: https://twitter.com/EconguyRosie

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Lightspeed Podcast Opportunity

Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4217 An Update On The "March Banking Panic" | Weekly Round Up This week, Jack Farley host of the Forward Guidance podcast joins the show to discuss bank earnings a month on from the "March banking panic". We also discuss the Fed's weekly H.4.1 report which saw a slight uptick in the BTFP usage, and a slight reduction in the discount window borrowing. We then tie how all these factors will effect the economy and markets, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 22 Apr 2023 11:00:00 -0000 full 1 214 Blockworks This week, Jack Farley host of the Forward Guidance podcast joins the show to discuss bank earnings a month on from the "March banking panic". We also discuss the Fed's weekly H.4.1 report which saw a slight uptick in the BTFP usage, and a slight reduction in the discount window borrowing. We then tie how all these factors will effect the economy and markets, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Jack Farley host of the Forward Guidance podcast joins the show to discuss bank earnings a month on from the "March banking panic". We also discuss the Fed's weekly H.4.1 report which saw a slight uptick in the BTFP usage, and a slight reduction in the discount window borrowing. We then tie how all these factors will effect the economy and markets, but to hear that, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jack: https://twitter.com/JackFarley96

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

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Lightspeed Podcast Opportunity


Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3215 Progressing Through The Credit Tightening Cycle | Julian Brigden On today's episode of On The Margin, Julian Brigden Co-founder of Macro Intelligence 2 Partners joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy and markets. To hear all this and more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 19 Apr 2023 17:00:00 -0000 full 1 213 Blockworks On today's episode of On The Margin, Julian Brigden Co-founder of Macro Intelligence 2 Partners joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy and markets. To hear all this and more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, Julian Brigden Co-founder of Macro Intelligence 2 Partners joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy and markets. To hear all this and more, you'll have to tune in!

--

Follow Julian: https://twitter.com/JulianMI2

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Lightspeed Podcast Opportunity


Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2665 The "Wave Of Global Liquidity" Driving Markets Higher | Weekly Round Up This week, Mike & Mark discuss the "global wave of liquidity" that has hit markets in recent months. Mark states that China, Japan & the U.S have all contributed to the positive liquidity backdrop which has seen stocks and crypto aggressively rally. We also discuss the recent U.S inflation numbers, what this means for markets & the economy in the coming months. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 15 Apr 2023 10:00:00 -0000 full 1 212 Blockworks This week, Mike & Mark discuss the "global wave of liquidity" that has hit markets in recent months. Mark states that China, Japan & the U.S have all contributed to the positive liquidity backdrop which has seen stocks and crypto aggressively rally. We also discuss the recent U.S inflation numbers, what this means for markets & the economy in the coming months. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the "global wave of liquidity" that has hit markets in recent months. Mark states that China, Japan & the U.S have all contributed to the positive liquidity backdrop which has seen stocks and crypto aggressively rally. We also discuss the recent U.S inflation numbers, what this means for markets & the economy in the coming months. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3811 The Fed Hikes Until Something Breaks, Something Broke | Jim Bianco On today's episode of On The Margin Jim Bianco of Bianco Research joins the show to discuss the fallout of SVB's collapse, and the turmoil that ensued in the banking system. Arguing that rates are currently too high for banks, how will the Fed be forced to react whilst managing both financial stability and inflation. To find out, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 08 Apr 2023 11:00:00 -0000 full 1 211 Blockworks On today's episode of On The Margin Jim Bianco of Bianco Research joins the show to discuss the fallout of SVB's collapse, and the turmoil that ensued in the banking system. Arguing that rates are currently too high for banks, how will the Fed be forced to react whilst managing both financial stability and inflation. To find out, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin Jim Bianco of Bianco Research joins the show to discuss the fallout of SVB's collapse, and the turmoil that ensued in the banking system. Arguing that rates are currently too high for banks, how will the Fed be forced to react whilst managing both financial stability and inflation. To find out, you'll have to tune in!

--

Follow Jim: https://twitter.com/biancoresearch

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Lightspeed Podcast Opportunity


Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3828 Markets Are Trapped In A "Liquidity Limbo" | Jurrien Timmer To view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg -- On today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity joins the show for a discussion on the current "liquidity limbo" markets find themselves in. Bulls expect recessionary pressures to abide, rate hikes to turn into cuts and financial conditions to loosen whilst the bears foresee an earnings decline, more Fed tightening and a continued tightening of financial conditions. Jurrien walks through both the bull and bear case for markets, drawing on his recent research and enlightening chart deck which help provide visual aid to both sides of the argument. Who will be proven right in 2023: the bulls or the bears? To find out, you'll have to tune in! -- Follow Jurrien: https://twitter.com/TimmerFidelity Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Today's show is sponsored by Public.com: Get a 4.8% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin *26-week T-bill rate (as of 5/4/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 05 Apr 2023 16:30:00 -0000 full 1 210 Blockworks To view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg -- On today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity joins the show for a discussion on the current "liquidity limbo" markets find themselves in. Bulls expect recessionary pressures to abide, rate hikes to turn into cuts and financial conditions to loosen whilst the bears foresee an earnings decline, more Fed tightening and a continued tightening of financial conditions. Jurrien walks through both the bull and bear case for markets, drawing on his recent research and enlightening chart deck which help provide visual aid to both sides of the argument. Who will be proven right in 2023: the bulls or the bears? To find out, you'll have to tune in! -- Follow Jurrien: https://twitter.com/TimmerFidelity Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Today's show is sponsored by Public.com: Get a 4.8% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin *26-week T-bill rate (as of 5/4/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. To view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg

--

On today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity joins the show for a discussion on the current "liquidity limbo" markets find themselves in. Bulls expect recessionary pressures to abide, rate hikes to turn into cuts and financial conditions to loosen whilst the bears foresee an earnings decline, more Fed tightening and a continued tightening of financial conditions.

Jurrien walks through both the bull and bear case for markets, drawing on his recent research and enlightening chart deck which help provide visual aid to both sides of the argument. Who will be proven right in 2023: the bulls or the bears? To find out, you'll have to tune in!

--

Follow Jurrien: https://twitter.com/TimmerFidelity

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Today's show is sponsored by Public.com: Get a 4.8% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin


*26-week T-bill rate (as of 5/4/23) when held to maturity. Rate shown is gross of fees.

**As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22).

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3868 A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale On today's episode of On The Margin, we welcome Darius Dale Founder & CEO of 42 Macro back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks. With Markets rallying and investors piling back into the best performing asset's of the past two years, Darius urges caution. While the banking scare of recent weeks doesn't resemble 2008, "don't be a hero". Darius walks through the current liquidity cycle and describes how that could quickly lead to a shift in the credit cycle. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Darius: https://twitter.com/42Macro Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 01 Apr 2023 11:00:00 -0000 full 1 210 Blockworks On today's episode of On The Margin, we welcome Darius Dale Founder & CEO of 42 Macro back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks. With Markets rallying and investors piling back into the best performing asset's of the past two years, Darius urges caution. While the banking scare of recent weeks doesn't resemble 2008, "don't be a hero". Darius walks through the current liquidity cycle and describes how that could quickly lead to a shift in the credit cycle. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Darius: https://twitter.com/42Macro Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, we welcome Darius Dale Founder & CEO of 42 Macro back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks.


With Markets rallying and investors piling back into the best performing asset's of the past two years, Darius urges caution. While the banking scare of recent weeks doesn't resemble 2008, "don't be a hero". Darius walks through the current liquidity cycle and describes how that could quickly lead to a shift in the credit cycle. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Darius: https://twitter.com/42Macro

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3528 The Next Stage Of The Banking Crisis, Commercial Real Estate On today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector. With 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, higher interest rates and deposit flight to global systemically important banks (G-SIBs) impact the almost $20 trillion commercial real estate market? Is the collapse of SVB enough to cause a cascading "crisis of confidence" across the sector? To hear all this and more, you'll have to tune in! -- Follow Horizon Kinetics: https://twitter.com/HorizonKinetics Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 29 Mar 2023 20:57:00 -0000 full 1 213 Blockworks On today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector. With 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, higher interest rates and deposit flight to global systemically important banks (G-SIBs) impact the almost $20 trillion commercial real estate market? Is the collapse of SVB enough to cause a cascading "crisis of confidence" across the sector? To hear all this and more, you'll have to tune in! -- Follow Horizon Kinetics: https://twitter.com/HorizonKinetics Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector.


With 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, higher interest rates and deposit flight to global systemically important banks (G-SIBs) impact the almost $20 trillion commercial real estate market? Is the collapse of SVB enough to cause a cascading "crisis of confidence" across the sector? To hear all this and more, you'll have to tune in!

--

Follow Horizon Kinetics: https://twitter.com/HorizonKinetics

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3928 Will Bank Turmoil Cause The Fed Pivot? | Weekly Round Up After another week of continued turmoil across the banking sector, Mike and Mark discuss the "crisis of confidence" that is spreading across the banking system. With Deutsche Bank coming into the spotlight towards the end of the week, are the headlines overblown, or could further issues lie ahead for European banks? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 25 Mar 2023 11:00:00 -0000 full 1 208 Blockworks After another week of continued turmoil across the banking sector, Mike and Mark discuss the "crisis of confidence" that is spreading across the banking system. With Deutsche Bank coming into the spotlight towards the end of the week, are the headlines overblown, or could further issues lie ahead for European banks? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. After another week of continued turmoil across the banking sector, Mike and Mark discuss the "crisis of confidence" that is spreading across the banking system. With Deutsche Bank coming into the spotlight towards the end of the week, are the headlines overblown, or could further issues lie ahead for European banks? To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4529 Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell On today's episode of On The Margin, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in! — Follow Michael: https://twitter.com/crossbordercap Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 22 Mar 2023 21:46:06 -0000 full 1 207 Blockworks On today's episode of On The Margin, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in! — Follow Michael: https://twitter.com/crossbordercap Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On The Margin, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in!

—

Follow Michael: https://twitter.com/crossbordercap

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jack: https://twitter.com/JackFarley96

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 5125 Bank's Face A Crisis Of Confidence | Weekly Round Up After another week of continued turmoil across the banking sector, Mike and Mark discuss the developing fallout since Silicon Valley Bank's collapse. This week, Credit Suisse faced record outflows, resulting in a $54 Billion loan from the Swiss National Bank as the bank faces a "crisis of confidence". To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 18 Mar 2023 11:00:00 -0000 full 1 206 Blockworks After another week of continued turmoil across the banking sector, Mike and Mark discuss the developing fallout since Silicon Valley Bank's collapse. This week, Credit Suisse faced record outflows, resulting in a $54 Billion loan from the Swiss National Bank as the bank faces a "crisis of confidence". To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. After another week of continued turmoil across the banking sector, Mike and Mark discuss the developing fallout since Silicon Valley Bank's collapse. This week, Credit Suisse faced record outflows, resulting in a $54 Billion loan from the Swiss National Bank as the bank faces a "crisis of confidence". To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3680 The Collapse of SVB, Silvergate & Signature Bank | Caitlin Long and Nic Carter On today's episode of On the Margin, Caitlin Long Founder & CEO at Custodia Bank & Nic Carter Founding Partner at Castle Island Ventures join the show to discuss the recent banking turmoil with the collapse of Silvergate and Silicon Valley Bank which led to the closure of Signature Bank over the weekend. Interest rate risk in HTM portfolios was the key driver of the recent bank runs we have seen, but how have they reverberated all around the world? We then discuss the political backlash crypto banks have received as a consequence of the bank crisis and whether this could be an operation chokepoint 2.0 scenario, something Nic has been writing about for many months. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Caitlin: https://twitter.com/CaitlinLong_ Follow Nic: https://twitter.com/nic__carter Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 17 Mar 2023 21:00:00 -0000 full 1 205 Blockworks On today's episode of On the Margin, Caitlin Long Founder & CEO at Custodia Bank & Nic Carter Founding Partner at Castle Island Ventures join the show to discuss the recent banking turmoil with the collapse of Silvergate and Silicon Valley Bank which led to the closure of Signature Bank over the weekend. Interest rate risk in HTM portfolios was the key driver of the recent bank runs we have seen, but how have they reverberated all around the world? We then discuss the political backlash crypto banks have received as a consequence of the bank crisis and whether this could be an operation chokepoint 2.0 scenario, something Nic has been writing about for many months. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Caitlin: https://twitter.com/CaitlinLong_ Follow Nic: https://twitter.com/nic__carter Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Caitlin Long Founder & CEO at Custodia Bank & Nic Carter Founding Partner at Castle Island Ventures join the show to discuss the recent banking turmoil with the collapse of Silvergate and Silicon Valley Bank which led to the closure of Signature Bank over the weekend. Interest rate risk in HTM portfolios was the key driver of the recent bank runs we have seen, but how have they reverberated all around the world?


We then discuss the political backlash crypto banks have received as a consequence of the bank crisis and whether this could be an operation chokepoint 2.0 scenario, something Nic has been writing about for many months. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Caitlin: https://twitter.com/CaitlinLong_

Follow Nic: https://twitter.com/nic__carter

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3462 Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm Follow Market Depth On YouTube: http://bit.ly/3JKhw8I -- On today's episode of On the Margin, Weston Nakamura, the latest addition to the Blockworks team joins the show to discuss his brand new podcast Market Depth! You can follow the links above to listen to the first episode of Market Depth. Following the collapse of Silicon Valley Bank, Mike and Weston discuss the market reaction and subsequent historic moves in the bond market, which saw the largest decline in the 2Y treasury yield since 1982. We also discuss broader implications on global markets, the BoJ's passing of the guard as Kuroda leaves office and how markets have seemingly shrugged off the SVB collapse. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Weston: https://twitter.com/acrossthespread Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 16 Mar 2023 12:01:48 -0000 full 1 204 Blockworks Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm Follow Market Depth On YouTube: http://bit.ly/3JKhw8I -- On today's episode of On the Margin, Weston Nakamura, the latest addition to the Blockworks team joins the show to discuss his brand new podcast Market Depth! You can follow the links above to listen to the first episode of Market Depth. Following the collapse of Silicon Valley Bank, Mike and Weston discuss the market reaction and subsequent historic moves in the bond market, which saw the largest decline in the 2Y treasury yield since 1982. We also discuss broader implications on global markets, the BoJ's passing of the guard as Kuroda leaves office and how markets have seemingly shrugged off the SVB collapse. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Weston: https://twitter.com/acrossthespread Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U

Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm

Follow Market Depth On YouTube: http://bit.ly/3JKhw8I

--

On today's episode of On the Margin, Weston Nakamura, the latest addition to the Blockworks team joins the show to discuss his brand new podcast Market Depth! You can follow the links above to listen to the first episode of Market Depth.


Following the collapse of Silicon Valley Bank, Mike and Weston discuss the market reaction and subsequent historic moves in the bond market, which saw the largest decline in the 2Y treasury yield since 1982. We also discuss broader implications on global markets, the BoJ's passing of the guard as Kuroda leaves office and how markets have seemingly shrugged off the SVB collapse. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Weston: https://twitter.com/acrossthespread

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3003 Governor Kuroda: The Decade’s Most Consequential Central Banker This debut episode is from our brand new podcast Market Depth hosted by Weston Nakamura. Follow Market Depth using the links below to stay up to date with the latest episodes! Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm Follow Market Depth On YouTube: http://bit.ly/3JKhw8I -- Follow Weston: https://twitter.com/acrossthespread Follow Blockworks: https://twitter.com/Blockworks_  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on Market Depth or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 16 Mar 2023 10:06:00 -0000 full Blockworks This debut episode is from our brand new podcast Market Depth hosted by Weston Nakamura. Follow Market Depth using the links below to stay up to date with the latest episodes! Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm Follow Market Depth On YouTube: http://bit.ly/3JKhw8I -- Follow Weston: https://twitter.com/acrossthespread Follow Blockworks: https://twitter.com/Blockworks_  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on Market Depth or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This debut episode is from our brand new podcast Market Depth hosted by Weston Nakamura. Follow Market Depth using the links below to stay up to date with the latest episodes!


Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U

Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm

Follow Market Depth On YouTube: http://bit.ly/3JKhw8I

--

Follow Weston: https://twitter.com/acrossthespread

Follow Blockworks: https://twitter.com/Blockworks_ 


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Disclaimer: Nothing discussed on Market Depth or On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2874 The Largest Bank Failure Since 2008 | Weekly Round Up This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit doors in typical bank run style fashion. What lies ahead for the banking industry from here? Will contagion spread like in 2008, or are banks much better capitalised to weather the storm in 2023? To hear all this and more, you'll have to tune in! Filmed Friday 10th March hours before the closing of Silicon Valley Bank. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 11 Mar 2023 12:00:00 -0000 full 1 203 Blockworks This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit doors in typical bank run style fashion. What lies ahead for the banking industry from here? Will contagion spread like in 2008, or are banks much better capitalised to weather the storm in 2023? To hear all this and more, you'll have to tune in! Filmed Friday 10th March hours before the closing of Silicon Valley Bank. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit doors in typical bank run style fashion.


What lies ahead for the banking industry from here? Will contagion spread like in 2008, or are banks much better capitalised to weather the storm in 2023? To hear all this and more, you'll have to tune in!


Filmed Friday 10th March hours before the closing of Silicon Valley Bank.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3855 The China Reopening: A Tale of Two Stories | Shehzad Qazi On today's episode of On the Margin, Shehzad Qazi Managing Director at China Beige Book joins the show for a discussion on the cyclical and secular outlook for the Chinese economy. As China has announced their full reopening, Shehzad is able to walk through the data China beige Book has been able to collect throughout January and February. Expecting a positive year for China, Shehzad walks through both the cyclical and more structural slower growth environment China will experience over the coming decade due to Xi Jinping's new focus on "common prosperity", as appose to growth at all costs. To hear all this and more, you'll have to tune in! -- Follow Shehzad: https://twitter.com/shehzadhqazi Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Today's show is sponsored by Public.com: Get a 5.1% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin *26-week T-bill rate (as of 3/8/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Timestamps: (00:00) Introduction (00:27) The Chinese Lockdown of 2022 (02:17) China In 2023: A Tale of Two Stories (07:30) The Chinese Credit Impulse (10:03) Public Ad (11:26) The Chinese Banking System (16:13) The Reopening's Impact On Commodities (19:25) Will The Reopening In China Spur Inflation? (24:57) U.S & China In The Great Power Competition (36:08) China's Demographic Decline (40:20) A New Paradigm Over The Next Decade -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 08 Mar 2023 12:00:00 -0000 full 1 202 Blockworks On today's episode of On the Margin, Shehzad Qazi Managing Director at China Beige Book joins the show for a discussion on the cyclical and secular outlook for the Chinese economy. As China has announced their full reopening, Shehzad is able to walk through the data China beige Book has been able to collect throughout January and February. Expecting a positive year for China, Shehzad walks through both the cyclical and more structural slower growth environment China will experience over the coming decade due to Xi Jinping's new focus on "common prosperity", as appose to growth at all costs. To hear all this and more, you'll have to tune in! -- Follow Shehzad: https://twitter.com/shehzadhqazi Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Today's show is sponsored by Public.com: Get a 5.1% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin *26-week T-bill rate (as of 3/8/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Timestamps: (00:00) Introduction (00:27) The Chinese Lockdown of 2022 (02:17) China In 2023: A Tale of Two Stories (07:30) The Chinese Credit Impulse (10:03) Public Ad (11:26) The Chinese Banking System (16:13) The Reopening's Impact On Commodities (19:25) Will The Reopening In China Spur Inflation? (24:57) U.S & China In The Great Power Competition (36:08) China's Demographic Decline (40:20) A New Paradigm Over The Next Decade -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Shehzad Qazi Managing Director at China Beige Book joins the show for a discussion on the cyclical and secular outlook for the Chinese economy.


As China has announced their full reopening, Shehzad is able to walk through the data China beige Book has been able to collect throughout January and February. Expecting a positive year for China, Shehzad walks through both the cyclical and more structural slower growth environment China will experience over the coming decade due to Xi Jinping's new focus on "common prosperity", as appose to growth at all costs. To hear all this and more, you'll have to tune in!

--

Follow Shehzad: https://twitter.com/shehzadhqazi

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Today's show is sponsored by Public.com: Get a 5.1% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin


*26-week T-bill rate (as of 3/8/23) when held to maturity. Rate shown is gross of fees.

**As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22).

--

Timestamps:


(00:00) Introduction

(00:27) The Chinese Lockdown of 2022

(02:17) China In 2023: A Tale of Two Stories

(07:30) The Chinese Credit Impulse

(10:03) Public Ad

(11:26) The Chinese Banking System

(16:13) The Reopening's Impact On Commodities

(19:25) Will The Reopening In China Spur Inflation?

(24:57) U.S & China In The Great Power Competition

(36:08) China's Demographic Decline

(40:20) A New Paradigm Over The Next Decade

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2584 Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li This week, as Mark takes some well deserved time off, we combine forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal Guidance. As Berkshire Hathaway released their 2023 shareholder letter, we invited Buffett expert Yun Li to the show to share her top takeaways from this years annual letter. We then take a deep dive into inflation, yields and the how the Fed may be forced to act as signs of inflation resurging rear their head. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Yun: https://twitter.com/YunLi626 Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: To the Shareholders of Berkshire Hathaway: https://www.berkshirehathaway.com/letters/2022ltr.pdf -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 04 Mar 2023 12:00:00 -0000 full 1 201 Blockworks This week, as Mark takes some well deserved time off, we combine forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal Guidance. As Berkshire Hathaway released their 2023 shareholder letter, we invited Buffett expert Yun Li to the show to share her top takeaways from this years annual letter. We then take a deep dive into inflation, yields and the how the Fed may be forced to act as signs of inflation resurging rear their head. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Yun: https://twitter.com/YunLi626 Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: To the Shareholders of Berkshire Hathaway: https://www.berkshirehathaway.com/letters/2022ltr.pdf -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, as Mark takes some well deserved time off, we combine forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal Guidance.


As Berkshire Hathaway released their 2023 shareholder letter, we invited Buffett expert Yun Li to the show to share her top takeaways from this years annual letter. We then take a deep dive into inflation, yields and the how the Fed may be forced to act as signs of inflation resurging rear their head. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Yun: https://twitter.com/YunLi626

Follow Jack: https://twitter.com/JackFarley96

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show:


To the Shareholders of Berkshire Hathaway: https://www.berkshirehathaway.com/letters/2022ltr.pdf

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3394 Powell's Job Isn't Done Yet | Cameron Dawson On today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating. We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in! -- Follow Cameron: https://twitter.com/CameronDawson Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/disequilibrium/id1183616897  Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running-up-that-hill/ -- Timestamps: (00:00) Introduction (00:43) Hard Landing, Soft Landing Or No Landing? (02:57) The Fed's Job Isn't Over Yet (11:13) The Bond Market Scores A D- (13:36) Blockworks Research (14:26) Looking Back At America's Great Recessions (28:27) How The QE Era Differs From QT Now (32:06) The Median Voter Theorem (36:25) Permissionless 2023 (37:10) Running Up That Hill: Confronting Earnings Hills (44:52) The Bull, Bear & Neutral Case For Earnings (52:46) A New Regime For Markets? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 01 Mar 2023 12:00:00 -0000 full 1 200 Blockworks On today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating. We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in! -- Follow Cameron: https://twitter.com/CameronDawson Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/disequilibrium/id1183616897  Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running-up-that-hill/ -- Timestamps: (00:00) Introduction (00:43) Hard Landing, Soft Landing Or No Landing? (02:57) The Fed's Job Isn't Over Yet (11:13) The Bond Market Scores A D- (13:36) Blockworks Research (14:26) Looking Back At America's Great Recessions (28:27) How The QE Era Differs From QT Now (32:06) The Median Voter Theorem (36:25) Permissionless 2023 (37:10) Running Up That Hill: Confronting Earnings Hills (44:52) The Bull, Bear & Neutral Case For Earnings (52:46) A New Regime For Markets? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating.


We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in!

--

Follow Cameron: https://twitter.com/CameronDawson

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/


Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:


Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/disequilibrium/id1183616897 


Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running-up-that-hill/

--

Timestamps:


(00:00) Introduction

(00:43) Hard Landing, Soft Landing Or No Landing?

(02:57) The Fed's Job Isn't Over Yet

(11:13) The Bond Market Scores A D-

(13:36) Blockworks Research

(14:26) Looking Back At America's Great Recessions

(28:27) How The QE Era Differs From QT Now

(32:06) The Median Voter Theorem

(36:25) Permissionless 2023

(37:10) Running Up That Hill: Confronting Earnings Hills

(44:52) The Bull, Bear & Neutral Case For Earnings

(52:46) A New Regime For Markets?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3806 Coinbase Launches Their Own Layer-2 | Weekly Round Up This week, Mike & Mark begin by discussing the Coinbase Q4 earnings which saw an additional $30 million in revenue than analysts had expected. We break down the balance sheet and compare Coinbase's revenue when operating in bull & bear markets. We then move on to Coinbase's layer-2 announcement, Base. Could this signal a turning point amid crypto winter and how will this impact the crypto developer ecosystem. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 25 Feb 2023 11:00:00 -0000 full 1 199 Blockworks This week, Mike & Mark begin by discussing the Coinbase Q4 earnings which saw an additional $30 million in revenue than analysts had expected. We break down the balance sheet and compare Coinbase's revenue when operating in bull & bear markets. We then move on to Coinbase's layer-2 announcement, Base. Could this signal a turning point amid crypto winter and how will this impact the crypto developer ecosystem. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark begin by discussing the Coinbase Q4 earnings which saw an additional $30 million in revenue than analysts had expected. We break down the balance sheet and compare Coinbase's revenue when operating in bull & bear markets.


We then move on to Coinbase's layer-2 announcement, Base. Could this signal a turning point amid crypto winter and how will this impact the crypto developer ecosystem. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4360 Inflation's Role In The Fourth Turning | Vincent Deluard On today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation. Being early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during "the great disinflation. To hear all this and more, you'll have to tune in! -- Follow Vincent: https://twitter.com/VincentDeluard Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Clip: Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk -- Timestamps: (00:00) Introduction (00:55) Why Is 2023 Data So Strong? (05:28) Turns Out... Europe Didn't Freeze (10:19) Liquidity vs The Economy (13:00) Blockworks Research (14:33) Becoming An Early Inflationista (21:47) Inflation Is The Solution (30:46) The End of Secular Disinflation (35:33) Permissionless 2023 (36:17) The Fourth Turning (40:53) The Key To Inflation Is Trust (44:19) Preparing For The Coming Decade Amid Secular Inflation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 22 Feb 2023 12:00:00 -0000 full 1 198 Blockworks On today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation. Being early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during "the great disinflation. To hear all this and more, you'll have to tune in! -- Follow Vincent: https://twitter.com/VincentDeluard Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Clip: Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk -- Timestamps: (00:00) Introduction (00:55) Why Is 2023 Data So Strong? (05:28) Turns Out... Europe Didn't Freeze (10:19) Liquidity vs The Economy (13:00) Blockworks Research (14:33) Becoming An Early Inflationista (21:47) Inflation Is The Solution (30:46) The End of Secular Disinflation (35:33) Permissionless 2023 (36:17) The Fourth Turning (40:53) The Key To Inflation Is Trust (44:19) Preparing For The Coming Decade Amid Secular Inflation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation.


Being early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during "the great disinflation. To hear all this and more, you'll have to tune in!

--

Follow Vincent: https://twitter.com/VincentDeluard

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/


Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:


Clip: Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk

--

Timestamps:


(00:00) Introduction

(00:55) Why Is 2023 Data So Strong?

(05:28) Turns Out... Europe Didn't Freeze

(10:19) Liquidity vs The Economy

(13:00) Blockworks Research

(14:33) Becoming An Early Inflationista

(21:47) Inflation Is The Solution

(30:46) The End of Secular Disinflation

(35:33) Permissionless 2023

(36:17) The Fourth Turning

(40:53) The Key To Inflation Is Trust

(44:19) Preparing For The Coming Decade Amid Secular Inflation

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3028 The Inflation Debate Rages On | Weekly Round Up This week, Mike & Mark discuss the outlook for inflation in 2023. On the back of a 6.4% YoY CPI, could inflation remain sticky, or will the year ahead be met with a sharp decline in inflation? As "animal spirits" persist in markets, despite the yield curve repricing higher, and the terminal rate along with it, why are markets so intent on fighting the Fed? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 18 Feb 2023 12:00:00 -0000 full 1 197 Blockworks This week, Mike & Mark discuss the outlook for inflation in 2023. On the back of a 6.4% YoY CPI, could inflation remain sticky, or will the year ahead be met with a sharp decline in inflation? As "animal spirits" persist in markets, despite the yield curve repricing higher, and the terminal rate along with it, why are markets so intent on fighting the Fed? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the outlook for inflation in 2023. On the back of a 6.4% YoY CPI, could inflation remain sticky, or will the year ahead be met with a sharp decline in inflation?


As "animal spirits" persist in markets, despite the yield curve repricing higher, and the terminal rate along with it, why are markets so intent on fighting the Fed? To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3866 Will The Fed Get Their Soft Landing? | Warren Pies On today's episode of On the Margin, Warren Pies Founder of 3Fourteen Research joins the show to discuss wether the Fed will be able to achieve their soft landing. Focusing on the housing market, Warren describes how this is the key signal to watch for a hard vs soft landing in the U.S economy. Warren then walks through the Fed's quantitative tightening program and how this could effect markets in 2023. As short term bullish technicals emerge, how should investors position if the long term fundamentals are bearish? Finally, with an expertise in energy markets, Warren walks through "the energy trade" of the 2022, and how it could perform into 2023. As many headwinds remain for energy supply, what implications will China's economy reopening have for the global energy market? To hear all this and more, you'll have to tune in! -- Follow Warren: https://twitter.com/WarrenPies Follow 3Fourteen Research: https://twitter.com/3F_Research Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (00:49) How Likely Is A Soft Landing? (08:28) Quantitative Tightening (16:34) Preparing For A Fed Pause/Pivot (20:00) Blockworks Research (20:49) Bullish Technicals vs Bearish Fundamentals (27:32) The Path Ahead For Inflation In 2023 (31:09) Animal Spirits Are Back For Markets (34:18) Warren's Earnings Forecast (38:29) Permissionless 2023 (39:13) The Effect Of China Reopening (44:50) How Energy Drove Inflation (48:50) Cycles Take Time To Play Out -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 15 Feb 2023 12:00:00 -0000 full 1 196 Blockworks On today's episode of On the Margin, Warren Pies Founder of 3Fourteen Research joins the show to discuss wether the Fed will be able to achieve their soft landing. Focusing on the housing market, Warren describes how this is the key signal to watch for a hard vs soft landing in the U.S economy. Warren then walks through the Fed's quantitative tightening program and how this could effect markets in 2023. As short term bullish technicals emerge, how should investors position if the long term fundamentals are bearish? Finally, with an expertise in energy markets, Warren walks through "the energy trade" of the 2022, and how it could perform into 2023. As many headwinds remain for energy supply, what implications will China's economy reopening have for the global energy market? To hear all this and more, you'll have to tune in! -- Follow Warren: https://twitter.com/WarrenPies Follow 3Fourteen Research: https://twitter.com/3F_Research Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Timestamps: (00:00) Introduction (00:49) How Likely Is A Soft Landing? (08:28) Quantitative Tightening (16:34) Preparing For A Fed Pause/Pivot (20:00) Blockworks Research (20:49) Bullish Technicals vs Bearish Fundamentals (27:32) The Path Ahead For Inflation In 2023 (31:09) Animal Spirits Are Back For Markets (34:18) Warren's Earnings Forecast (38:29) Permissionless 2023 (39:13) The Effect Of China Reopening (44:50) How Energy Drove Inflation (48:50) Cycles Take Time To Play Out -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Warren Pies Founder of 3Fourteen Research joins the show to discuss wether the Fed will be able to achieve their soft landing.


Focusing on the housing market, Warren describes how this is the key signal to watch for a hard vs soft landing in the U.S economy. Warren then walks through the Fed's quantitative tightening program and how this could effect markets in 2023. As short term bullish technicals emerge, how should investors position if the long term fundamentals are bearish?


Finally, with an expertise in energy markets, Warren walks through "the energy trade" of the 2022, and how it could perform into 2023. As many headwinds remain for energy supply, what implications will China's economy reopening have for the global energy market? To hear all this and more, you'll have to tune in!

--

Follow Warren: https://twitter.com/WarrenPies

Follow 3Fourteen Research: https://twitter.com/3F_Research

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Timestamps:


(00:00) Introduction

(00:49) How Likely Is A Soft Landing?

(08:28) Quantitative Tightening

(16:34) Preparing For A Fed Pause/Pivot

(20:00) Blockworks Research

(20:49) Bullish Technicals vs Bearish Fundamentals

(27:32) The Path Ahead For Inflation In 2023

(31:09) Animal Spirits Are Back For Markets

(34:18) Warren's Earnings Forecast

(38:29) Permissionless 2023

(39:13) The Effect Of China Reopening

(44:50) How Energy Drove Inflation

(48:50) Cycles Take Time To Play Out

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3258 The SEC Cracks Down On Crypto | Weekly Round Up This week, Mike & Mark discuss the SEC crackdown on crypto as Kraken settles for a $30 million fine and agrees to stop it's staking operation. Mark states "first they ignore you, then they laugh at you, then they fight you, then you win". As the pressure ramps up on U.S crypto companies, what will this mean for the future of the industry? -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 11 Feb 2023 12:00:00 -0000 full 1 195 Blockworks This week, Mike & Mark discuss the SEC crackdown on crypto as Kraken settles for a $30 million fine and agrees to stop it's staking operation. Mark states "first they ignore you, then they laugh at you, then they fight you, then you win". As the pressure ramps up on U.S crypto companies, what will this mean for the future of the industry? -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the SEC crackdown on crypto as Kraken settles for a $30 million fine and agrees to stop it's staking operation.


Mark states "first they ignore you, then they laugh at you, then they fight you, then you win". As the pressure ramps up on U.S crypto companies, what will this mean for the future of the industry?

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3811 Interest Rates Will Remain Higher For Longer In 2023 | Peter Boockvar On today's episode of On the Margin, Peter Boockvar Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report joins the show for a discussion on the path ahead for the U.S economy. As markets have rallied to start the year, Peter walks through the state of the U.S economy. With inflation having seemingly peaked, Powell seems confident that disinflation will be the path ahead for 2023. Peter breaks down Powell's recent comments at the press conference last week before discussing how interest rates being "higher for longer" will effect corporate & household balance sheets and wether the Fed will get their soft landing. To hear all this and more, you'll have to tune in! -- Follow Peter: https://twitter.com/pboockvar Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Today's show is sponsored by Public.com: Get a 4.9% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin *26-week T-bill rate (as of 2/6/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up: https://open.spotify.com/episode/50ABz990nXRh2NEXU6aVRd?si=3b9a53f609314f94 The Boock Report: https://boockreport.com/ -- Timestamps:  (00:00) Introduction (00:35) A Breakdown of The U.S Economy  (02:40) Why Animal Spirits Are Back For Markets  (08:45) Will Powell Get His Soft Landing?  (14:12) Public Ad (15:59) Rates Will Remain Higher For Longer (22:46) The Chinese Reopening  (27:00) The Path Ahead For Inflation  (30:40) Permissionless Announcement  (31:24) Preparing For A Recession  (38:50) Breaking Down Earnings  (46:16) "The Market Is Partying Like It's 2021" -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 08 Feb 2023 16:07:43 -0000 full 1 194 Blockworks On today's episode of On the Margin, Peter Boockvar Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report joins the show for a discussion on the path ahead for the U.S economy. As markets have rallied to start the year, Peter walks through the state of the U.S economy. With inflation having seemingly peaked, Powell seems confident that disinflation will be the path ahead for 2023. Peter breaks down Powell's recent comments at the press conference last week before discussing how interest rates being "higher for longer" will effect corporate & household balance sheets and wether the Fed will get their soft landing. To hear all this and more, you'll have to tune in! -- Follow Peter: https://twitter.com/pboockvar Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Today's show is sponsored by Public.com: Get a 4.9% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin *26-week T-bill rate (as of 2/6/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up: https://open.spotify.com/episode/50ABz990nXRh2NEXU6aVRd?si=3b9a53f609314f94 The Boock Report: https://boockreport.com/ -- Timestamps:  (00:00) Introduction (00:35) A Breakdown of The U.S Economy  (02:40) Why Animal Spirits Are Back For Markets  (08:45) Will Powell Get His Soft Landing?  (14:12) Public Ad (15:59) Rates Will Remain Higher For Longer (22:46) The Chinese Reopening  (27:00) The Path Ahead For Inflation  (30:40) Permissionless Announcement  (31:24) Preparing For A Recession  (38:50) Breaking Down Earnings  (46:16) "The Market Is Partying Like It's 2021" -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Peter Boockvar Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report joins the show for a discussion on the path ahead for the U.S economy.


As markets have rallied to start the year, Peter walks through the state of the U.S economy. With inflation having seemingly peaked, Powell seems confident that disinflation will be the path ahead for 2023. Peter breaks down Powell's recent comments at the press conference last week before discussing how interest rates being "higher for longer" will effect corporate & household balance sheets and wether the Fed will get their soft landing. To hear all this and more, you'll have to tune in!

--

Follow Peter: https://twitter.com/pboockvar

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Today's show is sponsored by Public.com: Get a 4.9% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin


*26-week T-bill rate (as of 2/6/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22).

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:


All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up: https://open.spotify.com/episode/50ABz990nXRh2NEXU6aVRd?si=3b9a53f609314f94


The Boock Report: https://boockreport.com/

--

Timestamps: 


(00:00) Introduction

(00:35) A Breakdown of The U.S Economy 

(02:40) Why Animal Spirits Are Back For Markets 

(08:45) Will Powell Get His Soft Landing? 

(14:12) Public Ad

(15:59) Rates Will Remain Higher For Longer

(22:46) The Chinese Reopening 

(27:00) The Path Ahead For Inflation 

(30:40) Permissionless Announcement 

(31:24) Preparing For A Recession 

(38:50) Breaking Down Earnings 

(46:16) "The Market Is Partying Like It's 2021"

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3109 Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up This week, Mike & Mark discuss the week of central bank rate hikes and press conferences. With the Fed, BoE & ECB continuing to raise interest rates, markets attempted to price in an eventual pause in rate hikes. With the S&P 500 up roughly 7% through January 2023, and the most speculative of names rallying the most, reminiscent of 2021, we walk through the liquidity cycle up trend and how the loosening of financial conditions has eased downward pressure on the market to start off the new year. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 04 Feb 2023 12:00:00 -0000 full 1 193 Blockworks This week, Mike & Mark discuss the week of central bank rate hikes and press conferences. With the Fed, BoE & ECB continuing to raise interest rates, markets attempted to price in an eventual pause in rate hikes. With the S&P 500 up roughly 7% through January 2023, and the most speculative of names rallying the most, reminiscent of 2021, we walk through the liquidity cycle up trend and how the loosening of financial conditions has eased downward pressure on the market to start off the new year. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark discuss the week of central bank rate hikes and press conferences. With the Fed, BoE & ECB continuing to raise interest rates, markets attempted to price in an eventual pause in rate hikes.


With the S&P 500 up roughly 7% through January 2023, and the most speculative of names rallying the most, reminiscent of 2021, we walk through the liquidity cycle up trend and how the loosening of financial conditions has eased downward pressure on the market to start off the new year. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4356 "It's 2021 All Over Again" | Jim Bianco On today's episode of On the Margin, Jim Bianco Founder of Bianco Research LLC joins the show alongside Jack Farley Host of Forward Guidance for a discussion on Powell's press conference on Wednesday 1st February. Markets started the new year with a strong rally seeing gains of around 7% in the S&P 500. Many anticipated a hawkish press conference from Jerome Powell in a bid to tighten financial conditions and try ease some of the "animal spirits" that we saw throughout 2021. Jim makes just that comparison. "This market is showing signs of 2021" with the most speculative and highest beta names rallying the most. We walk through Powell's comments in the press conference after raising rates 25 basis points and what the path ahead will mean for markets, the economy and most importantly inflation. -- Follow Jim: https://twitter.com/biancoresearch Follow Mike: https://twitter.com/MikeIppolito_ Follow Jack: https://twitter.com/JackFarley96 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code MARGIN10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 01 Feb 2023 22:39:00 -0000 full 1 192 Blockworks On today's episode of On the Margin, Jim Bianco Founder of Bianco Research LLC joins the show alongside Jack Farley Host of Forward Guidance for a discussion on Powell's press conference on Wednesday 1st February. Markets started the new year with a strong rally seeing gains of around 7% in the S&P 500. Many anticipated a hawkish press conference from Jerome Powell in a bid to tighten financial conditions and try ease some of the "animal spirits" that we saw throughout 2021. Jim makes just that comparison. "This market is showing signs of 2021" with the most speculative and highest beta names rallying the most. We walk through Powell's comments in the press conference after raising rates 25 basis points and what the path ahead will mean for markets, the economy and most importantly inflation. -- Follow Jim: https://twitter.com/biancoresearch Follow Mike: https://twitter.com/MikeIppolito_ Follow Jack: https://twitter.com/JackFarley96 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code MARGIN10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Jim Bianco Founder of Bianco Research LLC joins the show alongside Jack Farley Host of Forward Guidance for a discussion on Powell's press conference on Wednesday 1st February.


Markets started the new year with a strong rally seeing gains of around 7% in the S&P 500. Many anticipated a hawkish press conference from Jerome Powell in a bid to tighten financial conditions and try ease some of the "animal spirits" that we saw throughout 2021. Jim makes just that comparison. "This market is showing signs of 2021" with the most speculative and highest beta names rallying the most. We walk through Powell's comments in the press conference after raising rates 25 basis points and what the path ahead will mean for markets, the economy and most importantly inflation.

--

Follow Jim: https://twitter.com/biancoresearch

Follow Mike: https://twitter.com/MikeIppolito_

Follow Jack: https://twitter.com/JackFarley96

Follow On The Margin: https://twitter.com/OnTheMarginPod


Follow Blockworks: https://twitter.com/blockworks_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code MARGIN10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4504 Can GDP & Earnings Hold On? | Weekly Roundup This week, Mark and Mike discuss all things macro as they break down GDP and earning expectations. US GDP just came in above expectations at 2.9%. Is a soft landing possible, or is the economy holding on by a thread? Mark gives his convincing arguments for the latter. We also take a deep dive into the housing market, corporate earnings, overvalued tech stocks and why all eyes are on Japan. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 28 Jan 2023 07:00:00 -0000 full 1 191 Blockworks This week, Mark and Mike discuss all things macro as they break down GDP and earning expectations. US GDP just came in above expectations at 2.9%. Is a soft landing possible, or is the economy holding on by a thread? Mark gives his convincing arguments for the latter. We also take a deep dive into the housing market, corporate earnings, overvalued tech stocks and why all eyes are on Japan. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark and Mike discuss all things macro as they break down GDP and earning expectations. US GDP just came in above expectations at 2.9%. Is a soft landing possible, or is the economy holding on by a thread? Mark gives his convincing arguments for the latter.

We also take a deep dive into the housing market, corporate earnings, overvalued tech stocks and why all eyes are on Japan. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3616 Bitcoin’s Place in the 2023 Macro Cycle | Charles Edwards On today's episode of On the Margin, Charles Edwards Founder of Capriole Investments joins the show to discuss Bitcoin's place in the current macro cycle. We start with the state of macro and then dive into what inflation, interest rates and the Fed's actions mean for Bitcoin. We hit on frameworks for valuing BTC, Bitcoin's monetary policy and what metrics investors should be watching. Finally, we close with a conversation on Bitcoin's role as an inflation hedge and long-term outlook! -- Follow Charles: https://twitter.com/caprioleio Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Capriole's website https://capriole.com/ Capriole's newsletter https://capriole.com/newsletter/ -- Timestamps: (00:00) Introduction (00:54) The Current Macro Environment (06:41) Crypto’s Changing Sentiment (11:16) Frameworks for Valuing BTC (14:41) Miner Capitulation (22:44) Permissionless Ad (23:29) Bitcoin vs Ethereum (33:34) A Fed Pivot? (41:10) 2023 Outlook (43:51) Bitcoin as an Inflation Hedge (47:34) Bitcoin’s NASDAQ Correlation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 25 Jan 2023 07:00:00 -0000 full 1 190 Blockworks On today's episode of On the Margin, Charles Edwards Founder of Capriole Investments joins the show to discuss Bitcoin's place in the current macro cycle. We start with the state of macro and then dive into what inflation, interest rates and the Fed's actions mean for Bitcoin. We hit on frameworks for valuing BTC, Bitcoin's monetary policy and what metrics investors should be watching. Finally, we close with a conversation on Bitcoin's role as an inflation hedge and long-term outlook! -- Follow Charles: https://twitter.com/caprioleio Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Capriole's website https://capriole.com/ Capriole's newsletter https://capriole.com/newsletter/ -- Timestamps: (00:00) Introduction (00:54) The Current Macro Environment (06:41) Crypto’s Changing Sentiment (11:16) Frameworks for Valuing BTC (14:41) Miner Capitulation (22:44) Permissionless Ad (23:29) Bitcoin vs Ethereum (33:34) A Fed Pivot? (41:10) 2023 Outlook (43:51) Bitcoin as an Inflation Hedge (47:34) Bitcoin’s NASDAQ Correlation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Charles Edwards Founder of Capriole Investments joins the show to discuss Bitcoin's place in the current macro cycle. We start with the state of macro and then dive into what inflation, interest rates and the Fed's actions mean for Bitcoin. We hit on frameworks for valuing BTC, Bitcoin's monetary policy and what metrics investors should be watching.


Finally, we close with a conversation on Bitcoin's role as an inflation hedge and long-term outlook!

--

Follow Charles: https://twitter.com/caprioleio

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:

Capriole's website

https://capriole.com/


Capriole's newsletter

https://capriole.com/newsletter/

--

Timestamps:


(00:00) Introduction

(00:54) The Current Macro Environment

(06:41) Crypto’s Changing Sentiment

(11:16) Frameworks for Valuing BTC

(14:41) Miner Capitulation

(22:44) Permissionless Ad

(23:29) Bitcoin vs Ethereum

(33:34) A Fed Pivot?

(41:10) 2023 Outlook

(43:51) Bitcoin as an Inflation Hedge

(47:34) Bitcoin’s NASDAQ Correlation

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3300 All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up This week, Mike & Mark are joined by James Davolos Portfolio manager at Horizon Kinetics for a debate on all things inflation. At the end of the day, will team transitory will be proven right into 2023? After hearing last weeks episode, James reached out to engage in a friendly debate with Mark as he has a slightly different view on the inflation dynamics into 2023. We then move on to the mounting pressures in housing as KKR, Blackstone & Starwood limit withdrawals to their REIT products. Mark reflects on the 2007/08 period and what similarities, if any, we can make today in 2023. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Horizon Kinetics: https://twitter.com/HorizonKinetics Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 21 Jan 2023 12:00:00 -0000 full 1 188 Blockworks This week, Mike & Mark are joined by James Davolos Portfolio manager at Horizon Kinetics for a debate on all things inflation. At the end of the day, will team transitory will be proven right into 2023? After hearing last weeks episode, James reached out to engage in a friendly debate with Mark as he has a slightly different view on the inflation dynamics into 2023. We then move on to the mounting pressures in housing as KKR, Blackstone & Starwood limit withdrawals to their REIT products. Mark reflects on the 2007/08 period and what similarities, if any, we can make today in 2023. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Horizon Kinetics: https://twitter.com/HorizonKinetics Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mike & Mark are joined by James Davolos Portfolio manager at Horizon Kinetics for a debate on all things inflation. At the end of the day, will team transitory will be proven right into 2023? After hearing last weeks episode, James reached out to engage in a friendly debate with Mark as he has a slightly different view on the inflation dynamics into 2023.


We then move on to the mounting pressures in housing as KKR, Blackstone & Starwood limit withdrawals to their REIT products. Mark reflects on the 2007/08 period and what similarities, if any, we can make today in 2023. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Horizon Kinetics: https://twitter.com/HorizonKinetics

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3864 U.S Dollar's Role In The Great Power Competition | Michael Kao On today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition. Michael outlines his thesis for an upcoming paper on the U.S Dollar looking at the geopolitical significance of the Dollar and the four key economic pillars of which is stands upon. As many have called for the demise of the U.S Dollar, Michael sees the current rules based order continuing, despite the less favourable policies the U.S has enacted. To hear all this and more, you'll have to tune in! -- Follow Michael Kao: https://twitter.com/UrbanKaoboy Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?: https://twitter.com/UrbanKaoboy/status/1613279643754463232  Money and Empire: Charles P. Kindleberger and the Dollar System: https://www.cambridge.org/core/books/abs/money-and-empire/money-and-empire/E9C856CAE32893E703C9BF474511A046  Sanctions book – Backfire: Agathe Demarais: https://agathedemarais.com/sanctions-book-backfire/  Chip War: The Fight for the World's Most Critical Technology: https://www.christophermiller.net/semiconductors-1  Acquired: TSMC: https://podcasts.apple.com/us/podcast/tsmc/id1050462261?i=1000534514877  The Geopolitical Mosh Pit: https://twitter.com/UrbanKaoboy/status/1589253118268944386  Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk  Rubicon: The Last Years of the Roman Republic: https://www.goodreads.com/book/show/91017.Rubicon -- Timestamps: (00:00) Introduction (01:17) The Primacy of the US Dollar And Its Role In the Great Power Competition (04:04) Economic Pillars of National Power: Geography, Natural Resources & Industrial Capacity (16:56) The Aftermath of Bretton Woods (32:38) The Geopolitics of U.S Dollar Sanctions, Semiconductors & Energy Policy (47:38) Energy Independence, The Dollar Wrecking Ball & Inflation (59:35) Permissionless Ad (1:00:20) The U.S Dollar Dutch Disease (1:15:34) The Great Power Competition & Rules Based Order (1:23:33) A Summary of The Great Power Competition Between The U.S & China -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 18 Jan 2023 13:00:00 -0000 full 1 188 Blockworks On today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition. Michael outlines his thesis for an upcoming paper on the U.S Dollar looking at the geopolitical significance of the Dollar and the four key economic pillars of which is stands upon. As many have called for the demise of the U.S Dollar, Michael sees the current rules based order continuing, despite the less favourable policies the U.S has enacted. To hear all this and more, you'll have to tune in! -- Follow Michael Kao: https://twitter.com/UrbanKaoboy Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?: https://twitter.com/UrbanKaoboy/status/1613279643754463232  Money and Empire: Charles P. Kindleberger and the Dollar System: https://www.cambridge.org/core/books/abs/money-and-empire/money-and-empire/E9C856CAE32893E703C9BF474511A046  Sanctions book – Backfire: Agathe Demarais: https://agathedemarais.com/sanctions-book-backfire/  Chip War: The Fight for the World's Most Critical Technology: https://www.christophermiller.net/semiconductors-1  Acquired: TSMC: https://podcasts.apple.com/us/podcast/tsmc/id1050462261?i=1000534514877  The Geopolitical Mosh Pit: https://twitter.com/UrbanKaoboy/status/1589253118268944386  Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk  Rubicon: The Last Years of the Roman Republic: https://www.goodreads.com/book/show/91017.Rubicon -- Timestamps: (00:00) Introduction (01:17) The Primacy of the US Dollar And Its Role In the Great Power Competition (04:04) Economic Pillars of National Power: Geography, Natural Resources & Industrial Capacity (16:56) The Aftermath of Bretton Woods (32:38) The Geopolitics of U.S Dollar Sanctions, Semiconductors & Energy Policy (47:38) Energy Independence, The Dollar Wrecking Ball & Inflation (59:35) Permissionless Ad (1:00:20) The U.S Dollar Dutch Disease (1:15:34) The Great Power Competition & Rules Based Order (1:23:33) A Summary of The Great Power Competition Between The U.S & China -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition.


Michael outlines his thesis for an upcoming paper on the U.S Dollar looking at the geopolitical significance of the Dollar and the four key economic pillars of which is stands upon. As many have called for the demise of the U.S Dollar, Michael sees the current rules based order continuing, despite the less favourable policies the U.S has enacted. To hear all this and more, you'll have to tune in!

--

Follow Michael Kao: https://twitter.com/UrbanKaoboy

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:


Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?: https://twitter.com/UrbanKaoboy/status/1613279643754463232 


Money and Empire: Charles P. Kindleberger and the Dollar System: https://www.cambridge.org/core/books/abs/money-and-empire/money-and-empire/E9C856CAE32893E703C9BF474511A046 


Sanctions book – Backfire: Agathe Demarais: https://agathedemarais.com/sanctions-book-backfire/ 


Chip War: The Fight for the World's Most Critical Technology: https://www.christophermiller.net/semiconductors-1 


Acquired: TSMC: https://podcasts.apple.com/us/podcast/tsmc/id1050462261?i=1000534514877 


The Geopolitical Mosh Pit: https://twitter.com/UrbanKaoboy/status/1589253118268944386 


Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk 


Rubicon: The Last Years of the Roman Republic: https://www.goodreads.com/book/show/91017.Rubicon

--

Timestamps:


(00:00) Introduction

(01:17) The Primacy of the US Dollar And Its Role In the Great Power Competition

(04:04) Economic Pillars of National Power: Geography, Natural Resources & Industrial Capacity

(16:56) The Aftermath of Bretton Woods

(32:38) The Geopolitics of U.S Dollar Sanctions, Semiconductors & Energy Policy

(47:38) Energy Independence, The Dollar Wrecking Ball & Inflation

(59:35) Permissionless Ad

(1:00:20) The U.S Dollar Dutch Disease

(1:15:34) The Great Power Competition & Rules Based Order

(1:23:33) A Summary of The Great Power Competition Between The U.S & China

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 5372 Turns Out... Inflation Was Transitory | Weekly Round Up This week, Mark and Mike discuss all things macro as they break down this weeks CPI release. Taking a deep dive into all the elements of the CPI bucket, Mark expects inflation to continue falling throughout 2023. Will team transitory ultimately be proven right? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 14 Jan 2023 12:00:00 -0000 full 1 187 Blockworks This week, Mark and Mike discuss all things macro as they break down this weeks CPI release. Taking a deep dive into all the elements of the CPI bucket, Mark expects inflation to continue falling throughout 2023. Will team transitory ultimately be proven right? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark and Mike discuss all things macro as they break down this weeks CPI release. Taking a deep dive into all the elements of the CPI bucket, Mark expects inflation to continue falling throughout 2023. Will team transitory ultimately be proven right? To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4063 Will Clemente & Dylan LeClair | Bitcoin & Macro: 2023 Outlook & 2022 Year In Review On today's episode of On the Margin, Will Clemente and Dylan LeClair join Mike to discuss Bitcoin's 2023 outlook. Bitcoin is a liquidity gauge, and the markets are drying up. We explore what we expect from macro, how the Fed will respond and what this means for crypto, bonds and currency markets. Will and Dylan then explain Bitcoin's correlation to macro, why Bitcoin has "failed" to be an inflation hedge and their (bullish) investment thesis. Finally, we close with a conversation on Bitcoin miners, Silvergate/Genesis and projections for crypto in 2023! -- Follow Will: https://twitter.com/WClementeIII Follow: Dylan https://twitter.com/DylanLeClair_ Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Reflexivity Research's 2022/2023 Report https://drive.google.com/file/d/1ET__oUi5LeoKBxX2pBZu0FL9AaQ9B56R/view Reflexivity Research https://www.reflexivityresearch.com/ Bitcoin Magazine https://bitcoinmagazine.com/ Felix on Forward Guidance https://bit.ly/3Zx0CAj -- Timestamps: (00:00) Introduction (00:51) The 2022 Leverage Unwind (05:06) Tailwinds or Headwinds on the Horizon? (12:09) How Japan Could Trigger a Black Swan Event (14:31) Currency Markets vs Bond Markets (17:47) It’s All a Liquidity Game (22:59) The Macro and Crypto Correlation (32:44) Permissionless Ad (33:28) Bitcoin’s Inflation Hedge Narrative (41:40) Bitcoin Miner Dynamics (52:38) Silvergate and Genesis (1:00:57) Crypto’s 2023 Outlook -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Thu, 12 Jan 2023 12:00:00 -0000 full 1 186 Blockworks On today's episode of On the Margin, Will Clemente and Dylan LeClair join Mike to discuss Bitcoin's 2023 outlook. Bitcoin is a liquidity gauge, and the markets are drying up. We explore what we expect from macro, how the Fed will respond and what this means for crypto, bonds and currency markets. Will and Dylan then explain Bitcoin's correlation to macro, why Bitcoin has "failed" to be an inflation hedge and their (bullish) investment thesis. Finally, we close with a conversation on Bitcoin miners, Silvergate/Genesis and projections for crypto in 2023! -- Follow Will: https://twitter.com/WClementeIII Follow: Dylan https://twitter.com/DylanLeClair_ Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Reflexivity Research's 2022/2023 Report https://drive.google.com/file/d/1ET__oUi5LeoKBxX2pBZu0FL9AaQ9B56R/view Reflexivity Research https://www.reflexivityresearch.com/ Bitcoin Magazine https://bitcoinmagazine.com/ Felix on Forward Guidance https://bit.ly/3Zx0CAj -- Timestamps: (00:00) Introduction (00:51) The 2022 Leverage Unwind (05:06) Tailwinds or Headwinds on the Horizon? (12:09) How Japan Could Trigger a Black Swan Event (14:31) Currency Markets vs Bond Markets (17:47) It’s All a Liquidity Game (22:59) The Macro and Crypto Correlation (32:44) Permissionless Ad (33:28) Bitcoin’s Inflation Hedge Narrative (41:40) Bitcoin Miner Dynamics (52:38) Silvergate and Genesis (1:00:57) Crypto’s 2023 Outlook -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, Will Clemente and Dylan LeClair join Mike to discuss Bitcoin's 2023 outlook. Bitcoin is a liquidity gauge, and the markets are drying up. We explore what we expect from macro, how the Fed will respond and what this means for crypto, bonds and currency markets. Will and Dylan then explain Bitcoin's correlation to macro, why Bitcoin has "failed" to be an inflation hedge and their (bullish) investment thesis.

Finally, we close with a conversation on Bitcoin miners, Silvergate/Genesis and projections for crypto in 2023!

--

Follow Will: https://twitter.com/WClementeIII

Follow: Dylan https://twitter.com/DylanLeClair_

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Referenced In The Show:


Reflexivity Research's 2022/2023 Report

https://drive.google.com/file/d/1ET__oUi5LeoKBxX2pBZu0FL9AaQ9B56R/view

Reflexivity Research

https://www.reflexivityresearch.com/

Bitcoin Magazine

https://bitcoinmagazine.com/

Felix on Forward Guidance

https://bit.ly/3Zx0CAj

--

Timestamps:


(00:00) Introduction

(00:51) The 2022 Leverage Unwind

(05:06) Tailwinds or Headwinds on the Horizon?

(12:09) How Japan Could Trigger a Black Swan Event

(14:31) Currency Markets vs Bond Markets

(17:47) It’s All a Liquidity Game

(22:59) The Macro and Crypto Correlation

(32:44) Permissionless Ad

(33:28) Bitcoin’s Inflation Hedge Narrative

(41:40) Bitcoin Miner Dynamics

(52:38) Silvergate and Genesis

(1:00:57) Crypto’s 2023 Outlook

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4349 Mark Yusko's Big Calls For 2023 | Weekly Roundup This week, Mark is back for the first On The Margin weekly roundup of 2023! What better way to kick off the new year than with an outlook for the year ahead in markets. As 2022 was dominated by central banks tightening in an attempt to tame inflation, how will these dynamics play out in 2023, and how will they impact asset prices from stocks, bonds, commodities and crypto. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Permissionless is the brainchild of Blockworks and Bankless. Over 5,500 people attended the inaugural event in 2022, making Permissionless the world’s largest DeFi conference. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when purchasing tickets using this link: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 07 Jan 2023 12:00:00 -0000 full 1 185 Blockworks This week, Mark is back for the first On The Margin weekly roundup of 2023! What better way to kick off the new year than with an outlook for the year ahead in markets. As 2022 was dominated by central banks tightening in an attempt to tame inflation, how will these dynamics play out in 2023, and how will they impact asset prices from stocks, bonds, commodities and crypto. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Permissionless is the brainchild of Blockworks and Bankless. Over 5,500 people attended the inaugural event in 2022, making Permissionless the world’s largest DeFi conference. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when purchasing tickets using this link: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark is back for the first On The Margin weekly roundup of 2023! What better way to kick off the new year than with an outlook for the year ahead in markets. As 2022 was dominated by central banks tightening in an attempt to tame inflation, how will these dynamics play out in 2023, and how will they impact asset prices from stocks, bonds, commodities and crypto. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Permissionless is the brainchild of Blockworks and Bankless. Over 5,500 people attended the inaugural event in 2022, making Permissionless the world’s largest DeFi conference. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when purchasing tickets using this link: https://blockworks.co/event/permissionless-2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3587 Crypto's 2022 Year End Review | Matt Fiebach On today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report "2022 Year End Review: Network Coverage, Layer 1s & 2s". Matt walks us through the top stories of the year from the Ethereum merge, to the Layer 1 wars, and the various narratives the year saw in crypto markets. We then deep dive into the contagion crypto experienced with 3AC, FTX and other CeFi lenders throughout 2022. Finally, Matt looks ahead to 2023, sharing with us his big calls for what lies ahead for crypto markets in the year to come, but to hear that, you'll have to tune in! -- Follow Matt: https://twitter.com/MattFiebach Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research using this link: https://blockworks.co/get-research/ -- Referenced In The Show: 2022 Year End Review: Network Coverage, Layer 1s & 2s: https://www.blockworksresearch.com/research/2022-in-review-network-coverage-layer-1s-and-2s -- Timestamps: (00:00) Introduction (00:55) The Ethereum Merge (06:05) Narratives In Crypto (08:21) Layer 1s & 2s In 2022 (12:35) The Investment Case For Layer 2s (19:01) The Cosmos Ecosystem (27:43) Alternative L1s: Solana, Avalanche & Aptos (42:35) Network Infrastructure: Oracles & Bridges (46:28) Matt's 2023 Outlook For Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 04 Jan 2023 12:00:00 -0000 full 1 184 Blockworks On today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report "2022 Year End Review: Network Coverage, Layer 1s & 2s". Matt walks us through the top stories of the year from the Ethereum merge, to the Layer 1 wars, and the various narratives the year saw in crypto markets. We then deep dive into the contagion crypto experienced with 3AC, FTX and other CeFi lenders throughout 2022. Finally, Matt looks ahead to 2023, sharing with us his big calls for what lies ahead for crypto markets in the year to come, but to hear that, you'll have to tune in! -- Follow Matt: https://twitter.com/MattFiebach Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research using this link: https://blockworks.co/get-research/ -- Referenced In The Show: 2022 Year End Review: Network Coverage, Layer 1s & 2s: https://www.blockworksresearch.com/research/2022-in-review-network-coverage-layer-1s-and-2s -- Timestamps: (00:00) Introduction (00:55) The Ethereum Merge (06:05) Narratives In Crypto (08:21) Layer 1s & 2s In 2022 (12:35) The Investment Case For Layer 2s (19:01) The Cosmos Ecosystem (27:43) Alternative L1s: Solana, Avalanche & Aptos (42:35) Network Infrastructure: Oracles & Bridges (46:28) Matt's 2023 Outlook For Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report "2022 Year End Review: Network Coverage, Layer 1s & 2s".


Matt walks us through the top stories of the year from the Ethereum merge, to the Layer 1 wars, and the various narratives the year saw in crypto markets. We then deep dive into the contagion crypto experienced with 3AC, FTX and other CeFi lenders throughout 2022. Finally, Matt looks ahead to 2023, sharing with us his big calls for what lies ahead for crypto markets in the year to come, but to hear that, you'll have to tune in!

--

Follow Matt: https://twitter.com/MattFiebach

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research using this link: https://blockworks.co/get-research/

--

Referenced In The Show:


2022 Year End Review: Network Coverage, Layer 1s & 2s: https://www.blockworksresearch.com/research/2022-in-review-network-coverage-layer-1s-and-2s

--

Timestamps:


(00:00) Introduction

(00:55) The Ethereum Merge

(06:05) Narratives In Crypto

(08:21) Layer 1s & 2s In 2022

(12:35) The Investment Case For Layer 2s

(19:01) The Cosmos Ecosystem

(27:43) Alternative L1s: Solana, Avalanche & Aptos

(42:35) Network Infrastructure: Oracles & Bridges

(46:28) Matt's 2023 Outlook For Crypto

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3234 A 2023 Global Macro Outlook | Joseph Wang & George Goncalves Jack Farley, host of Forward Guidance, welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro Strategy at MUFG Securities, argues that inflation is slowing rapidly and the Federal Reserve is nearly done with raising interest rates. Joseph Wang, former senior trader for the New York Fed, contends that 2023 will be the year that “transitory will die” and that the Federal Reserve will tighten as far as it can as inflation stays high. Wang and Goncalves also discuss the housing market, quantitative tightening, yield curve inversions, and their outlook on risk assets. -- Follow George Goncalves on Twitter: https://twitter.com/bondstrategist Follow Joseph Wang on Twitter: https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Mike: https://twitter.com/MikeIppolito_ Follow Forward Guidance On Spotify: https://spoti.fi/3WDa6b5 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 31 Dec 2022 12:00:00 -0000 full 1 183 Blockworks Jack Farley, host of Forward Guidance, welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro Strategy at MUFG Securities, argues that inflation is slowing rapidly and the Federal Reserve is nearly done with raising interest rates. Joseph Wang, former senior trader for the New York Fed, contends that 2023 will be the year that “transitory will die” and that the Federal Reserve will tighten as far as it can as inflation stays high. Wang and Goncalves also discuss the housing market, quantitative tightening, yield curve inversions, and their outlook on risk assets. -- Follow George Goncalves on Twitter: https://twitter.com/bondstrategist Follow Joseph Wang on Twitter: https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Mike: https://twitter.com/MikeIppolito_ Follow Forward Guidance On Spotify: https://spoti.fi/3WDa6b5 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Jack Farley, host of Forward Guidance, welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro Strategy at MUFG Securities, argues that inflation is slowing rapidly and the Federal Reserve is nearly done with raising interest rates. Joseph Wang, former senior trader for the New York Fed, contends that 2023 will be the year that “transitory will die” and that the Federal Reserve will tighten as far as it can as inflation stays high.


Wang and Goncalves also discuss the housing market, quantitative tightening, yield curve inversions, and their outlook on risk assets.

--

Follow George Goncalves on Twitter: https://twitter.com/bondstrategist

Follow Joseph Wang on Twitter: https://twitter.com/FedGuy12

Follow Jack Farley on Twitter https://rb.gy/uesguv

Follow Mike: https://twitter.com/MikeIppolito_



Follow Forward Guidance On Spotify: https://spoti.fi/3WDa6b5

Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Forward Guidance on Twitter https://rb.gy/cy0dki

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4464 Brent Johnson: U.S Dollar's Role In The Fourth Turning On today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to expect heading into 2023. The story of 2022 was the U.S Dollar says Brent, long known for his "Dollar milkshake theory". With the Dollar surging all throughout 2022, Brent walks through the effect it had on other markets from bonds, equities and Gold. Warning of the bear market rallies of 2022, Brent remains cautious on risk assets heading into 2023 as the Fed continues tightening financial conditions. Finally, Brent shares his outlook for 2023 where he expects more volatility, uncertainty and geopolitical risk. Sharing his view through the lens of The Fourth Turning, Brent highlights the most important factors to pay attention to in 2023 and beyond, but to hear that, you'll have to tune in! -- Follow Brent: https://twitter.com/SantiagoAuFund Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (01:16) The Macro Story of 2022 (03:55) The Fed Will Continue Raising Rates Into 2023 (06:33) Did The Fed Loose Credibility In 2022? (11:08) Everybody's Looking At The Fed, What About Other Central Banks? (16:01) What Is Happening With The BoJ? (26:15) We Are In The Heart of Triffin's Dilemma (32:29) The Fourth Turning (40:50) Brent's Big Calls For 2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 28 Dec 2022 12:00:00 -0000 full 1 182 Blockworks On today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to expect heading into 2023. The story of 2022 was the U.S Dollar says Brent, long known for his "Dollar milkshake theory". With the Dollar surging all throughout 2022, Brent walks through the effect it had on other markets from bonds, equities and Gold. Warning of the bear market rallies of 2022, Brent remains cautious on risk assets heading into 2023 as the Fed continues tightening financial conditions. Finally, Brent shares his outlook for 2023 where he expects more volatility, uncertainty and geopolitical risk. Sharing his view through the lens of The Fourth Turning, Brent highlights the most important factors to pay attention to in 2023 and beyond, but to hear that, you'll have to tune in! -- Follow Brent: https://twitter.com/SantiagoAuFund Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (01:16) The Macro Story of 2022 (03:55) The Fed Will Continue Raising Rates Into 2023 (06:33) Did The Fed Loose Credibility In 2022? (11:08) Everybody's Looking At The Fed, What About Other Central Banks? (16:01) What Is Happening With The BoJ? (26:15) We Are In The Heart of Triffin's Dilemma (32:29) The Fourth Turning (40:50) Brent's Big Calls For 2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to expect heading into 2023.


The story of 2022 was the U.S Dollar says Brent, long known for his "Dollar milkshake theory". With the Dollar surging all throughout 2022, Brent walks through the effect it had on other markets from bonds, equities and Gold. Warning of the bear market rallies of 2022, Brent remains cautious on risk assets heading into 2023 as the Fed continues tightening financial conditions.


Finally, Brent shares his outlook for 2023 where he expects more volatility, uncertainty and geopolitical risk. Sharing his view through the lens of The Fourth Turning, Brent highlights the most important factors to pay attention to in 2023 and beyond, but to hear that, you'll have to tune in!

--

Follow Brent: https://twitter.com/SantiagoAuFund

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:


(00:00) Introduction

(01:16) The Macro Story of 2022

(03:55) The Fed Will Continue Raising Rates Into 2023

(06:33) Did The Fed Loose Credibility In 2022?

(11:08) Everybody's Looking At The Fed, What About Other Central Banks?

(16:01) What Is Happening With The BoJ?

(26:15) We Are In The Heart of Triffin's Dilemma

(32:29) The Fourth Turning

(40:50) Brent's Big Calls For 2023

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2768 Crypto in 2023: Predictions Episode | Weekly Round Up In today’s episode of On The Margin, we bring on Jason and Santi from Empire to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the rise of insurance, app-specific vertical integration, the adoption of CBDCs, Coinbase vs DEXs, MEV as a business model and more! - - Timestamps: (00:00) Introduction (02:30) Crypto’s 2022 Wrapped (12:18) The Bottom is in for Crypto, not for Equities (19:46) Kings of Spot & NFT Trading Will Lose Market Share (22:50) Stablecoins, DeFi’s Resurgence and Permissioned Protocols (28:10) Regulators are Coming, and the CBDC debate (33:31) MEV will be the Business Model for DeFi & Exchanges (42:13) No Industry Takes Off Without Insurance (48:57) A Market Bottom & the Value of Memes (52:44) Curve ad (54:00) ETH vs Bitcoin (spicy) (1:05:13) Miner Capitulation, Wallet Wars & Gaming (1:12:54) Vertical Integration, Privacy and Payments (1:19:13) The Rise of Professional Guilds - - Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Empire links: Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Follow Empire: https://twitter.com/theempirepod On The Margin links: Subscribe on YouTube: https://bit.ly/3YGtdml Subscribe on Apple: https://bit.ly/3BUZXhK Subscribe on Spotify: https://bit.ly/3hHY1m4 Follow OTM: https://twitter.com/OnTheMarginPod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 24 Dec 2022 12:00:00 -0000 full 181 Blockworks In today’s episode of On The Margin, we bring on Jason and Santi from Empire to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the rise of insurance, app-specific vertical integration, the adoption of CBDCs, Coinbase vs DEXs, MEV as a business model and more! - - Timestamps: (00:00) Introduction (02:30) Crypto’s 2022 Wrapped (12:18) The Bottom is in for Crypto, not for Equities (19:46) Kings of Spot & NFT Trading Will Lose Market Share (22:50) Stablecoins, DeFi’s Resurgence and Permissioned Protocols (28:10) Regulators are Coming, and the CBDC debate (33:31) MEV will be the Business Model for DeFi & Exchanges (42:13) No Industry Takes Off Without Insurance (48:57) A Market Bottom & the Value of Memes (52:44) Curve ad (54:00) ETH vs Bitcoin (spicy) (1:05:13) Miner Capitulation, Wallet Wars & Gaming (1:12:54) Vertical Integration, Privacy and Payments (1:19:13) The Rise of Professional Guilds - - Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Empire links: Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Follow Empire: https://twitter.com/theempirepod On The Margin links: Subscribe on YouTube: https://bit.ly/3YGtdml Subscribe on Apple: https://bit.ly/3BUZXhK Subscribe on Spotify: https://bit.ly/3hHY1m4 Follow OTM: https://twitter.com/OnTheMarginPod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In today’s episode of On The Margin, we bring on Jason and Santi from Empire to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the rise of insurance, app-specific vertical integration, the adoption of CBDCs, Coinbase vs DEXs, MEV as a business model and more!

- -

Timestamps:


(00:00) Introduction

(02:30) Crypto’s 2022 Wrapped

(12:18) The Bottom is in for Crypto, not for Equities

(19:46) Kings of Spot & NFT Trading Will Lose Market Share

(22:50) Stablecoins, DeFi’s Resurgence and Permissioned Protocols

(28:10) Regulators are Coming, and the CBDC debate

(33:31) MEV will be the Business Model for DeFi & Exchanges

(42:13) No Industry Takes Off Without Insurance

(48:57) A Market Bottom & the Value of Memes

(52:44) Curve ad

(54:00) ETH vs Bitcoin (spicy)

(1:05:13) Miner Capitulation, Wallet Wars & Gaming

(1:12:54) Vertical Integration, Privacy and Payments

(1:19:13) The Rise of Professional Guilds

- -

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Santi: https://twitter.com/santiagoroel

Follow Jason: https://twitter.com/JasonYanowitz


Empire links:


Subscribe on YouTube: https://tinyurl.com/4fdhhb2j

Subscribe on Apple: https://tinyurl.com/mv4frfv7

Subscribe on Spotify: https://tinyurl.com/wbaypprw

Follow Empire: https://twitter.com/theempirepod


On The Margin links:


Subscribe on YouTube: https://bit.ly/3YGtdml

Subscribe on Apple: https://bit.ly/3BUZXhK

Subscribe on Spotify: https://bit.ly/3hHY1m4

Follow OTM: https://twitter.com/OnTheMarginPod


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 5117 2022: The Year In Review | Byron Gilliam On today's episode of On the Margin, we are joined by Byron Gilliam, Blockworks' very own Newsletter writer for a discussion on top market events in 2022, and what to expect going into 2023. We begin by discussing the current bear market in equities and bonds where Byron highlights "this bear market is not that bad" compared to previous bear markets. With his experience as an equites trader, Byron shares his thoughts on the typical 60/40, what equities look reasonably priced after the corrections seen in 2022 and how inflation influenced the investing environment over the year. We then reflect on the crypto markets in 2022 and some of the CeFi deleveraging. Is this positive long term for the space, or could this hinder investor interest in the industry. To hear all this and more, you'll have to tune in! -- Follow Byron: https://twitter.com/bgilliam1982 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (01:06) This Bear Market Is Not That Bad (03:07) Is 60/40 Dead? (04:56) Is Inflation Secular, Or Will Transitory Be Proven Right? (07:37) Are Earnings The Next Shoe To Drop? (09:55) The Importance of Liquidity In 2022 (12:24) In Defense of Arthur Burns (21:29) Could Market's Be Flat For A Decade? (26:32) Reflecting On Crypto In 2022 (29:12) Crypto Will Be Great For Users, But Not For Investors (35:38) Does Crypto Really Need A New Bull Market? (38:04) Will CeFi Contagion Help Spur DeFi Growth? (43:38) Has Elon Musk Bitten of More Than He Can Chew With Twitter? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 21 Dec 2022 12:00:00 -0000 full 1 180 Blockworks On today's episode of On the Margin, we are joined by Byron Gilliam, Blockworks' very own Newsletter writer for a discussion on top market events in 2022, and what to expect going into 2023. We begin by discussing the current bear market in equities and bonds where Byron highlights "this bear market is not that bad" compared to previous bear markets. With his experience as an equites trader, Byron shares his thoughts on the typical 60/40, what equities look reasonably priced after the corrections seen in 2022 and how inflation influenced the investing environment over the year. We then reflect on the crypto markets in 2022 and some of the CeFi deleveraging. Is this positive long term for the space, or could this hinder investor interest in the industry. To hear all this and more, you'll have to tune in! -- Follow Byron: https://twitter.com/bgilliam1982 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (01:06) This Bear Market Is Not That Bad (03:07) Is 60/40 Dead? (04:56) Is Inflation Secular, Or Will Transitory Be Proven Right? (07:37) Are Earnings The Next Shoe To Drop? (09:55) The Importance of Liquidity In 2022 (12:24) In Defense of Arthur Burns (21:29) Could Market's Be Flat For A Decade? (26:32) Reflecting On Crypto In 2022 (29:12) Crypto Will Be Great For Users, But Not For Investors (35:38) Does Crypto Really Need A New Bull Market? (38:04) Will CeFi Contagion Help Spur DeFi Growth? (43:38) Has Elon Musk Bitten of More Than He Can Chew With Twitter? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, we are joined by Byron Gilliam, Blockworks' very own Newsletter writer for a discussion on top market events in 2022, and what to expect going into 2023.


We begin by discussing the current bear market in equities and bonds where Byron highlights "this bear market is not that bad" compared to previous bear markets. With his experience as an equites trader, Byron shares his thoughts on the typical 60/40, what equities look reasonably priced after the corrections seen in 2022 and how inflation influenced the investing environment over the year.


We then reflect on the crypto markets in 2022 and some of the CeFi deleveraging. Is this positive long term for the space, or could this hinder investor interest in the industry. To hear all this and more, you'll have to tune in!

--

Follow Byron: https://twitter.com/bgilliam1982

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


https://blockworks.co/newsletter/

--

Timestamps:


(00:00) Introduction

(01:06) This Bear Market Is Not That Bad

(03:07) Is 60/40 Dead?

(04:56) Is Inflation Secular, Or Will Transitory Be Proven Right?

(07:37) Are Earnings The Next Shoe To Drop?

(09:55) The Importance of Liquidity In 2022

(12:24) In Defense of Arthur Burns

(21:29) Could Market's Be Flat For A Decade?

(26:32) Reflecting On Crypto In 2022

(29:12) Crypto Will Be Great For Users, But Not For Investors

(35:38) Does Crypto Really Need A New Bull Market?

(38:04) Will CeFi Contagion Help Spur DeFi Growth?

(43:38) Has Elon Musk Bitten of More Than He Can Chew With Twitter?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2840 The Three Risks Still Left for Crypto | Weekly Round Up This week, Mark & Mike discuss the continued FTX fallout as SBF was taken into custody in the Bahamas on Monday. The collapse of FTX left some investors fleeing from exchanges, particularly Binance, but when compared to previous withdrawal days, there was nothing out of the ordinary. We then go on to discuss Genesis and Tether as more potential risks crypto could face, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 17 Dec 2022 12:00:00 -0000 full 1 179 Blockworks This week, Mark & Mike discuss the continued FTX fallout as SBF was taken into custody in the Bahamas on Monday. The collapse of FTX left some investors fleeing from exchanges, particularly Binance, but when compared to previous withdrawal days, there was nothing out of the ordinary. We then go on to discuss Genesis and Tether as more potential risks crypto could face, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike discuss the continued FTX fallout as SBF was taken into custody in the Bahamas on Monday. The collapse of FTX left some investors fleeing from exchanges, particularly Binance, but when compared to previous withdrawal days, there was nothing out of the ordinary. We then go on to discuss Genesis and Tether as more potential risks crypto could face, but to hear that, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4148 The Crypto Trader's Mindset | 1000x Blockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3.  In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to look for opportunities, the investment landscape post-FTX and our top investing frameworks.  A new 1000x episode will drop on Empire's RSS feed and the 1000x YouTube channel every two weeks. - - Timestamps: (00:00) Introduction (00:28) Why We Started 1000x (06:18) Today’s Market Compared To 2018 (16:17) How To Think About Trading Markets (23:25) Market Structure Post-FTX (28:05) Managing Risks (36:30) Investing Frameworks (48:12) Crypto Is Here To Stay - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3Fw083Z Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ Avi's psychology of a market tweet https://twitter.com/AviFelman/status/1595176484766883843 - - Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed. Thu, 15 Dec 2022 12:00:00 -0000 full Blockworks Blockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3.  In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to look for opportunities, the investment landscape post-FTX and our top investing frameworks.  A new 1000x episode will drop on Empire's RSS feed and the 1000x YouTube channel every two weeks. - - Timestamps: (00:00) Introduction (00:28) Why We Started 1000x (06:18) Today’s Market Compared To 2018 (16:17) How To Think About Trading Markets (23:25) Market Structure Post-FTX (28:05) Managing Risks (36:30) Investing Frameworks (48:12) Crypto Is Here To Stay - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3Fw083Z Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ Avi's psychology of a market tweet https://twitter.com/AviFelman/status/1595176484766883843 - - Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed. Blockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3. 


In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to look for opportunities, the investment landscape post-FTX and our top investing frameworks. 

A new 1000x episode will drop on Empire's RSS feed and the 1000x YouTube channel every two weeks.

- -

Timestamps:

(00:00) Introduction

(00:28) Why We Started 1000x

(06:18) Today’s Market Compared To 2018

(16:17) How To Think About Trading Markets

(23:25) Market Structure Post-FTX

(28:05) Managing Risks

(36:30) Investing Frameworks

(48:12) Crypto Is Here To Stay

- -

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod


Subscribe on YouTube: https://bit.ly/3Fw083Z

Subscribe on Apple: https://tinyurl.com/mv4frfv7

Subscribe on Spotify: https://tinyurl.com/wbaypprw


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources


Golden Tree

https://www.goldentree.com/


Cumberland

https://cumberland.io/


Avi's psychology of a market tweet

https://twitter.com/AviFelman/status/1595176484766883843

- -

Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

]]> 3265 David Rosenberg: A 2023 Recession Is Unavoidable On today's episode of On the Margin, David Rosenberg Founder and President of Rosenberg Research joins the show to answer the question: "Have we hit the bear market low?". We start with David's view that the market is still overpriced and the overwhelming odds of a recession in 2023. He explains why the yield curve is the most important variable, what to watch in the bond market and how a consumer default cycle will play out. We then finish the discussion on supply-side inflation, why David expects deflation is on the horizon and what to expect next! -- Follow David: https://twitter.com/EconguyRosie Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency which outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: Rosenberg Research https://www.rosenbergresearch.com/ Manias, Panics, and Crashes: A History of Financial Crises https://www.amazon.com/Manias-Panics-Crashes-History-Financial/dp/1137525754 Devil Take the Hindmost: A History of Financial Speculation https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost -- Timestamps: (00:00) Introduction (01:16) Have We Hit The Bear Market Low? (11:30) Will The Fed Break The Market? (21:10) What Does A Default Cycle Look Like? (29:26) When Will Reality Set In For Consumers? (37:26) Circle Ad (38:46) Has J Powell Over-Tightened? (44:54) Supply-Driven Inflation (52:54) Which Assets Get Bid First In A Recovery? (1:02:28) The US Outlook (1:05:39) People Don’t Learn From History -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 14 Dec 2022 12:00:00 -0000 full 1 178 Blockworks On today's episode of On the Margin, David Rosenberg Founder and President of Rosenberg Research joins the show to answer the question: "Have we hit the bear market low?". We start with David's view that the market is still overpriced and the overwhelming odds of a recession in 2023. He explains why the yield curve is the most important variable, what to watch in the bond market and how a consumer default cycle will play out. We then finish the discussion on supply-side inflation, why David expects deflation is on the horizon and what to expect next! -- Follow David: https://twitter.com/EconguyRosie Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency which outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: Rosenberg Research https://www.rosenbergresearch.com/ Manias, Panics, and Crashes: A History of Financial Crises https://www.amazon.com/Manias-Panics-Crashes-History-Financial/dp/1137525754 Devil Take the Hindmost: A History of Financial Speculation https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost -- Timestamps: (00:00) Introduction (01:16) Have We Hit The Bear Market Low? (11:30) Will The Fed Break The Market? (21:10) What Does A Default Cycle Look Like? (29:26) When Will Reality Set In For Consumers? (37:26) Circle Ad (38:46) Has J Powell Over-Tightened? (44:54) Supply-Driven Inflation (52:54) Which Assets Get Bid First In A Recovery? (1:02:28) The US Outlook (1:05:39) People Don’t Learn From History -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of On the Margin, David Rosenberg Founder and President of Rosenberg Research joins the show to answer the question: "Have we hit the bear market low?".


We start with David's view that the market is still overpriced and the overwhelming odds of a recession in 2023. He explains why the yield curve is the most important variable, what to watch in the bond market and how a consumer default cycle will play out. We then finish the discussion on supply-side inflation, why David expects deflation is on the horizon and what to expect next!

--

Follow David: https://twitter.com/EconguyRosie

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency which outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Referenced In The Show:


Rosenberg Research

https://www.rosenbergresearch.com/


Manias, Panics, and Crashes: A History of Financial Crises

https://www.amazon.com/Manias-Panics-Crashes-History-Financial/dp/1137525754


Devil Take the Hindmost: A History of Financial Speculation

https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost

--

Timestamps:

(00:00) Introduction

(01:16) Have We Hit The Bear Market Low?

(11:30) Will The Fed Break The Market?

(21:10) What Does A Default Cycle Look Like?

(29:26) When Will Reality Set In For Consumers?

(37:26) Circle Ad

(38:46) Has J Powell Over-Tightened?

(44:54) Supply-Driven Inflation

(52:54) Which Assets Get Bid First In A Recovery?

(1:02:28) The US Outlook

(1:05:39) People Don’t Learn From History

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4279 Don't Fall For The Bear Market Rally | Weekly Roundup This week, Mark & Mike discuss the recent market rally and dive into wether this is a new bull cycle, or a classic bear market rally. We then discuss the Alameda venture capital portfolio that was released by the FT walking through the $5.4 Billion of investments on the excel spread sheet. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 10 Dec 2022 12:00:00 -0000 full 1 177 Blockworks This week, Mark & Mike discuss the recent market rally and dive into wether this is a new bull cycle, or a classic bear market rally. We then discuss the Alameda venture capital portfolio that was released by the FT walking through the $5.4 Billion of investments on the excel spread sheet. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike discuss the recent market rally and dive into wether this is a new bull cycle, or a classic bear market rally. We then discuss the Alameda venture capital portfolio that was released by the FT walking through the $5.4 Billion of investments on the excel spread sheet. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4106 Doomberg & Ben Hunt: The Story Arc of SBF, FTX & Alameda On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory & Doomberg, everyones favorite green chicken join the show to discuss "The Story Arc of SBF, FTX & Alameda". One month ago saw the collapse of SBF's crypto empire as FTX filed for bankruptcy. Ben & Doomberg discuss the ties between SBFs exchange FTX and trading firm Alameda Research. We then look into the use of the FTT token and how SBF was able to raise venture capital money at unrealistic valuations. Was SBF negligent in this situation, or did he intentionally commit fraud? To hear all this and more, you'll have to tune in! -- Follow Ben: https://twitter.com/EpsilonTheory Follow Doomberg: https://twitter.com/DoombergT Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: The MacGuffin, Part 2: The Story Arc of SBF and FTX: https://www.epsilontheory.com/the-macguffin-part-2-the-story-arc-of-sbf-and-ftx/  The MacGuffin, Part 1: The Corrupt Crypto ‘Revolution’: https://www.epsilontheory.com/the-macguffin-part-1/  How Sam Bankman-Fried’s Crypto Empire Collapsed: https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html -- Timestamps: (00:00) Introduction (01:36) The MacGuffin: The Story Arc of SBF & FTX (14:07) The FTX Bankruptcy & The Role of FTT (18:09) The Mechanics of Rehypothecation (27:25) Negligence or Criminality? (35:35) Circle Ad (36:55) How Much Political & Media Power Did SBF Buy? (42:50) The New York Times Puff Piece (49:59) The Role of Investors, Media & Regulators In The FTX Fallout (56:00) The Golden Age of Fraud (1:02:02) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 07 Dec 2022 12:00:00 -0000 full 1 176 Blockworks On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory & Doomberg, everyones favorite green chicken join the show to discuss "The Story Arc of SBF, FTX & Alameda". One month ago saw the collapse of SBF's crypto empire as FTX filed for bankruptcy. Ben & Doomberg discuss the ties between SBFs exchange FTX and trading firm Alameda Research. We then look into the use of the FTT token and how SBF was able to raise venture capital money at unrealistic valuations. Was SBF negligent in this situation, or did he intentionally commit fraud? To hear all this and more, you'll have to tune in! -- Follow Ben: https://twitter.com/EpsilonTheory Follow Doomberg: https://twitter.com/DoombergT Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: The MacGuffin, Part 2: The Story Arc of SBF and FTX: https://www.epsilontheory.com/the-macguffin-part-2-the-story-arc-of-sbf-and-ftx/  The MacGuffin, Part 1: The Corrupt Crypto ‘Revolution’: https://www.epsilontheory.com/the-macguffin-part-1/  How Sam Bankman-Fried’s Crypto Empire Collapsed: https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html -- Timestamps: (00:00) Introduction (01:36) The MacGuffin: The Story Arc of SBF & FTX (14:07) The FTX Bankruptcy & The Role of FTT (18:09) The Mechanics of Rehypothecation (27:25) Negligence or Criminality? (35:35) Circle Ad (36:55) How Much Political & Media Power Did SBF Buy? (42:50) The New York Times Puff Piece (49:59) The Role of Investors, Media & Regulators In The FTX Fallout (56:00) The Golden Age of Fraud (1:02:02) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory & Doomberg, everyones favorite green chicken join the show to discuss "The Story Arc of SBF, FTX & Alameda".


One month ago saw the collapse of SBF's crypto empire as FTX filed for bankruptcy. Ben & Doomberg discuss the ties between SBFs exchange FTX and trading firm Alameda Research. We then look into the use of the FTT token and how SBF was able to raise venture capital money at unrealistic valuations. Was SBF negligent in this situation, or did he intentionally commit fraud? To hear all this and more, you'll have to tune in!

--

Follow Ben: https://twitter.com/EpsilonTheory

Follow Doomberg: https://twitter.com/DoombergT

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Referenced In The Show:


The MacGuffin, Part 2: The Story Arc of SBF and FTX: https://www.epsilontheory.com/the-macguffin-part-2-the-story-arc-of-sbf-and-ftx/ 


The MacGuffin, Part 1: The Corrupt Crypto ‘Revolution’: https://www.epsilontheory.com/the-macguffin-part-1/ 


How Sam Bankman-Fried’s Crypto Empire Collapsed: https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html

--

Timestamps:

(00:00) Introduction

(01:36) The MacGuffin: The Story Arc of SBF & FTX

(14:07) The FTX Bankruptcy & The Role of FTT

(18:09) The Mechanics of Rehypothecation

(27:25) Negligence or Criminality?

(35:35) Circle Ad

(36:55) How Much Political & Media Power Did SBF Buy?

(42:50) The New York Times Puff Piece

(49:59) The Role of Investors, Media & Regulators In The FTX Fallout

(56:00) The Golden Age of Fraud

(1:02:02) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3952 Joseph Wang & Mark Yusko: Week In Review: SBF, Powell, and Jobs | Weekly Roundup This week, Mark & Mike are joined by special guest Joseph Wang for a deep dive on the top stories of the week. SBF spoke at the New York Times Dealbook summit so we share our thoughts on that interview. We then move on to Powell's speech at the Brookings Institution where he hinted at a 50bp rate hike at the next FOMC meeting. Market's rallied after the speech as the expected a more dovish stance from the Fed going forward. What is the outlook for inflation, the job market and what Powell is signalling to the market into 2023? To find out, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Joseph: https://twitter.com/FedGuy12 Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 03 Dec 2022 12:00:00 -0000 full 1 175 Blockworks This week, Mark & Mike are joined by special guest Joseph Wang for a deep dive on the top stories of the week. SBF spoke at the New York Times Dealbook summit so we share our thoughts on that interview. We then move on to Powell's speech at the Brookings Institution where he hinted at a 50bp rate hike at the next FOMC meeting. Market's rallied after the speech as the expected a more dovish stance from the Fed going forward. What is the outlook for inflation, the job market and what Powell is signalling to the market into 2023? To find out, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Joseph: https://twitter.com/FedGuy12 Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike are joined by special guest Joseph Wang for a deep dive on the top stories of the week. SBF spoke at the New York Times Dealbook summit so we share our thoughts on that interview.


We then move on to Powell's speech at the Brookings Institution where he hinted at a 50bp rate hike at the next FOMC meeting. Market's rallied after the speech as the expected a more dovish stance from the Fed going forward. What is the outlook for inflation, the job market and what Powell is signalling to the market into 2023? To find out, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Joseph: https://twitter.com/FedGuy12

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3648 Erik Voorhees Breaks Down SBF's Dealbook Speech Recorded November 30th This conversation is from a Twitter spaces with Erik Voorhees moments after SBF gave his interview with Andrew Ross Sorkin at the New York Times DealBook summit. Listen On Spotify: https://spoti.fi/3B4xe9H Listen On Apple: https://apple.co/3UsnTiM — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Erik: https://twitter.com/ErikVoorhees Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 02 Dec 2022 16:17:00 -0000 full 1 174 Blockworks Recorded November 30th This conversation is from a Twitter spaces with Erik Voorhees moments after SBF gave his interview with Andrew Ross Sorkin at the New York Times DealBook summit. Listen On Spotify: https://spoti.fi/3B4xe9H Listen On Apple: https://apple.co/3UsnTiM — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Erik: https://twitter.com/ErikVoorhees Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Recorded November 30th


This conversation is from a Twitter spaces with Erik Voorhees moments after SBF gave his interview with Andrew Ross Sorkin at the New York Times DealBook summit.


Listen On Spotify: https://spoti.fi/3B4xe9H

Listen On Apple: https://apple.co/3UsnTiM

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Erik: https://twitter.com/ErikVoorhees

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

—

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3715 Bob Elliott: Entering A Seismic Shift In Private Markets On today's episode of "On the Margin", Bob Elliott CIO of Unlimited Funds joins the show to discuss everything happening in markets right now. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee and created investment strategies, many of which were used in the flagship Pure Alpha fund. Having studied previous macroeconomic cycles, Bob states "this is a textbook inflationary cycle". Bob goes on to discuss the new higher rate environment we are in compared to the last decade, what it means for the economy and which assets will be perform best, or worst, in this environment. Finally, Bob takes his years of experience investing in private markets to explain how "the era of cheap money" will effect those private market valuations into 2023 and beyond. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Bob: https://twitter.com/BobEUnlimited Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://onthemargin.link/curve, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Referenced In The Show: The Economic Organization of a P.O.W. Camp: http://icm.clsbe.lisboa.ucp.pt/docentes/url/jcn/ie2/0POWCamp.pdf -- Timestamps: (00:00) Introduction (05:08) The Economic Organization of a P.O.W. Camp (09:50) This Inflationary Cycle Is No Different Than Previous Cycles Throughout History (15:47) Circle Ad (17:07) Progressing Through The Tightening Cycle (23:31) Why Did The Fed Miss inflation? (29:48) The Role of 60/40 In 2022 (39:08) What Is Happening In Private Markets? (42:31) "The Era of Cheap Money Is Over" (50:50) Curve Ad (52:06) Investing In Venture Capital During A Bull Market (1:02:13) The FTX Fallout (1:10:57) What To Expect Into 2023 (1:16:30) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 30 Nov 2022 12:00:00 -0000 full 1 173 Blockworks On today's episode of "On the Margin", Bob Elliott CIO of Unlimited Funds joins the show to discuss everything happening in markets right now. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee and created investment strategies, many of which were used in the flagship Pure Alpha fund. Having studied previous macroeconomic cycles, Bob states "this is a textbook inflationary cycle". Bob goes on to discuss the new higher rate environment we are in compared to the last decade, what it means for the economy and which assets will be perform best, or worst, in this environment. Finally, Bob takes his years of experience investing in private markets to explain how "the era of cheap money" will effect those private market valuations into 2023 and beyond. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Bob: https://twitter.com/BobEUnlimited Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://onthemargin.link/curve, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Referenced In The Show: The Economic Organization of a P.O.W. Camp: http://icm.clsbe.lisboa.ucp.pt/docentes/url/jcn/ie2/0POWCamp.pdf -- Timestamps: (00:00) Introduction (05:08) The Economic Organization of a P.O.W. Camp (09:50) This Inflationary Cycle Is No Different Than Previous Cycles Throughout History (15:47) Circle Ad (17:07) Progressing Through The Tightening Cycle (23:31) Why Did The Fed Miss inflation? (29:48) The Role of 60/40 In 2022 (39:08) What Is Happening In Private Markets? (42:31) "The Era of Cheap Money Is Over" (50:50) Curve Ad (52:06) Investing In Venture Capital During A Bull Market (1:02:13) The FTX Fallout (1:10:57) What To Expect Into 2023 (1:16:30) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Bob Elliott CIO of Unlimited Funds joins the show to discuss everything happening in markets right now. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee and created investment strategies, many of which were used in the flagship Pure Alpha fund.


Having studied previous macroeconomic cycles, Bob states "this is a textbook inflationary cycle". Bob goes on to discuss the new higher rate environment we are in compared to the last decade, what it means for the economy and which assets will be perform best, or worst, in this environment.


Finally, Bob takes his years of experience investing in private markets to explain how "the era of cheap money" will effect those private market valuations into 2023 and beyond. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Bob: https://twitter.com/BobEUnlimited

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://onthemargin.link/curve, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Referenced In The Show:


The Economic Organization of a P.O.W. Camp: http://icm.clsbe.lisboa.ucp.pt/docentes/url/jcn/ie2/0POWCamp.pdf

--

Timestamps:


(00:00) Introduction

(05:08) The Economic Organization of a P.O.W. Camp

(09:50) This Inflationary Cycle Is No Different Than Previous Cycles Throughout History

(15:47) Circle Ad

(17:07) Progressing Through The Tightening Cycle

(23:31) Why Did The Fed Miss inflation?

(29:48) The Role of 60/40 In 2022

(39:08) What Is Happening In Private Markets?

(42:31) "The Era of Cheap Money Is Over"

(50:50) Curve Ad

(52:06) Investing In Venture Capital During A Bull Market

(1:02:13) The FTX Fallout

(1:10:57) What To Expect Into 2023

(1:16:30) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4724 Trouble Brewing with Sovereign Debt | Weekly Round Up Michael and Mark take a break today for the Thanksgiving holiday, and welcome Jack Farley from Forward Guidance onto the podcast for a special cross-over episode. This episode from Forward Guidance is with William White, senior fellow at the C.D. Howe Institute, and Joseph Wang, former senior trader for the New York Federal Reserve. They discuss why economic forecasts are so often wrong, how the world can escape the “debt trap,” and how central bankers face a trade-off between price stability (low inflation) and financial stability. William White’s work can be found here: https://williamwhite.ca/ Joseph Wang’s writings can be found here: https://fedguy.com/ -- Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks on Twitter https://rb.gy/igyzsj __ Academic papers referenced: "Where Has All the Liquidity Gone?" by Raghuram Rajan and Viral Acharya: https://rb.gy/n47fah "Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?)" by Jeremy Rudd: https://rb.gy/4wjzx8 "Some Unpleasant Monetarist Arithmetic" by Thomas J. Sargent & Neil Wallace: https://rb.gy/53kikq William White's recent presentation on the future of policy modelling: https://rb.gy/robwk2 -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos Find out more about the Blockworks video editor role here: https://blockworks.co/careers/ -- Timestamps: (00:00) Introduction (01:09) Looking Back At 2022 (04:20) Quantitative Tightening (QT) is Causing Disruptions (11:55) "The Central Bankers Have Made A Profound Ontological Error" (23:17) Does Fed Chair Jay Powell Pay Attention To Economic Models? (25:25) Algorand Ad (27:09) If Inflation Is Supply-Side Driven, What Should Central Bankers Do? (40:43) The Debt Trap (46:04) Powell Is Not Worried About a Recession - Is This A Mistake? (54:39) Getting Out Of The Debt Trap (58:36) The Fed Has Lost A Lot Of Money (01:04:22) A Global Economic Slowdown is Here (01:09:52) Crypto Contagion and the Fall of FTX -- Disclaimer: Nothing discussed on On the Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 26 Nov 2022 12:00:00 -0000 full 1 172 Blockworks Michael and Mark take a break today for the Thanksgiving holiday, and welcome Jack Farley from Forward Guidance onto the podcast for a special cross-over episode. This episode from Forward Guidance is with William White, senior fellow at the C.D. Howe Institute, and Joseph Wang, former senior trader for the New York Federal Reserve. They discuss why economic forecasts are so often wrong, how the world can escape the “debt trap,” and how central bankers face a trade-off between price stability (low inflation) and financial stability. William White’s work can be found here: https://williamwhite.ca/ Joseph Wang’s writings can be found here: https://fedguy.com/ -- Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks on Twitter https://rb.gy/igyzsj __ Academic papers referenced: "Where Has All the Liquidity Gone?" by Raghuram Rajan and Viral Acharya: https://rb.gy/n47fah "Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?)" by Jeremy Rudd: https://rb.gy/4wjzx8 "Some Unpleasant Monetarist Arithmetic" by Thomas J. Sargent & Neil Wallace: https://rb.gy/53kikq William White's recent presentation on the future of policy modelling: https://rb.gy/robwk2 -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos Find out more about the Blockworks video editor role here: https://blockworks.co/careers/ -- Timestamps: (00:00) Introduction (01:09) Looking Back At 2022 (04:20) Quantitative Tightening (QT) is Causing Disruptions (11:55) "The Central Bankers Have Made A Profound Ontological Error" (23:17) Does Fed Chair Jay Powell Pay Attention To Economic Models? (25:25) Algorand Ad (27:09) If Inflation Is Supply-Side Driven, What Should Central Bankers Do? (40:43) The Debt Trap (46:04) Powell Is Not Worried About a Recession - Is This A Mistake? (54:39) Getting Out Of The Debt Trap (58:36) The Fed Has Lost A Lot Of Money (01:04:22) A Global Economic Slowdown is Here (01:09:52) Crypto Contagion and the Fall of FTX -- Disclaimer: Nothing discussed on On the Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Michael and Mark take a break today for the Thanksgiving holiday, and welcome Jack Farley from Forward Guidance onto the podcast for a special cross-over episode. This episode from Forward Guidance is with William White, senior fellow at the C.D. Howe Institute, and Joseph Wang, former senior trader for the New York Federal Reserve.


They discuss why economic forecasts are so often wrong, how the world can escape the “debt trap,” and how central bankers face a trade-off between price stability (low inflation) and financial stability.

William White’s work can be found here: https://williamwhite.ca/

Joseph Wang’s writings can be found here: https://fedguy.com/

--

Follow Jack Farley on Twitter https://rb.gy/uesguv

Follow Forward Guidance on Twitter https://rb.gy/cy0dki

Follow Blockworks on Twitter https://rb.gy/igyzsj

__

Academic papers referenced:

"Where Has All the Liquidity Gone?" by Raghuram Rajan and Viral Acharya: https://rb.gy/n47fah

"Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?)" by Jeremy Rudd: https://rb.gy/4wjzx8

"Some Unpleasant Monetarist Arithmetic" by Thomas J. Sargent & Neil Wallace: https://rb.gy/53kikq

William White's recent presentation on the future of policy modelling:

https://rb.gy/robwk2

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:

https://rb.gy/5weeyw

Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter:

https://rb.gy/feusos

Find out more about the Blockworks video editor role here: https://blockworks.co/careers/

--

Timestamps:

(00:00) Introduction

(01:09) Looking Back At 2022

(04:20) Quantitative Tightening (QT) is Causing Disruptions

(11:55) "The Central Bankers Have Made A Profound Ontological Error"

(23:17) Does Fed Chair Jay Powell Pay Attention To Economic Models?

(25:25) Algorand Ad

(27:09) If Inflation Is Supply-Side Driven, What Should Central Bankers Do?

(40:43) The Debt Trap

(46:04) Powell Is Not Worried About a Recession - Is This A Mistake?

(54:39) Getting Out Of The Debt Trap

(58:36) The Fed Has Lost A Lot Of Money

(01:04:22) A Global Economic Slowdown is Here

(01:09:52) Crypto Contagion and the Fall of FTX

--

Disclaimer: Nothing discussed on On the Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4511 Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail On today's episode of "On the Margin", Grant Williams & Pippa Malmgren join the show for a discussion of "the end of magical thinking". "The end of magical thinking", a term phrased by Grant to describe the illusion cheap money allowed for in 2020/21 as markets ignored fundamental valuations and speculation became rampant. Now with inflation, and the Fed tightening at their fastest rate in 40 years to fight inflation, reality has set back in for investors and now we must take a hard look in the mirror to understand what the best ways to protect our portfolios is in this environment. -- Follow Grant: https://twitter.com/ttmygh Follow Pippa: https://twitter.com/DrPippaM Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: Why Software Is Eating the World: https://a16z.com/2011/08/20/why-software-is-eating-the-world/ -- Timestamps: (00:00) Introduction (00:53) The End of Magical Thinking (14:41) The End of Globalization (17:05) Human Nature Never Changes (26:43) Why Software Is Eating the World... Or Is It? (38:56) Circle Ad (40:16) The Fallout of The FTX Collapse (52:01) The Rules of The Game Have Changed (58:14) Navigating This New Environment -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 23 Nov 2022 12:00:00 -0000 full 1 171 Blockworks On today's episode of "On the Margin", Grant Williams & Pippa Malmgren join the show for a discussion of "the end of magical thinking". "The end of magical thinking", a term phrased by Grant to describe the illusion cheap money allowed for in 2020/21 as markets ignored fundamental valuations and speculation became rampant. Now with inflation, and the Fed tightening at their fastest rate in 40 years to fight inflation, reality has set back in for investors and now we must take a hard look in the mirror to understand what the best ways to protect our portfolios is in this environment. -- Follow Grant: https://twitter.com/ttmygh Follow Pippa: https://twitter.com/DrPippaM Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: Why Software Is Eating the World: https://a16z.com/2011/08/20/why-software-is-eating-the-world/ -- Timestamps: (00:00) Introduction (00:53) The End of Magical Thinking (14:41) The End of Globalization (17:05) Human Nature Never Changes (26:43) Why Software Is Eating the World... Or Is It? (38:56) Circle Ad (40:16) The Fallout of The FTX Collapse (52:01) The Rules of The Game Have Changed (58:14) Navigating This New Environment -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Grant Williams & Pippa Malmgren join the show for a discussion of "the end of magical thinking".


"The end of magical thinking", a term phrased by Grant to describe the illusion cheap money allowed for in 2020/21 as markets ignored fundamental valuations and speculation became rampant. Now with inflation, and the Fed tightening at their fastest rate in 40 years to fight inflation, reality has set back in for investors and now we must take a hard look in the mirror to understand what the best ways to protect our portfolios is in this environment.

--

Follow Grant: https://twitter.com/ttmygh

Follow Pippa: https://twitter.com/DrPippaM

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Referenced In The Show:


Why Software Is Eating the World: https://a16z.com/2011/08/20/why-software-is-eating-the-world/

--

Timestamps:


(00:00) Introduction

(00:53) The End of Magical Thinking

(14:41) The End of Globalization

(17:05) Human Nature Never Changes

(26:43) Why Software Is Eating the World... Or Is It?

(38:56) Circle Ad

(40:16) The Fallout of The FTX Collapse

(52:01) The Rules of The Game Have Changed

(58:14) Navigating This New Environment

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4047 The FTX Collapse Spreads To Genesis | Weekly Round Up This week, Mark & Mike discuss the continued fallout of FTX. Genesis, the crypto prime broker, ran into liquidity issues during the week causing many yield providing platforms to reduce their yields to 0%. We discuss what this could mean for CeFi lending providers, and who it could effect next. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://onthemargin.link/curve, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 19 Nov 2022 11:04:00 -0000 full Blockworks This week, Mark & Mike discuss the continued fallout of FTX. Genesis, the crypto prime broker, ran into liquidity issues during the week causing many yield providing platforms to reduce their yields to 0%. We discuss what this could mean for CeFi lending providers, and who it could effect next. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://onthemargin.link/curve, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike discuss the continued fallout of FTX. Genesis, the crypto prime broker, ran into liquidity issues during the week causing many yield providing platforms to reduce their yields to 0%. We discuss what this could mean for CeFi lending providers, and who it could effect next. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://onthemargin.link/curve, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3594 Juliette Declercq: The Fed Will Get Their Soft Landing On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle. Contrary to many analysts, Juliette expects a soft landing in 2023 with the labor market remaining resilient as the Fed continues tightening. Juliette makes the case that inflation will continue to roll over throughout 2022 and into 2023, continuing the recent CPI & PPI prints that beat analyst expectations. To hear all this and more, you'll have to tune in! -- Follow Juliette: https://twitter.com/juliettejdi Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (00:31) Preparing For A Soft Landing (04:54) Inflation (09:46) Progressing Through The Tightening Cycle (13:52) Powell Channeling His Inner Volcke (17:09) The Housing Market (23:16) Circle Ad (24:36) The Bullwhip Effect (31:33) Have We Reached A Bottom In Stocks? (44:06) Inflation In The US vs Europe -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 16 Nov 2022 12:00:00 -0000 full 1 169 Blockworks On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle. Contrary to many analysts, Juliette expects a soft landing in 2023 with the labor market remaining resilient as the Fed continues tightening. Juliette makes the case that inflation will continue to roll over throughout 2022 and into 2023, continuing the recent CPI & PPI prints that beat analyst expectations. To hear all this and more, you'll have to tune in! -- Follow Juliette: https://twitter.com/juliettejdi Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (00:31) Preparing For A Soft Landing (04:54) Inflation (09:46) Progressing Through The Tightening Cycle (13:52) Powell Channeling His Inner Volcke (17:09) The Housing Market (23:16) Circle Ad (24:36) The Bullwhip Effect (31:33) Have We Reached A Bottom In Stocks? (44:06) Inflation In The US vs Europe -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle.


Contrary to many analysts, Juliette expects a soft landing in 2023 with the labor market remaining resilient as the Fed continues tightening. Juliette makes the case that inflation will continue to roll over throughout 2022 and into 2023, continuing the recent CPI & PPI prints that beat analyst expectations. To hear all this and more, you'll have to tune in!

--

Follow Juliette: https://twitter.com/juliettejdi

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Timestamps:

(00:00) Introduction

(00:31) Preparing For A Soft Landing

(04:54) Inflation

(09:46) Progressing Through The Tightening Cycle

(13:52) Powell Channeling His Inner Volcke

(17:09) The Housing Market

(23:16) Circle Ad

(24:36) The Bullwhip Effect

(31:33) Have We Reached A Bottom In Stocks?

(44:06) Inflation In The US vs Europe

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3051 Jim Bianco & Mark Yusko: The Inside Story Behind FTX's Fall | Weekly Round Up This week, Mark & Mike are joined by Jim Bianco of Bianco Research to discuss the fallout of FTX. Mike, Mark & Jim discuss the series of events leading up to the bankruptcy of FTX and how the events evolved throughout the week. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jim: https://twitter.com/biancoresearch Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Mon, 14 Nov 2022 00:00:00 -0000 full 1 168 Blockworks This week, Mark & Mike are joined by Jim Bianco of Bianco Research to discuss the fallout of FTX. Mike, Mark & Jim discuss the series of events leading up to the bankruptcy of FTX and how the events evolved throughout the week. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jim: https://twitter.com/biancoresearch Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike are joined by Jim Bianco of Bianco Research to discuss the fallout of FTX. Mike, Mark & Jim discuss the series of events leading up to the bankruptcy of FTX and how the events evolved throughout the week.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jim: https://twitter.com/biancoresearch

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 6686 Jordi Alexander & Justin Bons: Bitcoin Debate: Does Bitcoin Have Utility? On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital & Justin Bons Founder & CIO of Cyber Capital for a Bitcoin debate. Having opposing views on the long term sustainability of Bitcoin, Jordi & Justin debate if Bitcoin has long term staying power and discuss the value propositions of other cryptocurrencies. Does Bitcoin have utility, is it's long term security model sustainable, what are the pros and cons of Proof of Work vs Proof of Stake and is Bitcoin immaculate conception enough to warrant it's spot as the number one cryptocurrency. To find out, you'll have to tune in! -- Follow Jordi: https://twitter.com/gametheorizing Follow Justin: https://twitter.com/Justin_Bons Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (01:05) Jordi & Justin's Bitcoin Framework (05:29) Does Bitcoin Have Utility? (09:46) What Is Money? (17:12) Inflationary vs Deflationary Money (29:53) Bitcoin's Immaculate Conception (33:58) Bitcoin's Long Term Security Model (39:11) Circle Ad (40:31) Proof of Work vs Proof of Stake (49:03) Bitcoin's Blocksize Limit (1:02:25) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 09 Nov 2022 12:00:00 -0000 full 1 167 Blockworks On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital & Justin Bons Founder & CIO of Cyber Capital for a Bitcoin debate. Having opposing views on the long term sustainability of Bitcoin, Jordi & Justin debate if Bitcoin has long term staying power and discuss the value propositions of other cryptocurrencies. Does Bitcoin have utility, is it's long term security model sustainable, what are the pros and cons of Proof of Work vs Proof of Stake and is Bitcoin immaculate conception enough to warrant it's spot as the number one cryptocurrency. To find out, you'll have to tune in! -- Follow Jordi: https://twitter.com/gametheorizing Follow Justin: https://twitter.com/Justin_Bons Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (01:05) Jordi & Justin's Bitcoin Framework (05:29) Does Bitcoin Have Utility? (09:46) What Is Money? (17:12) Inflationary vs Deflationary Money (29:53) Bitcoin's Immaculate Conception (33:58) Bitcoin's Long Term Security Model (39:11) Circle Ad (40:31) Proof of Work vs Proof of Stake (49:03) Bitcoin's Blocksize Limit (1:02:25) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital & Justin Bons Founder & CIO of Cyber Capital for a Bitcoin debate.


Having opposing views on the long term sustainability of Bitcoin, Jordi & Justin debate if Bitcoin has long term staying power and discuss the value propositions of other cryptocurrencies. Does Bitcoin have utility, is it's long term security model sustainable, what are the pros and cons of Proof of Work vs Proof of Stake and is Bitcoin immaculate conception enough to warrant it's spot as the number one cryptocurrency. To find out, you'll have to tune in!

--

Follow Jordi: https://twitter.com/gametheorizing

Follow Justin: https://twitter.com/Justin_Bons

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Timestamps:

(00:00) Introduction

(01:05) Jordi & Justin's Bitcoin Framework

(05:29) Does Bitcoin Have Utility?

(09:46) What Is Money?

(17:12) Inflationary vs Deflationary Money

(29:53) Bitcoin's Immaculate Conception

(33:58) Bitcoin's Long Term Security Model

(39:11) Circle Ad

(40:31) Proof of Work vs Proof of Stake

(49:03) Bitcoin's Blocksize Limit

(1:02:25) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4318 Powell Remains Hawkish, "Premature To Think About Pausing" | Weekly Round Up This week, Mark & Mike discuss the Fed rate hike decision of 75bp. As markets interpreted the announcement as dovish and a catalyst for a small rally in risk assets, Powell's press conference walked back any dovish bias investors had. Powell made clear to markets, they had no intention of slowing down their tightening "until the job is done". All eyes remain on the labor market as an indicator for when the Fed's tightening will begin to materialise. The unemployment data came out as this episode was recorded so Mike & Mark break it down in real time. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 05 Nov 2022 11:00:00 -0000 full 1 166 Blockworks This week, Mark & Mike discuss the Fed rate hike decision of 75bp. As markets interpreted the announcement as dovish and a catalyst for a small rally in risk assets, Powell's press conference walked back any dovish bias investors had. Powell made clear to markets, they had no intention of slowing down their tightening "until the job is done". All eyes remain on the labor market as an indicator for when the Fed's tightening will begin to materialise. The unemployment data came out as this episode was recorded so Mike & Mark break it down in real time. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike discuss the Fed rate hike decision of 75bp. As markets interpreted the announcement as dovish and a catalyst for a small rally in risk assets, Powell's press conference walked back any dovish bias investors had. Powell made clear to markets, they had no intention of slowing down their tightening "until the job is done".


All eyes remain on the labor market as an indicator for when the Fed's tightening will begin to materialise. The unemployment data came out as this episode was recorded so Mike & Mark break it down in real time. But to hear that, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3221 Darius Dale: Progressing Through The Fed Tightening Cycle On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle. By tracking the effects of liquidity on financial markets, Darius shares his framework for assessing the current tightening cycle the Fed is embarked on in their quest to fight inflation. While 2020 and 2021 saw markets soar to new highs in a liquidity cycle & growth upturn, 2022 has seen the opposite as the liquidity cycle downturns. In order to understand the market cycle, you must first understand the liquidity cycle, but to hear that, you'll have to tune in! -- Follow Darius: https://twitter.com/@42macroDDale Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show:  Progressing Through The Tightening Cycle: https://www.bridgewater.com/research-and-insights/an-update-from-our-cios-progressing-through-the-tightening-cycle -- Timestamps: (00:00) Introduction (00:57) The Liquidity Cycle (07:58) Where Are We In The Liquidity Cycle? (16:12) The Fed Is Looking In The Rear View Mirror (19:24) Progressing Through The Tightening Cycle (24:08) Circle Ad (25:27) Tracking The Inflation Cycle (34:17) Measuring Liquidity Using The GRID Framework (40:45) Final Thoughts: Darius' Outlook On Markets -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 02 Nov 2022 11:00:00 -0000 full 1 165 Blockworks On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle. By tracking the effects of liquidity on financial markets, Darius shares his framework for assessing the current tightening cycle the Fed is embarked on in their quest to fight inflation. While 2020 and 2021 saw markets soar to new highs in a liquidity cycle & growth upturn, 2022 has seen the opposite as the liquidity cycle downturns. In order to understand the market cycle, you must first understand the liquidity cycle, but to hear that, you'll have to tune in! -- Follow Darius: https://twitter.com/@42macroDDale Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show:  Progressing Through The Tightening Cycle: https://www.bridgewater.com/research-and-insights/an-update-from-our-cios-progressing-through-the-tightening-cycle -- Timestamps: (00:00) Introduction (00:57) The Liquidity Cycle (07:58) Where Are We In The Liquidity Cycle? (16:12) The Fed Is Looking In The Rear View Mirror (19:24) Progressing Through The Tightening Cycle (24:08) Circle Ad (25:27) Tracking The Inflation Cycle (34:17) Measuring Liquidity Using The GRID Framework (40:45) Final Thoughts: Darius' Outlook On Markets -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle.


By tracking the effects of liquidity on financial markets, Darius shares his framework for assessing the current tightening cycle the Fed is embarked on in their quest to fight inflation. While 2020 and 2021 saw markets soar to new highs in a liquidity cycle & growth upturn, 2022 has seen the opposite as the liquidity cycle downturns. In order to understand the market cycle, you must first understand the liquidity cycle, but to hear that, you'll have to tune in!

--

Follow Darius: https://twitter.com/@42macroDDale

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Referenced In The Show: 


Progressing Through The Tightening Cycle: https://www.bridgewater.com/research-and-insights/an-update-from-our-cios-progressing-through-the-tightening-cycle

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Timestamps:

(00:00) Introduction

(00:57) The Liquidity Cycle

(07:58) Where Are We In The Liquidity Cycle?

(16:12) The Fed Is Looking In The Rear View Mirror

(19:24) Progressing Through The Tightening Cycle

(24:08) Circle Ad

(25:27) Tracking The Inflation Cycle

(34:17) Measuring Liquidity Using The GRID Framework

(40:45) Final Thoughts: Darius' Outlook On Markets

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2741 Big Tech Wreck As Earnings Disappoint | Weekly Round Up This week, Mark & Mike discuss the sell-off in big tech as earnings and guidance disappoint. With Meta & Amazon down over 20% in after hours just what is big tech signalling to the rest of the market? We then discuss Meta's pivot to the metaverse, wether this is a good long term bet and what is next for big tech? Finally, we discuss what is happening in the Bitcoin mining industry as some mining firms announced being unable to repay their creditors. To hear all the top stories of this week, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 29 Oct 2022 11:00:00 -0000 full 1 164 Blockworks This week, Mark & Mike discuss the sell-off in big tech as earnings and guidance disappoint. With Meta & Amazon down over 20% in after hours just what is big tech signalling to the rest of the market? We then discuss Meta's pivot to the metaverse, wether this is a good long term bet and what is next for big tech? Finally, we discuss what is happening in the Bitcoin mining industry as some mining firms announced being unable to repay their creditors. To hear all the top stories of this week, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike discuss the sell-off in big tech as earnings and guidance disappoint. With Meta & Amazon down over 20% in after hours just what is big tech signalling to the rest of the market? We then discuss Meta's pivot to the metaverse, wether this is a good long term bet and what is next for big tech?


Finally, we discuss what is happening in the Bitcoin mining industry as some mining firms announced being unable to repay their creditors. To hear all the top stories of this week, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3887 Leland Miller: Xi Jinping Signals A New Era For China On today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress. Markets plunged on Monday after Xi Jinping clearly signalled to the world a new era within China. Leland walks through the paradigm shift in China's growth model going forward and how this spills-over into politics, economics, business and everything in between. Expecting a "slower, healthier" level of growth going forward, Leland helps investors walk through the new landscape he has been identifying for many years to come, but to hear that, you'll have to tune in! -- Follow Leland: https://twitter.com/ChinaBeigeBook Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction  (03:06) China's Economic Growth Model Has Changed (10:45) The Evergrande Fallout  (15:02) Targeting "Common Prosperity" The New Social Contract In China (22:30) Circle Ad (23:50) China's Zero Covid Policy  (29:38) Xi Jinping Signals A New Era For China (33:10) Chinese Markets Slide On Monday's Open  (38:20) China vs U.S  (43:52) The Strategic Importance of Taiwan  (51:08) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Disclaimer: Scammers are impersonating Blockworks and replying to comments on some of our videos. Please be advised that we will NEVER reply to your comment asking you to contact us on whatsapp, telegram, provide investment advice, or solicit money from you. These are scam impersonator accounts and you should not respond to them. Wed, 26 Oct 2022 11:00:00 -0000 full 1 163 Blockworks On today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress. Markets plunged on Monday after Xi Jinping clearly signalled to the world a new era within China. Leland walks through the paradigm shift in China's growth model going forward and how this spills-over into politics, economics, business and everything in between. Expecting a "slower, healthier" level of growth going forward, Leland helps investors walk through the new landscape he has been identifying for many years to come, but to hear that, you'll have to tune in! -- Follow Leland: https://twitter.com/ChinaBeigeBook Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction  (03:06) China's Economic Growth Model Has Changed (10:45) The Evergrande Fallout  (15:02) Targeting "Common Prosperity" The New Social Contract In China (22:30) Circle Ad (23:50) China's Zero Covid Policy  (29:38) Xi Jinping Signals A New Era For China (33:10) Chinese Markets Slide On Monday's Open  (38:20) China vs U.S  (43:52) The Strategic Importance of Taiwan  (51:08) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Disclaimer: Scammers are impersonating Blockworks and replying to comments on some of our videos. Please be advised that we will NEVER reply to your comment asking you to contact us on whatsapp, telegram, provide investment advice, or solicit money from you. These are scam impersonator accounts and you should not respond to them. On today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress.


Markets plunged on Monday after Xi Jinping clearly signalled to the world a new era within China. Leland walks through the paradigm shift in China's growth model going forward and how this spills-over into politics, economics, business and everything in between. Expecting a "slower, healthier" level of growth going forward, Leland helps investors walk through the new landscape he has been identifying for many years to come, but to hear that, you'll have to tune in!

--

Follow Leland: https://twitter.com/ChinaBeigeBook

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Timestamps:


(00:00) Introduction 

(03:06) China's Economic Growth Model Has Changed

(10:45) The Evergrande Fallout 

(15:02) Targeting "Common Prosperity" The New Social Contract In China

(22:30) Circle Ad

(23:50) China's Zero Covid Policy 

(29:38) Xi Jinping Signals A New Era For China

(33:10) Chinese Markets Slide On Monday's Open 

(38:20) China vs U.S 

(43:52) The Strategic Importance of Taiwan 

(51:08) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


Disclaimer: Scammers are impersonating Blockworks and replying to comments on some of our videos. Please be advised that we will NEVER reply to your comment asking you to contact us on whatsapp, telegram, provide investment advice, or solicit money from you. These are scam impersonator accounts and you should not respond to them.

]]> 3570 Bitcoin Searches For A Bottom...And A New Narrative | Weekly Round Up This week, Mark & Mike discuss everything happening in the crypto markets. As Bitcoin holds steady bouncing around $20,000, should investors expect "crypto spring", or not? Mark shares his insights into the Metcalfe law model that Tim Peterson came on the show in February to discuss. Mark & Mike also discuss Sam Bankman-Fried's proposed DeFi regulation, their broader outlook on the economy & much more. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Possible Digital Asset Industry Standards: https://www.ftxpolicy.com/posts/possible-digital-asset-industry-standards -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 22 Oct 2022 14:11:00 -0000 full 1 162 Blockworks This week, Mark & Mike discuss everything happening in the crypto markets. As Bitcoin holds steady bouncing around $20,000, should investors expect "crypto spring", or not? Mark shares his insights into the Metcalfe law model that Tim Peterson came on the show in February to discuss. Mark & Mike also discuss Sam Bankman-Fried's proposed DeFi regulation, their broader outlook on the economy & much more. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Possible Digital Asset Industry Standards: https://www.ftxpolicy.com/posts/possible-digital-asset-industry-standards -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week, Mark & Mike discuss everything happening in the crypto markets. As Bitcoin holds steady bouncing around $20,000, should investors expect "crypto spring", or not? Mark shares his insights into the Metcalfe law model that Tim Peterson came on the show in February to discuss.


Mark & Mike also discuss Sam Bankman-Fried's proposed DeFi regulation, their broader outlook on the economy & much more. But to hear that, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:

Possible Digital Asset Industry Standards: https://www.ftxpolicy.com/posts/possible-digital-asset-industry-standards

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3524 Eric Basmajian: An Update On The Four Stages of An Economic Slowdown On today's episode of "On the Margin", Eric Basmajian Founder of EPB Macro Research joins the show for an update on his "Four Stages of An Economic Slowdown" episode of On The Margin released in April of 2022. Since Eric made that call in April, things have accelerated, so we invited Eric back to the show for a discussion on how the most important economic signals are pointing to a further slowdown throughout 2022 and into 2023. What does the record tightening in monetary policy mean for the most interest rate sensitive sectors of the economy such as housing? How will that in turn effect consumption and spending? And will all of these factors combined lead to a recession into the new year? To find out, you'll have to tune in! -- Follow Eric: https://twitter.com/EPBResearch Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: The Four Stages of An Economic Slowdown: https://open.spotify.com/episode/6dwcJVX8vUm5gY0bwTvdXE?si=7b81b2b4506d4ce9 -- Timestamps: (00:00) Introduction (01:11) The Four Stages of An Economic Slowdown (14:53) Preparing For A Revision In Earnings (19:07) Preparing For A Hard Landing (29:22) Being Surprised By The Fed's Rate Hikes (33:43) Will The Fed Achieve It's Goal? Or Will Something Break? (38:53) Circle Ad (40:13) Eric's Secular Outlook On The Economy (44:05) The Biggest Misconceptions About Inflation: Wage Price Spiral -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 19 Oct 2022 11:00:00 -0000 full 1 161 Blockworks On today's episode of "On the Margin", Eric Basmajian Founder of EPB Macro Research joins the show for an update on his "Four Stages of An Economic Slowdown" episode of On The Margin released in April of 2022. Since Eric made that call in April, things have accelerated, so we invited Eric back to the show for a discussion on how the most important economic signals are pointing to a further slowdown throughout 2022 and into 2023. What does the record tightening in monetary policy mean for the most interest rate sensitive sectors of the economy such as housing? How will that in turn effect consumption and spending? And will all of these factors combined lead to a recession into the new year? To find out, you'll have to tune in! -- Follow Eric: https://twitter.com/EPBResearch Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: The Four Stages of An Economic Slowdown: https://open.spotify.com/episode/6dwcJVX8vUm5gY0bwTvdXE?si=7b81b2b4506d4ce9 -- Timestamps: (00:00) Introduction (01:11) The Four Stages of An Economic Slowdown (14:53) Preparing For A Revision In Earnings (19:07) Preparing For A Hard Landing (29:22) Being Surprised By The Fed's Rate Hikes (33:43) Will The Fed Achieve It's Goal? Or Will Something Break? (38:53) Circle Ad (40:13) Eric's Secular Outlook On The Economy (44:05) The Biggest Misconceptions About Inflation: Wage Price Spiral -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Eric Basmajian Founder of EPB Macro Research joins the show for an update on his "Four Stages of An Economic Slowdown" episode of On The Margin released in April of 2022.


Since Eric made that call in April, things have accelerated, so we invited Eric back to the show for a discussion on how the most important economic signals are pointing to a further slowdown throughout 2022 and into 2023. What does the record tightening in monetary policy mean for the most interest rate sensitive sectors of the economy such as housing? How will that in turn effect consumption and spending? And will all of these factors combined lead to a recession into the new year? To find out, you'll have to tune in!

--

Follow Eric: https://twitter.com/EPBResearch

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Referenced In The Show:


The Four Stages of An Economic Slowdown: https://open.spotify.com/episode/6dwcJVX8vUm5gY0bwTvdXE?si=7b81b2b4506d4ce9

--

Timestamps:

(00:00) Introduction

(01:11) The Four Stages of An Economic Slowdown

(14:53) Preparing For A Revision In Earnings

(19:07) Preparing For A Hard Landing

(29:22) Being Surprised By The Fed's Rate Hikes

(33:43) Will The Fed Achieve It's Goal? Or Will Something Break?

(38:53) Circle Ad

(40:13) Eric's Secular Outlook On The Economy

(44:05) The Biggest Misconceptions About Inflation: Wage Price Spiral

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3191 It’s Not Just Inflation, The Fed’s Lost Control | Round Up The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next. Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE coming back? Tune in to find out! -- Timestamps: (00:00) Introduction (00:36) Update, Bitcoin Is Still A Volatile Asset (09:46) CPI Print Hot Hot Hot (17:42) Entitlement & Earnings Trouble (23:17) More Rate Hikes? (30:54 The Fed’s Failure (52:47) Restarting QE (59:52) Exporting Inflation, Will It Continue? -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: "The Committee To Save The World" http://content.time.com/time/covers/0,16641,19990215,00.html Bilderberg Group's Connection To Everything In The World https://bit.ly/3CYEoxP Rubicon (book) https://amzn.to/3fX8uIP -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 15 Oct 2022 11:00:00 -0000 full 1 160 Blockworks The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next. Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE coming back? Tune in to find out! -- Timestamps: (00:00) Introduction (00:36) Update, Bitcoin Is Still A Volatile Asset (09:46) CPI Print Hot Hot Hot (17:42) Entitlement & Earnings Trouble (23:17) More Rate Hikes? (30:54 The Fed’s Failure (52:47) Restarting QE (59:52) Exporting Inflation, Will It Continue? -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: "The Committee To Save The World" http://content.time.com/time/covers/0,16641,19990215,00.html Bilderberg Group's Connection To Everything In The World https://bit.ly/3CYEoxP Rubicon (book) https://amzn.to/3fX8uIP -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.

Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE coming back? Tune in to find out!

--

Timestamps:


(00:00) Introduction

(00:36) Update, Bitcoin Is Still A Volatile Asset

(09:46) CPI Print Hot Hot Hot

(17:42) Entitlement & Earnings Trouble

(23:17) More Rate Hikes?

(30:54 The Fed’s Failure

(52:47) Restarting QE

(59:52) Exporting Inflation, Will It Continue?

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


"The Committee To Save The World"

http://content.time.com/time/covers/0,16641,19990215,00.html


Bilderberg Group's Connection To Everything In The World

https://bit.ly/3CYEoxP


Rubicon (book)

https://amzn.to/3fX8uIP

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3787 Earnings Season Will Be Very Bad | Weekly Round Up As Mike is away on holiday, Blockworks' very own Jack Farley, host of Forward Guidance, steps in for a discussion on the top stories of the week. On the back of a labor market report, Jack and Mark break down what this means for markets, the outlook for inflation, Ray Dalio's shift in sentiment from his infamous statement "cash is trash" and finally we discuss the turmoil in U.K gilt markets, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Jack: https://twitter.com/JackFarley96 Follow Blockworks: https://twitter.com/blockworks_ -- Timestamps: (00:00) Introduction (01:14) The Labor Market Is... Strong?! (10:24) When Will Inflation Go Down? (21:55) Is Cash "Trash"? (30:13) Is The Stock Market Still Overvalued? (33:49) China (38:10) Importance of Doubling Down on Your Winners (41:28) The Bank of England's Rescue of the U.K. Gilt Market -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 08 Oct 2022 11:00:00 -0000 full 1 159 Blockworks As Mike is away on holiday, Blockworks' very own Jack Farley, host of Forward Guidance, steps in for a discussion on the top stories of the week. On the back of a labor market report, Jack and Mark break down what this means for markets, the outlook for inflation, Ray Dalio's shift in sentiment from his infamous statement "cash is trash" and finally we discuss the turmoil in U.K gilt markets, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Jack: https://twitter.com/JackFarley96 Follow Blockworks: https://twitter.com/blockworks_ -- Timestamps: (00:00) Introduction (01:14) The Labor Market Is... Strong?! (10:24) When Will Inflation Go Down? (21:55) Is Cash "Trash"? (30:13) Is The Stock Market Still Overvalued? (33:49) China (38:10) Importance of Doubling Down on Your Winners (41:28) The Bank of England's Rescue of the U.K. Gilt Market -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. As Mike is away on holiday, Blockworks' very own Jack Farley, host of Forward Guidance, steps in for a discussion on the top stories of the week.


On the back of a labor market report, Jack and Mark break down what this means for markets, the outlook for inflation, Ray Dalio's shift in sentiment from his infamous statement "cash is trash" and finally we discuss the turmoil in U.K gilt markets, but to hear that, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Jack: https://twitter.com/JackFarley96

Follow Blockworks: https://twitter.com/blockworks_

--

Timestamps:


(00:00) Introduction

(01:14) The Labor Market Is... Strong?!

(10:24) When Will Inflation Go Down?

(21:55) Is Cash "Trash"?

(30:13) Is The Stock Market Still Overvalued?

(33:49) China

(38:10) Importance of Doubling Down on Your Winners

(41:28) The Bank of England's Rescue of the U.K. Gilt Market

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2896 Julian Brigden: The End of Hyper-Financialization On today's episode of "On the Margin", Julian Brigden Co-founder of Macro Intelligence 2 Partners for a discussion on the hyper-financialization of the U.S economy, and how that trend may now be in reverse. Looking back at historic periods of both monetary and fiscal policy being enacted together, Julian was able to identify the trend of inflation at the end of 2020 and beginning of 2021. Since positioning for the equity market correction towards the back end of 2021, Julian shares his thoughts on the current state of markets. Are equity markets oversold, or does this bear market have further to go? What cracks are starting to form in the housing market? Is this the end of hyper-financialization and is de-globalization at a tipping point? To find out, you'll have to tune in! -- Follow Julian Follow Mike Follow On The Margin Follow Blockworks Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: How Bad Will the German Recession Be? -- Timestamps: (00:00) Introduction (01:05) A Shift In Inflation (13:09) CEO Compensation (20:23) The Housing Market (33:05) Circle Ad (34:25) Powell Is Channeling His Inner Volcker (39:54) What Is Happening In Europe? (46:27) We Are At A Tipping Point -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 05 Oct 2022 11:00:00 -0000 full 1 160 Blockworks On today's episode of "On the Margin", Julian Brigden Co-founder of Macro Intelligence 2 Partners for a discussion on the hyper-financialization of the U.S economy, and how that trend may now be in reverse. Looking back at historic periods of both monetary and fiscal policy being enacted together, Julian was able to identify the trend of inflation at the end of 2020 and beginning of 2021. Since positioning for the equity market correction towards the back end of 2021, Julian shares his thoughts on the current state of markets. Are equity markets oversold, or does this bear market have further to go? What cracks are starting to form in the housing market? Is this the end of hyper-financialization and is de-globalization at a tipping point? To find out, you'll have to tune in! -- Follow Julian Follow Mike Follow On The Margin Follow Blockworks Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: How Bad Will the German Recession Be? -- Timestamps: (00:00) Introduction (01:05) A Shift In Inflation (13:09) CEO Compensation (20:23) The Housing Market (33:05) Circle Ad (34:25) Powell Is Channeling His Inner Volcker (39:54) What Is Happening In Europe? (46:27) We Are At A Tipping Point -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Julian Brigden Co-founder of Macro Intelligence 2 Partners for a discussion on the hyper-financialization of the U.S economy, and how that trend may now be in reverse.


Looking back at historic periods of both monetary and fiscal policy being enacted together, Julian was able to identify the trend of inflation at the end of 2020 and beginning of 2021. Since positioning for the equity market correction towards the back end of 2021, Julian shares his thoughts on the current state of markets. Are equity markets oversold, or does this bear market have further to go? What cracks are starting to form in the housing market? Is this the end of hyper-financialization and is de-globalization at a tipping point? To find out, you'll have to tune in!

--

Follow Julian

Follow Mike

Follow On The Margin

Follow Blockworks


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Referenced In The Show:


How Bad Will the German Recession Be?

--

Timestamps:

(00:00) Introduction

(01:05) A Shift In Inflation

(13:09) CEO Compensation

(20:23) The Housing Market

(33:05) Circle Ad

(34:25) Powell Is Channeling His Inner Volcker

(39:54) What Is Happening In Europe?

(46:27) We Are At A Tipping Point

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3586 U.S Dollar Is Starting To Break Things | Mike McGlone Recorded on Monday 26th: Before the BoE's Gilt announcement On today's episode of "On the Margin", Mike McGlone Senior Commodity Strategist at Bloomberg joins the the show for a wide ranging discussion. As the U.S Dollar continues rising, markets are beginning to crack. Is there any end in sight for economies around the world? We also discuss what is happening in energy, commodity and crypto markets. How will oil perform ahead of mid term elections in the U.S? Is gold set for a move higher? And have crypto markets felt enough pain or is more to come? To find out, you'll have to tune in! -- Follow Mike McGlone Follow Mike Ippolito Follow On The Margin Follow Blockworks Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (01:33) What Is Happening With The British Pound? (14:32) Gasoline & Biden's Approval Rating (17:41) How Energy Is Effecting Global Currencies (20:14) Circle Ad (21:33) The U.S Dollar Wrecking Ball (31:02) Gold (36:32) Which Countries Are Positioned To Outperform? (42:05) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Fri, 30 Sep 2022 11:00:00 -0000 full 1 157 Blockworks Recorded on Monday 26th: Before the BoE's Gilt announcement On today's episode of "On the Margin", Mike McGlone Senior Commodity Strategist at Bloomberg joins the the show for a wide ranging discussion. As the U.S Dollar continues rising, markets are beginning to crack. Is there any end in sight for economies around the world? We also discuss what is happening in energy, commodity and crypto markets. How will oil perform ahead of mid term elections in the U.S? Is gold set for a move higher? And have crypto markets felt enough pain or is more to come? To find out, you'll have to tune in! -- Follow Mike McGlone Follow Mike Ippolito Follow On The Margin Follow Blockworks Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (01:33) What Is Happening With The British Pound? (14:32) Gasoline & Biden's Approval Rating (17:41) How Energy Is Effecting Global Currencies (20:14) Circle Ad (21:33) The U.S Dollar Wrecking Ball (31:02) Gold (36:32) Which Countries Are Positioned To Outperform? (42:05) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Recorded on Monday 26th: Before the BoE's Gilt announcement

On today's episode of "On the Margin", Mike McGlone Senior Commodity Strategist at Bloomberg joins the the show for a wide ranging discussion. As the U.S Dollar continues rising, markets are beginning to crack. Is there any end in sight for economies around the world?

We also discuss what is happening in energy, commodity and crypto markets. How will oil perform ahead of mid term elections in the U.S? Is gold set for a move higher? And have crypto markets felt enough pain or is more to come? To find out, you'll have to tune in!

--

Follow Mike McGlone

Follow Mike Ippolito

Follow On The Margin

Follow Blockworks


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Timestamps:


(00:00) Introduction

(01:33) What Is Happening With The British Pound?

(14:32) Gasoline & Biden's Approval Rating

(17:41) How Energy Is Effecting Global Currencies

(20:14) Circle Ad

(21:33) The U.S Dollar Wrecking Ball

(31:02) Gold

(36:32) Which Countries Are Positioned To Outperform?

(42:05) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2778 Doomberg: An Update On Europe's Energy Crisis On today's episode of "On the Margin", Doomberg, everyones favorite green chicken, joins the the show for an update on the European energy crisis. After making bold claims throughout 2021 on the global energy situation, and particularly in Europe, Doomberg provides an update on the state of the European energy crisis. How severe will the impact of high energy prices be for Europe ahead of winter, particularly global manufacturing hubs such as Germany? Finally, Doomberg discusses the effect of energy on currencies around the world, but to hear that, you'll have to tune in! -- Follow Doomberg: https://twitter.com/DoombergT Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (00:57) Doomberg's Core Energy Thesis (07:01) The Energy Situation In Europe (10:15) The Law of Antilogic (13:55) Energy Price Controls (17:18) How Energy Is Effecting Currencies (19:41) The Dollar Wrecking Ball (22:52) Circle Ad (24:13) Powell Will Hike Until Something Breaks (27:52) The BoJ Will Not Be Bullied (30:44) What Is Happening In China? (35:58) Entering A Period of Stagflation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 28 Sep 2022 12:00:00 -0000 full 1 128 Blockworks On today's episode of "On the Margin", Doomberg, everyones favorite green chicken, joins the the show for an update on the European energy crisis. After making bold claims throughout 2021 on the global energy situation, and particularly in Europe, Doomberg provides an update on the state of the European energy crisis. How severe will the impact of high energy prices be for Europe ahead of winter, particularly global manufacturing hubs such as Germany? Finally, Doomberg discusses the effect of energy on currencies around the world, but to hear that, you'll have to tune in! -- Follow Doomberg: https://twitter.com/DoombergT Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (00:57) Doomberg's Core Energy Thesis (07:01) The Energy Situation In Europe (10:15) The Law of Antilogic (13:55) Energy Price Controls (17:18) How Energy Is Effecting Currencies (19:41) The Dollar Wrecking Ball (22:52) Circle Ad (24:13) Powell Will Hike Until Something Breaks (27:52) The BoJ Will Not Be Bullied (30:44) What Is Happening In China? (35:58) Entering A Period of Stagflation -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Doomberg, everyones favorite green chicken, joins the the show for an update on the European energy crisis.


After making bold claims throughout 2021 on the global energy situation, and particularly in Europe, Doomberg provides an update on the state of the European energy crisis. How severe will the impact of high energy prices be for Europe ahead of winter, particularly global manufacturing hubs such as Germany? Finally, Doomberg discusses the effect of energy on currencies around the world, but to hear that, you'll have to tune in!

--

Follow Doomberg: https://twitter.com/DoombergT

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Timestamps:

(00:00) Introduction

(00:57) Doomberg's Core Energy Thesis

(07:01) The Energy Situation In Europe

(10:15) The Law of Antilogic

(13:55) Energy Price Controls

(17:18) How Energy Is Effecting Currencies

(19:41) The Dollar Wrecking Ball

(22:52) Circle Ad

(24:13) Powell Will Hike Until Something Breaks

(27:52) The BoJ Will Not Be Bullied

(30:44) What Is Happening In China?

(35:58) Entering A Period of Stagflation

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2799 Markets Brace For A Hard Landing | Weekly Round Up As central banks around the world further increased interest rates, everyone looked to the most important central bank in markets, and that's the Fed. Powell raised by an expected 75bp on Wednesday, signalling "it will be enough". Markets were confused after the initial announcement, but selling increased hours after the announcement, not holding up until Friday's session. Are markets bracing for a hard landing? To find out, you'll just have to tune in! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 24 Sep 2022 11:00:00 -0000 full 1 155 Blockworks As central banks around the world further increased interest rates, everyone looked to the most important central bank in markets, and that's the Fed. Powell raised by an expected 75bp on Wednesday, signalling "it will be enough". Markets were confused after the initial announcement, but selling increased hours after the announcement, not holding up until Friday's session. Are markets bracing for a hard landing? To find out, you'll just have to tune in! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. As central banks around the world further increased interest rates, everyone looked to the most important central bank in markets, and that's the Fed. Powell raised by an expected 75bp on Wednesday, signalling "it will be enough". Markets were confused after the initial announcement, but selling increased hours after the announcement, not holding up until Friday's session. Are markets bracing for a hard landing? To find out, you'll just have to tune in!

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2932 The "Super Bowl" For Central Banking | Jack Farley On today's episode of "On the Margin", Jack Farley, friend of the show and Host of another Blockworks podcast “Forward Guidance”, joins the show for a discussion on the central banking super bowl. As over 20 central banks around the world decide their key policy rates this week, including the Fed, BoE & SNB, we invited Jack to the show to share his thoughts on what this means for equities, bonds & most importantly inflation. In Jack’s mind, there was no doubt the Fed was “behind the curve”, but are they also “looking in the rear view mirror?” as they aim to slay the inflation dragon? To find out, you’ll just have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: Powell Won't Stop "Until The Job Is Done" | Danielle DiMartino Booth: https://open.spotify.com/episode/1JZdcUsIivVSuIuF7q4Q7v?si=196c1d9a9b2f496b  The Bear Market Has Only Just Begun | Ted Oakley: https://open.spotify.com/episode/2jx2I7cwDREUXAWDfdWUtX?si=0a00efc3ac3a48b5  Is a Global Recession Imminent? https://www.worldbank.org/en/research/brief/global-recession -- (00:00) Introduction (00:43) The Superbowl of Central Banking (02:25) Slowing Growth & Soaring Inflation (03:40) Are We Heading For A Soft Landing? (11:25) Is The Fed Looking In The Rear View Mirror? (16:15) Is Inflation a Psychological or a Monetary Phenomenon? (18:15) Signs of Liquidity Stress In The Treasury Market (23:50) IMF: Is a Global Recession Imminent? (24:50) Circle Ad (26:10) Has Inflation Peaked? (35:40) Stanley Druckenmiller Warns There Is A “High Probability” The Stock Market Will Be “Flat” For A Decade (37:32) What To Expect Ahead of FOMC? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 21 Sep 2022 12:00:00 -0000 full 1 154 Blockworks On today's episode of "On the Margin", Jack Farley, friend of the show and Host of another Blockworks podcast “Forward Guidance”, joins the show for a discussion on the central banking super bowl. As over 20 central banks around the world decide their key policy rates this week, including the Fed, BoE & SNB, we invited Jack to the show to share his thoughts on what this means for equities, bonds & most importantly inflation. In Jack’s mind, there was no doubt the Fed was “behind the curve”, but are they also “looking in the rear view mirror?” as they aim to slay the inflation dragon? To find out, you’ll just have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: Powell Won't Stop "Until The Job Is Done" | Danielle DiMartino Booth: https://open.spotify.com/episode/1JZdcUsIivVSuIuF7q4Q7v?si=196c1d9a9b2f496b  The Bear Market Has Only Just Begun | Ted Oakley: https://open.spotify.com/episode/2jx2I7cwDREUXAWDfdWUtX?si=0a00efc3ac3a48b5  Is a Global Recession Imminent? https://www.worldbank.org/en/research/brief/global-recession -- (00:00) Introduction (00:43) The Superbowl of Central Banking (02:25) Slowing Growth & Soaring Inflation (03:40) Are We Heading For A Soft Landing? (11:25) Is The Fed Looking In The Rear View Mirror? (16:15) Is Inflation a Psychological or a Monetary Phenomenon? (18:15) Signs of Liquidity Stress In The Treasury Market (23:50) IMF: Is a Global Recession Imminent? (24:50) Circle Ad (26:10) Has Inflation Peaked? (35:40) Stanley Druckenmiller Warns There Is A “High Probability” The Stock Market Will Be “Flat” For A Decade (37:32) What To Expect Ahead of FOMC? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Jack Farley, friend of the show and Host of another Blockworks podcast “Forward Guidance”, joins the show for a discussion on the central banking super bowl.


As over 20 central banks around the world decide their key policy rates this week, including the Fed, BoE & SNB, we invited Jack to the show to share his thoughts on what this means for equities, bonds & most importantly inflation. In Jack’s mind, there was no doubt the Fed was “behind the curve”, but are they also “looking in the rear view mirror?” as they aim to slay the inflation dragon? To find out, you’ll just have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jack: https://twitter.com/JackFarley96

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

Referenced In The Show:


Powell Won't Stop "Until The Job Is Done" | Danielle DiMartino Booth: https://open.spotify.com/episode/1JZdcUsIivVSuIuF7q4Q7v?si=196c1d9a9b2f496b 


The Bear Market Has Only Just Begun | Ted Oakley: https://open.spotify.com/episode/2jx2I7cwDREUXAWDfdWUtX?si=0a00efc3ac3a48b5 


Is a Global Recession Imminent? https://www.worldbank.org/en/research/brief/global-recession

--

(00:00) Introduction

(00:43) The Superbowl of Central Banking

(02:25) Slowing Growth & Soaring Inflation

(03:40) Are We Heading For A Soft Landing?

(11:25) Is The Fed Looking In The Rear View Mirror?

(16:15) Is Inflation a Psychological or a Monetary Phenomenon?

(18:15) Signs of Liquidity Stress In The Treasury Market

(23:50) IMF: Is a Global Recession Imminent?

(24:50) Circle Ad

(26:10) Has Inflation Peaked?

(35:40) Stanley Druckenmiller Warns There Is A “High Probability” The Stock Market Will Be “Flat” For A Decade

(37:32) What To Expect Ahead of FOMC?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2751 FedEx CEO Warns of A "Worldwide Recession" | Weekly Round Up After uniting at the Blockworks Digital Asset Summit, Mike & Mark are back to reflect on the conference and dive into the top stories of the week. Markets had their biggest one day sell-off in almost 2 years due to a higher than expected inflation print, FedEX CEO Raj Subramaniam warns of a "worldwide recession" and the Ethereum merge is successfully deployed. Luckily Mike & Mark are on hand to break it all down, but to hear that, you'll have to tune in! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 17 Sep 2022 11:00:00 -0000 full 1 153 Blockworks After uniting at the Blockworks Digital Asset Summit, Mike & Mark are back to reflect on the conference and dive into the top stories of the week. Markets had their biggest one day sell-off in almost 2 years due to a higher than expected inflation print, FedEX CEO Raj Subramaniam warns of a "worldwide recession" and the Ethereum merge is successfully deployed. Luckily Mike & Mark are on hand to break it all down, but to hear that, you'll have to tune in! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. After uniting at the Blockworks Digital Asset Summit, Mike & Mark are back to reflect on the conference and dive into the top stories of the week.


Markets had their biggest one day sell-off in almost 2 years due to a higher than expected inflation print, FedEX CEO Raj Subramaniam warns of a "worldwide recession" and the Ethereum merge is successfully deployed. Luckily Mike & Mark are on hand to break it all down, but to hear that, you'll have to tune in!

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3651 Danielle DiMartino Booth: Powell Won't Stop "Until The Job Is Done" On today's episode of "On the Margin", Danielle DiMartino Booth CEO & Chief Strategist of Quill Intelligence joins the show for a discussion on the Fed and the policy decisions they face throughout 2022 & into 2023. Last time Danielle joined the show, it was January, at the beginning of the year, as it had become clear the Fed stayed too loose, for too long. In that conversation, we discussed what Fed rate hikes would mean for the economy, markets, inflation & housing. Now, nine months later, it felt right to invite Danielle back to the show to reflect on the past year from a former Fed insider, and look forward for the rest of the year as Powell tries to reiterate his hawkish stance to the markets. Will they finally get the message? Is this the end of the Fed put? To find out, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Danielle DiMartino Booth: https://twitter.com/DiMartinoBooth Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- (00:00) Introduction (02:56) The "Fed Put" (05:56) Jerome Powell's Paul Volcker Moment (07:31) What To Expect Ahead of the Next FOMC Meeting (09:22) Liz Truss's Energy Bailout Plan (11:32) Which Leading Indicators Should You Follow? (14:47) Housing IS The Business Cycle (20:30) Quiet Quitting & Work From Home (25:49) Circle Ad (27:09) What Is Happening in the Labor Market? (34:20) Looking Forward, What To Expect Throughout 2022? (39:43) The Need For A Modern Day G.I. Bill -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 14 Sep 2022 11:00:00 -0000 full 1 152 Blockworks On today's episode of "On the Margin", Danielle DiMartino Booth CEO & Chief Strategist of Quill Intelligence joins the show for a discussion on the Fed and the policy decisions they face throughout 2022 & into 2023. Last time Danielle joined the show, it was January, at the beginning of the year, as it had become clear the Fed stayed too loose, for too long. In that conversation, we discussed what Fed rate hikes would mean for the economy, markets, inflation & housing. Now, nine months later, it felt right to invite Danielle back to the show to reflect on the past year from a former Fed insider, and look forward for the rest of the year as Powell tries to reiterate his hawkish stance to the markets. Will they finally get the message? Is this the end of the Fed put? To find out, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Danielle DiMartino Booth: https://twitter.com/DiMartinoBooth Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- (00:00) Introduction (02:56) The "Fed Put" (05:56) Jerome Powell's Paul Volcker Moment (07:31) What To Expect Ahead of the Next FOMC Meeting (09:22) Liz Truss's Energy Bailout Plan (11:32) Which Leading Indicators Should You Follow? (14:47) Housing IS The Business Cycle (20:30) Quiet Quitting & Work From Home (25:49) Circle Ad (27:09) What Is Happening in the Labor Market? (34:20) Looking Forward, What To Expect Throughout 2022? (39:43) The Need For A Modern Day G.I. Bill -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Danielle DiMartino Booth CEO & Chief Strategist of Quill Intelligence joins the show for a discussion on the Fed and the policy decisions they face throughout 2022 & into 2023.


Last time Danielle joined the show, it was January, at the beginning of the year, as it had become clear the Fed stayed too loose, for too long. In that conversation, we discussed what Fed rate hikes would mean for the economy, markets, inflation & housing. Now, nine months later, it felt right to invite Danielle back to the show to reflect on the past year from a former Fed insider, and look forward for the rest of the year as Powell tries to reiterate his hawkish stance to the markets. Will they finally get the message? Is this the end of the Fed put? To find out, you'll have to tune in!

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets

--

Follow Danielle DiMartino Booth: https://twitter.com/DiMartinoBooth

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.

--

(00:00) Introduction

(02:56) The "Fed Put"

(05:56) Jerome Powell's Paul Volcker Moment

(07:31) What To Expect Ahead of the Next FOMC Meeting

(09:22) Liz Truss's Energy Bailout Plan

(11:32) Which Leading Indicators Should You Follow?

(14:47) Housing IS The Business Cycle

(20:30) Quiet Quitting & Work From Home

(25:49) Circle Ad

(27:09) What Is Happening in the Labor Market?

(34:20) Looking Forward, What To Expect Throughout 2022?

(39:43) The Need For A Modern Day G.I. Bill

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2690 Ethereum Merge: Buy the Rumor, Sell the News? | Weekly Round Up This week we discuss one of the biggest news stories in crypto markets as investors await one of the most anticipated events in years, the Ethereum merge. As many grapple with the bull & bear case for the Eth merge, Mark & Mike discuss how they see the merge playing out from their perspective. Could this be a classic case of Buy the Rumor, Sell the News? To find out, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 10 Sep 2022 11:00:00 -0000 full 1 151 Blockworks This week we discuss one of the biggest news stories in crypto markets as investors await one of the most anticipated events in years, the Ethereum merge. As many grapple with the bull & bear case for the Eth merge, Mark & Mike discuss how they see the merge playing out from their perspective. Could this be a classic case of Buy the Rumor, Sell the News? To find out, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we discuss one of the biggest news stories in crypto markets as investors await one of the most anticipated events in years, the Ethereum merge.


As many grapple with the bull & bear case for the Eth merge, Mark & Mike discuss how they see the merge playing out from their perspective. Could this be a classic case of Buy the Rumor, Sell the News? To find out, you'll have to tune in!

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2934 Dario Perkins: The New Macro Supercycle On today's episode of "On the Margin", Dario Perkins MD of global macro at TS Lombard joins the show for a discussion on the new macro supercycle. As de-globilization increasingly becomes one of the key forces driving markets, Dario walks through one of his recent pieces titled "The Nightmare Scenario For Central Banks". Drawing historical comparisons between today's economy with both the 1940's & 1970's, Dario describes the setup we now have for a new macro regime, and how central banks are viewing this current environment.  This episode is full of insights you can't afford to miss to help navigate this new macro regime, but to hear that, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Dario Perkins: https://twitter.com/darioperkins Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  Dario Perkins: Watch Out for Another 20% Drop in Equities: https://open.spotify.com/episode/7GSVdwJVQIje5mv1wuUefw?si=638b3f549e32414e  Capital Wars, Liquidity & The Rise of China | Michael Howell: https://open.spotify.com/episode/5wNLkFpnxSHjnlcgPf4siP?si=a44b7638fcc142ea The Nightmare Scenario For Central Banks: https://blogs.tslombard.com/the-nightmare-scenario-for-central-banks  Euro, Stocks Tumble as Russia Pulls Rug on Gas Supplies: https://www.bloomberg.com/news/articles/2022-09-04/intensifying-energy-shock-to-weigh-on-euro-test-ecb-on-rates?srnd=premium-europe -- (00:00) Introduction (00:20) The Nightmare Scenario For Central Banks (03:54) Comparisons Between The 1940's & 1970's (07:52) The New Macro Supercycle (13:32) Fake Recession, Fake Business Cycle (19:52) Inflation, Europe & Natural Gas (22:36) Big Tech/FAANG: A Return To Value? (26:22) The Cost of Living Crisis (29:53) Avoiding A Euro Crisis 2.0 (33:08) The Role of Central Banks (41:42) Embracing Higher Volatility -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 07 Sep 2022 11:00:00 -0000 full 1 150 Blockworks On today's episode of "On the Margin", Dario Perkins MD of global macro at TS Lombard joins the show for a discussion on the new macro supercycle. As de-globilization increasingly becomes one of the key forces driving markets, Dario walks through one of his recent pieces titled "The Nightmare Scenario For Central Banks". Drawing historical comparisons between today's economy with both the 1940's & 1970's, Dario describes the setup we now have for a new macro regime, and how central banks are viewing this current environment.  This episode is full of insights you can't afford to miss to help navigate this new macro regime, but to hear that, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Dario Perkins: https://twitter.com/darioperkins Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  Dario Perkins: Watch Out for Another 20% Drop in Equities: https://open.spotify.com/episode/7GSVdwJVQIje5mv1wuUefw?si=638b3f549e32414e  Capital Wars, Liquidity & The Rise of China | Michael Howell: https://open.spotify.com/episode/5wNLkFpnxSHjnlcgPf4siP?si=a44b7638fcc142ea The Nightmare Scenario For Central Banks: https://blogs.tslombard.com/the-nightmare-scenario-for-central-banks  Euro, Stocks Tumble as Russia Pulls Rug on Gas Supplies: https://www.bloomberg.com/news/articles/2022-09-04/intensifying-energy-shock-to-weigh-on-euro-test-ecb-on-rates?srnd=premium-europe -- (00:00) Introduction (00:20) The Nightmare Scenario For Central Banks (03:54) Comparisons Between The 1940's & 1970's (07:52) The New Macro Supercycle (13:32) Fake Recession, Fake Business Cycle (19:52) Inflation, Europe & Natural Gas (22:36) Big Tech/FAANG: A Return To Value? (26:22) The Cost of Living Crisis (29:53) Avoiding A Euro Crisis 2.0 (33:08) The Role of Central Banks (41:42) Embracing Higher Volatility -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Dario Perkins MD of global macro at TS Lombard joins the show for a discussion on the new macro supercycle.


As de-globilization increasingly becomes one of the key forces driving markets, Dario walks through one of his recent pieces titled "The Nightmare Scenario For Central Banks". Drawing historical comparisons between today's economy with both the 1940's & 1970's, Dario describes the setup we now have for a new macro regime, and how central banks are viewing this current environment. 


This episode is full of insights you can't afford to miss to help navigate this new macro regime, but to hear that, you'll have to tune in!

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets

--

Follow Dario Perkins: https://twitter.com/darioperkins

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show: 


Dario Perkins: Watch Out for Another 20% Drop in Equities: https://open.spotify.com/episode/7GSVdwJVQIje5mv1wuUefw?si=638b3f549e32414e 


Capital Wars, Liquidity & The Rise of China | Michael Howell: https://open.spotify.com/episode/5wNLkFpnxSHjnlcgPf4siP?si=a44b7638fcc142ea


The Nightmare Scenario For Central Banks: https://blogs.tslombard.com/the-nightmare-scenario-for-central-banks 


Euro, Stocks Tumble as Russia Pulls Rug on Gas Supplies: https://www.bloomberg.com/news/articles/2022-09-04/intensifying-energy-shock-to-weigh-on-euro-test-ecb-on-rates?srnd=premium-europe

--

(00:00) Introduction

(00:20) The Nightmare Scenario For Central Banks

(03:54) Comparisons Between The 1940's & 1970's

(07:52) The New Macro Supercycle

(13:32) Fake Recession, Fake Business Cycle

(19:52) Inflation, Europe & Natural Gas

(22:36) Big Tech/FAANG: A Return To Value?

(26:22) The Cost of Living Crisis

(29:53) Avoiding A Euro Crisis 2.0

(33:08) The Role of Central Banks

(41:42) Embracing Higher Volatility

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2864 Has The Bear Market Rally Exhausted Itself? | Weekly Round Up Mark returns on this episode of the round up, and after briefly discussing the matter with Jack last week, I decided to check in with Mark on his thoughts on the US Bond Market. We transition then into talking about the housing market, the soaring fixed mortgage rates, and the lag in home prices that follows. Next I get Mark's thoughts on the recent bear rally, before closing out our round up with mixed feelings on the recent decision about student debt forgiveness. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 03 Sep 2022 11:00:00 -0000 full 1 149 Blockworks Mark returns on this episode of the round up, and after briefly discussing the matter with Jack last week, I decided to check in with Mark on his thoughts on the US Bond Market. We transition then into talking about the housing market, the soaring fixed mortgage rates, and the lag in home prices that follows. Next I get Mark's thoughts on the recent bear rally, before closing out our round up with mixed feelings on the recent decision about student debt forgiveness. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Mark returns on this episode of the round up, and after briefly discussing the matter with Jack last week, I decided to check in with Mark on his thoughts on the US Bond Market. We transition then into talking about the housing market, the soaring fixed mortgage rates, and the lag in home prices that follows. Next I get Mark's thoughts on the recent bear rally, before closing out our round up with mixed feelings on the recent decision about student debt forgiveness.

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4045 Michael Howell: Capital Wars, Liquidity & The Rise of China On today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity. Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises?  Tune in to hear this discussion & much more! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Michael Howell https://twitter.com/crossbordercap Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: WTO successfully concludes negotiations on China's entry https://www.wto.org/english/news_e/pres01_e/pr243_e.htm Transcript: US Treasury Secretary Janet Yellen on the next steps for Russia sanctions and ‘friend-shoring’ supply chains https://www.atlanticcouncil.org/news/transcripts/transcript-us-treasury-secretary-janet-yellen-on-the-next-steps-for-russia-sanctions-and-friend-shoring-supply-chains/   Suez Crisis https://www.history.com/topics/cold-war/suez-crisis  Russian gas in Germany: A complicated 50-year relationship https://www.dw.com/en/russian-gas-in-germany-a-complicated-50-year-relationship/a-61057166 -- (00:00) Introduction (00:25) The Rise of Global Liquidity (06:25) China Entering The WTO (12:28) How A Lack of Liquidity Leads To Financial Crises (19:20) Is Europe The Canary In The Coal Mine? (30:06) Bretton Woods, World Trade & The Role of The U.S Dollar (40:00) Capital Wars Between The U.S & China (44:53) Current Market Liquidity & Outlook -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 31 Aug 2022 11:00:00 -0000 full 1 148 Blockworks On today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity. Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises?  Tune in to hear this discussion & much more! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Michael Howell https://twitter.com/crossbordercap Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: WTO successfully concludes negotiations on China's entry https://www.wto.org/english/news_e/pres01_e/pr243_e.htm Transcript: US Treasury Secretary Janet Yellen on the next steps for Russia sanctions and ‘friend-shoring’ supply chains https://www.atlanticcouncil.org/news/transcripts/transcript-us-treasury-secretary-janet-yellen-on-the-next-steps-for-russia-sanctions-and-friend-shoring-supply-chains/   Suez Crisis https://www.history.com/topics/cold-war/suez-crisis  Russian gas in Germany: A complicated 50-year relationship https://www.dw.com/en/russian-gas-in-germany-a-complicated-50-year-relationship/a-61057166 -- (00:00) Introduction (00:25) The Rise of Global Liquidity (06:25) China Entering The WTO (12:28) How A Lack of Liquidity Leads To Financial Crises (19:20) Is Europe The Canary In The Coal Mine? (30:06) Bretton Woods, World Trade & The Role of The U.S Dollar (40:00) Capital Wars Between The U.S & China (44:53) Current Market Liquidity & Outlook -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity.


Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises? 


Tune in to hear this discussion & much more!

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets

--

Follow Michael Howell https://twitter.com/crossbordercap

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


WTO successfully concludes negotiations on China's entry https://www.wto.org/english/news_e/pres01_e/pr243_e.htm


Transcript: US Treasury Secretary Janet Yellen on the next steps for Russia sanctions and ‘friend-shoring’ supply chains https://www.atlanticcouncil.org/news/transcripts/transcript-us-treasury-secretary-janet-yellen-on-the-next-steps-for-russia-sanctions-and-friend-shoring-supply-chains/  


Suez Crisis https://www.history.com/topics/cold-war/suez-crisis 


Russian gas in Germany: A complicated 50-year relationship https://www.dw.com/en/russian-gas-in-germany-a-complicated-50-year-relationship/a-61057166

--

(00:00) Introduction

(00:25) The Rise of Global Liquidity

(06:25) China Entering The WTO

(12:28) How A Lack of Liquidity Leads To Financial Crises

(19:20) Is Europe The Canary In The Coal Mine?

(30:06) Bretton Woods, World Trade & The Role of The U.S Dollar

(40:00) Capital Wars Between The U.S & China

(44:53) Current Market Liquidity & Outlook

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3041 The DeFi Credit Boom | Season One Pilot Blockworks just released a new podcast called Bell Curve! We're dropping the pilot episode here as we think you might want to add this podcast to the lineup. Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new users and fixed-rate lending markets to DeFi. What products will be created? Who will be the users of these products? Where will capital flow first? These are a few of the questions we'll explore as we put our thesis to the test. Join Jason and Mike in this season one pilot episode, where we provide context for our thesis and explain what you should expect in the upcoming episodes. If you consider yourself a curious degen, builder or investor: this show is for you. - - Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Disclaimer: Nothing said on Bell Curve 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 solely our opinions, not financial advice. Mike, Jason, and our guests may hold positions in the companies, funds, or projects discussed. Tue, 30 Aug 2022 16:00:00 -0000 full 1 149 Blockworks Blockworks just released a new podcast called Bell Curve! We're dropping the pilot episode here as we think you might want to add this podcast to the lineup. Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new users and fixed-rate lending markets to DeFi. What products will be created? Who will be the users of these products? Where will capital flow first? These are a few of the questions we'll explore as we put our thesis to the test. Join Jason and Mike in this season one pilot episode, where we provide context for our thesis and explain what you should expect in the upcoming episodes. If you consider yourself a curious degen, builder or investor: this show is for you. - - Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Disclaimer: Nothing said on Bell Curve 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 solely our opinions, not financial advice. Mike, Jason, and our guests may hold positions in the companies, funds, or projects discussed. Blockworks just released a new podcast called Bell Curve! We're dropping the pilot episode here as we think you might want to add this podcast to the lineup.


Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new users and fixed-rate lending markets to DeFi.


What products will be created? Who will be the users of these products? Where will capital flow first?


These are a few of the questions we'll explore as we put our thesis to the test. Join Jason and Mike in this season one pilot episode, where we provide context for our thesis and explain what you should expect in the upcoming episodes.


If you consider yourself a curious degen, builder or investor: this show is for you.

- -

Follow Mike: https://twitter.com/MikeIppolito_

Follow Jason: https://twitter.com/JasonYanowitz

Follow Bell Curve: https://twitter.com/thebellcurvepod


Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

- -

Disclaimer: Nothing said on Bell Curve 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 solely our opinions, not financial advice. Mike, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

]]> 617 Powell Prepares Markets For "Greater Pain" | Weekly Round Up This week we're joined by Forward Guidance's Jack Farley! We begin by discussing our takes on the recent announcement concerning student loan forgiveness, before pivoting to what we predict will be heard at the Jackson Hole meeting. After that we move into a discussion about energy prices in Europe, with Germany as a focal point. Jack then speaks on the state of China's real estate market. Finally we round out the episode with talks of the bad start to bonds this year and what the means for the rest of the year to come. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack Farley: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 27 Aug 2022 11:00:00 -0000 full 1 147 Blockworks This week we're joined by Forward Guidance's Jack Farley! We begin by discussing our takes on the recent announcement concerning student loan forgiveness, before pivoting to what we predict will be heard at the Jackson Hole meeting. After that we move into a discussion about energy prices in Europe, with Germany as a focal point. Jack then speaks on the state of China's real estate market. Finally we round out the episode with talks of the bad start to bonds this year and what the means for the rest of the year to come. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack Farley: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. This week we're joined by Forward Guidance's Jack Farley! We begin by discussing our takes on the recent announcement concerning student loan forgiveness, before pivoting to what we predict will be heard at the Jackson Hole meeting.

After that we move into a discussion about energy prices in Europe, with Germany as a focal point. Jack then speaks on the state of China's real estate market. Finally we round out the episode with talks of the bad start to bonds this year and what the means for the rest of the year to come.

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jack Farley: https://twitter.com/JackFarley96

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3398 Luke Gromen: U.S Dollar's Role In The Global Energy Crisis On today's episode of "On the Margin", Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the U.S Dollar's role in the global economy. After spending the past number of years outlining his thesis and the importance energy plays in being the global reserve currency issuer, now was the perfect time to get Luke back on the show to break down some of the tectonic geopolitical changes that have occurred throughout 2022.   From energy shortages in Europe to Russian FX sanctions and now rising tensions in Taiwan, the U.S Dollar sits at the very centre of this discussion. This is an episode you can't afford to miss and will find yourself watching over and over again as we attempt to understand the geopolitical & macro landscape. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Luke Gromen: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod  Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Twilight in the Desert: https://en.wikipedia.org/wiki/Twilight_in_the_Desert  Assessing and Strengthening the Manufacturing and Defense Industrial Base and Supply Chain Resiliency of the United States: https://bit.ly/3QEY91I California Turns To China For New Bay Bridge: https://www.npr.org/2011/09/16/140515737/california-turns-to-china-for-new-bay-bridge?t=1661252480276  Don’t forget the golden rule: whoever has the gold makes the rules: https://reaction.life/dont-forget-the-golden-rule-whoever-has-the-gold-makes-the-rules/ The Quiet Coup: https://www.theatlantic.com/magazine/archive/2009/05/the-quiet-coup/307364/ -- Timestamps: (00:00) Introduction (00:38) The Post Bretton Woods System (11:09) Peak Cheap Energy (20:55) The U.S. Industrial Manufacturing Base, The End of Globalization? (26:09) The Closing of Russia's FX Reserves (33:30) The Energy Crisis In Europe (34:46) Gold & Bitcoin: "The Last Functioning Fire Alarm" (40:00) The U.S. Entitlements & Balance Sheet (46:38) Rising Inequality (51:14) The Quiet Coup: Privatizing The Gains & Socializing The Losses (57:14) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 24 Aug 2022 11:00:00 -0000 full 1 146 Blockworks On today's episode of "On the Margin", Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the U.S Dollar's role in the global economy. After spending the past number of years outlining his thesis and the importance energy plays in being the global reserve currency issuer, now was the perfect time to get Luke back on the show to break down some of the tectonic geopolitical changes that have occurred throughout 2022.   From energy shortages in Europe to Russian FX sanctions and now rising tensions in Taiwan, the U.S Dollar sits at the very centre of this discussion. This is an episode you can't afford to miss and will find yourself watching over and over again as we attempt to understand the geopolitical & macro landscape. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Luke Gromen: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod  Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Twilight in the Desert: https://en.wikipedia.org/wiki/Twilight_in_the_Desert  Assessing and Strengthening the Manufacturing and Defense Industrial Base and Supply Chain Resiliency of the United States: https://bit.ly/3QEY91I California Turns To China For New Bay Bridge: https://www.npr.org/2011/09/16/140515737/california-turns-to-china-for-new-bay-bridge?t=1661252480276  Don’t forget the golden rule: whoever has the gold makes the rules: https://reaction.life/dont-forget-the-golden-rule-whoever-has-the-gold-makes-the-rules/ The Quiet Coup: https://www.theatlantic.com/magazine/archive/2009/05/the-quiet-coup/307364/ -- Timestamps: (00:00) Introduction (00:38) The Post Bretton Woods System (11:09) Peak Cheap Energy (20:55) The U.S. Industrial Manufacturing Base, The End of Globalization? (26:09) The Closing of Russia's FX Reserves (33:30) The Energy Crisis In Europe (34:46) Gold & Bitcoin: "The Last Functioning Fire Alarm" (40:00) The U.S. Entitlements & Balance Sheet (46:38) Rising Inequality (51:14) The Quiet Coup: Privatizing The Gains & Socializing The Losses (57:14) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the U.S Dollar's role in the global economy.


After spending the past number of years outlining his thesis and the importance energy plays in being the global reserve currency issuer, now was the perfect time to get Luke back on the show to break down some of the tectonic geopolitical changes that have occurred throughout 2022.  


From energy shortages in Europe to Russian FX sanctions and now rising tensions in Taiwan, the U.S Dollar sits at the very centre of this discussion. This is an episode you can't afford to miss and will find yourself watching over and over again as we attempt to understand the geopolitical & macro landscape.

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets

--

Follow Luke Gromen: https://twitter.com/LukeGromen

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod 

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


Twilight in the Desert: https://en.wikipedia.org/wiki/Twilight_in_the_Desert 


Assessing and Strengthening the Manufacturing and Defense Industrial Base and Supply Chain Resiliency of the United States: https://bit.ly/3QEY91I


California Turns To China For New Bay Bridge: https://www.npr.org/2011/09/16/140515737/california-turns-to-china-for-new-bay-bridge?t=1661252480276 


Don’t forget the golden rule: whoever has the gold makes the rules: https://reaction.life/dont-forget-the-golden-rule-whoever-has-the-gold-makes-the-rules/


The Quiet Coup: https://www.theatlantic.com/magazine/archive/2009/05/the-quiet-coup/307364/

--

Timestamps:


(00:00) Introduction

(00:38) The Post Bretton Woods System

(11:09) Peak Cheap Energy

(20:55) The U.S. Industrial Manufacturing Base, The End of Globalization?

(26:09) The Closing of Russia's FX Reserves

(33:30) The Energy Crisis In Europe

(34:46) Gold & Bitcoin: "The Last Functioning Fire Alarm"

(40:00) The U.S. Entitlements & Balance Sheet

(46:38) Rising Inequality

(51:14) The Quiet Coup: Privatizing The Gains & Socializing The Losses

(57:14) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3931 The GDP Growth Illusion | Weekly Round Up In this week's episode, Mark and I discuss the repercussions of the Fed’s attempt to contrive certainty in financial markets. We start the discussion by looking at the US’ long-term GDP growth. The chart looks great, but is the Fed’s market manipulation setting us up for a surprise? Inflation and record-high debt are just two symptoms of the Fed’s attempt to create certainty in entropic markets.  We then talk about this week’s FOMC minutes and reflect on current market conditions. Why are certain speculative assets pumping when most equities are tanking? We are in a thinly traded market, and more volatility is on the horizon. Finally, we discuss how a 20yr old just made $100M on Bed Bath & Beyond. Tune in for these stories and more! --  Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: 20-Year-Old Student Acquires 6% Of Bed Bath & Beyond, Makes $110 Million In 3 Weeks: https://www.zerohedge.com/markets/sureal-story-20-year-old-student-acquires-6-bed-bath-beyond-makes-110-million-3-weeks --  Follow On The Margin: https://twitter.com/OnTheMarginPod  Follow Mark Yusko: https://twitter.com/MarkYusko  Follow Mike: https://twitter.com/MikeIppolito_  Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 20 Aug 2022 11:00:00 -0000 full 1 145 Blockworks In this week's episode, Mark and I discuss the repercussions of the Fed’s attempt to contrive certainty in financial markets. We start the discussion by looking at the US’ long-term GDP growth. The chart looks great, but is the Fed’s market manipulation setting us up for a surprise? Inflation and record-high debt are just two symptoms of the Fed’s attempt to create certainty in entropic markets.  We then talk about this week’s FOMC minutes and reflect on current market conditions. Why are certain speculative assets pumping when most equities are tanking? We are in a thinly traded market, and more volatility is on the horizon. Finally, we discuss how a 20yr old just made $100M on Bed Bath & Beyond. Tune in for these stories and more! --  Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: 20-Year-Old Student Acquires 6% Of Bed Bath & Beyond, Makes $110 Million In 3 Weeks: https://www.zerohedge.com/markets/sureal-story-20-year-old-student-acquires-6-bed-bath-beyond-makes-110-million-3-weeks --  Follow On The Margin: https://twitter.com/OnTheMarginPod  Follow Mark Yusko: https://twitter.com/MarkYusko  Follow Mike: https://twitter.com/MikeIppolito_  Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, Mark and I discuss the repercussions of the Fed’s attempt to contrive certainty in financial markets.

We start the discussion by looking at the US’ long-term GDP growth. The chart looks great, but is the Fed’s market manipulation setting us up for a surprise? Inflation and record-high debt are just two symptoms of the Fed’s attempt to create certainty in entropic markets. 

We then talk about this week’s FOMC minutes and reflect on current market conditions. Why are certain speculative assets pumping when most equities are tanking? We are in a thinly traded market, and more volatility is on the horizon.

Finally, we discuss how a 20yr old just made $100M on Bed Bath & Beyond. Tune in for these stories and more!

-- 

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets 

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


20-Year-Old Student Acquires 6% Of Bed Bath & Beyond, Makes $110 Million In 3 Weeks: https://www.zerohedge.com/markets/sureal-story-20-year-old-student-acquires-6-bed-bath-beyond-makes-110-million-3-weeks

-- 

Follow On The Margin: https://twitter.com/OnTheMarginPod 

Follow Mark Yusko: https://twitter.com/MarkYusko 

Follow Mike: https://twitter.com/MikeIppolito_ 

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3259 The Fed Is Creating Hollow Markets | Mike Green & Ben Hunt On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory and Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion around one of Ben's recent articles "Hollow Men, Hollow Markets, Hollow World". Ben and Mike compare household net worth and GDP which substantially diverged post 1990 when Alan Greenspan was Federal Reserve Chairman. Post Greenspan saw Ben Bernanke, Janet Yellen and Jerome Powell take the role of Chair of the Federal Reserve.  Ben highlights that "emergency government action always becomes permanent government policy". Just how has the era of QE influenced inflation, the U.S economy & wealth inequality. To find out, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike Green: https://twitter.com/profplum99 Follow Ben Hunt: https://twitter.com/EpsilonTheory Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Hollow Men, Hollow Markets, Hollow World: https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/  The Three-Body Problem: https://www.epsilontheory.com/three-body-problem/ -- Timestamps: (00:00) Introduction (00:38) Hollow Men, Hollow Markets, Hollow World (14:57) Central Bank Hubris (22:38) Searching For Simple Solutions To Complex Issues (31:38) Gresham's Law Of Information (45:47) The End Of A Regime -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 17 Aug 2022 11:00:00 -0000 full 1 144 Blockworks On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory and Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion around one of Ben's recent articles "Hollow Men, Hollow Markets, Hollow World". Ben and Mike compare household net worth and GDP which substantially diverged post 1990 when Alan Greenspan was Federal Reserve Chairman. Post Greenspan saw Ben Bernanke, Janet Yellen and Jerome Powell take the role of Chair of the Federal Reserve.  Ben highlights that "emergency government action always becomes permanent government policy". Just how has the era of QE influenced inflation, the U.S economy & wealth inequality. To find out, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike Green: https://twitter.com/profplum99 Follow Ben Hunt: https://twitter.com/EpsilonTheory Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Hollow Men, Hollow Markets, Hollow World: https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/  The Three-Body Problem: https://www.epsilontheory.com/three-body-problem/ -- Timestamps: (00:00) Introduction (00:38) Hollow Men, Hollow Markets, Hollow World (14:57) Central Bank Hubris (22:38) Searching For Simple Solutions To Complex Issues (31:38) Gresham's Law Of Information (45:47) The End Of A Regime -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory and Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion around one of Ben's recent articles "Hollow Men, Hollow Markets, Hollow World".


Ben and Mike compare household net worth and GDP which substantially diverged post 1990 when Alan Greenspan was Federal Reserve Chairman. Post Greenspan saw Ben Bernanke, Janet Yellen and Jerome Powell take the role of Chair of the Federal Reserve. 


Ben highlights that "emergency government action always becomes permanent government policy". Just how has the era of QE influenced inflation, the U.S economy & wealth inequality. To find out, you'll have to tune in!

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike Green: https://twitter.com/profplum99

Follow Ben Hunt: https://twitter.com/EpsilonTheory

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


Hollow Men, Hollow Markets, Hollow World: https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/ 


The Three-Body Problem: https://www.epsilontheory.com/three-body-problem/

--

Timestamps:


(00:00) Introduction

(00:38) Hollow Men, Hollow Markets, Hollow World

(14:57) Central Bank Hubris

(22:38) Searching For Simple Solutions To Complex Issues

(31:38) Gresham's Law Of Information

(45:47) The End Of A Regime

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3920 Coinbase Marks A $1B Loss | Weekly Round Up In this week's episode, Mark and I cover this week's CPI print, the state of macro, Coinbase’s earnings miss, and a historical US ban on an Ethereum privacy protocol. We start with a discussion on the lower-than-expected CPI print, deglobalization and ask if the FED still thinks they can provide a soft landing.  We then dive into Coinbase’s Q2 earnings and $1B reported loss. Can Coinbase establish a sustainable business model? The numbers don’t look great, but there’s reason to believe they can turn the ship around. Finally, we discuss the US Treasury's Tornado Cash ban and the secondary effects across DeFi.  Tune in for these stories and more! --  Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- --  Follow On The Margin: https://twitter.com/OnTheMarginPod  Follow Mark Yusko: https://twitter.com/MarkYusko  Follow Mike: https://twitter.com/MikeIppolito_  Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 13 Aug 2022 11:00:00 -0000 full 1 143 Blockworks In this week's episode, Mark and I cover this week's CPI print, the state of macro, Coinbase’s earnings miss, and a historical US ban on an Ethereum privacy protocol. We start with a discussion on the lower-than-expected CPI print, deglobalization and ask if the FED still thinks they can provide a soft landing.  We then dive into Coinbase’s Q2 earnings and $1B reported loss. Can Coinbase establish a sustainable business model? The numbers don’t look great, but there’s reason to believe they can turn the ship around. Finally, we discuss the US Treasury's Tornado Cash ban and the secondary effects across DeFi.  Tune in for these stories and more! --  Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- --  Follow On The Margin: https://twitter.com/OnTheMarginPod  Follow Mark Yusko: https://twitter.com/MarkYusko  Follow Mike: https://twitter.com/MikeIppolito_  Follow Blockworks: https://twitter.com/blockworks_ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, Mark and I cover this week's CPI print, the state of macro, Coinbase’s earnings miss, and a historical US ban on an Ethereum privacy protocol.

We start with a discussion on the lower-than-expected CPI print, deglobalization and ask if the FED still thinks they can provide a soft landing. 

We then dive into Coinbase’s Q2 earnings and $1B reported loss. Can Coinbase establish a sustainable business model? The numbers don’t look great, but there’s reason to believe they can turn the ship around.

Finally, we discuss the US Treasury's Tornado Cash ban and the secondary effects across DeFi. 

Tune in for these stories and more!

-- 

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets 

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --

-- 

Follow On The Margin: https://twitter.com/OnTheMarginPod 

Follow Mark Yusko: https://twitter.com/MarkYusko 

Follow Mike: https://twitter.com/MikeIppolito_ 

Follow Blockworks: https://twitter.com/blockworks_

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3732 Inflation Is Driving Demand For UBI | Jordi Alexander On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital joins the show to discuss how inflation is driving demand for UBI. We begin discussing Jordi's outlook for the rest of 2022 with a major focus on the U.S Dollar and how the rising dollar could lead to liquidity problems. Drawing parallels to 2020, when the Fed extended U.S Dollar swap lines all around the world, Jordi explains how this dynamic could further exacerbate the publics demand for UBI.  We then close the discussion looking at the cycles of inflation, crypto markets and Jordi's outlook for markets through the rest of the year, but to hear that, you'll have to tune in! -- Follow Jordi Alexander: https://twitter.com/gametheorizing Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:   Federal Reserve announces bilateral swap lines: https://www.federalreserve.gov/newsevents/pressreleases/monetary20200319b.htm  Main Street Lending Program: https://www.federalreserve.gov/monetarypolicy/mainstreetlending.htm - - (00:00) Introduction (00:40) Jordi's Framework For 2022 (02:57) The U.S. Dollar (09:56) Wealth Distribution & Social Cohesion (12:20) Cycles of Inflation (27:52) The Bull & Bear Case for Bitcoin (36:20) Crypto Markets  (42:00) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 10 Aug 2022 11:00:00 -0000 full 1 141 Blockworks On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital joins the show to discuss how inflation is driving demand for UBI. We begin discussing Jordi's outlook for the rest of 2022 with a major focus on the U.S Dollar and how the rising dollar could lead to liquidity problems. Drawing parallels to 2020, when the Fed extended U.S Dollar swap lines all around the world, Jordi explains how this dynamic could further exacerbate the publics demand for UBI.  We then close the discussion looking at the cycles of inflation, crypto markets and Jordi's outlook for markets through the rest of the year, but to hear that, you'll have to tune in! -- Follow Jordi Alexander: https://twitter.com/gametheorizing Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:   Federal Reserve announces bilateral swap lines: https://www.federalreserve.gov/newsevents/pressreleases/monetary20200319b.htm  Main Street Lending Program: https://www.federalreserve.gov/monetarypolicy/mainstreetlending.htm - - (00:00) Introduction (00:40) Jordi's Framework For 2022 (02:57) The U.S. Dollar (09:56) Wealth Distribution & Social Cohesion (12:20) Cycles of Inflation (27:52) The Bull & Bear Case for Bitcoin (36:20) Crypto Markets  (42:00) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital joins the show to discuss how inflation is driving demand for UBI.


We begin discussing Jordi's outlook for the rest of 2022 with a major focus on the U.S Dollar and how the rising dollar could lead to liquidity problems. Drawing parallels to 2020, when the Fed extended U.S Dollar swap lines all around the world, Jordi explains how this dynamic could further exacerbate the publics demand for UBI. 


We then close the discussion looking at the cycles of inflation, crypto markets and Jordi's outlook for markets through the rest of the year, but to hear that, you'll have to tune in!

--

Follow Jordi Alexander: https://twitter.com/gametheorizing

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:

 

Federal Reserve announces bilateral swap lines: https://www.federalreserve.gov/newsevents/pressreleases/monetary20200319b.htm 


Main Street Lending Program: https://www.federalreserve.gov/monetarypolicy/mainstreetlending.htm

- -

(00:00) Introduction

(00:40) Jordi's Framework For 2022

(02:57) The U.S. Dollar

(09:56) Wealth Distribution & Social Cohesion

(12:20) Cycles of Inflation

(27:52) The Bull & Bear Case for Bitcoin

(36:20) Crypto Markets 

(42:00) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2951 Is the Bottom In? | Weekly Roundup With Zaheer Ebitkar In this week's episode, Mark and I are joined by Zaheer Ebitkar of Ledger Prime to cover a very important question: is the crypto bottom in? Zaheer walked us through one of the most important drivers of liquidity and price action in crypto markets today: stablecoins. We discussed the different type of stables that exist in the market today, how they impact liquidity conditions, and how different stablecoin models are likely to be regulated. Finally we asked Zaheer whether or not the bottom was officially in, but for that you'll have to tune into the show ;) We also covered Michael Saylor's change in role at Microstrategy, Errol Musk's comments on his son Elon, Coinbase's partnership with Blackrock, and Meta's NFT roll out. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Zaheer Ebtikar: https://twitter.com/SplitCapital Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ - - Referenced in the show: Bitcoinisdead.org The Crypto Dollar Surge and the American Opportunity - Nic Carter: https://tinyurl.com/2p92hydn -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 06 Aug 2022 11:00:00 -0000 full 1 141 Blockworks In this week's episode, Mark and I are joined by Zaheer Ebitkar of Ledger Prime to cover a very important question: is the crypto bottom in? Zaheer walked us through one of the most important drivers of liquidity and price action in crypto markets today: stablecoins. We discussed the different type of stables that exist in the market today, how they impact liquidity conditions, and how different stablecoin models are likely to be regulated. Finally we asked Zaheer whether or not the bottom was officially in, but for that you'll have to tune into the show ;) We also covered Michael Saylor's change in role at Microstrategy, Errol Musk's comments on his son Elon, Coinbase's partnership with Blackrock, and Meta's NFT roll out. -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Zaheer Ebtikar: https://twitter.com/SplitCapital Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ - - Referenced in the show: Bitcoinisdead.org The Crypto Dollar Surge and the American Opportunity - Nic Carter: https://tinyurl.com/2p92hydn -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, Mark and I are joined by Zaheer Ebitkar of Ledger Prime to cover a very important question: is the crypto bottom in?

Zaheer walked us through one of the most important drivers of liquidity and price action in crypto markets today: stablecoins.

We discussed the different type of stables that exist in the market today, how they impact liquidity conditions, and how different stablecoin models are likely to be regulated.

Finally we asked Zaheer whether or not the bottom was officially in, but for that you'll have to tune into the show ;)

We also covered Michael Saylor's change in role at Microstrategy, Errol Musk's comments on his son Elon, Coinbase's partnership with Blackrock, and Meta's NFT roll out.

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Zaheer Ebtikar: https://twitter.com/SplitCapital

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

- -

Referenced in the show:


Bitcoinisdead.org

The Crypto Dollar Surge and the American Opportunity - Nic Carter:

https://tinyurl.com/2p92hydn

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4089 Untapped Opportunities in Crypto With FTX's Amy Wu On today's episode of "On the Margin", Amy Wu of FTX Ventures joins the show for a discussion on the venture capital industry both in traditional markets and crypto. After an explosion in VC funding throughout 2021, how have current market conditions effected private markets throughout 2022? As investors reconsider the valuations they are willing to pay compared to 2021, just how has this influenced funding in crypto? To find out, you'll have to tune in! -- Follow Amy Wu: https://twitter.com/amytongwu Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - (00:00) Introduction (01:38) VC Landscape In 2022 (10:08) The Differences Between VC Investing In Web2 vs Web3 (13:24) Big Trends For the Future (22:31) What Is Happening In Gaming? (34:06) NFTs (41:10) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 03 Aug 2022 11:00:00 -0000 full 1 140 Blockworks On today's episode of "On the Margin", Amy Wu of FTX Ventures joins the show for a discussion on the venture capital industry both in traditional markets and crypto. After an explosion in VC funding throughout 2021, how have current market conditions effected private markets throughout 2022? As investors reconsider the valuations they are willing to pay compared to 2021, just how has this influenced funding in crypto? To find out, you'll have to tune in! -- Follow Amy Wu: https://twitter.com/amytongwu Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - (00:00) Introduction (01:38) VC Landscape In 2022 (10:08) The Differences Between VC Investing In Web2 vs Web3 (13:24) Big Trends For the Future (22:31) What Is Happening In Gaming? (34:06) NFTs (41:10) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Amy Wu of FTX Ventures joins the show for a discussion on the venture capital industry both in traditional markets and crypto.


After an explosion in VC funding throughout 2021, how have current market conditions effected private markets throughout 2022? As investors reconsider the valuations they are willing to pay compared to 2021, just how has this influenced funding in crypto? To find out, you'll have to tune in!

--

Follow Amy Wu: https://twitter.com/amytongwu

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

(00:00) Introduction

(01:38) VC Landscape In 2022

(10:08) The Differences Between VC Investing In Web2 vs Web3

(13:24) Big Trends For the Future

(22:31) What Is Happening In Gaming?

(34:06) NFTs

(41:10) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2623 Has The Fed Already Caused a Recession? | On The Margin In this week's episode, we discuss the Fed's attempt to crush all consumer demand. Mark believes we've just entered crypto spring, but that enthusiasm takes a turn as we discuss the Fed. With two consecutive quarters of negative GDP growth, we can officially (or now unofficially) say we are in a recession. I got Mark's take on the Fed's actions, expected fallout and future CPI prints. Next, we discuss the US' "friend-shoring" efforts, failed sanctions and other policy mishaps. Finally, we added a new "positivity segment" that includes our thoughts on aliens and human evolution - you'll have to tune in to find out more! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MARGIN250 to get $250 off tickets (Only available this week!) Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ - - Referenced in the show: Janet Yellen "friend-shoring" https://tinyurl.com/2aprdz3p -- Timestamps (00:00) Introduction (00:32) Mark confirms crypto spring is here (05:26) Blockworks' DAS 2022 conference (09:53) The Fed is crushing growth (18:52) Friend-shoring: ineffective sanctions and a multi-polar world (22:53) Is housing the next shoe to drop? (26:10) Changing the definition of a recession (28:42) Listen to the bond market (32:40) Fighting inflation & oil price manipulation (42:06) Money is a claim on time (49:27) Alexander Hamilton, maybe we need Maxis (51:26) Sinister Saturday special (54:37) Aliens, Webb telescope and human evolution -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 30 Jul 2022 11:00:00 -0000 full 1 139 Blockworks In this week's episode, we discuss the Fed's attempt to crush all consumer demand. Mark believes we've just entered crypto spring, but that enthusiasm takes a turn as we discuss the Fed. With two consecutive quarters of negative GDP growth, we can officially (or now unofficially) say we are in a recession. I got Mark's take on the Fed's actions, expected fallout and future CPI prints. Next, we discuss the US' "friend-shoring" efforts, failed sanctions and other policy mishaps. Finally, we added a new "positivity segment" that includes our thoughts on aliens and human evolution - you'll have to tune in to find out more! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MARGIN250 to get $250 off tickets (Only available this week!) Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ - - Referenced in the show: Janet Yellen "friend-shoring" https://tinyurl.com/2aprdz3p -- Timestamps (00:00) Introduction (00:32) Mark confirms crypto spring is here (05:26) Blockworks' DAS 2022 conference (09:53) The Fed is crushing growth (18:52) Friend-shoring: ineffective sanctions and a multi-polar world (22:53) Is housing the next shoe to drop? (26:10) Changing the definition of a recession (28:42) Listen to the bond market (32:40) Fighting inflation & oil price manipulation (42:06) Money is a claim on time (49:27) Alexander Hamilton, maybe we need Maxis (51:26) Sinister Saturday special (54:37) Aliens, Webb telescope and human evolution -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, we discuss the Fed's attempt to crush all consumer demand. Mark believes we've just entered crypto spring, but that enthusiasm takes a turn as we discuss the Fed.

With two consecutive quarters of negative GDP growth, we can officially (or now unofficially) say we are in a recession. I got Mark's take on the Fed's actions, expected fallout and future CPI prints.

Next, we discuss the US' "friend-shoring" efforts, failed sanctions and other policy mishaps. Finally, we added a new "positivity segment" that includes our thoughts on aliens and human evolution - you'll have to tune in to find out more!

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MARGIN250 to get $250 off tickets (Only available this week!)

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

- -

Referenced in the show:


Janet Yellen "friend-shoring"

https://tinyurl.com/2aprdz3p


--

Timestamps


(00:00) Introduction

(00:32) Mark confirms crypto spring is here

(05:26) Blockworks' DAS 2022 conference

(09:53) The Fed is crushing growth

(18:52) Friend-shoring: ineffective sanctions and a multi-polar world

(22:53) Is housing the next shoe to drop?

(26:10) Changing the definition of a recession

(28:42) Listen to the bond market

(32:40) Fighting inflation & oil price manipulation

(42:06) Money is a claim on time

(49:27) Alexander Hamilton, maybe we need Maxis

(51:26) Sinister Saturday special

(54:37) Aliens, Webb telescope and human evolution

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3869 The Dark Side of a Strong US Dollar | Brent Johnson & Lawrence Lepard On today's episode of "On the Margin", Lawrence Lepard and Brent Johnson join Mike to discuss the dark side of a strong US dollar. We start with an overview of the US Dollar's role as the global reserve currency and how the dollar system is causing many of the problems we have today. Can the US dollar maintain its reserve status or are things falling apart? Then, Lawrence and Brent explain how a strong US dollar is causing weakness throughout the global economy - abroad and at home. Brent shares his short to medium-term outlook based on his Milkshake Theory, and Lawrence counters with his position that the dollar will unravel at an accelerated pace. We close with a discussion on how the Fed will act next. You don't want to miss this one! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ Use code MARGIN250 to get $250 off tickets (Only available this week!) -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow Lawrence: https://twitter.com/LawrenceLepard Follow Brent: https://twitter.com/SantiagoAuFund Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (00:47) The Dollar's Role As The World's Reserve Currency (05:03) The Dangerous Effects of a Rising Dollar (11:58) The Dollar is a Geopolitical Tool (22:46) The Price the US Pays For a Rising Dollar (27:32) The Dollars' Fate (32:20) Why Relative Currency Value Matters (36:56) Opposing the US Empire (44:51) How Will the Fed Get Out Of This Mess? (48:23) Will the Dollar Implode Slowly Or Suddenly? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 27 Jul 2022 11:00:00 -0000 full 1 138 Blockworks On today's episode of "On the Margin", Lawrence Lepard and Brent Johnson join Mike to discuss the dark side of a strong US dollar. We start with an overview of the US Dollar's role as the global reserve currency and how the dollar system is causing many of the problems we have today. Can the US dollar maintain its reserve status or are things falling apart? Then, Lawrence and Brent explain how a strong US dollar is causing weakness throughout the global economy - abroad and at home. Brent shares his short to medium-term outlook based on his Milkshake Theory, and Lawrence counters with his position that the dollar will unravel at an accelerated pace. We close with a discussion on how the Fed will act next. You don't want to miss this one! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ Use code MARGIN250 to get $250 off tickets (Only available this week!) -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow Lawrence: https://twitter.com/LawrenceLepard Follow Brent: https://twitter.com/SantiagoAuFund Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (00:47) The Dollar's Role As The World's Reserve Currency (05:03) The Dangerous Effects of a Rising Dollar (11:58) The Dollar is a Geopolitical Tool (22:46) The Price the US Pays For a Rising Dollar (27:32) The Dollars' Fate (32:20) Why Relative Currency Value Matters (36:56) Opposing the US Empire (44:51) How Will the Fed Get Out Of This Mess? (48:23) Will the Dollar Implode Slowly Or Suddenly? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Lawrence Lepard and Brent Johnson join Mike to discuss the dark side of a strong US dollar.

We start with an overview of the US Dollar's role as the global reserve currency and how the dollar system is causing many of the problems we have today. Can the US dollar maintain its reserve status or are things falling apart?

Then, Lawrence and Brent explain how a strong US dollar is causing weakness throughout the global economy - abroad and at home. Brent shares his short to medium-term outlook based on his Milkshake Theory, and Lawrence counters with his position that the dollar will unravel at an accelerated pace.

We close with a discussion on how the Fed will act next. You don't want to miss this one!

--

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/

Use code MARGIN250 to get $250 off tickets (Only available this week!)

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow Lawrence: https://twitter.com/LawrenceLepard

Follow Brent: https://twitter.com/SantiagoAuFund

Follow On The Margin: https://twitter.com/OnTheMarginPod


Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

(00:00) Introduction

(00:47) The Dollar's Role As The World's Reserve Currency

(05:03) The Dangerous Effects of a Rising Dollar

(11:58) The Dollar is a Geopolitical Tool

(22:46) The Price the US Pays For a Rising Dollar

(27:32) The Dollars' Fate

(32:20) Why Relative Currency Value Matters

(36:56) Opposing the US Empire

(44:51) How Will the Fed Get Out Of This Mess?

(48:23) Will the Dollar Implode Slowly Or Suddenly?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3185 Bear Market Bingo: Elon Sells his Bitcoin | Weekly Roundup In this week's episode, we discuss everyone's favorite subject: the bear market. I got Mark's take on the current bear, how it compares to previous bear markets in crypto, and what we should expect over the coming year. Next, we took a look at who has been selling Bitcoin in May and June. The largest (forced) seller was the Luna Foundation Guard, closely followed by Elon Musk's Tesla. We spent some time discussing Tesla's sale and why Elon may have decided to do that today. Next, we explain why things feel so divided today. Mark and I gave our take on wealth equality, the media, and hidden sets of incentives around ESG. Finally, we added a new "positivity segment - you'll have to tune in to find out more! Also, if anyone wants to watch my grandpa's interview, here's the link. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (00:40) Is the worst of the crypto bear behind us? (16:54) The Reason Tesla Liquidated Their BTC (22:25) The Greatest Polarization in History (34:48) The One Metric We Should All Optimize -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 23 Jul 2022 11:00:00 -0000 full 1 137 Blockworks In this week's episode, we discuss everyone's favorite subject: the bear market. I got Mark's take on the current bear, how it compares to previous bear markets in crypto, and what we should expect over the coming year. Next, we took a look at who has been selling Bitcoin in May and June. The largest (forced) seller was the Luna Foundation Guard, closely followed by Elon Musk's Tesla. We spent some time discussing Tesla's sale and why Elon may have decided to do that today. Next, we explain why things feel so divided today. Mark and I gave our take on wealth equality, the media, and hidden sets of incentives around ESG. Finally, we added a new "positivity segment - you'll have to tune in to find out more! Also, if anyone wants to watch my grandpa's interview, here's the link. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- (00:00) Introduction (00:40) Is the worst of the crypto bear behind us? (16:54) The Reason Tesla Liquidated Their BTC (22:25) The Greatest Polarization in History (34:48) The One Metric We Should All Optimize -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, we discuss everyone's favorite subject: the bear market. I got Mark's take on the current bear, how it compares to previous bear markets in crypto, and what we should expect over the coming year.

Next, we took a look at who has been selling Bitcoin in May and June. The largest (forced) seller was the Luna Foundation Guard, closely followed by Elon Musk's Tesla. We spent some time discussing Tesla's sale and why Elon may have decided to do that today.

Next, we explain why things feel so divided today. Mark and I gave our take on wealth equality, the media, and hidden sets of incentives around ESG.

Finally, we added a new "positivity segment - you'll have to tune in to find out more!

Also, if anyone wants to watch my grandpa's interview, here's the link.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

(00:00) Introduction

(00:40) Is the worst of the crypto bear behind us?

(16:54) The Reason Tesla Liquidated Their BTC

(22:25) The Greatest Polarization in History

(34:48) The One Metric We Should All Optimize

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2732 The End Of "Peak Liquidity" | Mr. Blonde On today's episode of "On the Margin", Anonymous analyst Mr Blonde joins the show for a discussion on the cyclical forces driving markets in 2022. We discuss the increasing recession signals and how they will effect earnings for the second half of 2022. With a rising dollar, 9.1% inflation, an increasingly hawkish Fed and the end of "peak liquidity", just how will all these forces effect equity markets throughout 2022? To find out, you'll have to tune! -- Follow Mr. Blonde: https://twitter.com/MrBlonde_macro Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Housing IS the Business Cycle: https://www.nber.org/papers/w13428  The Nightmare Scenario For Central Banks: https://blogs.tslombard.com/the-nightmare-scenario-for-central-banks?hss_channel=tw-510529116 Current State of the Housing Market: https://calculatedrisk.substack.com/p/current-state-of-the-housing-market-3f2 -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Timestamps: (00:00) Introduction (00:45) Rising Risk Of Recession (02:41) Heading For An Earnings Recession (04:09) We Entered 2022 With Peak Liquidity, Peak Valuations & Peak Earnings, What Next? (09:45) How Energy Has Impacted Earnings (18:08) What Is Happening In Credit? (22:52) The Nightmare Scenario For Central Banks (31:01) Housing IS The Business Cycle (37:19) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 20 Jul 2022 16:00:00 -0000 full 1 136 Blockworks On today's episode of "On the Margin", Anonymous analyst Mr Blonde joins the show for a discussion on the cyclical forces driving markets in 2022. We discuss the increasing recession signals and how they will effect earnings for the second half of 2022. With a rising dollar, 9.1% inflation, an increasingly hawkish Fed and the end of "peak liquidity", just how will all these forces effect equity markets throughout 2022? To find out, you'll have to tune! -- Follow Mr. Blonde: https://twitter.com/MrBlonde_macro Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Housing IS the Business Cycle: https://www.nber.org/papers/w13428  The Nightmare Scenario For Central Banks: https://blogs.tslombard.com/the-nightmare-scenario-for-central-banks?hss_channel=tw-510529116 Current State of the Housing Market: https://calculatedrisk.substack.com/p/current-state-of-the-housing-market-3f2 -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Timestamps: (00:00) Introduction (00:45) Rising Risk Of Recession (02:41) Heading For An Earnings Recession (04:09) We Entered 2022 With Peak Liquidity, Peak Valuations & Peak Earnings, What Next? (09:45) How Energy Has Impacted Earnings (18:08) What Is Happening In Credit? (22:52) The Nightmare Scenario For Central Banks (31:01) Housing IS The Business Cycle (37:19) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Anonymous analyst Mr Blonde joins the show for a discussion on the cyclical forces driving markets in 2022.


We discuss the increasing recession signals and how they will effect earnings for the second half of 2022. With a rising dollar, 9.1% inflation, an increasingly hawkish Fed and the end of "peak liquidity", just how will all these forces effect equity markets throughout 2022? To find out, you'll have to tune!

--

Follow Mr. Blonde: https://twitter.com/MrBlonde_macro

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


Housing IS the Business Cycle: https://www.nber.org/papers/w13428 


The Nightmare Scenario For Central Banks: https://blogs.tslombard.com/the-nightmare-scenario-for-central-banks?hss_channel=tw-510529116


Current State of the Housing Market: https://calculatedrisk.substack.com/p/current-state-of-the-housing-market-3f2

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Timestamps:


(00:00) Introduction

(00:45) Rising Risk Of Recession

(02:41) Heading For An Earnings Recession

(04:09) We Entered 2022 With Peak Liquidity, Peak Valuations & Peak Earnings, What Next?

(09:45) How Energy Has Impacted Earnings

(18:08) What Is Happening In Credit?

(22:52) The Nightmare Scenario For Central Banks

(31:01) Housing IS The Business Cycle

(37:19) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2572 Stocks Remain Expensive Despite Rising Rates | Weekly Roundup In this week's episode, Mark and I kick things off discussing the Bitcoin market. Could crypto winter be passing and signs of crypto spring be starting to emerge?  We then move on to discuss the historic value of equities going all he way back to 1871 vs now in 2022. With still elevated P/E's, is there more pain to come for equities despite rising rates? We draw parallels between the 2001 tech bubble which also saw high energy prices, a rising dollar and rising yields. Finally, we break down the recent 9.1% CPI print and if we could be in for a period of secular inflation. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 16 Jul 2022 11:00:00 -0000 full 1 135 Blockworks In this week's episode, Mark and I kick things off discussing the Bitcoin market. Could crypto winter be passing and signs of crypto spring be starting to emerge?  We then move on to discuss the historic value of equities going all he way back to 1871 vs now in 2022. With still elevated P/E's, is there more pain to come for equities despite rising rates? We draw parallels between the 2001 tech bubble which also saw high energy prices, a rising dollar and rising yields. Finally, we break down the recent 9.1% CPI print and if we could be in for a period of secular inflation. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, Mark and I kick things off discussing the Bitcoin market. Could crypto winter be passing and signs of crypto spring be starting to emerge? 


We then move on to discuss the historic value of equities going all he way back to 1871 vs now in 2022. With still elevated P/E's, is there more pain to come for equities despite rising rates? We draw parallels between the 2001 tech bubble which also saw high energy prices, a rising dollar and rising yields.


Finally, we break down the recent 9.1% CPI print and if we could be in for a period of secular inflation. But to hear that, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2338 U.S Dollar Wrecking Ball Is Causing Liquidity Stress | Lyn Alden On today's episode of "On the Margin", Lyn Alden of Lyn Alden Investment Strategy joins the show. Lyn begins by explaining the energy shock she spotted in 2021 walking through her most recent piece "Energy: The Area Under the Curve". Lyn then shares her outlook on the U.S Dollar wrecking ball as the DXY breaches 20 year highs trading over 108. How will a rising U.S Dollar effect the chances of a recession, stress in credit markets and more importantly U.S treasury market liquidity? Could this be "checkmate" for the Fed? To find out, you'll have to tune in! -- Follow Lyn: https://twitter.com/LynAldenContact Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Energy: The Area Under the Curve: https://www.lynalden.com/the-area-under-the-curve/ Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Timestamps: (00:00) Introduction (00:51) Energy: The Area Under the Curve (04:50) Energy Crisis In Europe (07:58) Are Rising Energy Prices Leading To A Recession? (14:09) Should We Expect An Earnings Recession? (16:53) Signs Of Stress In The Treasury Market (20:36) Fireblocks Ad (21:55) Can The Fed Really Tighten? (28:14) How A U.S Dollar Spike Could Lead To Treasury Market Illiquidity (34:08) Universal Basic Income (41:52) The Decade Ahead -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 13 Jul 2022 11:00:00 -0000 full 1 134 Blockworks On today's episode of "On the Margin", Lyn Alden of Lyn Alden Investment Strategy joins the show. Lyn begins by explaining the energy shock she spotted in 2021 walking through her most recent piece "Energy: The Area Under the Curve". Lyn then shares her outlook on the U.S Dollar wrecking ball as the DXY breaches 20 year highs trading over 108. How will a rising U.S Dollar effect the chances of a recession, stress in credit markets and more importantly U.S treasury market liquidity? Could this be "checkmate" for the Fed? To find out, you'll have to tune in! -- Follow Lyn: https://twitter.com/LynAldenContact Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Energy: The Area Under the Curve: https://www.lynalden.com/the-area-under-the-curve/ Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Timestamps: (00:00) Introduction (00:51) Energy: The Area Under the Curve (04:50) Energy Crisis In Europe (07:58) Are Rising Energy Prices Leading To A Recession? (14:09) Should We Expect An Earnings Recession? (16:53) Signs Of Stress In The Treasury Market (20:36) Fireblocks Ad (21:55) Can The Fed Really Tighten? (28:14) How A U.S Dollar Spike Could Lead To Treasury Market Illiquidity (34:08) Universal Basic Income (41:52) The Decade Ahead -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin", Lyn Alden of Lyn Alden Investment Strategy joins the show. Lyn begins by explaining the energy shock she spotted in 2021 walking through her most recent piece "Energy: The Area Under the Curve".


Lyn then shares her outlook on the U.S Dollar wrecking ball as the DXY breaches 20 year highs trading over 108. How will a rising U.S Dollar effect the chances of a recession, stress in credit markets and more importantly U.S treasury market liquidity? Could this be "checkmate" for the Fed? To find out, you'll have to tune in!

--

Follow Lyn: https://twitter.com/LynAldenContact

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


Energy: The Area Under the Curve: https://www.lynalden.com/the-area-under-the-curve/


Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Timestamps:


(00:00) Introduction

(00:51) Energy: The Area Under the Curve

(04:50) Energy Crisis In Europe

(07:58) Are Rising Energy Prices Leading To A Recession?

(14:09) Should We Expect An Earnings Recession?

(16:53) Signs Of Stress In The Treasury Market

(20:36) Fireblocks Ad

(21:55) Can The Fed Really Tighten?

(28:14) How A U.S Dollar Spike Could Lead To Treasury Market Illiquidity

(34:08) Universal Basic Income

(41:52) The Decade Ahead

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2963 Straining Markets Lead To Political Turmoil | Weekly Roundup In this week's episode, Mark and I kick things off discussing the recent volatility in crypto markets. We then move on to discussing the bailouts in crypto by SBF and the comparisons between CeFi vs DeFi. Mark and I then touch on the Fed's quantitative tightening & balance sheet reduction, rising interest rates, record high inflation and how tightening into a recession is causing political strife across the globe discussing some very striking headlines over the past week. Finally, we touch on leverage, volatility & the best hedge fund performers of the past year including Bridgewater's 32% gains for the first half of 2022. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 09 Jul 2022 11:00:00 -0000 full 1 133 Blockworks In this week's episode, Mark and I kick things off discussing the recent volatility in crypto markets. We then move on to discussing the bailouts in crypto by SBF and the comparisons between CeFi vs DeFi. Mark and I then touch on the Fed's quantitative tightening & balance sheet reduction, rising interest rates, record high inflation and how tightening into a recession is causing political strife across the globe discussing some very striking headlines over the past week. Finally, we touch on leverage, volatility & the best hedge fund performers of the past year including Bridgewater's 32% gains for the first half of 2022. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, Mark and I kick things off discussing the recent volatility in crypto markets. We then move on to discussing the bailouts in crypto by SBF and the comparisons between CeFi vs DeFi.


Mark and I then touch on the Fed's quantitative tightening & balance sheet reduction, rising interest rates, record high inflation and how tightening into a recession is causing political strife across the globe discussing some very striking headlines over the past week.


Finally, we touch on leverage, volatility & the best hedge fund performers of the past year including Bridgewater's 32% gains for the first half of 2022. But to hear that, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3045 Which Assets Win When Inflation Hits? | Jim Bianco On today's episode of "On the Margin," Jim Bianco of Bianco Research joins the show for a discussion on inflation. Arguing that we are "entering an era of persistent inflation", Jim walks through the biggest winners in this market environment. After correctly predicting the Fed's hawkish stance ahead of most analysts, Jim shares his thoughts on the bond market pricing in a pivot throughout 2023. Jim goes on to walk through the bond market turmoil with the worst H1 performance being recorded since 1787. Finally, Jim speaks on the contagion in crypto comparing the differences between DeFi protocols and CeFi lenders. But to hear that, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Intel CEO Pat Gelsinger vents about Ohio chip plant delay: 'It's such a pivotal moment. Please don't dither in Congress.' https://www.cnbc.com/2022/06/28/intel-ceo-on-ohio-chip-plant-delay-please-dont-dither-in-congress.html Walmart Says Reducing Inventory Glut Will Take 'Couple Quarters': https://www.bloomberg.com/news/articles/2022-06-03/walmart-says-reducing-inventory-glut-will-take-couple-quarters Russell Clark: Brace For Structurally Higher Inflation: https://www.youtube.com/watch?v=VfdFNVsf2t0 -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- (00:00) Introduction (02:00) "The Fed's Credibility Is On The Line" (05:55) Entering An Era Of Persistent Inflation (15:00) Which Assets Win When Inflation Hits? (24:45) Fireblocks Ad (26:02) The Bond Market Expects A Pivot In 2023 (35:30) Contagion In Crypto (47:05) Could Stablecoins Cause Systemic Risk? (55:55) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 06 Jul 2022 11:00:00 -0000 full 1 132 Blockworks On today's episode of "On the Margin," Jim Bianco of Bianco Research joins the show for a discussion on inflation. Arguing that we are "entering an era of persistent inflation", Jim walks through the biggest winners in this market environment. After correctly predicting the Fed's hawkish stance ahead of most analysts, Jim shares his thoughts on the bond market pricing in a pivot throughout 2023. Jim goes on to walk through the bond market turmoil with the worst H1 performance being recorded since 1787. Finally, Jim speaks on the contagion in crypto comparing the differences between DeFi protocols and CeFi lenders. But to hear that, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Intel CEO Pat Gelsinger vents about Ohio chip plant delay: 'It's such a pivotal moment. Please don't dither in Congress.' https://www.cnbc.com/2022/06/28/intel-ceo-on-ohio-chip-plant-delay-please-dont-dither-in-congress.html Walmart Says Reducing Inventory Glut Will Take 'Couple Quarters': https://www.bloomberg.com/news/articles/2022-06-03/walmart-says-reducing-inventory-glut-will-take-couple-quarters Russell Clark: Brace For Structurally Higher Inflation: https://www.youtube.com/watch?v=VfdFNVsf2t0 -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- (00:00) Introduction (02:00) "The Fed's Credibility Is On The Line" (05:55) Entering An Era Of Persistent Inflation (15:00) Which Assets Win When Inflation Hits? (24:45) Fireblocks Ad (26:02) The Bond Market Expects A Pivot In 2023 (35:30) Contagion In Crypto (47:05) Could Stablecoins Cause Systemic Risk? (55:55) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today's episode of "On the Margin," Jim Bianco of Bianco Research joins the show for a discussion on inflation. Arguing that we are "entering an era of persistent inflation", Jim walks through the biggest winners in this market environment.


After correctly predicting the Fed's hawkish stance ahead of most analysts, Jim shares his thoughts on the bond market pricing in a pivot throughout 2023. Jim goes on to walk through the bond market turmoil with the worst H1 performance being recorded since 1787.


Finally, Jim speaks on the contagion in crypto comparing the differences between DeFi protocols and CeFi lenders. But to hear that, you'll have to tune in!

--

Follow Jim: https://twitter.com/biancoresearch

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show:


Intel CEO Pat Gelsinger vents about Ohio chip plant delay: 'It's such a pivotal moment. Please don't dither in Congress.' https://www.cnbc.com/2022/06/28/intel-ceo-on-ohio-chip-plant-delay-please-dont-dither-in-congress.html


Walmart Says Reducing Inventory Glut Will Take 'Couple Quarters': https://www.bloomberg.com/news/articles/2022-06-03/walmart-says-reducing-inventory-glut-will-take-couple-quarters


Russell Clark: Brace For Structurally Higher Inflation: https://www.youtube.com/watch?v=VfdFNVsf2t0

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

(00:00) Introduction

(02:00) "The Fed's Credibility Is On The Line"

(05:55) Entering An Era Of Persistent Inflation

(15:00) Which Assets Win When Inflation Hits?

(24:45) Fireblocks Ad

(26:02) The Bond Market Expects A Pivot In 2023

(35:30) Contagion In Crypto

(47:05) Could Stablecoins Cause Systemic Risk?

(55:55) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3692 The Winds Of Recession Are Blowing | Weekly Roundup With Mark out, we have special guest filling in, Blockworks’ own Jack Farley, macro researcher and host of the Forward Guidance podcast. Jack explains how three recent events have made him think that a recession is more likely: moves in interest rates that suggest the Fed might pivot earlier than previously anticipated; the sharp fall in copper, cotton, and other commodity prices; and, most importantly, a forecast from the Atlanta Fed that real GDP for the U.S. will be negative. Mike then makes sense of the recent series of confidence runs that have taken the crypto world by storm, and he and Jack reflect on when the digital asset bear market might relent. Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow Jack: https://twitter.com/syrupsid Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 02 Jul 2022 11:00:00 -0000 full 1 131 Blockworks With Mark out, we have special guest filling in, Blockworks’ own Jack Farley, macro researcher and host of the Forward Guidance podcast. Jack explains how three recent events have made him think that a recession is more likely: moves in interest rates that suggest the Fed might pivot earlier than previously anticipated; the sharp fall in copper, cotton, and other commodity prices; and, most importantly, a forecast from the Atlanta Fed that real GDP for the U.S. will be negative. Mike then makes sense of the recent series of confidence runs that have taken the crypto world by storm, and he and Jack reflect on when the digital asset bear market might relent. Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Follow Jack: https://twitter.com/syrupsid Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. With Mark out, we have special guest filling in, Blockworks’ own Jack Farley, macro researcher and host of the Forward Guidance podcast. Jack explains how three recent events have made him think that a recession is more likely: moves in interest rates that suggest the Fed might pivot earlier than previously anticipated; the sharp fall in copper, cotton, and other commodity prices; and, most importantly, a forecast from the Atlanta Fed that real GDP for the U.S. will be negative.

Mike then makes sense of the recent series of confidence runs that have taken the crypto world by storm, and he and Jack reflect on when the digital asset bear market might relent.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Follow Jack: https://twitter.com/syrupsid

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 1796 Crypto Contagion Spreads, DeFi Offers an Answer | Sid Powell On today’s episode of “On the Margin” Sid Powell Co Founder of Maple Finance joins the show to discuss the recent credit contagion taking place in crypto.  With liquidity drying up in crypto & markets at large, deleveraging & liquidations have been taking place across the board. Sid joins the show to discuss the recent risk-off sentiment in markets and explains the differences between CeFi and DeFi lending. But to hear that, you'll have to tune in! -- Follow Sid: https://twitter.com/syrupsid Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  Voyager Digital Issues 3AC Notice of Default on Loan Around $665M: https://blockworks.co/voyager-digital... Archegos Capital Blowup: What Investors Need to Know: https://www.bloomberg.com/news/videos... -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- (00:00) Introduction (00:30) Credit In Crypto  (03:20) What Really Happened to 3AC? (06:45) CeFi vs DeFi Lending  (10:20) Do We Need A Lender Of Last Resort?  (22:10) The Consolidation Of Banking, An Opportunity For DeFi?  (25:20) A Roadmap For Crypto Lending  (29:00) Fireblocks Ad (30:18) A Roadmap For Crypto Lending  (36:25) On Chain Rating Agencies  (40:30) Building In A Bull vs Bear Market  (53:55) Sam Bankman-Fried Backstops Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 29 Jun 2022 14:30:00 -0000 full 1 130 Blockworks On today’s episode of “On the Margin” Sid Powell Co Founder of Maple Finance joins the show to discuss the recent credit contagion taking place in crypto.  With liquidity drying up in crypto & markets at large, deleveraging & liquidations have been taking place across the board. Sid joins the show to discuss the recent risk-off sentiment in markets and explains the differences between CeFi and DeFi lending. But to hear that, you'll have to tune in! -- Follow Sid: https://twitter.com/syrupsid Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  Voyager Digital Issues 3AC Notice of Default on Loan Around $665M: https://blockworks.co/voyager-digital... Archegos Capital Blowup: What Investors Need to Know: https://www.bloomberg.com/news/videos... -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- (00:00) Introduction (00:30) Credit In Crypto  (03:20) What Really Happened to 3AC? (06:45) CeFi vs DeFi Lending  (10:20) Do We Need A Lender Of Last Resort?  (22:10) The Consolidation Of Banking, An Opportunity For DeFi?  (25:20) A Roadmap For Crypto Lending  (29:00) Fireblocks Ad (30:18) A Roadmap For Crypto Lending  (36:25) On Chain Rating Agencies  (40:30) Building In A Bull vs Bear Market  (53:55) Sam Bankman-Fried Backstops Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin” Sid Powell Co Founder of Maple Finance joins the show to discuss the recent credit contagion taking place in crypto. 


With liquidity drying up in crypto & markets at large, deleveraging & liquidations have been taking place across the board. Sid joins the show to discuss the recent risk-off sentiment in markets and explains the differences between CeFi and DeFi lending. But to hear that, you'll have to tune in!

--

Follow Sid: https://twitter.com/syrupsid

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show: 


Voyager Digital Issues 3AC Notice of Default on Loan Around $665M: https://blockworks.co/voyager-digital...


Archegos Capital Blowup: What Investors Need to Know: https://www.bloomberg.com/news/videos...

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

(00:00) Introduction

(00:30) Credit In Crypto 

(03:20) What Really Happened to 3AC?

(06:45) CeFi vs DeFi Lending 

(10:20) Do We Need A Lender Of Last Resort? 

(22:10) The Consolidation Of Banking, An Opportunity For DeFi? 

(25:20) A Roadmap For Crypto Lending 

(29:00) Fireblocks Ad

(30:18) A Roadmap For Crypto Lending 

(36:25) On Chain Rating Agencies 

(40:30) Building In A Bull vs Bear Market 

(53:55) Sam Bankman-Fried Backstops Crypto

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3887 Crypto Is Facing Bank Runs | Weekly Roundup In this week's episode, Mark and I kick things off with the current state of crypto markets. We next move into the economy, what the Fed is doing, and increasing economic indicators that we are heading towards a recession. Finally we wrap things up with the state of lending and credit in crypto, including the "runs on the bank" that we're seeing at Celsius and similar companies. For Mark and my take there, you'll have to listen to the show. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 25 Jun 2022 11:00:00 -0000 full 1 129 Blockworks In this week's episode, Mark and I kick things off with the current state of crypto markets. We next move into the economy, what the Fed is doing, and increasing economic indicators that we are heading towards a recession. Finally we wrap things up with the state of lending and credit in crypto, including the "runs on the bank" that we're seeing at Celsius and similar companies. For Mark and my take there, you'll have to listen to the show. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this week's episode, Mark and I kick things off with the current state of crypto markets. We next move into the economy, what the Fed is doing, and increasing economic indicators that we are heading towards a recession. Finally we wrap things up with the state of lending and credit in crypto, including the "runs on the bank" that we're seeing at Celsius and similar companies.


For Mark and my take there, you'll have to listen to the show.

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.


Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.


More info at https://onthemargin.link/blockdaemon

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3004 Inflation Is The Fed's Greatest Fear | Liz Young SoFi’s Liz Young joins us on today’s episode of “On the Margin” for a post-FOMC rundown. When the Fed abandoned its anticipated 50 bp increase in favor of a 75 bp rate hike on the back of the Department of Labor announcing a higher-than-expected CPI of 8.6%, markets had a violent repricing. Liz, SoFi’s head of investment strategy, walks listeners through the forces driving the Fed’s tightening cycle — she also covers the housing market, “animal spirits,” red flags signaling an earnings recession, and the Fed’s reaction function to the wealth effect. Does Liz think we should anticipate a recession and continued Fed hawkishness? To find out, you’ll have to tune in. -- Follow Liz: https://twitter.com/LizYoungStrat Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: ​​https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927?mod=Searchresults_pos1&page=1 Coinbase To Cut 18% of Workforce, CEO Wary of Potential Recession: https://blockworks.co/coinbase-cut-workforce-ceo-wary-of-potential-recession/ Tech layoffs top 15K in a brutal May: https://techcrunch.com/2022/05/27/tech-layoffs-top-15k-employees-in-a-brutal-may/ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:11)・FOMC Meeting (02:56)・Increased Volatility & Market Reaction To A 75bp Hike (07:26)・The Housing Market (12:01)・Fireblocks Ad (13:19)・A Deep Recession On The Horizon (21:35)・Inflation Is THE Fed's Greatest Fear Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 22 Jun 2022 11:00:00 -0000 full 1 128 Blockworks SoFi’s Liz Young joins us on today’s episode of “On the Margin” for a post-FOMC rundown. When the Fed abandoned its anticipated 50 bp increase in favor of a 75 bp rate hike on the back of the Department of Labor announcing a higher-than-expected CPI of 8.6%, markets had a violent repricing. Liz, SoFi’s head of investment strategy, walks listeners through the forces driving the Fed’s tightening cycle — she also covers the housing market, “animal spirits,” red flags signaling an earnings recession, and the Fed’s reaction function to the wealth effect. Does Liz think we should anticipate a recession and continued Fed hawkishness? To find out, you’ll have to tune in. -- Follow Liz: https://twitter.com/LizYoungStrat Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: ​​https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927?mod=Searchresults_pos1&page=1 Coinbase To Cut 18% of Workforce, CEO Wary of Potential Recession: https://blockworks.co/coinbase-cut-workforce-ceo-wary-of-potential-recession/ Tech layoffs top 15K in a brutal May: https://techcrunch.com/2022/05/27/tech-layoffs-top-15k-employees-in-a-brutal-may/ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:11)・FOMC Meeting (02:56)・Increased Volatility & Market Reaction To A 75bp Hike (07:26)・The Housing Market (12:01)・Fireblocks Ad (13:19)・A Deep Recession On The Horizon (21:35)・Inflation Is THE Fed's Greatest Fear Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. SoFi’s Liz Young joins us on today’s episode of “On the Margin” for a post-FOMC rundown. When the Fed abandoned its anticipated 50 bp increase in favor of a 75 bp rate hike on the back of the Department of Labor announcing a higher-than-expected CPI of 8.6%, markets had a violent repricing.


Liz, SoFi’s head of investment strategy, walks listeners through the forces driving the Fed’s tightening cycle — she also covers the housing market, “animal spirits,” red flags signaling an earnings recession, and the Fed’s reaction function to the wealth effect.


Does Liz think we should anticipate a recession and continued Fed hawkishness? To find out, you’ll have to tune in.

--

Follow Liz: https://twitter.com/LizYoungStrat

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show: 


Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: ​​https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927?mod=Searchresults_pos1&page=1


Coinbase To Cut 18% of Workforce, CEO Wary of Potential Recession: https://blockworks.co/coinbase-cut-workforce-ceo-wary-of-potential-recession/


Tech layoffs top 15K in a brutal May: https://techcrunch.com/2022/05/27/tech-layoffs-top-15k-employees-in-a-brutal-may/

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(01:11)・FOMC Meeting

(02:56)・Increased Volatility & Market Reaction To A 75bp Hike

(07:26)・The Housing Market

(12:01)・Fireblocks Ad

(13:19)・A Deep Recession On The Horizon

(21:35)・Inflation Is THE Fed's Greatest Fear


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 1551 The Fed is Crushing the Economy | Weekly Roundup In this episode, Mark, Dan Tapiero and I discuss the latest FOMC meeting, the 75 basis point raise and the carnage rippling through the markets. Inflation is at record highs but are the FED’s rate hikes a precision tool or a blunt instrument that will cause lasting market damage? We explore the global financial market, crypto’s outlook and the most likely outcome of the bear market. Will the Fed raise rates until the market breaks? Will the money printer turn back on? Tune in to find out! -- Follow Dan Tapiero: https://twitter.com/DTAPCAP  Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced in the show: John Collison (Stripe) conversation with Stanley Druckenmiller https://youtu.be/-7sWLIybWnQ -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 18 Jun 2022 11:00:00 -0000 full 1 127 Blockworks In this episode, Mark, Dan Tapiero and I discuss the latest FOMC meeting, the 75 basis point raise and the carnage rippling through the markets. Inflation is at record highs but are the FED’s rate hikes a precision tool or a blunt instrument that will cause lasting market damage? We explore the global financial market, crypto’s outlook and the most likely outcome of the bear market. Will the Fed raise rates until the market breaks? Will the money printer turn back on? Tune in to find out! -- Follow Dan Tapiero: https://twitter.com/DTAPCAP  Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced in the show: John Collison (Stripe) conversation with Stanley Druckenmiller https://youtu.be/-7sWLIybWnQ -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Mark, Dan Tapiero and I discuss the latest FOMC meeting, the 75 basis point raise and the carnage rippling through the markets.

Inflation is at record highs but are the FED’s rate hikes a precision tool or a blunt instrument that will cause lasting market damage?

We explore the global financial market, crypto’s outlook and the most likely outcome of the bear market. Will the Fed raise rates until the market breaks? Will the money printer turn back on? Tune in to find out!

--

Follow Dan Tapiero: https://twitter.com/DTAPCAP 

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:

https://blockworks.co/newsletter/

--

Referenced in the show:

John Collison (Stripe) conversation with Stanley Druckenmiller

https://youtu.be/-7sWLIybWnQ

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.


More info at https://onthemargin.link/blockdaemon

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 4578 Fed “Taking The Punch Bowl Away” Triggers Market Sell-Off | Jurrien Timmer On today’s episode of “On the Margin,” Director of Global Macro at Fidelity Jurrien Timmer joins the show. As markets were in turmoil on Monday after a surging 8.6% inflation print on Friday, Jurrien joined the show to discuss all the macro forces driving markets. With bond yields spiking, equity markets selling off, crypto getting crushed, credit showing signs of stress and investors fleeing for the exit bidding the U.S Dollar higher, it's clear the "Fed taking away the punch bowl" caught investors out as liquidity dried up and correlations went to one. Jurrien goes on to discuss projected earnings, inflation expectations, the breakdown of a 60/40 portfolio during financial repression and the commodity supercycle thesis. Will the Fed be able to thread the needle? Looking back at periods throughout history, Jurrien helps answer that question, but to hear that, you'll have to tune in! -- Follow Jurrien Timmer: https://twitter.com/TimmerFidelity Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  US Home-Price Appreciation Accelerates for Fourth Month: https://www.bloomberg.com/news/articles/2022-05-31/us-home-price-appreciation-accelerates-for-fourth-month#xj4y7vzkg The Four Stages of an Economic Slowdown: https://www.youtube.com/watch?v=LuB2RcrXFHE Grant Williams Reveals the End Game for Central Bank Money Printing: https://www.youtube.com/watch?v=hs4z8eU1qvI Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:06)・Market Turmoil (03:24)・Rising Cost Of Capital (10:37)・Are We Heading For An Earnings Recession? (16:12)・The Fed's Goal Is Demand Destruction (21:56)・Inflation Expectations, The Fed Put & Rising Real Estate (30:35)・Fireblocks Ad (31:54)・Historical Stocks/Bonds Correlation (41:11)・Unwinding Of The 60/40 During Financial Repression (45:51)・The Commodity Supercycle Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 15 Jun 2022 11:00:00 -0000 full 1 126 Blockworks On today’s episode of “On the Margin,” Director of Global Macro at Fidelity Jurrien Timmer joins the show. As markets were in turmoil on Monday after a surging 8.6% inflation print on Friday, Jurrien joined the show to discuss all the macro forces driving markets. With bond yields spiking, equity markets selling off, crypto getting crushed, credit showing signs of stress and investors fleeing for the exit bidding the U.S Dollar higher, it's clear the "Fed taking away the punch bowl" caught investors out as liquidity dried up and correlations went to one. Jurrien goes on to discuss projected earnings, inflation expectations, the breakdown of a 60/40 portfolio during financial repression and the commodity supercycle thesis. Will the Fed be able to thread the needle? Looking back at periods throughout history, Jurrien helps answer that question, but to hear that, you'll have to tune in! -- Follow Jurrien Timmer: https://twitter.com/TimmerFidelity Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  US Home-Price Appreciation Accelerates for Fourth Month: https://www.bloomberg.com/news/articles/2022-05-31/us-home-price-appreciation-accelerates-for-fourth-month#xj4y7vzkg The Four Stages of an Economic Slowdown: https://www.youtube.com/watch?v=LuB2RcrXFHE Grant Williams Reveals the End Game for Central Bank Money Printing: https://www.youtube.com/watch?v=hs4z8eU1qvI Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:06)・Market Turmoil (03:24)・Rising Cost Of Capital (10:37)・Are We Heading For An Earnings Recession? (16:12)・The Fed's Goal Is Demand Destruction (21:56)・Inflation Expectations, The Fed Put & Rising Real Estate (30:35)・Fireblocks Ad (31:54)・Historical Stocks/Bonds Correlation (41:11)・Unwinding Of The 60/40 During Financial Repression (45:51)・The Commodity Supercycle Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin,” Director of Global Macro at Fidelity Jurrien Timmer joins the show. As markets were in turmoil on Monday after a surging 8.6% inflation print on Friday, Jurrien joined the show to discuss all the macro forces driving markets. With bond yields spiking, equity markets selling off, crypto getting crushed, credit showing signs of stress and investors fleeing for the exit bidding the U.S Dollar higher, it's clear the "Fed taking away the punch bowl" caught investors out as liquidity dried up and correlations went to one.


Jurrien goes on to discuss projected earnings, inflation expectations, the breakdown of a 60/40 portfolio during financial repression and the commodity supercycle thesis. Will the Fed be able to thread the needle? Looking back at periods throughout history, Jurrien helps answer that question, but to hear that, you'll have to tune in!

--

Follow Jurrien Timmer: https://twitter.com/TimmerFidelity

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Referenced In The Show: 


US Home-Price Appreciation Accelerates for Fourth Month: https://www.bloomberg.com/news/articles/2022-05-31/us-home-price-appreciation-accelerates-for-fourth-month#xj4y7vzkg


The Four Stages of an Economic Slowdown: https://www.youtube.com/watch?v=LuB2RcrXFHE


Grant Williams Reveals the End Game for Central Bank Money Printing: https://www.youtube.com/watch?v=hs4z8eU1qvI


Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(01:06)・Market Turmoil

(03:24)・Rising Cost Of Capital

(10:37)・Are We Heading For An Earnings Recession?

(16:12)・The Fed's Goal Is Demand Destruction

(21:56)・Inflation Expectations, The Fed Put & Rising Real Estate

(30:35)・Fireblocks Ad

(31:54)・Historical Stocks/Bonds Correlation

(41:11)・Unwinding Of The 60/40 During Financial Repression

(45:51)・The Commodity Supercycle


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3153 Cracks Form In Consumer Credit | Weekly Roundup In this episode, Mark and I tackle the growing bubble in consumer credit. We take a look at the personal savings rate and compared it to the sudden staggering increase in revolving credit. We discussed the evolution of banking in recent history, the growing and worrisome trend of "Buy Now Pay Later" and Apple's foray into that field, and covered the overall psychology of consumers during a recession. We ended the episode by covering BlockFi's down round, and whether or not we can expect more of the same in crypto and tech. For that take, you'll have to tune into the show. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 11 Jun 2022 11:00:00 -0000 full 1 125 Blockworks In this episode, Mark and I tackle the growing bubble in consumer credit. We take a look at the personal savings rate and compared it to the sudden staggering increase in revolving credit. We discussed the evolution of banking in recent history, the growing and worrisome trend of "Buy Now Pay Later" and Apple's foray into that field, and covered the overall psychology of consumers during a recession. We ended the episode by covering BlockFi's down round, and whether or not we can expect more of the same in crypto and tech. For that take, you'll have to tune into the show. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. In this episode, Mark and I tackle the growing bubble in consumer credit. We take a look at the personal savings rate and compared it to the sudden staggering increase in revolving credit.


We discussed the evolution of banking in recent history, the growing and worrisome trend of "Buy Now Pay Later" and Apple's foray into that field, and covered the overall psychology of consumers during a recession.


We ended the episode by covering BlockFi's down round, and whether or not we can expect more of the same in crypto and tech. For that take, you'll have to tune into the show.

--

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3674 “A lot More Pain To Come” For Risk Assets | Joseph Wang On today’s episode of “On the Margin,” former senior Federal Reserve trader Joseph Wang joins the show for a discussion on quantitative tightening. Citing Joseph's most recent piece "Turbo Tightening,” Mike and Joseph walk listeners through the monetary mechanics driving the Fed's balance sheet and the $2 trillion at the reverse repo. They then break down what this means for markets, specifically risk assets. As the Fed begins its quantitative tightening program, Joseph shares the scenarios which could lead to both a soft and hard landing for the Fed. As economist Lacy Hunt recently pointed out, “Since the Fed's founding in 1913, monetary tightening has resulted in hard landings in all but about 10 % of the cases. Some of the soft landings avoided a U.S. recession but still caused a financial crisis." Upon sharing his outlook for equities, bonds, inflation and risk assets, Joseph says there’s “a lot more pain to come.” This is a conversation you can't afford to miss as we wade through uncertain markets. To hear Joseph's thoughts, you'll have to tune in! -- Follow Joseph Wang: https://twitter.com/FedGuy12 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter -- Referenced In The Show: Turbo Tightening: https://fedguy.com/turbo-tightening/ Charlie Rose: Sir James Goldsmith Interview - 15.11.94: https://www.youtube.com/watch?v=wwmOkaKh3-s Fed Governor Christopher Waller says he's prepared to take rates past 'neutral' to fight inflation: https://www.cnbc.com/2022/05/30/fed-governor-christopher-waller-says-hes-prepared-to-take-rates-past-neutral-to-fight-inflation.html Monetary policy normalization in the euro area: https://www.ecb.europa.eu/press/blog/date/2022/html/ecb.blog220523~1f44a9e916.en.html -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:50)・Quantitative Tightening (08:07)・Soft Landing For Quantitative Tightening (13:05)・Hard Landing For Quantitative Tightening (21:21)・"A lot More Pain To Come" For Risk Assets (28:41)・Fireblocks Ad (29:58)・Raising Rates To Destroy The Wealth Effect (37:40)・Treasury Market Liquidity (42:01)・The End Game For The QE Era (45:32)・De-Globalization (47:14)・Expect a 30% Correction In Stocks (50:47)・Will Something Break & Powell Be Forced To Pivot? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 08 Jun 2022 11:00:00 -0000 full 1 124 Blockworks On today’s episode of “On the Margin,” former senior Federal Reserve trader Joseph Wang joins the show for a discussion on quantitative tightening. Citing Joseph's most recent piece "Turbo Tightening,” Mike and Joseph walk listeners through the monetary mechanics driving the Fed's balance sheet and the $2 trillion at the reverse repo. They then break down what this means for markets, specifically risk assets. As the Fed begins its quantitative tightening program, Joseph shares the scenarios which could lead to both a soft and hard landing for the Fed. As economist Lacy Hunt recently pointed out, “Since the Fed's founding in 1913, monetary tightening has resulted in hard landings in all but about 10 % of the cases. Some of the soft landings avoided a U.S. recession but still caused a financial crisis." Upon sharing his outlook for equities, bonds, inflation and risk assets, Joseph says there’s “a lot more pain to come.” This is a conversation you can't afford to miss as we wade through uncertain markets. To hear Joseph's thoughts, you'll have to tune in! -- Follow Joseph Wang: https://twitter.com/FedGuy12 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter -- Referenced In The Show: Turbo Tightening: https://fedguy.com/turbo-tightening/ Charlie Rose: Sir James Goldsmith Interview - 15.11.94: https://www.youtube.com/watch?v=wwmOkaKh3-s Fed Governor Christopher Waller says he's prepared to take rates past 'neutral' to fight inflation: https://www.cnbc.com/2022/05/30/fed-governor-christopher-waller-says-hes-prepared-to-take-rates-past-neutral-to-fight-inflation.html Monetary policy normalization in the euro area: https://www.ecb.europa.eu/press/blog/date/2022/html/ecb.blog220523~1f44a9e916.en.html -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:50)・Quantitative Tightening (08:07)・Soft Landing For Quantitative Tightening (13:05)・Hard Landing For Quantitative Tightening (21:21)・"A lot More Pain To Come" For Risk Assets (28:41)・Fireblocks Ad (29:58)・Raising Rates To Destroy The Wealth Effect (37:40)・Treasury Market Liquidity (42:01)・The End Game For The QE Era (45:32)・De-Globalization (47:14)・Expect a 30% Correction In Stocks (50:47)・Will Something Break & Powell Be Forced To Pivot? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin,” former senior Federal Reserve trader Joseph Wang joins the show for a discussion on quantitative tightening. Citing Joseph's most recent piece "Turbo Tightening,” Mike and Joseph walk listeners through the monetary mechanics driving the Fed's balance sheet and the $2 trillion at the reverse repo. They then break down what this means for markets, specifically risk assets.


As the Fed begins its quantitative tightening program, Joseph shares the scenarios which could lead to both a soft and hard landing for the Fed. As economist Lacy Hunt recently pointed out, “Since the Fed's founding in 1913, monetary tightening has resulted in hard landings in all but about 10 % of the cases. Some of the soft landings avoided a U.S. recession but still caused a financial crisis."


Upon sharing his outlook for equities, bonds, inflation and risk assets, Joseph says there’s “a lot more pain to come.” This is a conversation you can't afford to miss as we wade through uncertain markets. To hear Joseph's thoughts, you'll have to tune in!

--

Follow Joseph Wang: https://twitter.com/FedGuy12

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter

--

Referenced In The Show:

Turbo Tightening: https://fedguy.com/turbo-tightening/


Charlie Rose: Sir James Goldsmith Interview - 15.11.94: https://www.youtube.com/watch?v=wwmOkaKh3-s


Fed Governor Christopher Waller says he's prepared to take rates past 'neutral' to fight inflation: https://www.cnbc.com/2022/05/30/fed-governor-christopher-waller-says-hes-prepared-to-take-rates-past-neutral-to-fight-inflation.html


Monetary policy normalization in the euro area: https://www.ecb.europa.eu/press/blog/date/2022/html/ecb.blog220523~1f44a9e916.en.html

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(00:50)・Quantitative Tightening

(08:07)・Soft Landing For Quantitative Tightening

(13:05)・Hard Landing For Quantitative Tightening

(21:21)・"A lot More Pain To Come" For Risk Assets

(28:41)・Fireblocks Ad

(29:58)・Raising Rates To Destroy The Wealth Effect

(37:40)・Treasury Market Liquidity

(42:01)・The End Game For The QE Era

(45:32)・De-Globalization

(47:14)・Expect a 30% Correction In Stocks

(50:47)・Will Something Break & Powell Be Forced To Pivot?


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3372 Layoffs Are Just Getting Started | Weekly Roundup Charts Discussed In Today's Episode: https://bit.ly/3Q4P4zA In this week's episode, Mike and Mark get into a subject that is near and dear to everyone's heart: layoffs. The episode begins by getting into the raw numbers: initial and continuing jobless claims, the change in recent reports from ADP, and the record number of mentions of "hiring freeze" from CEOs. Next Mike and Mark cover how monetary policy and liquidity translate to demand and hiring needs at company. They cover things from the investor point of view, as well as the employee point of view and how you should think about taking on equity compensation. Finally, they cover insider trading laws in crypto and recent negative statements coming from the New York AG. For that discussion, you'll have to tune into the episode. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 04 Jun 2022 11:00:00 -0000 full 1 123 Blockworks Charts Discussed In Today's Episode: https://bit.ly/3Q4P4zA In this week's episode, Mike and Mark get into a subject that is near and dear to everyone's heart: layoffs. The episode begins by getting into the raw numbers: initial and continuing jobless claims, the change in recent reports from ADP, and the record number of mentions of "hiring freeze" from CEOs. Next Mike and Mark cover how monetary policy and liquidity translate to demand and hiring needs at company. They cover things from the investor point of view, as well as the employee point of view and how you should think about taking on equity compensation. Finally, they cover insider trading laws in crypto and recent negative statements coming from the New York AG. For that discussion, you'll have to tune into the episode. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Charts Discussed In Today's Episode: https://bit.ly/3Q4P4zA


In this week's episode, Mike and Mark get into a subject that is near and dear to everyone's heart: layoffs. The episode begins by getting into the raw numbers: initial and continuing jobless claims, the change in recent reports from ADP, and the record number of mentions of "hiring freeze" from CEOs.


Next Mike and Mark cover how monetary policy and liquidity translate to demand and hiring needs at company. They cover things from the investor point of view, as well as the employee point of view and how you should think about taking on equity compensation.


Finally, they cover insider trading laws in crypto and recent negative statements coming from the New York AG. For that discussion, you'll have to tune into the episode.

--

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.


Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.


More info at https://onthemargin.link/blockdaemon

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3596 It's “Game Over” For Inflation, The Risk Is Recession | David Rosenberg On today’s episode of “On the Margin,” David Rosenberg joins the show to discuss the mounting risk of recession. Investors are battling with the highest inflation the US has seen in 40 years. PMIs are contracting in China, M2 growth is turning negative, and consumers have begun to reign in spending. David forecasts a substantial economic slowdown and sees the threat of recession creeping closer — he also predicts a surprise shock that markets have yet to realize. Is a deflationary sucker punch on the horizon? You'll have to tune in to find out! -- David Rosenberg is the founder and President of the research firm Rosenberg Research. You can sign up for a free, one-month trial on their website: rosenbergresearch.com. Follow David Rosenberg: https://twitter.com/EconguyRosie Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:53)・Inflation (14:43)・Leading Indicators For Inflation (23:40)・Fireblocks Ad (24:57)・Declining Productivity (35:11)・The Great Narrative Unwind (45:48)・The Powell Put: Comparisons To Paul Volcker (50:24)・The Powell Pivot Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 01 Jun 2022 11:00:00 -0000 full 1 122 Blockworks On today’s episode of “On the Margin,” David Rosenberg joins the show to discuss the mounting risk of recession. Investors are battling with the highest inflation the US has seen in 40 years. PMIs are contracting in China, M2 growth is turning negative, and consumers have begun to reign in spending. David forecasts a substantial economic slowdown and sees the threat of recession creeping closer — he also predicts a surprise shock that markets have yet to realize. Is a deflationary sucker punch on the horizon? You'll have to tune in to find out! -- David Rosenberg is the founder and President of the research firm Rosenberg Research. You can sign up for a free, one-month trial on their website: rosenbergresearch.com. Follow David Rosenberg: https://twitter.com/EconguyRosie Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:53)・Inflation (14:43)・Leading Indicators For Inflation (23:40)・Fireblocks Ad (24:57)・Declining Productivity (35:11)・The Great Narrative Unwind (45:48)・The Powell Put: Comparisons To Paul Volcker (50:24)・The Powell Pivot Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin,” David Rosenberg joins the show to discuss the mounting risk of recession.


Investors are battling with the highest inflation the US has seen in 40 years. PMIs are contracting in China, M2 growth is turning negative, and consumers have begun to reign in spending. David forecasts a substantial economic slowdown and sees the threat of recession creeping closer — he also predicts a surprise shock that markets have yet to realize.


Is a deflationary sucker punch on the horizon? You'll have to tune in to find out!

--

David Rosenberg is the founder and President of the research firm Rosenberg Research. You can sign up for a free, one-month trial on their website: rosenbergresearch.com.


Follow David Rosenberg: https://twitter.com/EconguyRosie

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(00:53)・Inflation

(14:43)・Leading Indicators For Inflation

(23:40)・Fireblocks Ad

(24:57)・Declining Productivity

(35:11)・The Great Narrative Unwind

(45:48)・The Powell Put: Comparisons To Paul Volcker

(50:24)・The Powell Pivot


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3885 The Great Narrative Unwind | Weekly Roundup The On The Margin weekly round up returns! After a busy week in Palm Beach for the Blockworks event Permissionless, your favourite weekly round up is back to discuss the biggest stories in markets. Mike and Mark focus on tackling the narratives that were popular during the bull market to see how they are holding up during 2022's unwind. Can the Fed raise rates considering the amount of outstanding debt the US has, are we really in a supercycle, how will the bear market compare to previous market declines and so much more. To hear their thoughts, you'll just have to tune into the episode! -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Sat, 28 May 2022 11:00:00 -0000 full 1 121 Blockworks The On The Margin weekly round up returns! After a busy week in Palm Beach for the Blockworks event Permissionless, your favourite weekly round up is back to discuss the biggest stories in markets. Mike and Mark focus on tackling the narratives that were popular during the bull market to see how they are holding up during 2022's unwind. Can the Fed raise rates considering the amount of outstanding debt the US has, are we really in a supercycle, how will the bear market compare to previous market declines and so much more. To hear their thoughts, you'll just have to tune into the episode! -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. The On The Margin weekly round up returns! After a busy week in Palm Beach for the Blockworks event Permissionless, your favourite weekly round up is back to discuss the biggest stories in markets.


Mike and Mark focus on tackling the narratives that were popular during the bull market to see how they are holding up during 2022's unwind. Can the Fed raise rates considering the amount of outstanding debt the US has, are we really in a supercycle, how will the bear market compare to previous market declines and so much more.


To hear their thoughts, you'll just have to tune into the episode!

--

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.


Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.


More info at https://onthemargin.link/blockdaemon

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3499 Crypto Bear Market: How Bad Can it Get? with Ben Cowen | On The Margin On today’s episode of “On the Margin,” Ben Cowen, CEO of Into The Cryptoverse joins the show to discuss the crypto winter and bear market many investors are experiencing. As sentiment shifts, Bitcoin dominance begins rising & macro forces drive widely viewed risk assets lower, Ben gives a measured & data driven analysis of the fundamentals driving Bitcoin and crypto more broadly. Should we expect more pain to come or are investors preparing for a bottom in the near future? To find out, you'll have to tune in. -- Follow Ben Cowen: https://twitter.com/intocryptoverse Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:08)・Bitcoin Dominance (09:31)・Sentiment Shifts In Crypto (13:10)・Bull, Bear & Base Case (16:30)・Comparisons Between Crypto & The 2000 Tech Bubble (23:16)・Timing A Bear Market Bottom (28:22)・Diminishing Returns In Crypto (33:12)・Fireblocks Ad (34:30)・Building In A Bear Market (39:48)・The Macro Forces Driving Crypto (45:08)・The Ethereum Merge (52:15)・Surviving A Bear Market Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 25 May 2022 11:00:00 -0000 full 1 120 Blockworks On today’s episode of “On the Margin,” Ben Cowen, CEO of Into The Cryptoverse joins the show to discuss the crypto winter and bear market many investors are experiencing. As sentiment shifts, Bitcoin dominance begins rising & macro forces drive widely viewed risk assets lower, Ben gives a measured & data driven analysis of the fundamentals driving Bitcoin and crypto more broadly. Should we expect more pain to come or are investors preparing for a bottom in the near future? To find out, you'll have to tune in. -- Follow Ben Cowen: https://twitter.com/intocryptoverse Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:08)・Bitcoin Dominance (09:31)・Sentiment Shifts In Crypto (13:10)・Bull, Bear & Base Case (16:30)・Comparisons Between Crypto & The 2000 Tech Bubble (23:16)・Timing A Bear Market Bottom (28:22)・Diminishing Returns In Crypto (33:12)・Fireblocks Ad (34:30)・Building In A Bear Market (39:48)・The Macro Forces Driving Crypto (45:08)・The Ethereum Merge (52:15)・Surviving A Bear Market Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin,” Ben Cowen, CEO of Into The Cryptoverse joins the show to discuss the crypto winter and bear market many investors are experiencing.


As sentiment shifts, Bitcoin dominance begins rising & macro forces drive widely viewed risk assets lower, Ben gives a measured & data driven analysis of the fundamentals driving Bitcoin and crypto more broadly. Should we expect more pain to come or are investors preparing for a bottom in the near future? To find out, you'll have to tune in.

--

Follow Ben Cowen: https://twitter.com/intocryptoverse

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(01:08)・Bitcoin Dominance

(09:31)・Sentiment Shifts In Crypto

(13:10)・Bull, Bear & Base Case

(16:30)・Comparisons Between Crypto & The 2000 Tech Bubble

(23:16)・Timing A Bear Market Bottom

(28:22)・Diminishing Returns In Crypto

(33:12)・Fireblocks Ad

(34:30)・Building In A Bear Market

(39:48)・The Macro Forces Driving Crypto

(45:08)・The Ethereum Merge

(52:15)・Surviving A Bear Market


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 3567 Fed Wants To Crash The Stock Market | Steven Van Metre On today’s episode of “On the Margin,” Steve Van Metre joins the show to discuss Fed chair Powell's plan to crash the stock market in 2022. With soaring inflation, the Fed embarks on its plan to tighten financial conditions at an accelerating pace with stock holders being the number one target. Steve also discusses the state of the bond market, signs of a looming recession, when we may see a market bottom, peak inflation and how a rising dollar could effect all of these scenarios the Fed is faced with. -- Follow Steve: https://twitter.com/MetreSteven Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:01)・Have We Seen Peak Inflation? (03:46)・The Bond Market (12:04)・A Rising Dollar (14:53)・How Do Sanctions Effect The Dollar? (18:18)・Delinquencies In China (19:45)・Fireblocks Ad (21:02)・Lockdowns In China (23:38)・Is The U.S Heading For Recession? (26:17)・Powell Wants To Crash The Stock Market (36:02)・Signs of A Market Bottom (40:25)・The Fed Wont Get Their Soft Landing (42:12)・Final Thoughts Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 18 May 2022 11:00:00 -0000 full 1 119 Blockworks On today’s episode of “On the Margin,” Steve Van Metre joins the show to discuss Fed chair Powell's plan to crash the stock market in 2022. With soaring inflation, the Fed embarks on its plan to tighten financial conditions at an accelerating pace with stock holders being the number one target. Steve also discusses the state of the bond market, signs of a looming recession, when we may see a market bottom, peak inflation and how a rising dollar could effect all of these scenarios the Fed is faced with. -- Follow Steve: https://twitter.com/MetreSteven Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:01)・Have We Seen Peak Inflation? (03:46)・The Bond Market (12:04)・A Rising Dollar (14:53)・How Do Sanctions Effect The Dollar? (18:18)・Delinquencies In China (19:45)・Fireblocks Ad (21:02)・Lockdowns In China (23:38)・Is The U.S Heading For Recession? (26:17)・Powell Wants To Crash The Stock Market (36:02)・Signs of A Market Bottom (40:25)・The Fed Wont Get Their Soft Landing (42:12)・Final Thoughts Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin,” Steve Van Metre joins the show to discuss Fed chair Powell's plan to crash the stock market in 2022.


With soaring inflation, the Fed embarks on its plan to tighten financial conditions at an accelerating pace with stock holders being the number one target. Steve also discusses the state of the bond market, signs of a looming recession, when we may see a market bottom, peak inflation and how a rising dollar could effect all of these scenarios the Fed is faced with.

--

Follow Steve: https://twitter.com/MetreSteven

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(01:01)・Have We Seen Peak Inflation?

(03:46)・The Bond Market

(12:04)・A Rising Dollar

(14:53)・How Do Sanctions Effect The Dollar?

(18:18)・Delinquencies In China

(19:45)・Fireblocks Ad

(21:02)・Lockdowns In China

(23:38)・Is The U.S Heading For Recession?

(26:17)・Powell Wants To Crash The Stock Market

(36:02)・Signs of A Market Bottom

(40:25)・The Fed Wont Get Their Soft Landing

(42:12)・Final Thoughts


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2676 UST Break Ushers in a New Crypto Bear Market | On The Margin In this week's episode, Mark and I focus primarily on one story: the depegging of UST and evaporation of Luna. We cover a brief overview of UST, what the algorithmic model was that underpinned it, and what caused it to come undone. We also got into the aftermath of an explosion like this, and the contagion that could spread out into the ecosystem. We also discussed what new entrants to crypto should expect in a bear market, the current state of Coinbase, and Elon Musk's decision to "pause" his bid for Twitter. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 14 May 2022 11:00:00 -0000 full 1 118 Blockworks In this week's episode, Mark and I focus primarily on one story: the depegging of UST and evaporation of Luna. We cover a brief overview of UST, what the algorithmic model was that underpinned it, and what caused it to come undone. We also got into the aftermath of an explosion like this, and the contagion that could spread out into the ecosystem. We also discussed what new entrants to crypto should expect in a bear market, the current state of Coinbase, and Elon Musk's decision to "pause" his bid for Twitter. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this week's episode, Mark and I focus primarily on one story: the depegging of UST and evaporation of Luna.

We cover a brief overview of UST, what the algorithmic model was that underpinned it, and what caused it to come undone. We also got into the aftermath of an explosion like this, and the contagion that could spread out into the ecosystem.

We also discussed what new entrants to crypto should expect in a bear market, the current state of Coinbase, and Elon Musk's decision to "pause" his bid for Twitter.

--

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.


Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.


More info at https://onthemargin.link/blockdaemon

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3814 Inflation Has Put The Fed In Handcuffs | Peter Boockvar On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.” Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation the number one enemy? To find out, you'll have to tune in! -- Follow Peter Boockvar: https://twitter.com/pboockvar Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Bretton Woods III. https://static.bullionstar.com/blogs/... "Russia, China new pipeline, to settle in euros": https://tinyurl.com/bd3hr69d Saudi Arabia Considers Accepting Yuan: https://tinyurl.com/pb6keeh2 Ben S. Bernanke Article: https://tinyurl.com/2p968u9m -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:43)・Peter's Macro Outlook (02:18)・The Bond Market Bubble (09:40)・Unintended Consequences of Government Intervention (15:57)・The Credit Cycle (18:01)・Lack of Credibility In The Fed (23:31)・Fireblocks Ad (24:49)・The U.S Dollar (29:40)・Zoltan Poszar: Bretton Woods III (32:41)・Is The World Shifting Away From The Dollar? (34:35)・The Role of Commodities Over The Next Decade (36:24)・Equity Market Outlook (40:56)・Will Powell Be Forced To Pivot? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 11 May 2022 11:00:00 -0000 full 1 117 Blockworks On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.” Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation the number one enemy? To find out, you'll have to tune in! -- Follow Peter Boockvar: https://twitter.com/pboockvar Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Bretton Woods III. https://static.bullionstar.com/blogs/... "Russia, China new pipeline, to settle in euros": https://tinyurl.com/bd3hr69d Saudi Arabia Considers Accepting Yuan: https://tinyurl.com/pb6keeh2 Ben S. Bernanke Article: https://tinyurl.com/2p968u9m -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:43)・Peter's Macro Outlook (02:18)・The Bond Market Bubble (09:40)・Unintended Consequences of Government Intervention (15:57)・The Credit Cycle (18:01)・Lack of Credibility In The Fed (23:31)・Fireblocks Ad (24:49)・The U.S Dollar (29:40)・Zoltan Poszar: Bretton Woods III (32:41)・Is The World Shifting Away From The Dollar? (34:35)・The Role of Commodities Over The Next Decade (36:24)・Equity Market Outlook (40:56)・Will Powell Be Forced To Pivot? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.”


Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation the number one enemy? To find out, you'll have to tune in!

--

Follow Peter Boockvar: https://twitter.com/pboockvar

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Referenced In The Show:

Bretton Woods III. https://static.bullionstar.com/blogs/...

"Russia, China new pipeline, to settle in euros": https://tinyurl.com/bd3hr69d

Saudi Arabia Considers Accepting Yuan: https://tinyurl.com/pb6keeh2

Ben S. Bernanke Article: https://tinyurl.com/2p968u9m

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(00:43)・Peter's Macro Outlook

(02:18)・The Bond Market Bubble

(09:40)・Unintended Consequences of Government Intervention

(15:57)・The Credit Cycle

(18:01)・Lack of Credibility In The Fed

(23:31)・Fireblocks Ad

(24:49)・The U.S Dollar

(29:40)・Zoltan Poszar: Bretton Woods III

(32:41)・Is The World Shifting Away From The Dollar?

(34:35)・The Role of Commodities Over The Next Decade

(36:24)・Equity Market Outlook

(40:56)・Will Powell Be Forced To Pivot?


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2684 Markets Puke - Is Recession Imminent? | Weekly Roundup In this episode, Mark and I are focused on answering one question: what is going on with markets? We kick things off with a quick summary of the equity and bond markets, both of which are having some of their worst starts to the year ever. In the case of the US 10 year, YTD performance through April is the worst it's been since 1778! Next we moved onto three unsustainable states of being in the market today: 1) equity valuations 2) debt to GDP and 3) wealth inequality. We discussed each of these topics at length, and outlined their connections to one another. Finally we ended on the transition away from capital to labor, but for that you'll have to tune into the show. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 07 May 2022 11:00:00 -0000 full 1 116 Blockworks In this episode, Mark and I are focused on answering one question: what is going on with markets? We kick things off with a quick summary of the equity and bond markets, both of which are having some of their worst starts to the year ever. In the case of the US 10 year, YTD performance through April is the worst it's been since 1778! Next we moved onto three unsustainable states of being in the market today: 1) equity valuations 2) debt to GDP and 3) wealth inequality. We discussed each of these topics at length, and outlined their connections to one another. Finally we ended on the transition away from capital to labor, but for that you'll have to tune into the show. -- Follow Mark Yusko: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode, Mark and I are focused on answering one question: what is going on with markets?

We kick things off with a quick summary of the equity and bond markets, both of which are having some of their worst starts to the year ever. In the case of the US 10 year, YTD performance through April is the worst it's been since 1778!

Next we moved onto three unsustainable states of being in the market today: 1) equity valuations 2) debt to GDP and 3) wealth inequality. We discussed each of these topics at length, and outlined their connections to one another.

Finally we ended on the transition away from capital to labor, but for that you'll have to tune into the show.

--

Follow Mark Yusko: https://twitter.com/MarkYusko

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 4013 US Dollar "Wrecking Ball" Will Fracture The Global Economy | Michael Nicoletos On today’s episode of “On the Margin,” founder and managing director of DeFi Advisors Michael Nicoletos shares the macro forces driving the dollar higher. As risk mounts, recession warnings loom, and investors take flight for safe haven assets, it's no wonder the dollar finds itself rallying past March 2020 highs. With an expertise in FX markets, Michael shares how the dollar wrecking ball will impact the global economy, particularly emerging markets, as growth continues to slow and the world scrambles for greenbacks. To hear Michael’s take, you’ll have to tune in! -- Follow Michael Nicoletos: https://twitter.com/mnicoletos Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Referenced In The Show: Bretton Woods III. https://static.bullionstar.com/blogs/uploads/2022/03/Bretton-Woods-III-Zoltan-Pozsar.pdf -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:50)・Michael's Macro Outlook (06:30)・US Dollar Wrecking Ball (10:04)・The Russian Ruble (15:00)・Fireblocks Ad (16:17)・Bretton Woods III (26:13)・What's Going On With The Yen? (28:31)・Trouble In Emerging Markets (35:28)・Is The Fed Behind The Curve? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Wed, 04 May 2022 11:00:00 -0000 full 1 115 Blockworks On today’s episode of “On the Margin,” founder and managing director of DeFi Advisors Michael Nicoletos shares the macro forces driving the dollar higher. As risk mounts, recession warnings loom, and investors take flight for safe haven assets, it's no wonder the dollar finds itself rallying past March 2020 highs. With an expertise in FX markets, Michael shares how the dollar wrecking ball will impact the global economy, particularly emerging markets, as growth continues to slow and the world scrambles for greenbacks. To hear Michael’s take, you’ll have to tune in! -- Follow Michael Nicoletos: https://twitter.com/mnicoletos Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Referenced In The Show: Bretton Woods III. https://static.bullionstar.com/blogs/uploads/2022/03/Bretton-Woods-III-Zoltan-Pozsar.pdf -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:50)・Michael's Macro Outlook (06:30)・US Dollar Wrecking Ball (10:04)・The Russian Ruble (15:00)・Fireblocks Ad (16:17)・Bretton Woods III (26:13)・What's Going On With The Yen? (28:31)・Trouble In Emerging Markets (35:28)・Is The Fed Behind The Curve? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. On today’s episode of “On the Margin,” founder and managing director of DeFi Advisors Michael Nicoletos shares the macro forces driving the dollar higher. As risk mounts, recession warnings loom, and investors take flight for safe haven assets, it's no wonder the dollar finds itself rallying past March 2020 highs.


With an expertise in FX markets, Michael shares how the dollar wrecking ball will impact the global economy, particularly emerging markets, as growth continues to slow and the world scrambles for greenbacks. To hear Michael’s take, you’ll have to tune in!

--

Follow Michael Nicoletos: https://twitter.com/mnicoletos

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


Referenced In The Show:

Bretton Woods III. https://static.bullionstar.com/blogs/uploads/2022/03/Bretton-Woods-III-Zoltan-Pozsar.pdf

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

Timestamps:

(00:00)・Introduction

(00:50)・Michael's Macro Outlook

(06:30)・US Dollar Wrecking Ball

(10:04)・The Russian Ruble

(15:00)・Fireblocks Ad

(16:17)・Bretton Woods III

(26:13)・What's Going On With The Yen?

(28:31)・Trouble In Emerging Markets

(35:28)・Is The Fed Behind The Curve?


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

]]> 2566 What Was Bill Hwang Thinking? | Weekly Roundup In this episode, Mark and I started off with an old topic that is just resurfacing: the criminal charges being levied against ex-Tiger Cub Bill Hwang. Next we moved onto the slowing growth in GDP, precipitous rise of the DXY, and the damage being done to tech stocks compared to crypto. Finally we ended things on Fidelity's decision to allow 401K participants to include Bitcoin and the Labor Department's response. For that take, you'll need to tune into the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 30 Apr 2022 11:00:00 -0000 full 1 114 Blockworks In this episode, Mark and I started off with an old topic that is just resurfacing: the criminal charges being levied against ex-Tiger Cub Bill Hwang. Next we moved onto the slowing growth in GDP, precipitous rise of the DXY, and the damage being done to tech stocks compared to crypto. Finally we ended things on Fidelity's decision to allow 401K participants to include Bitcoin and the Labor Department's response. For that take, you'll need to tune into the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode, Mark and I started off with an old topic that is just resurfacing: the criminal charges being levied against ex-Tiger Cub Bill Hwang.

Next we moved onto the slowing growth in GDP, precipitous rise of the DXY, and the damage being done to tech stocks compared to crypto.

Finally we ended things on Fidelity's decision to allow 401K participants to include Bitcoin and the Labor Department's response. For that take, you'll need to tune into the episode.

--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3458 Is The Bull Market Over? | Darius Dale On today’s episode of “On the Margin,” 42 Macro founder and CEO Darius Dale gives listeners the details on his four horsemen of market risk signals and what they tell us about potential hazards brewing in the market. Along with host Michael Ippolito, Darius walks us through his point of view on the Fed’s inflation fears, the Bank of Japan’s reinstatement of yield curve control, and warning signs coming out of China. They also speculate on the 40-year bull run on the bond market: Could we soon be witnessing a regime change? To hear Darius’ take, you’ll want to tune in. Referenced In The Show: BoJ Announcement on the Conduct of Fixed-Rate Purchase Operations: https://www.boj.or.jp/en/announcements/release_2022/rel220420d.pdf China’s Population Flatlines With Fewest Births Since 1950: https://www.bloomberg.com/news/articles/2022-01-17/china-s-population-flatlines-with-fewest-births-since-1950 -- Follow Darius Dale: https://twitter.com/42macroDDale Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00)・Introduction (01:13)・Darius' 2022 Market Outlook (08:51)・6-12 Month Cyclical Outlook (12:39)・The Fed's Inflation Fears (16:11)・The Four Horsemen of Market Risk (20:32)・Growth To Value (22:43)・BoJ Announces Yield Curve Control (28:26)・Fireblocks Ad (29:45)・Is The Bond Bull Market Over? (35:50)・The Chinese Credit Cycle (39:22)・The Rise & Fall of Empires (43:04)・A Polarising World & Shift To De-Globalization (45:54)・Venture Capital Flows Into Crypto Wed, 27 Apr 2022 11:00:00 -0000 full 1 113 Blockworks On today’s episode of “On the Margin,” 42 Macro founder and CEO Darius Dale gives listeners the details on his four horsemen of market risk signals and what they tell us about potential hazards brewing in the market. Along with host Michael Ippolito, Darius walks us through his point of view on the Fed’s inflation fears, the Bank of Japan’s reinstatement of yield curve control, and warning signs coming out of China. They also speculate on the 40-year bull run on the bond market: Could we soon be witnessing a regime change? To hear Darius’ take, you’ll want to tune in. Referenced In The Show: BoJ Announcement on the Conduct of Fixed-Rate Purchase Operations: https://www.boj.or.jp/en/announcements/release_2022/rel220420d.pdf China’s Population Flatlines With Fewest Births Since 1950: https://www.bloomberg.com/news/articles/2022-01-17/china-s-population-flatlines-with-fewest-births-since-1950 -- Follow Darius Dale: https://twitter.com/42macroDDale Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00)・Introduction (01:13)・Darius' 2022 Market Outlook (08:51)・6-12 Month Cyclical Outlook (12:39)・The Fed's Inflation Fears (16:11)・The Four Horsemen of Market Risk (20:32)・Growth To Value (22:43)・BoJ Announces Yield Curve Control (28:26)・Fireblocks Ad (29:45)・Is The Bond Bull Market Over? (35:50)・The Chinese Credit Cycle (39:22)・The Rise & Fall of Empires (43:04)・A Polarising World & Shift To De-Globalization (45:54)・Venture Capital Flows Into Crypto On today’s episode of “On the Margin,” 42 Macro founder and CEO Darius Dale gives listeners the details on his four horsemen of market risk signals and what they tell us about potential hazards brewing in the market.


Along with host Michael Ippolito, Darius walks us through his point of view on the Fed’s inflation fears, the Bank of Japan’s reinstatement of yield curve control, and warning signs coming out of China. They also speculate on the 40-year bull run on the bond market: Could we soon be witnessing a regime change? To hear Darius’ take, you’ll want to tune in.


Referenced In The Show:

BoJ Announcement on the Conduct of Fixed-Rate Purchase Operations: https://www.boj.or.jp/en/announcements/release_2022/rel220420d.pdf


China’s Population Flatlines With Fewest Births Since 1950: https://www.bloomberg.com/news/articles/2022-01-17/china-s-population-flatlines-with-fewest-births-since-1950

--

Follow Darius Dale: https://twitter.com/42macroDDale

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


Timestamps:

(00:00)・Introduction

(01:13)・Darius' 2022 Market Outlook

(08:51)・6-12 Month Cyclical Outlook

(12:39)・The Fed's Inflation Fears

(16:11)・The Four Horsemen of Market Risk

(20:32)・Growth To Value

(22:43)・BoJ Announces Yield Curve Control

(28:26)・Fireblocks Ad

(29:45)・Is The Bond Bull Market Over?

(35:50)・The Chinese Credit Cycle

(39:22)・The Rise & Fall of Empires

(43:04)・A Polarising World & Shift To De-Globalization

(45:54)・Venture Capital Flows Into Crypto

]]> 3427 Bill Ackman Loses $430 Million on Netflix | On The Margin In this episode, Mark and I kick things off with Netflix's earnings. After posting their first ever subscriber loss, the stock tumbled nearly 40% costing recent investor Bill Ackman $430 Million in just three months. We covered what this recent sell-off might portent for tech stocks moving forward. After Netflix we moved on to discuss the Yen and it's rapid slide against the dollar. Mark gave some color as to why the Yen functions as a reserve asset for global investors, and what its depreciation means for markets. Finally we covered the recent rise in food prices, the Bitcoin lightning network, and crypto valuations. For that, you'll have to tune into the show. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 23 Apr 2022 11:00:00 -0000 full 1 112 Blockworks In this episode, Mark and I kick things off with Netflix's earnings. After posting their first ever subscriber loss, the stock tumbled nearly 40% costing recent investor Bill Ackman $430 Million in just three months. We covered what this recent sell-off might portent for tech stocks moving forward. After Netflix we moved on to discuss the Yen and it's rapid slide against the dollar. Mark gave some color as to why the Yen functions as a reserve asset for global investors, and what its depreciation means for markets. Finally we covered the recent rise in food prices, the Bitcoin lightning network, and crypto valuations. For that, you'll have to tune into the show. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode, Mark and I kick things off with Netflix's earnings. After posting their first ever subscriber loss, the stock tumbled nearly 40% costing recent investor Bill Ackman $430 Million in just three months. We covered what this recent sell-off might portent for tech stocks moving forward.


After Netflix we moved on to discuss the Yen and it's rapid slide against the dollar. Mark gave some color as to why the Yen functions as a reserve asset for global investors, and what its depreciation means for markets.


Finally we covered the recent rise in food prices, the Bitcoin lightning network, and crypto valuations. For that, you'll have to tune into the show.

--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2956 The Rise & Fall of Crypto Culture | Konstantin Richter On today's episode of On The Margin, Mike Ippolito is joined by Blockdaemon CEO & Founder Konstantin Richter to discuss the rise & fall of crypto culture. When sentiment shifts in crypto markets, founders build conviction. Konstantin reminds us of previous cycles & shares why he has never been more optimistic on the future of crypto than right now. Mike & Konstantin also discuss the founding of Blockdaemon, the pro's & con's in centralization vs decentralization, the outlook for a multichain future & designing new governance systems in an increasingly digital world. Read The Rise & Fall of Crypto Culture: https://andrecronje.medium.com/the-rise-and-fall-of-crypto-culture-3d0e6fd3e0e9 -- Follow Konstantin Richter: @konstantin11 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Timestamps: (00:00)・Introduction (01:46)・The Rise & Fall of Crypto Culture (09:07)・Are Institutions Failing Us? (15:21)・Proof-of-Work vs Proof-of-Stake (20:34)・Centralization vs Decentralization (29:27)・Blockdaemon Ad (30:37)・Blockdaemon (38:19)・A Multichain Future Wed, 20 Apr 2022 11:00:00 -0000 full 1 111 Blockworks On today's episode of On The Margin, Mike Ippolito is joined by Blockdaemon CEO & Founder Konstantin Richter to discuss the rise & fall of crypto culture. When sentiment shifts in crypto markets, founders build conviction. Konstantin reminds us of previous cycles & shares why he has never been more optimistic on the future of crypto than right now. Mike & Konstantin also discuss the founding of Blockdaemon, the pro's & con's in centralization vs decentralization, the outlook for a multichain future & designing new governance systems in an increasingly digital world. Read The Rise & Fall of Crypto Culture: https://andrecronje.medium.com/the-rise-and-fall-of-crypto-culture-3d0e6fd3e0e9 -- Follow Konstantin Richter: @konstantin11 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Timestamps: (00:00)・Introduction (01:46)・The Rise & Fall of Crypto Culture (09:07)・Are Institutions Failing Us? (15:21)・Proof-of-Work vs Proof-of-Stake (20:34)・Centralization vs Decentralization (29:27)・Blockdaemon Ad (30:37)・Blockdaemon (38:19)・A Multichain Future On today's episode of On The Margin, Mike Ippolito is joined by Blockdaemon CEO & Founder Konstantin Richter to discuss the rise & fall of crypto culture. When sentiment shifts in crypto markets, founders build conviction. Konstantin reminds us of previous cycles & shares why he has never been more optimistic on the future of crypto than right now.


Mike & Konstantin also discuss the founding of Blockdaemon, the pro's & con's in centralization vs decentralization, the outlook for a multichain future & designing new governance systems in an increasingly digital world.

Read The Rise & Fall of Crypto Culture: https://andrecronje.medium.com/the-rise-and-fall-of-crypto-culture-3d0e6fd3e0e9

--

Follow Konstantin Richter: @konstantin11

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.


Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.


More info at https://onthemargin.link/blockdaemon

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Timestamps:

(00:00)・Introduction

(01:46)・The Rise & Fall of Crypto Culture

(09:07)・Are Institutions Failing Us?

(15:21)・Proof-of-Work vs Proof-of-Stake

(20:34)・Centralization vs Decentralization

(29:27)・Blockdaemon Ad

(30:37)・Blockdaemon

(38:19)・A Multichain Future

]]> 2684 Jerome's Dilemma: Inflation vs Recession | On The Margin In this week's episode, we started off with a recap of Bitcoin Miami from Mark. Next we launched into March's record breaking CPI print, and where Mark sees inflation heading from here. Next we moved into PPI (Producer Price Index) and PMI (Purchasing Manager's Index), what those economic indicators mean, and what they can tell us about the next 18 months of growth. We took a look at food inflation, various asset prices, and how investors should be thinking about the volatile environment we find ourselves in. Finally we closed on Elon's attempted purchase of Twitter, but for that take you'll have to check out the show. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Timestamps: (00:00)・Introduction (01:36)・Takeaways From Bitcoin Miami 2022 (05:08)・8.5% Inflation Print (06:56)・U.S. PPI Hits Record High (13:48)・Chinese PMI Rolling Over (16:52)・Expecting shorter cycles (23:38)・Negative Asset Class Returns In 2022 (28:55)・Blockdaemon Ad (30:04)・Financial Repression (32:07)・Elon Musk Offer's To Buy Twitter Sat, 16 Apr 2022 11:00:00 -0000 full 1 110 Blockworks In this week's episode, we started off with a recap of Bitcoin Miami from Mark. Next we launched into March's record breaking CPI print, and where Mark sees inflation heading from here. Next we moved into PPI (Producer Price Index) and PMI (Purchasing Manager's Index), what those economic indicators mean, and what they can tell us about the next 18 months of growth. We took a look at food inflation, various asset prices, and how investors should be thinking about the volatile environment we find ourselves in. Finally we closed on Elon's attempted purchase of Twitter, but for that take you'll have to check out the show. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Timestamps: (00:00)・Introduction (01:36)・Takeaways From Bitcoin Miami 2022 (05:08)・8.5% Inflation Print (06:56)・U.S. PPI Hits Record High (13:48)・Chinese PMI Rolling Over (16:52)・Expecting shorter cycles (23:38)・Negative Asset Class Returns In 2022 (28:55)・Blockdaemon Ad (30:04)・Financial Repression (32:07)・Elon Musk Offer's To Buy Twitter In this week's episode, we started off with a recap of Bitcoin Miami from Mark. Next we launched into March's record breaking CPI print, and where Mark sees inflation heading from here.

Next we moved into PPI (Producer Price Index) and PMI (Purchasing Manager's Index), what those economic indicators mean, and what they can tell us about the next 18 months of growth. We took a look at food inflation, various asset prices, and how investors should be thinking about the volatile environment we find ourselves in.

Finally we closed on Elon's attempted purchase of Twitter, but for that take you'll have to check out the show.

--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Timestamps:

(00:00)・Introduction

(01:36)・Takeaways From Bitcoin Miami 2022

(05:08)・8.5% Inflation Print

(06:56)・U.S. PPI Hits Record High

(13:48)・Chinese PMI Rolling Over

(16:52)・Expecting shorter cycles

(23:38)・Negative Asset Class Returns In 2022

(28:55)・Blockdaemon Ad

(30:04)・Financial Repression

(32:07)・Elon Musk Offer's To Buy Twitter

]]> 3228 Fed Turns Hawkish On Inflation Fears | Andreas Steno Larsen & Alfonso Peccatiello On today's episode of On The Margin Mike Ippolito is joined by Andreas Steno Larsen and Alfonso Peccatiello for a special announcement: Their new podcast “The Macro Trading Floor” will be launching Sunday, April 17th on the Blockworks network with a VERY special guest. To stay up to date with the new show, subscribe here: apple.co/38Maf8f With inflation soaring over 8%, bond markets selling off, and the Fed turning increasingly hawkish, Andreas and Alfonso explain how to maneuver the market during these uncertain times. The two macro powerhouses put their money where their mouth is by each announcing an actionable trade idea — but to hear that, you'll have to tune in! Referenced In The Show: https://www.bloomberg.com/news/features/2022-04-05/will-russia-s-war-in-ukraine-cause-wheat-shortages-raise-food-prices-more?cmpid=socialflow-facebook-business https://www.bloomberg.com/news/articles/2022-04-07/u-s-mortgage-rates-rise-for-fifth-week-with-30-year-at-4-72?cmpid%3D=socialflow-twitter-billionaires -- Follow Alfonso Peccatiello: @MacroAlf Follow Andreas Steno Larsen: @AndreasSteno Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Timestamps: (00:00)・The Macro Trading Floor (03:07)・Macro Outlook (06:00)・Stock Market Outlook (09:05)・The Housing Market (11:29)・Alpha vs Beta Market (14:21)・Blockdaemon Ad (15:31)・Andreas' Trade Idea (20:26)・Alf's Trade Idea (27:03)・Final Thoughts Wed, 13 Apr 2022 11:00:00 -0000 full 1 109 Blockworks On today's episode of On The Margin Mike Ippolito is joined by Andreas Steno Larsen and Alfonso Peccatiello for a special announcement: Their new podcast “The Macro Trading Floor” will be launching Sunday, April 17th on the Blockworks network with a VERY special guest. To stay up to date with the new show, subscribe here: apple.co/38Maf8f With inflation soaring over 8%, bond markets selling off, and the Fed turning increasingly hawkish, Andreas and Alfonso explain how to maneuver the market during these uncertain times. The two macro powerhouses put their money where their mouth is by each announcing an actionable trade idea — but to hear that, you'll have to tune in! Referenced In The Show: https://www.bloomberg.com/news/features/2022-04-05/will-russia-s-war-in-ukraine-cause-wheat-shortages-raise-food-prices-more?cmpid=socialflow-facebook-business https://www.bloomberg.com/news/articles/2022-04-07/u-s-mortgage-rates-rise-for-fifth-week-with-30-year-at-4-72?cmpid%3D=socialflow-twitter-billionaires -- Follow Alfonso Peccatiello: @MacroAlf Follow Andreas Steno Larsen: @AndreasSteno Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Timestamps: (00:00)・The Macro Trading Floor (03:07)・Macro Outlook (06:00)・Stock Market Outlook (09:05)・The Housing Market (11:29)・Alpha vs Beta Market (14:21)・Blockdaemon Ad (15:31)・Andreas' Trade Idea (20:26)・Alf's Trade Idea (27:03)・Final Thoughts On today's episode of On The Margin Mike Ippolito is joined by Andreas Steno Larsen and Alfonso Peccatiello for a special announcement: Their new podcast “The Macro Trading Floor” will be launching Sunday, April 17th on the Blockworks network with a VERY special guest.

To stay up to date with the new show, subscribe here: apple.co/38Maf8f

With inflation soaring over 8%, bond markets selling off, and the Fed turning increasingly hawkish, Andreas and Alfonso explain how to maneuver the market during these uncertain times.

The two macro powerhouses put their money where their mouth is by each announcing an actionable trade idea — but to hear that, you'll have to tune in!

Referenced In The Show:

https://www.bloomberg.com/news/features/2022-04-05/will-russia-s-war-in-ukraine-cause-wheat-shortages-raise-food-prices-more?cmpid=socialflow-facebook-business

https://www.bloomberg.com/news/articles/2022-04-07/u-s-mortgage-rates-rise-for-fifth-week-with-30-year-at-4-72?cmpid%3D=socialflow-twitter-billionaires

--

Follow Alfonso Peccatiello: @MacroAlf

Follow Andreas Steno Larsen: @AndreasSteno

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Timestamps:

(00:00)・The Macro Trading Floor

(03:07)・Macro Outlook

(06:00)・Stock Market Outlook

(09:05)・The Housing Market

(11:29)・Alpha vs Beta Market

(14:21)・Blockdaemon Ad

(15:31)・Andreas' Trade Idea

(20:26)・Alf's Trade Idea

(27:03)・Final Thoughts

]]> 1729 Bonds Smell Risk, Will The Market React? | On The Margin In this episode I am joined by my colleagues and special guest hosts Jack Farley and Byron Gilliam. We went through a whole range of topics today, beginning with the bond market. We gave everyone an update on the rate hikes that the market is pricing in (spoiler alert: it's a lot), the historic rout happening at the long end of the curve, and how the Fed is likely to respond. We also discussed how to play a bond sell off, and the "risk vs reward" of investing in risk assets at the current time. We also covered the additional tail risk of Shanghai's recent COVID shutdown, and how that may exacerbate the current inflationary impulse. Next we went on to discuss Peter Thiel's recent comments at Bitcoin 2022, in which he decried the "gerontocracy" of Warren Buffett, Jamie Dimon and Larry Fink. He also said that Bitcoin could eventually grow larger than the global stock market, which is currently worth roughly $115 trillion. Next we moved on to the growth of Lightning Network, and the recent announcements that from both Strike and Robinhood. Finally we moved on to discuss Terra's $100 million purchase of AVAX, but for our takes there you will have to tune into the episode. -- Follow Jack Farley: @JackFarley96 Follow Byron Gilliam: @bgilliam1982 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Jim Bianco Thread On Bonds: https://twitter.com/biancoresearch/status/1512106368647536649 Timestamps: (00:00) Introduction (00:36) Permissionless (01:48) The Bond Market (06:20) The Stock Market  (12:10) Zoltan Pozsar Calls For Bretton Woods III (16:40) Risk/Reward In Risk Assets (20:20) Lockdowns In Shanghai (25:40) Peter Thiel Bitcoin Miami 2022 Speech (32:05) The Lightning Network  (40:35) Blockdaemon Ad (41:45) LFG Acquires $100 Million in Avax (57:18) Final Thoughts Sat, 09 Apr 2022 11:00:00 -0000 full 1 108 Blockworks In this episode I am joined by my colleagues and special guest hosts Jack Farley and Byron Gilliam. We went through a whole range of topics today, beginning with the bond market. We gave everyone an update on the rate hikes that the market is pricing in (spoiler alert: it's a lot), the historic rout happening at the long end of the curve, and how the Fed is likely to respond. We also discussed how to play a bond sell off, and the "risk vs reward" of investing in risk assets at the current time. We also covered the additional tail risk of Shanghai's recent COVID shutdown, and how that may exacerbate the current inflationary impulse. Next we went on to discuss Peter Thiel's recent comments at Bitcoin 2022, in which he decried the "gerontocracy" of Warren Buffett, Jamie Dimon and Larry Fink. He also said that Bitcoin could eventually grow larger than the global stock market, which is currently worth roughly $115 trillion. Next we moved on to the growth of Lightning Network, and the recent announcements that from both Strike and Robinhood. Finally we moved on to discuss Terra's $100 million purchase of AVAX, but for our takes there you will have to tune into the episode. -- Follow Jack Farley: @JackFarley96 Follow Byron Gilliam: @bgilliam1982 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Jim Bianco Thread On Bonds: https://twitter.com/biancoresearch/status/1512106368647536649 Timestamps: (00:00) Introduction (00:36) Permissionless (01:48) The Bond Market (06:20) The Stock Market  (12:10) Zoltan Pozsar Calls For Bretton Woods III (16:40) Risk/Reward In Risk Assets (20:20) Lockdowns In Shanghai (25:40) Peter Thiel Bitcoin Miami 2022 Speech (32:05) The Lightning Network  (40:35) Blockdaemon Ad (41:45) LFG Acquires $100 Million in Avax (57:18) Final Thoughts In this episode I am joined by my colleagues and special guest hosts Jack Farley and Byron Gilliam. We went through a whole range of topics today, beginning with the bond market.

We gave everyone an update on the rate hikes that the market is pricing in (spoiler alert: it's a lot), the historic rout happening at the long end of the curve, and how the Fed is likely to respond.

We also discussed how to play a bond sell off, and the "risk vs reward" of investing in risk assets at the current time. We also covered the additional tail risk of Shanghai's recent COVID shutdown, and how that may exacerbate the current inflationary impulse.

Next we went on to discuss Peter Thiel's recent comments at Bitcoin 2022, in which he decried the "gerontocracy" of Warren Buffett, Jamie Dimon and Larry Fink. He also said that Bitcoin could eventually grow larger than the global stock market, which is currently worth roughly $115 trillion.

Next we moved on to the growth of Lightning Network, and the recent announcements that from both Strike and Robinhood.

Finally we moved on to discuss Terra's $100 million purchase of AVAX, but for our takes there you will have to tune into the episode.

--

Follow Jack Farley: @JackFarley96

Follow Byron Gilliam: @bgilliam1982

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

--

Referenced In The Show:

Jim Bianco Thread On Bonds: https://twitter.com/biancoresearch/status/1512106368647536649

Timestamps:

(00:00) Introduction

(00:36) Permissionless

(01:48) The Bond Market

(06:20) The Stock Market 

(12:10) Zoltan Pozsar Calls For Bretton Woods III

(16:40) Risk/Reward In Risk Assets

(20:20) Lockdowns In Shanghai

(25:40) Peter Thiel Bitcoin Miami 2022 Speech

(32:05) The Lightning Network 

(40:35) Blockdaemon Ad

(41:45) LFG Acquires $100 Million in Avax

(57:18) Final Thoughts

]]> 3756 The Four Stages of an Economic Slowdown | Eric Basmajian On today's episode of On The Margin, Mike Ippolito is joined by returning guest Eric Basmajian, founder of EPB Macro Research. After correctly identifying signs of decelerating growth months ahead of most, Eric comes back to the podcast to share how he forecast the economic slowdown. As the yield curve inverts, GDP numbers begin downward revisions and investors deal with soaring prices across the whole commodity complex. Eric lays out the major warning signs that can help identify cyclical changes in the economy. Referencing Edward E. Leamer's paper "Housing IS the Business Cycle,” Eric also gives listeners a crash course on the connection between housing and economic growth. To hear more, tune in! Read Housing IS The Business Cycle: https://www.nber.org/papers/w13428 -- Follow Eric Basmajian: @EPBResearch Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00)・Introduction (06:46)・The Economic Pyramid (13:24)・Housing IS the Business Cycle (29:05)・Fireblocks Ad (30:24)・Falling Corporate Profits (35:33)・Risk Assets (40:55)・Is Inflation Transitory, Or Not? (47:25)・Rising Populism (53:34)・How To Solve The Growth Problem Wed, 06 Apr 2022 11:00:00 -0000 full 1 107 Blockworks On today's episode of On The Margin, Mike Ippolito is joined by returning guest Eric Basmajian, founder of EPB Macro Research. After correctly identifying signs of decelerating growth months ahead of most, Eric comes back to the podcast to share how he forecast the economic slowdown. As the yield curve inverts, GDP numbers begin downward revisions and investors deal with soaring prices across the whole commodity complex. Eric lays out the major warning signs that can help identify cyclical changes in the economy. Referencing Edward E. Leamer's paper "Housing IS the Business Cycle,” Eric also gives listeners a crash course on the connection between housing and economic growth. To hear more, tune in! Read Housing IS The Business Cycle: https://www.nber.org/papers/w13428 -- Follow Eric Basmajian: @EPBResearch Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00)・Introduction (06:46)・The Economic Pyramid (13:24)・Housing IS the Business Cycle (29:05)・Fireblocks Ad (30:24)・Falling Corporate Profits (35:33)・Risk Assets (40:55)・Is Inflation Transitory, Or Not? (47:25)・Rising Populism (53:34)・How To Solve The Growth Problem On today's episode of On The Margin, Mike Ippolito is joined by returning guest Eric Basmajian, founder of EPB Macro Research. After correctly identifying signs of decelerating growth months ahead of most, Eric comes back to the podcast to share how he forecast the economic slowdown.


As the yield curve inverts, GDP numbers begin downward revisions and investors deal with soaring prices across the whole commodity complex. Eric lays out the major warning signs that can help identify cyclical changes in the economy.


Referencing Edward E. Leamer's paper "Housing IS the Business Cycle,” Eric also gives listeners a crash course on the connection between housing and economic growth. To hear more, tune in!

Read Housing IS The Business Cycle: https://www.nber.org/papers/w13428

--

Follow Eric Basmajian: @EPBResearch

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


Timestamps:

(00:00)・Introduction

(06:46)・The Economic Pyramid

(13:24)・Housing IS the Business Cycle

(29:05)・Fireblocks Ad

(30:24)・Falling Corporate Profits

(35:33)・Risk Assets

(40:55)・Is Inflation Transitory, Or Not?

(47:25)・Rising Populism

(53:34)・How To Solve The Growth Problem

]]> 3560 The Yield Curve Inverted: What Now? | Weekly Roundup In todays On The Margin weekly roundup, Mark & I begin by discussing the 2yr 10yr yield curve inversion. Is the bond market signalling a recession on the horizon? What will this mean for other asset classes such as stocks, commodities & crypto? We then transition to discussing the work from home dynamic and whether employees will cause an exodus out of big cities, whilst demanding the same wages. What does this mean for the labor market throughout 2022 & beyond? Finally, we dive into Zoltan Pozsar's recent 10 page note published by Credit Suisse titled 'Money, Commodities, and Bretton Woods III'. For that discussion, you'll need to tune into the show. Come join the hosts of On The Margin at Blockwork's Permissionless! Next month in Palm Beach, Florida - we invite you to a packed few days of Panels, Parties, and Crypto! Get your ticket now at https://blockworks.co/events/permissionless/ Zoltan Poszar Money, Commodities, and Bretton Woods III - https://plus2.credit-suisse.com/shorturlpdf.html?v=51io-WTBd-V -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00) Introduction (00:14) Permies and Permissionless! (02:42) The Yield Curve Inverted: What next? (09:40) The Yield Curve & Stocks (20:57) Commodities Bull Market (26:02) Wages: Location vs Quality of Work (30:11) Fireblocks Ad (31:29) Remote Workers Migrate (34:15) Ruble Bounces Back (44:17) Michael's Weekly History Fact (46:50) Zoltan Poszar Calls For Bretton Woods III (54:01) Thoughts on Luna & Terra Sat, 02 Apr 2022 11:00:00 -0000 full 1 106 Blockworks In todays On The Margin weekly roundup, Mark & I begin by discussing the 2yr 10yr yield curve inversion. Is the bond market signalling a recession on the horizon? What will this mean for other asset classes such as stocks, commodities & crypto? We then transition to discussing the work from home dynamic and whether employees will cause an exodus out of big cities, whilst demanding the same wages. What does this mean for the labor market throughout 2022 & beyond? Finally, we dive into Zoltan Pozsar's recent 10 page note published by Credit Suisse titled 'Money, Commodities, and Bretton Woods III'. For that discussion, you'll need to tune into the show. Come join the hosts of On The Margin at Blockwork's Permissionless! Next month in Palm Beach, Florida - we invite you to a packed few days of Panels, Parties, and Crypto! Get your ticket now at https://blockworks.co/events/permissionless/ Zoltan Poszar Money, Commodities, and Bretton Woods III - https://plus2.credit-suisse.com/shorturlpdf.html?v=51io-WTBd-V -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00) Introduction (00:14) Permies and Permissionless! (02:42) The Yield Curve Inverted: What next? (09:40) The Yield Curve & Stocks (20:57) Commodities Bull Market (26:02) Wages: Location vs Quality of Work (30:11) Fireblocks Ad (31:29) Remote Workers Migrate (34:15) Ruble Bounces Back (44:17) Michael's Weekly History Fact (46:50) Zoltan Poszar Calls For Bretton Woods III (54:01) Thoughts on Luna & Terra In todays On The Margin weekly roundup, Mark & I begin by discussing the 2yr 10yr yield curve inversion. Is the bond market signalling a recession on the horizon? What will this mean for other asset classes such as stocks, commodities & crypto?

We then transition to discussing the work from home dynamic and whether employees will cause an exodus out of big cities, whilst demanding the same wages. What does this mean for the labor market throughout 2022 & beyond?

Finally, we dive into Zoltan Pozsar's recent 10 page note published by Credit Suisse titled 'Money, Commodities, and Bretton Woods III'. For that discussion, you'll need to tune into the show.


Come join the hosts of On The Margin at Blockwork's Permissionless! Next month in Palm Beach, Florida - we invite you to a packed few days of Panels, Parties, and Crypto! Get your ticket now at https://blockworks.co/events/permissionless/

Zoltan Poszar Money, Commodities, and Bretton Woods III - https://plus2.credit-suisse.com/shorturlpdf.html?v=51io-WTBd-V

--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


Timestamps:

(00:00) Introduction

(00:14) Permies and Permissionless!

(02:42) The Yield Curve Inverted: What next?

(09:40) The Yield Curve & Stocks

(20:57) Commodities Bull Market

(26:02) Wages: Location vs Quality of Work

(30:11) Fireblocks Ad

(31:29) Remote Workers Migrate

(34:15) Ruble Bounces Back

(44:17) Michael's Weekly History Fact

(46:50) Zoltan Poszar Calls For Bretton Woods III

(54:01) Thoughts on Luna & Terra

]]> 3642 Stocks Risk Crash Worse Than 2008 | Mike McGlone In this episode of On The Margin Mike Ippolito is joined by returning guest Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence. With 20+ years in the industry as a Trader, Analyst & Strategist, Mike offers a unique perspective on the forces driving global markets, with particular expertise on global commodity markets. As war between Russia & Ukraine continues, we invited Mike back to On The Margin to share his insights into how continued conflict effects wheat, oil, natural gas & agriculture markets throughout 2022. Mike also shares how the S&P 500 is facing a market correction similar to 2008, the political reaction to inflation, how the Fed will be forced to hike rates to curb inflation & how crypto will perform in this environment. -- Follow Mike McGlone: @mikemcglone11 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00)・Introduction (00:46)・Fed Rate Hikes (04:20)・Bitcoin Market Outlook (10:43)・Oil Outlook (16:52)・Political Pressure Of Rising Gas Prices (23:07)・Market Similarities To 2008 (27:24)・Fireblocks Ad (33:07)・Sanctions On Russia (37:55)・U.S vs China: Great Power Competition (46:48)・Assets To Own In This Environment Wed, 30 Mar 2022 11:00:00 -0000 full 1 105 Blockworks In this episode of On The Margin Mike Ippolito is joined by returning guest Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence. With 20+ years in the industry as a Trader, Analyst & Strategist, Mike offers a unique perspective on the forces driving global markets, with particular expertise on global commodity markets. As war between Russia & Ukraine continues, we invited Mike back to On The Margin to share his insights into how continued conflict effects wheat, oil, natural gas & agriculture markets throughout 2022. Mike also shares how the S&P 500 is facing a market correction similar to 2008, the political reaction to inflation, how the Fed will be forced to hike rates to curb inflation & how crypto will perform in this environment. -- Follow Mike McGlone: @mikemcglone11 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps: (00:00)・Introduction (00:46)・Fed Rate Hikes (04:20)・Bitcoin Market Outlook (10:43)・Oil Outlook (16:52)・Political Pressure Of Rising Gas Prices (23:07)・Market Similarities To 2008 (27:24)・Fireblocks Ad (33:07)・Sanctions On Russia (37:55)・U.S vs China: Great Power Competition (46:48)・Assets To Own In This Environment In this episode of On The Margin Mike Ippolito is joined by returning guest Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence. With 20+ years in the industry as a Trader, Analyst & Strategist, Mike offers a unique perspective on the forces driving global markets, with particular expertise on global commodity markets.


As war between Russia & Ukraine continues, we invited Mike back to On The Margin to share his insights into how continued conflict effects wheat, oil, natural gas & agriculture markets throughout 2022. Mike also shares how the S&P 500 is facing a market correction similar to 2008, the political reaction to inflation, how the Fed will be forced to hike rates to curb inflation & how crypto will perform in this environment.

--

Follow Mike McGlone: @mikemcglone11

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

Timestamps:

(00:00)・Introduction

(00:46)・Fed Rate Hikes

(04:20)・Bitcoin Market Outlook

(10:43)・Oil Outlook

(16:52)・Political Pressure Of Rising Gas Prices

(23:07)・Market Similarities To 2008

(27:24)・Fireblocks Ad

(33:07)・Sanctions On Russia

(37:55)・U.S vs China: Great Power Competition

(46:48)・Assets To Own In This Environment

]]> 3043 The End of King Dollar | Weekly Round Up In this episode, Mark and I got deep into the biggest stories of the week. We covered the rising costs of oil, and the $11 billion and $16.5 billion relief packages from California and Germany. We also got into recent comments from Ray Dalio of Bridgewater and Larry Fink of Blackrock embracing crypto, but why that might not be as sunny as it first may seem. And finally we closed the session out on where we currently are in crypto's market cycle. For that discussion, you'll need to tune into the show. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 26 Mar 2022 11:00:00 -0000 full 1 104 Blockworks In this episode, Mark and I got deep into the biggest stories of the week. We covered the rising costs of oil, and the $11 billion and $16.5 billion relief packages from California and Germany. We also got into recent comments from Ray Dalio of Bridgewater and Larry Fink of Blackrock embracing crypto, but why that might not be as sunny as it first may seem. And finally we closed the session out on where we currently are in crypto's market cycle. For that discussion, you'll need to tune into the show. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode, Mark and I got deep into the biggest stories of the week. We covered the rising costs of oil, and the $11 billion and $16.5 billion relief packages from California and Germany.

We also got into recent comments from Ray Dalio of Bridgewater and Larry Fink of Blackrock embracing crypto, but why that might not be as sunny as it first may seem.

And finally we closed the session out on where we currently are in crypto's market cycle. For that discussion, you'll need to tune into the show.

--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter



]]> 2574 Food Inflation is Starting to Bite with Russell Clark In this episode of On The Margin Mike Ippolito is joined by returning guest & former Hedge Fund Manager Russell Clark of Russell Clark Investment Management. After spending over a decade as an Investment Manager, Russell joins On The Margin to discuss the period of change we find ourselves in. From trends in inflation to the evolution of market structure & reliance on clearing houses, Russell provides a big picture macro framework for thinking about markets, & the world more broadly. Russell shares his thoughts on the connection between real wages & food prices, what conflict in Ukraine means for food, energy & U.S treasuries as a global reserve asset, the unwinding of the 50 year petrodollar system, how a Russian debt default could increase market volatility, recent price action in commodities & so much more! -- Follow Russell Clark: @rampagingruss Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 23 Mar 2022 11:00:00 -0000 full 1 103 Blockworks In this episode of On The Margin Mike Ippolito is joined by returning guest & former Hedge Fund Manager Russell Clark of Russell Clark Investment Management. After spending over a decade as an Investment Manager, Russell joins On The Margin to discuss the period of change we find ourselves in. From trends in inflation to the evolution of market structure & reliance on clearing houses, Russell provides a big picture macro framework for thinking about markets, & the world more broadly. Russell shares his thoughts on the connection between real wages & food prices, what conflict in Ukraine means for food, energy & U.S treasuries as a global reserve asset, the unwinding of the 50 year petrodollar system, how a Russian debt default could increase market volatility, recent price action in commodities & so much more! -- Follow Russell Clark: @rampagingruss Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike Ippolito is joined by returning guest & former Hedge Fund Manager Russell Clark of Russell Clark Investment Management. After spending over a decade as an Investment Manager, Russell joins On The Margin to discuss the period of change we find ourselves in. From trends in inflation to the evolution of market structure & reliance on clearing houses, Russell provides a big picture macro framework for thinking about markets, & the world more broadly.


Russell shares his thoughts on the connection between real wages & food prices, what conflict in Ukraine means for food, energy & U.S treasuries as a global reserve asset, the unwinding of the 50 year petrodollar system, how a Russian debt default could increase market volatility, recent price action in commodities & so much more!

--

Follow Russell Clark: @rampagingruss

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3572 The Dollar Window is Closing with Brent Johnson In this week's round up, Mark and I were joined by special guest Brent Johnson of Santiago Capital. Among many other things, Brent is famous for his "dollar milkshake theory," which is his view of what a sovereign debt crisis will look like in the future. Brent kicked things off by giving us a rehash of the milkshake theory and his thoughts on what the dollar may do over the course of the next decade. Next we dug deep into the US - China relationship, and got Mark's and Brent's views on who is winning in the power competititon. Next we examined the historic decision to confiscate Russian central bank assets, and the implications that may have for treasuries and the dollar as foreign exchange reserves. Finally, we concluded by looking at the collapse of Russia's economy and imminent default on their debts. We discussed the implication that will have for markets, but for that info you have to listen to the episode. -- Follow Brent Johnson: @SantiagoAuFund Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 19 Mar 2022 11:00:00 -0000 full 1 102 Blockworks In this week's round up, Mark and I were joined by special guest Brent Johnson of Santiago Capital. Among many other things, Brent is famous for his "dollar milkshake theory," which is his view of what a sovereign debt crisis will look like in the future. Brent kicked things off by giving us a rehash of the milkshake theory and his thoughts on what the dollar may do over the course of the next decade. Next we dug deep into the US - China relationship, and got Mark's and Brent's views on who is winning in the power competititon. Next we examined the historic decision to confiscate Russian central bank assets, and the implications that may have for treasuries and the dollar as foreign exchange reserves. Finally, we concluded by looking at the collapse of Russia's economy and imminent default on their debts. We discussed the implication that will have for markets, but for that info you have to listen to the episode. -- Follow Brent Johnson: @SantiagoAuFund Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this week's round up, Mark and I were joined by special guest Brent Johnson of Santiago Capital. Among many other things, Brent is famous for his "dollar milkshake theory," which is his view of what a sovereign debt crisis will look like in the future.

Brent kicked things off by giving us a rehash of the milkshake theory and his thoughts on what the dollar may do over the course of the next decade. Next we dug deep into the US - China relationship, and got Mark's and Brent's views on who is winning in the power competititon.

Next we examined the historic decision to confiscate Russian central bank assets, and the implications that may have for treasuries and the dollar as foreign exchange reserves.

Finally, we concluded by looking at the collapse of Russia's economy and imminent default on their debts. We discussed the implication that will have for markets, but for that info you have to listen to the episode.

--

Follow Brent Johnson: @SantiagoAuFund

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3119 The Fourth Turning Has Arrived | Neil Howe In this episode of On The Margin Mike Ippolito is joined by Neil Howe Author of the best-selling book The Fourth Turning. Cycles often resurge throughout history, booms & busts, highs & lows, ascending & descending empires. We often forget history is full of these recurring cycles, thats why we invited Neil Howe to On The Margin, an expert on generational cycles to the show to discuss what the cycles of history tell us about America's next rendezvous with destiny. Neil provides his assessment of the current saeculum, describing the post global financial crisis era and the polarization this has exacerbated. Neil goes on to share his thoughts on comparisons between the fourth turning and the economic cycle popularly phrased by Ray Dalio as the long term debt cycle, explaining how this led to unprecedented central banking responses around the world. To hear Neil's thoughts on all these issues, you'll have to tune into the episode. -- Follow Neil Howe: @HoweGeneration Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Thu, 17 Mar 2022 11:00:00 -0000 full 1 101 Blockworks In this episode of On The Margin Mike Ippolito is joined by Neil Howe Author of the best-selling book The Fourth Turning. Cycles often resurge throughout history, booms & busts, highs & lows, ascending & descending empires. We often forget history is full of these recurring cycles, thats why we invited Neil Howe to On The Margin, an expert on generational cycles to the show to discuss what the cycles of history tell us about America's next rendezvous with destiny. Neil provides his assessment of the current saeculum, describing the post global financial crisis era and the polarization this has exacerbated. Neil goes on to share his thoughts on comparisons between the fourth turning and the economic cycle popularly phrased by Ray Dalio as the long term debt cycle, explaining how this led to unprecedented central banking responses around the world. To hear Neil's thoughts on all these issues, you'll have to tune into the episode. -- Follow Neil Howe: @HoweGeneration Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike Ippolito is joined by Neil Howe Author of the best-selling book The Fourth Turning. Cycles often resurge throughout history, booms & busts, highs & lows, ascending & descending empires. We often forget history is full of these recurring cycles, thats why we invited Neil Howe to On The Margin, an expert on generational cycles to the show to discuss what the cycles of history tell us about America's next rendezvous with destiny.


Neil provides his assessment of the current saeculum, describing the post global financial crisis era and the polarization this has exacerbated. Neil goes on to share his thoughts on comparisons between the fourth turning and the economic cycle popularly phrased by Ray Dalio as the long term debt cycle, explaining how this led to unprecedented central banking responses around the world. To hear Neil's thoughts on all these issues, you'll have to tune into the episode.

--

Follow Neil Howe: @HoweGeneration

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3881 Inflation Remains Hot: When Will it Peak? | Weekly Round Up In this week's episode, Mark and I covered two topics: Biden's execurive order on crypto, and inflation data. We kicked things off with the Biden's executive order. We covered what it actually is, what it isn't, and which agencies the order referred to. After that, we took a deep dive into February's inflation print. We also took a look at the rising cost of oil and how that impacts economies. Mark gave us a bit of a history lesson in terms by comparing today's oil shock with the one from the 1970s. We also took a look at what the Fed is likely to do when faced with two opposing forces: financing conflict and facing down a possible recession and searing hot inflation. For our thoughts on that last issue, you'll have to tune into the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 12 Mar 2022 12:00:00 -0000 full 1 100 Blockworks In this week's episode, Mark and I covered two topics: Biden's execurive order on crypto, and inflation data. We kicked things off with the Biden's executive order. We covered what it actually is, what it isn't, and which agencies the order referred to. After that, we took a deep dive into February's inflation print. We also took a look at the rising cost of oil and how that impacts economies. Mark gave us a bit of a history lesson in terms by comparing today's oil shock with the one from the 1970s. We also took a look at what the Fed is likely to do when faced with two opposing forces: financing conflict and facing down a possible recession and searing hot inflation. For our thoughts on that last issue, you'll have to tune into the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this week's episode, Mark and I covered two topics: Biden's execurive order on crypto, and inflation data. We kicked things off with the Biden's executive order. We covered what it actually is, what it isn't, and which agencies the order referred to.

After that, we took a deep dive into February's inflation print. We also took a look at the rising cost of oil and how that impacts economies. Mark gave us a bit of a history lesson in terms by comparing today's oil shock with the one from the 1970s.

We also took a look at what the Fed is likely to do when faced with two opposing forces: financing conflict and facing down a possible recession and searing hot inflation.

For our thoughts on that last issue, you'll have to tune into the episode.


--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2391 China’s Growth: The End Is Near | Leland Miller In this episode of On The Margin Mike Ippolito is joined by Leland Miller, CEO of China Beige Book International for a deep dive into the Chinese financial system. After founding China Beige Book over 12 years ago, Leland provides a data driven assessment of the Chinese economy exploring whether China's growth model is coming to an end. Leland also discusses China's financial deleveraging, the demographics of China's population, the reversal in globalization, tensions with the U.S, conflict between Russia & Ukraine & much more. -- Follow Leland Miller: @ChinaBeigeBook Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 09 Mar 2022 12:00:00 -0000 full 1 99 Blockworks In this episode of On The Margin Mike Ippolito is joined by Leland Miller, CEO of China Beige Book International for a deep dive into the Chinese financial system. After founding China Beige Book over 12 years ago, Leland provides a data driven assessment of the Chinese economy exploring whether China's growth model is coming to an end. Leland also discusses China's financial deleveraging, the demographics of China's population, the reversal in globalization, tensions with the U.S, conflict between Russia & Ukraine & much more. -- Follow Leland Miller: @ChinaBeigeBook Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike Ippolito is joined by Leland Miller, CEO of China Beige Book International for a deep dive into the Chinese financial system. After founding China Beige Book over 12 years ago, Leland provides a data driven assessment of the Chinese economy exploring whether China's growth model is coming to an end.

Leland also discusses China's financial deleveraging, the demographics of China's population, the reversal in globalization, tensions with the U.S, conflict between Russia & Ukraine & much more.

--

Follow Leland Miller: @ChinaBeigeBook

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2951 Historic Sanctions Are Reshaping the World Order | Weekly Round Up In this week's round up, Mark and I are joined by special guest Mike Green of Simplify Asset Management. This week we were focused on answering one big question: "how will sanctions and financial exclusion reshape geopolitics?" We kicked things off with a quote from Dwight Eisenhower's famous 1961 farewell address, wherein he coined the term "the military industrial complex." Eisenhower alluded to a powerful idea, which is that nations will always face pressure from without, but they must resist the urge to toss aside their ideals to face it. We discussed how Eisenhower's idea applies to today's geopolitical landscape, where hostile foreign powers and escalating conflict are leading to financial exclusion on both the domestic and international stage. Ultimately the talk converged on Bitcoin and whether or not state free money was possible or desirable. For that conclusion, you'll need to watch the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 05 Mar 2022 13:00:00 -0000 full 1 97 Blockworks In this week's round up, Mark and I are joined by special guest Mike Green of Simplify Asset Management. This week we were focused on answering one big question: "how will sanctions and financial exclusion reshape geopolitics?" We kicked things off with a quote from Dwight Eisenhower's famous 1961 farewell address, wherein he coined the term "the military industrial complex." Eisenhower alluded to a powerful idea, which is that nations will always face pressure from without, but they must resist the urge to toss aside their ideals to face it. We discussed how Eisenhower's idea applies to today's geopolitical landscape, where hostile foreign powers and escalating conflict are leading to financial exclusion on both the domestic and international stage. Ultimately the talk converged on Bitcoin and whether or not state free money was possible or desirable. For that conclusion, you'll need to watch the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this week's round up, Mark and I are joined by special guest Mike Green of Simplify Asset Management. This week we were focused on answering one big question: "how will sanctions and financial exclusion reshape geopolitics?"


We kicked things off with a quote from Dwight Eisenhower's famous 1961 farewell address, wherein he coined the term "the military industrial complex." Eisenhower alluded to a powerful idea, which is that nations will always face pressure from without, but they must resist the urge to toss aside their ideals to face it.


We discussed how Eisenhower's idea applies to today's geopolitical landscape, where hostile foreign powers and escalating conflict are leading to financial exclusion on both the domestic and international stage.


Ultimately the talk converged on Bitcoin and whether or not state free money was possible or desirable. For that conclusion, you'll need to watch the episode.

--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 4800 Will Powell Pivot Again In 2022? | Mr. Blonde In this episode of “On The Margin,” Mike Ippolito is joined by anonymous analyst Mr. Blonde. Taking a break from diamond heists and bank robberies, Mr. Blonde joins us to discuss whether Jerome Powell will be forced to pivot Fed rate hikes in 2022. Mr. Blonde also shares his outlook on growth for 2022 and chats about market returns during Fed tightening cycles. They discuss how the Russia-Ukraine conflict will affect markets and whether inflation is secular or transitory. -- Follow Mr. Blonde: @MrBlonde_macro Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 02 Mar 2022 12:00:00 -0000 full 1 97 Blockworks In this episode of “On The Margin,” Mike Ippolito is joined by anonymous analyst Mr. Blonde. Taking a break from diamond heists and bank robberies, Mr. Blonde joins us to discuss whether Jerome Powell will be forced to pivot Fed rate hikes in 2022. Mr. Blonde also shares his outlook on growth for 2022 and chats about market returns during Fed tightening cycles. They discuss how the Russia-Ukraine conflict will affect markets and whether inflation is secular or transitory. -- Follow Mr. Blonde: @MrBlonde_macro Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of “On The Margin,” Mike Ippolito is joined by anonymous analyst Mr. Blonde. Taking a break from diamond heists and bank robberies, Mr. Blonde joins us to discuss whether Jerome Powell will be forced to pivot Fed rate hikes in 2022.


Mr. Blonde also shares his outlook on growth for 2022 and chats about market returns during Fed tightening cycles. They discuss how the Russia-Ukraine conflict will affect markets and whether inflation is secular or transitory.

--

Follow Mr. Blonde: @MrBlonde_macro

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3065 Ukraine Conflict Causes Market Volatility | Weekly Round Up In this week's round up, Mark and I dug into the investor uncertainty caused by the Russia Ukraine conflict. Disclaimer: war is always first and foremost a humanitarian crisis. It goes without saying that our hearts go out to Ukraine and those involved in the conflict. Mark and I focused on the markets angle because we aren't geopolitical experts and that is where our expertise lies. The most important part of this story is, of course, the human side. We began with the response in US equities to the news of the invasion, including the Nasdaq's move higher. We also covered the behavior of Russian equities and debt markets. Other topics we went over include the inverted correlation between gold and Bitcoin, energy prices, investor sentiment, and historical analogs based on past war time. Finally, we concluded with a discussion around SWIFT and the potential deplatforming of Russia. For that take, you'll have to watch the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 26 Feb 2022 12:00:00 -0000 full 1 96 Blockworks In this week's round up, Mark and I dug into the investor uncertainty caused by the Russia Ukraine conflict. Disclaimer: war is always first and foremost a humanitarian crisis. It goes without saying that our hearts go out to Ukraine and those involved in the conflict. Mark and I focused on the markets angle because we aren't geopolitical experts and that is where our expertise lies. The most important part of this story is, of course, the human side. We began with the response in US equities to the news of the invasion, including the Nasdaq's move higher. We also covered the behavior of Russian equities and debt markets. Other topics we went over include the inverted correlation between gold and Bitcoin, energy prices, investor sentiment, and historical analogs based on past war time. Finally, we concluded with a discussion around SWIFT and the potential deplatforming of Russia. For that take, you'll have to watch the episode. -- Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this week's round up, Mark and I dug into the investor uncertainty caused by the Russia Ukraine conflict. Disclaimer: war is always first and foremost a humanitarian crisis. It goes without saying that our hearts go out to Ukraine and those involved in the conflict.

Mark and I focused on the markets angle because we aren't geopolitical experts and that is where our expertise lies. The most important part of this story is, of course, the human side.

We began with the response in US equities to the news of the invasion, including the Nasdaq's move higher. We also covered the behavior of Russian equities and debt markets.

Other topics we went over include the inverted correlation between gold and Bitcoin, energy prices, investor sentiment, and historical analogs based on past war time.

Finally, we concluded with a discussion around SWIFT and the potential deplatforming of Russia. For that take, you'll have to watch the episode.

--

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3423 The Macro Forces Driving Bitcoin | Plan B & Jurrien Timmer In this episode of On The Margin Mike Ippolito is joined by Jurrien Timmer Director of Global Macro at Fidelity & PlanB the anonymous quant investor & creator of the Bitcoin S2F model.  Jurrien & PlanB discuss the current macro forces that are driving markets from Fed rate hikes, yield curve inversion & equity market valuations. In the second half of the discussion, Jurrien & PlanB discuss valuation models for Bitcoin, how current market conditions could effect Bitcoin & what the next phase of Bitcoin will be as it enters the geopolitical landscape. -- Follow Plan B: @100trillionUSD Follow Jurrien Timmer: @TimmerFidelity Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Thu, 24 Feb 2022 12:00:00 -0000 full 1 95 Blockworks In this episode of On The Margin Mike Ippolito is joined by Jurrien Timmer Director of Global Macro at Fidelity & PlanB the anonymous quant investor & creator of the Bitcoin S2F model.  Jurrien & PlanB discuss the current macro forces that are driving markets from Fed rate hikes, yield curve inversion & equity market valuations. In the second half of the discussion, Jurrien & PlanB discuss valuation models for Bitcoin, how current market conditions could effect Bitcoin & what the next phase of Bitcoin will be as it enters the geopolitical landscape. -- Follow Plan B: @100trillionUSD Follow Jurrien Timmer: @TimmerFidelity Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike Ippolito is joined by Jurrien Timmer Director of Global Macro at Fidelity & PlanB the anonymous quant investor & creator of the Bitcoin S2F model. 


Jurrien & PlanB discuss the current macro forces that are driving markets from Fed rate hikes, yield curve inversion & equity market valuations. In the second half of the discussion, Jurrien & PlanB discuss valuation models for Bitcoin, how current market conditions could effect Bitcoin & what the next phase of Bitcoin will be as it enters the geopolitical landscape.

--

Follow Plan B: @100trillionUSD

Follow Jurrien Timmer: @TimmerFidelity

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 4772 Canada Freezes Citizens Bank Accounts | Weekly Round Up In this week's episode, Mark and I covered the rising cost of energy and the impact it's having on global economies. Next we went on to discuss record bearish sentiment in markets, and what that may signal for the days and months ahead. Next, we did an updated on "Powell Pivot Watch," and re-examined the similarities between the Fed rate hike cycle in 2018 to where we are today. We did a refresher on home prices, where they might be going in the future and the critical link between homes and financial freedom for Americans. Finally, we closed on the ongoing saga of financial sanctioning in Canada. For that, you'll have to listen to the show. -- Follow Timothy Peterson: @nsquaredcrypto Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks Sat, 19 Feb 2022 12:00:00 -0000 full 1 94 Blockworks In this week's episode, Mark and I covered the rising cost of energy and the impact it's having on global economies. Next we went on to discuss record bearish sentiment in markets, and what that may signal for the days and months ahead. Next, we did an updated on "Powell Pivot Watch," and re-examined the similarities between the Fed rate hike cycle in 2018 to where we are today. We did a refresher on home prices, where they might be going in the future and the critical link between homes and financial freedom for Americans. Finally, we closed on the ongoing saga of financial sanctioning in Canada. For that, you'll have to listen to the show. -- Follow Timothy Peterson: @nsquaredcrypto Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks In this week's episode, Mark and I covered the rising cost of energy and the impact it's having on global economies. Next we went on to discuss record bearish sentiment in markets, and what that may signal for the days and months ahead.

Next, we did an updated on "Powell Pivot Watch," and re-examined the similarities between the Fed rate hike cycle in 2018 to where we are today. We did a refresher on home prices, where they might be going in the future and the critical link between homes and financial freedom for Americans.

Finally, we closed on the ongoing saga of financial sanctioning in Canada. For that, you'll have to listen to the show.

--

Follow Timothy Peterson: @nsquaredcrypto

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks


]]> 3323 Bitcoin's Role In The Freedom Convoy Protests | Alex Gladstein, Greg Foss & Jeff Booth In this episode of On The Margin Mike Ippolito is joined by returning guests Alex Gladstein, Greg Foss & Jeff Booth to discuss the ongoing Freedom Convoy Protests in Canada. We invited our guests to discuss the origins of the protests & how the situation in Canada has evolved. Tune in to hear Alex, Greg & Jeff cover why Canadian truckers are protesting, how these protests compare with Occupy Wall Street, why GoFundMe cancelled the Canadian Freedom Convoy's fund & what Bitcoin's role in their fight for freedom is. -- Follow Alex Gladstein: @gladstein Follow Greg Foss: @FossGregfoss Follow Jeff Booth: @JeffBooth Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 16 Feb 2022 12:00:00 -0000 full 1 93 Blockworks In this episode of On The Margin Mike Ippolito is joined by returning guests Alex Gladstein, Greg Foss & Jeff Booth to discuss the ongoing Freedom Convoy Protests in Canada. We invited our guests to discuss the origins of the protests & how the situation in Canada has evolved. Tune in to hear Alex, Greg & Jeff cover why Canadian truckers are protesting, how these protests compare with Occupy Wall Street, why GoFundMe cancelled the Canadian Freedom Convoy's fund & what Bitcoin's role in their fight for freedom is. -- Follow Alex Gladstein: @gladstein Follow Greg Foss: @FossGregfoss Follow Jeff Booth: @JeffBooth Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike Ippolito is joined by returning guests Alex Gladstein, Greg Foss & Jeff Booth to discuss the ongoing Freedom Convoy Protests in Canada. We invited our guests to discuss the origins of the protests & how the situation in Canada has evolved.


Tune in to hear Alex, Greg & Jeff cover why Canadian truckers are protesting, how these protests compare with Occupy Wall Street, why GoFundMe cancelled the Canadian Freedom Convoy's fund & what Bitcoin's role in their fight for freedom is.

--

Follow Alex Gladstein: @gladstein

Follow Greg Foss: @FossGregfoss

Follow Jeff Booth: @JeffBooth

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3806 Bullard Backs "Supersized" Rate Increase | Jospeh Wang In this week's episode, I am joined by Forward Guidance's Jack Farley & Joseph Wang for a surprise cross-over (that we all knew was coming eventually ;) We missed Mark unfortunately who is away skiing, but he was with us in spirit and wore his bitcoin bull market socks in solidarity. We'll get em next week Mark! We kicked things off with a deep dive into the record 7.5% CPI print. We took a look at what the driving components were, headline vs core, and much more. We also questioned how much of inflation was due to the Fed (demand side) vs the supply side (supply chain disruptions) and how effective rate hikes would be in tamping down inflation. Next, we dove deep into the topic of yield curve inversion and got Joseph's opinion on the link between an inverted curve and a recession. We also covered Joseph's framework for how the world changed post great financial crisis, and how banking regulations may impact how trustworthy a signal the long end of the curve is. Finally, we closed with Joseph's high-level thoughts on where the market is headed in 2022. For that, you'll have to tune into the show. -- Follow Jack Farley: @JackFarley96 Follow Joseph Wang: @FedGuy12 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 12 Feb 2022 12:00:00 -0000 full 1 92 Blockworks In this week's episode, I am joined by Forward Guidance's Jack Farley & Joseph Wang for a surprise cross-over (that we all knew was coming eventually ;) We missed Mark unfortunately who is away skiing, but he was with us in spirit and wore his bitcoin bull market socks in solidarity. We'll get em next week Mark! We kicked things off with a deep dive into the record 7.5% CPI print. We took a look at what the driving components were, headline vs core, and much more. We also questioned how much of inflation was due to the Fed (demand side) vs the supply side (supply chain disruptions) and how effective rate hikes would be in tamping down inflation. Next, we dove deep into the topic of yield curve inversion and got Joseph's opinion on the link between an inverted curve and a recession. We also covered Joseph's framework for how the world changed post great financial crisis, and how banking regulations may impact how trustworthy a signal the long end of the curve is. Finally, we closed with Joseph's high-level thoughts on where the market is headed in 2022. For that, you'll have to tune into the show. -- Follow Jack Farley: @JackFarley96 Follow Joseph Wang: @FedGuy12 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this week's episode, I am joined by Forward Guidance's Jack Farley & Joseph Wang for a surprise cross-over (that we all knew was coming eventually ;) We missed Mark unfortunately who is away skiing, but he was with us in spirit and wore his bitcoin bull market socks in solidarity. We'll get em next week Mark!

We kicked things off with a deep dive into the record 7.5% CPI print. We took a look at what the driving components were, headline vs core, and much more. We also questioned how much of inflation was due to the Fed (demand side) vs the supply side (supply chain disruptions) and how effective rate hikes would be in tamping down inflation.

Next, we dove deep into the topic of yield curve inversion and got Joseph's opinion on the link between an inverted curve and a recession. We also covered Joseph's framework for how the world changed post great financial crisis, and how banking regulations may impact how trustworthy a signal the long end of the curve is.

Finally, we closed with Joseph's high-level thoughts on where the market is headed in 2022. For that, you'll have to tune into the show.

--

Follow Jack Farley: @JackFarley96

Follow Joseph Wang: @FedGuy12

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3416 Bitcoin's Role in the 80 Year Debt Cycle | Charles Edwards In this episode of On The Margin Mike Ippolito is joined by Charles Edwards, Founder of Capriole Investments. After releasing his Capriole's 2022 Market Outlook newsletter, we invited Charles to the show for a discussion about what he expects for 2022 & beyond. Charles shares his thoughts on the macro outlook for 2022, where Bitcoin becomes a value vs momentum play, Bitcoin vs Ethereum & Bitcoin's role in the long term debt cycle. -- Capriole Investments: http://capriole.com Follow Charles Edwards: https://twitter.com/caprioleio Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 09 Feb 2022 12:00:00 -0000 full 1 91 Blockworks In this episode of On The Margin Mike Ippolito is joined by Charles Edwards, Founder of Capriole Investments. After releasing his Capriole's 2022 Market Outlook newsletter, we invited Charles to the show for a discussion about what he expects for 2022 & beyond. Charles shares his thoughts on the macro outlook for 2022, where Bitcoin becomes a value vs momentum play, Bitcoin vs Ethereum & Bitcoin's role in the long term debt cycle. -- Capriole Investments: http://capriole.com Follow Charles Edwards: https://twitter.com/caprioleio Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike Ippolito is joined by Charles Edwards, Founder of Capriole Investments. After releasing his Capriole's 2022 Market Outlook newsletter, we invited Charles to the show for a discussion about what he expects for 2022 & beyond.


Charles shares his thoughts on the macro outlook for 2022, where Bitcoin becomes a value vs momentum play, Bitcoin vs Ethereum & Bitcoin's role in the long term debt cycle.

--

Capriole Investments: http://capriole.com

Follow Charles Edwards: https://twitter.com/caprioleio

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2727 How to Value Bitcoin | Timothy Peterson and Mark Yusko In this episode, Mark and I were joined by special guest Timothy Peterson to discuss a very important topic: how to properly value Bitcoin. I've included a summary of our content below, but if you are interested in finding out more info about Tim or his approach, there are lots of good resources on his website here. To kick things off, Tim gave us his framework for how to value Bitcoin, which relies on Metcalfe's Law. We talked about other networks including Facebook, Amazon, and even Tesla whose valuations can be traced to the same underlying principle.   We dove into historical periods where Bitcoin exceeded its fair value, and what caused those deviations. Next we took a look at Bitcoin's trailing returns vs user growth, and some other shorter term drivers of price action such as transaction volume. Tim gave us some helpful comparisons between Bitcoin and other markets, such as the market for negative yielding debt and the Nasdaq. We walked through why Bitcoin is correlated to those markets. Finally we ended on Ethereum, other crypto networks, and how network effects could impact a multi-chain future. For our conclusions there, you'll have to tune into the show. -- Follow Timothy Peterson: @nsquaredcrypto Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 05 Feb 2022 12:00:00 -0000 full 1 90 Blockworks In this episode, Mark and I were joined by special guest Timothy Peterson to discuss a very important topic: how to properly value Bitcoin. I've included a summary of our content below, but if you are interested in finding out more info about Tim or his approach, there are lots of good resources on his website here. To kick things off, Tim gave us his framework for how to value Bitcoin, which relies on Metcalfe's Law. We talked about other networks including Facebook, Amazon, and even Tesla whose valuations can be traced to the same underlying principle.   We dove into historical periods where Bitcoin exceeded its fair value, and what caused those deviations. Next we took a look at Bitcoin's trailing returns vs user growth, and some other shorter term drivers of price action such as transaction volume. Tim gave us some helpful comparisons between Bitcoin and other markets, such as the market for negative yielding debt and the Nasdaq. We walked through why Bitcoin is correlated to those markets. Finally we ended on Ethereum, other crypto networks, and how network effects could impact a multi-chain future. For our conclusions there, you'll have to tune into the show. -- Follow Timothy Peterson: @nsquaredcrypto Follow Mark Yusko: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode, Mark and I were joined by special guest Timothy Peterson to discuss a very important topic: how to properly value Bitcoin. I've included a summary of our content below, but if you are interested in finding out more info about Tim or his approach, there are lots of good resources on his website here.

To kick things off, Tim gave us his framework for how to value Bitcoin, which relies on Metcalfe's Law. We talked about other networks including Facebook, Amazon, and even Tesla whose valuations can be traced to the same underlying principle.  

We dove into historical periods where Bitcoin exceeded its fair value, and what caused those deviations. Next we took a look at Bitcoin's trailing returns vs user growth, and some other shorter term drivers of price action such as transaction volume.

Tim gave us some helpful comparisons between Bitcoin and other markets, such as the market for negative yielding debt and the Nasdaq. We walked through why Bitcoin is correlated to those markets.

Finally we ended on Ethereum, other crypto networks, and how network effects could impact a multi-chain future. For our conclusions there, you'll have to tune into the show.

--

Follow Timothy Peterson: @nsquaredcrypto

Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3975 Is the Crypto Bull Market Over | Dan Tapiero & Dan Morehead On today's episode of On The Margin Mike Ippolito is joined by Dan Morehead of Pantera Capital & Dan Tapiero of 10T. With collectively over 40 years in the hedge fund business at notable firms such as Tiger Management, before later pivoting to crypto in 2014, these two provide a unique insight into the growth of the crypto industry and just how big it could become over the next decade. Dan & Dan share their Macro outlook for 2022, the bursting of the U.S bond market, how crypto today compares with 2017, what the next big picture macro trade is, the mainstream adoption of crypto & discuss whether the bull market is over. -- Follow Dan Tapiero: @DTAPCAP Follow Dan Morehead: @dan_pantera Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 02 Feb 2022 12:00:00 -0000 full 1 89 Blockworks On today's episode of On The Margin Mike Ippolito is joined by Dan Morehead of Pantera Capital & Dan Tapiero of 10T. With collectively over 40 years in the hedge fund business at notable firms such as Tiger Management, before later pivoting to crypto in 2014, these two provide a unique insight into the growth of the crypto industry and just how big it could become over the next decade. Dan & Dan share their Macro outlook for 2022, the bursting of the U.S bond market, how crypto today compares with 2017, what the next big picture macro trade is, the mainstream adoption of crypto & discuss whether the bull market is over. -- Follow Dan Tapiero: @DTAPCAP Follow Dan Morehead: @dan_pantera Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On today's episode of On The Margin Mike Ippolito is joined by Dan Morehead of Pantera Capital & Dan Tapiero of 10T. With collectively over 40 years in the hedge fund business at notable firms such as Tiger Management, before later pivoting to crypto in 2014, these two provide a unique insight into the growth of the crypto industry and just how big it could become over the next decade.

Dan & Dan share their Macro outlook for 2022, the bursting of the U.S bond market, how crypto today compares with 2017, what the next big picture macro trade is, the mainstream adoption of crypto & discuss whether the bull market is over.

--

Follow Dan Tapiero: @DTAPCAP

Follow Dan Morehead: @dan_pantera

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2948 Biden Cracks Down on Crypto | Weekly Round Up In this episode Mark and I covered two big topics: the fallout of Wednesday's FOMC meeting, and the announcement that the White House is cracking down on crypto as a matter of "national security." We kicked things off with one of my favorite charts of all time, the S&P going back to 1926 superimposed over every reason investors had to sell. Helps provide some perspective, you know? Next we covered what the market is pricing in in terms of rate hikes for 2022, and the likelihood that the Fed will follow through on their hawkish rhetoric. Next we moved on to real yields and gold's confusing response, the flattening yield curve, and the precipitous rise in the DXY. We also covered the precipitous drop in unprofitable tech, increased volatility in the stock market, and what both of these things tell us about where we're at in the business cycle. We also took a look at today's price action in the S&P and high yield credit market and how that compared to the 6 month period in 2018-2019 around the "Powell Pivot" (hint: there are similarities). Finally, Mark and I gave our thoughts on the impending crackdown that is rumored to be coming soon from the White House. For details on that, you'll have to listen to the episode. Follow Mark: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 29 Jan 2022 12:00:00 -0000 full 1 88 Blockworks In this episode Mark and I covered two big topics: the fallout of Wednesday's FOMC meeting, and the announcement that the White House is cracking down on crypto as a matter of "national security." We kicked things off with one of my favorite charts of all time, the S&P going back to 1926 superimposed over every reason investors had to sell. Helps provide some perspective, you know? Next we covered what the market is pricing in in terms of rate hikes for 2022, and the likelihood that the Fed will follow through on their hawkish rhetoric. Next we moved on to real yields and gold's confusing response, the flattening yield curve, and the precipitous rise in the DXY. We also covered the precipitous drop in unprofitable tech, increased volatility in the stock market, and what both of these things tell us about where we're at in the business cycle. We also took a look at today's price action in the S&P and high yield credit market and how that compared to the 6 month period in 2018-2019 around the "Powell Pivot" (hint: there are similarities). Finally, Mark and I gave our thoughts on the impending crackdown that is rumored to be coming soon from the White House. For details on that, you'll have to listen to the episode. Follow Mark: @MarkYusko Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode Mark and I covered two big topics: the fallout of Wednesday's FOMC meeting, and the announcement that the White House is cracking down on crypto as a matter of "national security."

We kicked things off with one of my favorite charts of all time, the S&P going back to 1926 superimposed over every reason investors had to sell. Helps provide some perspective, you know? Next we covered what the market is pricing in in terms of rate hikes for 2022, and the likelihood that the Fed will follow through on their hawkish rhetoric.

Next we moved on to real yields and gold's confusing response, the flattening yield curve, and the precipitous rise in the DXY. We also covered the precipitous drop in unprofitable tech, increased volatility in the stock market, and what both of these things tell us about where we're at in the business cycle.

We also took a look at today's price action in the S&P and high yield credit market and how that compared to the 6 month period in 2018-2019 around the "Powell Pivot" (hint: there are similarities).

Finally, Mark and I gave our thoughts on the impending crackdown that is rumored to be coming soon from the White House. For details on that, you'll have to listen to the episode.

Follow Mark: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3445 How Fed Tightening Will Impact Markets | Andreas Steno Larsen In this episode of On The Margin Mike is joined by Andreas Steno Larsen Director & Lead Economist of Heimstaden. After spending 10+ years as a Chief Global Strategist, FX Analyst & Researcher at Nordea, Andreas provides a unique insight into the current macro factors driving markets. Andreas shares his global macro outlook for 2022, his thoughts on the effect tapering will have on markets, the slowing credit impulse as a leading indicator for growth, the rise of China vs the U.S & if we are in a period of secular inflation. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 26 Jan 2022 12:00:00 -0000 full 1 87 Blockworks In this episode of On The Margin Mike is joined by Andreas Steno Larsen Director & Lead Economist of Heimstaden. After spending 10+ years as a Chief Global Strategist, FX Analyst & Researcher at Nordea, Andreas provides a unique insight into the current macro factors driving markets. Andreas shares his global macro outlook for 2022, his thoughts on the effect tapering will have on markets, the slowing credit impulse as a leading indicator for growth, the rise of China vs the U.S & if we are in a period of secular inflation. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike is joined by Andreas Steno Larsen Director & Lead Economist of Heimstaden. After spending 10+ years as a Chief Global Strategist, FX Analyst & Researcher at Nordea, Andreas provides a unique insight into the current macro factors driving markets.

Andreas shares his global macro outlook for 2022, his thoughts on the effect tapering will have on markets, the slowing credit impulse as a leading indicator for growth, the rise of China vs the U.S & if we are in a period of secular inflation.

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2794 FOMC Preview: Expect More Turbulence | Jonathan Cheesman & Daniel Masters This week in On the Margin, we have a special bonus episode for you. There's lots going on in markets and we thought if ever there were a time to speak to as many smart people as possible, it's now. In this week's episode we are joined by CoinShares Chairman Danny Masters and FTX's Jon Cheesman to give us a preview for the FOMC meeting on Wednesday. We also covered the increasing connection between macro and crypto, what constraints the Fed are operating under, and how different sectors of crypto will respond to increased tightening. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Tue, 25 Jan 2022 12:00:00 -0000 full 1 86 Blockworks This week in On the Margin, we have a special bonus episode for you. There's lots going on in markets and we thought if ever there were a time to speak to as many smart people as possible, it's now. In this week's episode we are joined by CoinShares Chairman Danny Masters and FTX's Jon Cheesman to give us a preview for the FOMC meeting on Wednesday. We also covered the increasing connection between macro and crypto, what constraints the Fed are operating under, and how different sectors of crypto will respond to increased tightening. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter This week in On the Margin, we have a special bonus episode for you. There's lots going on in markets and we thought if ever there were a time to speak to as many smart people as possible, it's now.

In this week's episode we are joined by CoinShares Chairman Danny Masters and FTX's Jon Cheesman to give us a preview for the FOMC meeting on Wednesday.

We also covered the increasing connection between macro and crypto, what constraints the Fed are operating under, and how different sectors of crypto will respond to increased tightening.

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2814 Crypto Sheds $200B in 24 Hours: Is the Worst Behind Us? In this round up, Mark and I are joined by Arca CIO Jeff Dorman to answer the one question on everyone's mind: what is driving the flash crash in crypto markets? We discussed the impact the Fed's tightening is having on markets, why the PBOC's rate cuts aren't having as much of an effect on crypto, the importance of a strong Bitcoin to crypto markets, and where we will see dispersion in crypto in 2022. Per usual, Mark and Jeff brought the fire, tune in to get their thoughts. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 22 Jan 2022 14:10:20 -0000 full 1 85 Blockworks In this round up, Mark and I are joined by Arca CIO Jeff Dorman to answer the one question on everyone's mind: what is driving the flash crash in crypto markets? We discussed the impact the Fed's tightening is having on markets, why the PBOC's rate cuts aren't having as much of an effect on crypto, the importance of a strong Bitcoin to crypto markets, and where we will see dispersion in crypto in 2022. Per usual, Mark and Jeff brought the fire, tune in to get their thoughts. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this round up, Mark and I are joined by Arca CIO Jeff Dorman to answer the one question on everyone's mind: what is driving the flash crash in crypto markets?

We discussed the impact the Fed's tightening is having on markets, why the PBOC's rate cuts aren't having as much of an effect on crypto, the importance of a strong Bitcoin to crypto markets, and where we will see dispersion in crypto in 2022.

Per usual, Mark and Jeff brought the fire, tune in to get their thoughts.

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3878 The Macro Forces Driving Crypto in 2022 with Jordi Alexander & Checkmate In this episode of On The Margin Mike is joined by Jordi Alexander CIO of Selini Capital & Checkmate Lead On-chain Analyst for Glassnode. Jordi & Checkmate discuss the long term structural macro trends and how they effect the crypto markets. Jordi & Checkmate also explore if Crypto can forecast broader market conditions, wether Bitcoin has become a viable macro asset, is Crypto entering a bear market, Value vs Momentum & how will the Fed respond to the highest inflation in 40 years. Link to Jordi's Twitter thread - https://twitter.com/gametheorizing/status/1435693384694321158 -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Wed, 19 Jan 2022 12:00:00 -0000 full 1 84 Blockworks In this episode of On The Margin Mike is joined by Jordi Alexander CIO of Selini Capital & Checkmate Lead On-chain Analyst for Glassnode. Jordi & Checkmate discuss the long term structural macro trends and how they effect the crypto markets. Jordi & Checkmate also explore if Crypto can forecast broader market conditions, wether Bitcoin has become a viable macro asset, is Crypto entering a bear market, Value vs Momentum & how will the Fed respond to the highest inflation in 40 years. Link to Jordi's Twitter thread - https://twitter.com/gametheorizing/status/1435693384694321158 -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike is joined by Jordi Alexander CIO of Selini Capital & Checkmate Lead On-chain Analyst for Glassnode. Jordi & Checkmate discuss the long term structural macro trends and how they effect the crypto markets. Jordi & Checkmate also explore if Crypto can forecast broader market conditions, wether Bitcoin has become a viable macro asset, is Crypto entering a bear market, Value vs Momentum & how will the Fed respond to the highest inflation in 40 years.


Link to Jordi's Twitter thread - https://twitter.com/gametheorizing/status/1435693384694321158

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3330 Have We Hit Peak Inflation? A Deep Dive into the Data Behind December's Record Print In this week's episode, Mark and I tried something a little different. We went super deep on one topic, namely inflation. The question we asked was "Have fears around inflation peaked? And if so, what are the implications for asset prices?" We started off by taking a look at which categories were driving CPI inflation. We took a look at which of these categories were sticky and likely to persists (like owners equivalent rent and energy) or likely due to temporary, pandemic related issues (used cars). Next we covered the differing roles that the Fed and Treasury have in inflation, and the wild price inflation in the price of goods. Mark gave his views on whether or not the Fed actually had room to tighten, or if they would just roll over like they have done in the past. Finally, we ended the discussion on the question every investor should be asking: are we headed towards an environment of negative real rates? And if we are, which assets will benefit? For the answer to that, you'll have to tune into the show. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 15 Jan 2022 12:00:00 -0000 full 1 83 Blockworks In this week's episode, Mark and I tried something a little different. We went super deep on one topic, namely inflation. The question we asked was "Have fears around inflation peaked? And if so, what are the implications for asset prices?" We started off by taking a look at which categories were driving CPI inflation. We took a look at which of these categories were sticky and likely to persists (like owners equivalent rent and energy) or likely due to temporary, pandemic related issues (used cars). Next we covered the differing roles that the Fed and Treasury have in inflation, and the wild price inflation in the price of goods. Mark gave his views on whether or not the Fed actually had room to tighten, or if they would just roll over like they have done in the past. Finally, we ended the discussion on the question every investor should be asking: are we headed towards an environment of negative real rates? And if we are, which assets will benefit? For the answer to that, you'll have to tune into the show. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this week's episode, Mark and I tried something a little different. We went super deep on one topic, namely inflation. The question we asked was "Have fears around inflation peaked? And if so, what are the implications for asset prices?"


We started off by taking a look at which categories were driving CPI inflation. We took a look at which of these categories were sticky and likely to persists (like owners equivalent rent and energy) or likely due to temporary, pandemic related issues (used cars).


Next we covered the differing roles that the Fed and Treasury have in inflation, and the wild price inflation in the price of goods. Mark gave his views on whether or not the Fed actually had room to tighten, or if they would just roll over like they have done in the past.


Finally, we ended the discussion on the question every investor should be asking: are we headed towards an environment of negative real rates? And if we are, which assets will benefit? For the answer to that, you'll have to tune into the show.

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3964 What Will Happen if the Fed Raises Rates with Danielle DiMartino Booth In this episode of On The Margin Mike is joined by returning guest Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. As a former advisor at the Federal Reserve Bank of Dallas, Danielle provides a unique insight into the Fed's policy decisions throughout 2022.  Danielle shares her thoughts on the dilemma's the Fed faces going into 2022, how the Fed exacerbated wealth inequality in America, Modern Monetary Theory, Universal Basic Income, her outlook for the U.S Dollar & so much more. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Tue, 11 Jan 2022 12:00:00 -0000 full 1 82 Blockworks In this episode of On The Margin Mike is joined by returning guest Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. As a former advisor at the Federal Reserve Bank of Dallas, Danielle provides a unique insight into the Fed's policy decisions throughout 2022.  Danielle shares her thoughts on the dilemma's the Fed faces going into 2022, how the Fed exacerbated wealth inequality in America, Modern Monetary Theory, Universal Basic Income, her outlook for the U.S Dollar & so much more. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this episode of On The Margin Mike is joined by returning guest Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. As a former advisor at the Federal Reserve Bank of Dallas, Danielle provides a unique insight into the Fed's policy decisions throughout 2022. 


Danielle shares her thoughts on the dilemma's the Fed faces going into 2022, how the Fed exacerbated wealth inequality in America, Modern Monetary Theory, Universal Basic Income, her outlook for the U.S Dollar & so much more.

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 2435 Fed Tightening Hammers Bitcoin, Kazakhstan Internet Outage Disrupts Hash Rate In this first round up of the New Year, Mark and I started with the question that's on everyone's mind: are we still in a bull market? Answer - you'll have to listen to the episode to find out! But I will say... compelling narratives and data on both sides. Whatever the truth is, we have clearly entered a pattern of market behavior that is different from past cycles. Variety, as they say, is the spice of life. We went pretty deeply into the Fed's recent minutes, including the hawkish pivot and what that means for markets. Four separate rate hikes starting in March of this coming year are now being priced in with 80% probability. Assets are reacting accordingly, with everything from the S&P to the Nasdaq to Bitcoin falling percipitously. For our weekly stories, we covered the internet outage in Kazakhstan and the commensurate dip in hash power on the Bitcoin network. We also talked about the continued migration of hash rate out of eastern countries and into more stable regimes, primarily the US. Finally we closed on OpenSea's monster $300 million dollar round led by Coatue and Paradigm. For a more in-depth analysis of what drove their valuation, you'll have to give the episode a listen. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 08 Jan 2022 12:00:00 -0000 full 1 81 Blockworks In this first round up of the New Year, Mark and I started with the question that's on everyone's mind: are we still in a bull market? Answer - you'll have to listen to the episode to find out! But I will say... compelling narratives and data on both sides. Whatever the truth is, we have clearly entered a pattern of market behavior that is different from past cycles. Variety, as they say, is the spice of life. We went pretty deeply into the Fed's recent minutes, including the hawkish pivot and what that means for markets. Four separate rate hikes starting in March of this coming year are now being priced in with 80% probability. Assets are reacting accordingly, with everything from the S&P to the Nasdaq to Bitcoin falling percipitously. For our weekly stories, we covered the internet outage in Kazakhstan and the commensurate dip in hash power on the Bitcoin network. We also talked about the continued migration of hash rate out of eastern countries and into more stable regimes, primarily the US. Finally we closed on OpenSea's monster $300 million dollar round led by Coatue and Paradigm. For a more in-depth analysis of what drove their valuation, you'll have to give the episode a listen. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter In this first round up of the New Year, Mark and I started with the question that's on everyone's mind: are we still in a bull market?

Answer - you'll have to listen to the episode to find out! But I will say... compelling narratives and data on both sides. Whatever the truth is, we have clearly entered a pattern of market behavior that is different from past cycles. Variety, as they say, is the spice of life.

We went pretty deeply into the Fed's recent minutes, including the hawkish pivot and what that means for markets. Four separate rate hikes starting in March of this coming year are now being priced in with 80% probability. Assets are reacting accordingly, with everything from the S&P to the Nasdaq to Bitcoin falling percipitously.

For our weekly stories, we covered the internet outage in Kazakhstan and the commensurate dip in hash power on the Bitcoin network. We also talked about the continued migration of hash rate out of eastern countries and into more stable regimes, primarily the US.

Finally we closed on OpenSea's monster $300 million dollar round led by Coatue and Paradigm. For a more in-depth analysis of what drove their valuation, you'll have to give the episode a listen.

--

Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks

--

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3921 Dollar Predictions for 2022 with Brent Johnson and Lawrence Lepard In this episode of On The Margin Mike is joined by Brent Johnson of Santiago Capital & Lawrence Lepard of Equity Management Associates. Brent & Lawrence discuss Brent's Dollar milkshake thesis and the negative effect a rising dollar could have on the global financial system looking ahead to 2022. Brent & Lawrence also share their thoughts on the long term debt cycle, the bond market during financial repression, the current slow down in economic activity & inflation, what a return to sound money would look like & how to protect your portfolio in this environment. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 05 Jan 2022 12:00:00 -0000 full 1 80 Blockworks In this episode of On The Margin Mike is joined by Brent Johnson of Santiago Capital & Lawrence Lepard of Equity Management Associates. Brent & Lawrence discuss Brent's Dollar milkshake thesis and the negative effect a rising dollar could have on the global financial system looking ahead to 2022. Brent & Lawrence also share their thoughts on the long term debt cycle, the bond market during financial repression, the current slow down in economic activity & inflation, what a return to sound money would look like & how to protect your portfolio in this environment. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike is joined by Brent Johnson of Santiago Capital & Lawrence Lepard of Equity Management Associates. Brent & Lawrence discuss Brent's Dollar milkshake thesis and the negative effect a rising dollar could have on the global financial system looking ahead to 2022.


Brent & Lawrence also share their thoughts on the long term debt cycle, the bond market during financial repression, the current slow down in economic activity & inflation, what a return to sound money would look like & how to protect your portfolio in this environment.

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors.

For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2541 Chart Storm For The New Year | Weekly Round Up To bring us into the new year, Michael Ippolito & Jack Farley take viewers on an audio-visual guided tour of the most salient macro topics for 2022. They analyze a series of charts that illustrate the most important issues, such as factor rotation in equities, what banks are doing with all their money, and why the interest rate futures market (i.e. Eurodollar futures) has a different view on the future path of interest rates than the Federal Reserve’s own forecasts. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 01 Jan 2022 12:00:00 -0000 full 1 79 Blockworks To bring us into the new year, Michael Ippolito & Jack Farley take viewers on an audio-visual guided tour of the most salient macro topics for 2022. They analyze a series of charts that illustrate the most important issues, such as factor rotation in equities, what banks are doing with all their money, and why the interest rate futures market (i.e. Eurodollar futures) has a different view on the future path of interest rates than the Federal Reserve’s own forecasts. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. To bring us into the new year, Michael Ippolito & Jack Farley take viewers on an audio-visual guided tour of the most salient macro topics for 2022. They analyze a series of charts that illustrate the most important issues, such as factor rotation in equities, what banks are doing with all their money, and why the interest rate futures market (i.e. Eurodollar futures) has a different view on the future path of interest rates than the Federal Reserve’s own forecasts.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors.

For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 4435 Dollar vs Yuan: The Next Global Reserve Currency with Russell Clark In this episode of On The Margin Mike is joined by Russell Clark. With a wealth of knowledge that spans over 20 years as both an Investment Analyst and CIO/CEO of Russell Clark Investment Management, Russell shares his outlook on Japan as a model for the U.S, China's rise post globalization, the connection between food & inflation, what is the end game for QE, Russell's outlook on Bitcoin and so much more. Here you can follow Russell's Substack for his latest thoughts: https://www.russell-clark.com/ -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 29 Dec 2021 12:00:00 -0000 full 1 78 Blockworks In this episode of On The Margin Mike is joined by Russell Clark. With a wealth of knowledge that spans over 20 years as both an Investment Analyst and CIO/CEO of Russell Clark Investment Management, Russell shares his outlook on Japan as a model for the U.S, China's rise post globalization, the connection between food & inflation, what is the end game for QE, Russell's outlook on Bitcoin and so much more. Here you can follow Russell's Substack for his latest thoughts: https://www.russell-clark.com/ -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike is joined by Russell Clark. With a wealth of knowledge that spans over 20 years as both an Investment Analyst and CIO/CEO of Russell Clark Investment Management, Russell shares his outlook on Japan as a model for the U.S, China's rise post globalization, the connection between food & inflation, what is the end game for QE, Russell's outlook on Bitcoin and so much more.


Here you can follow Russell's Substack for his latest thoughts: https://www.russell-clark.com/

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors.

For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3458 Trump Hates Crypto, Jack Hates Web 3, Erdogan Launches Bid to Support Lira In this extra special weekly round up, Mark and I are joined by "Hollywood" Jack Farley, welcome Jack! We kicked things off with Trump's recent comments about crypto. Despite his wife Melania launching an NFT project on Solana, it would seem he is not a fan! Next, we moved onto Jack Dorsey's comments on Web 3. We provided context about recent pushback of NFTs from the Discord and Ubisoft communities, and asked why this pushback felt so emotional. Finally, we concluded by covering Erdogan's bid to prop up the Lira and compared it to some of the financial experimentation pioneered in crypto. Happy HODL days all! -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 25 Dec 2021 12:00:00 -0000 full 1 77 Blockworks In this extra special weekly round up, Mark and I are joined by "Hollywood" Jack Farley, welcome Jack! We kicked things off with Trump's recent comments about crypto. Despite his wife Melania launching an NFT project on Solana, it would seem he is not a fan! Next, we moved onto Jack Dorsey's comments on Web 3. We provided context about recent pushback of NFTs from the Discord and Ubisoft communities, and asked why this pushback felt so emotional. Finally, we concluded by covering Erdogan's bid to prop up the Lira and compared it to some of the financial experimentation pioneered in crypto. Happy HODL days all! -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this extra special weekly round up, Mark and I are joined by "Hollywood" Jack Farley, welcome Jack!

We kicked things off with Trump's recent comments about crypto. Despite his wife Melania launching an NFT project on Solana, it would seem he is not a fan! Next, we moved onto Jack Dorsey's comments on Web 3. We provided context about recent pushback of NFTs from the Discord and Ubisoft communities, and asked why this pushback felt so emotional.

Finally, we concluded by covering Erdogan's bid to prop up the Lira and compared it to some of the financial experimentation pioneered in crypto.


Happy HODL days all!

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


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]]> 3284 What Rising Inflation Means for Stocks and Bonds | Harley Bassman and Jack Farley In this episode of On The Margin Mike & Jack are joined by Harley Bassman otherwise known as 'The Convexity Maven'. Harley has spent over 35 years working at some of the largest firms including Merrill Lynch, Credit Suisse, PIMCO and now Simplify Asset Management. With an expert understanding of options, volatility & derivatives, we invited Harley for a masterclass on how investors can hedge in this market environment. Harley shares his insights into M2 money supply growth's effect on inflation, how demographics predict bond yields, what investors outlook should be for the traditional 60/40 portfolio, using the yield curve to predict recessions and so much more! -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 22 Dec 2021 14:00:00 -0000 full 1 76 Blockworks In this episode of On The Margin Mike & Jack are joined by Harley Bassman otherwise known as 'The Convexity Maven'. Harley has spent over 35 years working at some of the largest firms including Merrill Lynch, Credit Suisse, PIMCO and now Simplify Asset Management. With an expert understanding of options, volatility & derivatives, we invited Harley for a masterclass on how investors can hedge in this market environment. Harley shares his insights into M2 money supply growth's effect on inflation, how demographics predict bond yields, what investors outlook should be for the traditional 60/40 portfolio, using the yield curve to predict recessions and so much more! -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike & Jack are joined by Harley Bassman otherwise known as 'The Convexity Maven'. Harley has spent over 35 years working at some of the largest firms including Merrill Lynch, Credit Suisse, PIMCO and now Simplify Asset Management. With an expert understanding of options, volatility & derivatives, we invited Harley for a masterclass on how investors can hedge in this market environment. Harley shares his insights into M2 money supply growth's effect on inflation, how demographics predict bond yields, what investors outlook should be for the traditional 60/40 portfolio, using the yield curve to predict recessions and so much more!

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

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]]> 3468 Ray Dalio Changes his Mind on Bitcoin, Stock Buybacks Skyrocket, Everything is Money Illusion In this week's episode, Mark and I start off with Ray Dalio's comments about Bitcoin, Gold and Ethereum. Spoiler alert - minds are being changed! Next we get into the increasing politicization of crypto, and the battle lines being drawn between the Dems and the GOP. Next we get into breadth in the Nasdaq as a potential sign of worry (thanks Bear O'Shea for the flag!), record stock buybacks amidst insider selling, and finally the growing percentage of net income explained by the stock market. We end this week's episode on a philosophical question - is ALL growth just a result of money illusion? For the answer to that, you'll have to listen in. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 18 Dec 2021 14:00:00 -0000 full 1 75 Blockworks In this week's episode, Mark and I start off with Ray Dalio's comments about Bitcoin, Gold and Ethereum. Spoiler alert - minds are being changed! Next we get into the increasing politicization of crypto, and the battle lines being drawn between the Dems and the GOP. Next we get into breadth in the Nasdaq as a potential sign of worry (thanks Bear O'Shea for the flag!), record stock buybacks amidst insider selling, and finally the growing percentage of net income explained by the stock market. We end this week's episode on a philosophical question - is ALL growth just a result of money illusion? For the answer to that, you'll have to listen in. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this week's episode, Mark and I start off with Ray Dalio's comments about Bitcoin, Gold and Ethereum. Spoiler alert - minds are being changed! Next we get into the increasing politicization of crypto, and the battle lines being drawn between the Dems and the GOP.

Next we get into breadth in the Nasdaq as a potential sign of worry (thanks Bear O'Shea for the flag!), record stock buybacks amidst insider selling, and finally the growing percentage of net income explained by the stock market.

We end this week's episode on a philosophical question - is ALL growth just a result of money illusion? For the answer to that, you'll have to listen in.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

OurCrowd:

Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm

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]]> 2595 Bitcoin vs Ethereum in 2022 with Avi Felman In this episode of On The Margin Mike is joined by returning guest Avi Felman. Avi is the Co Portfolio Manager at BlockTower Capital and joins us to share his updated outlook on the market. Avi discusses the key trends in the crypto market from Bitcoin & Ethereum, value vs momentum, the layer-1 wars & more. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 15 Dec 2021 14:00:00 -0000 full 1 74 Blockworks In this episode of On The Margin Mike is joined by returning guest Avi Felman. Avi is the Co Portfolio Manager at BlockTower Capital and joins us to share his updated outlook on the market. Avi discusses the key trends in the crypto market from Bitcoin & Ethereum, value vs momentum, the layer-1 wars & more. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike is joined by returning guest Avi Felman. Avi is the Co Portfolio Manager at BlockTower Capital and joins us to share his updated outlook on the market. Avi discusses the key trends in the crypto market from Bitcoin & Ethereum, value vs momentum, the layer-1 wars & more.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

OurCrowd:

Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm

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]]> 2148 November Inflation Tops 6.8%, Evergrande Defaults on its Debt, Bitcoin's Next 6 Months In this week's episode, Mark returns from his two week hiatus (woo!). We quickly got into November's 6.8% CPI print, which was the highest in 39 years. We discussed the factors driving inflation, and whether or not they pointed towards transitory or permanent inflation. Next we covered the Evergrande default, and whether or not the resultant fall out is cause for concern. We moved through skyrocketing household debt, a slowing global credit impulse, and whether or not the world is headed for "Japanification." Finally, we ended on Mark and my thoughts on where Bitcoin is headed next. Tune in to find out more. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 11 Dec 2021 14:00:00 -0000 full 1 73 Blockworks In this week's episode, Mark returns from his two week hiatus (woo!). We quickly got into November's 6.8% CPI print, which was the highest in 39 years. We discussed the factors driving inflation, and whether or not they pointed towards transitory or permanent inflation. Next we covered the Evergrande default, and whether or not the resultant fall out is cause for concern. We moved through skyrocketing household debt, a slowing global credit impulse, and whether or not the world is headed for "Japanification." Finally, we ended on Mark and my thoughts on where Bitcoin is headed next. Tune in to find out more. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this week's episode, Mark returns from his two week hiatus (woo!). We quickly got into November's 6.8% CPI print, which was the highest in 39 years. We discussed the factors driving inflation, and whether or not they pointed towards transitory or permanent inflation.

Next we covered the Evergrande default, and whether or not the resultant fall out is cause for concern. We moved through skyrocketing household debt, a slowing global credit impulse, and whether or not the world is headed for "Japanification."

Finally, we ended on Mark and my thoughts on where Bitcoin is headed next. Tune in to find out more.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

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]]> 3703 2022 Crypto Theses with Ryan Selkis In this episode of On The Margin Mike is joined by Ryan Selkis Co-Founder & CEO at Messari. Having released the 150+ page 'Crypto Theses for 2022' report, we invited Ryan to the show to discuss the most important trends to look out for in the industry. Mike & Ryan discuss the Layer-1 wars, venture capital investment in crypto, NFTs 100x potential, regulation for crypto & DAOs, Ryan's market outlook for 2022 & so much more. Link to the full report - https://messari.io/crypto-theses-for-2022 -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 08 Dec 2021 14:00:00 -0000 full 1 72 Blockworks In this episode of On The Margin Mike is joined by Ryan Selkis Co-Founder & CEO at Messari. Having released the 150+ page 'Crypto Theses for 2022' report, we invited Ryan to the show to discuss the most important trends to look out for in the industry. Mike & Ryan discuss the Layer-1 wars, venture capital investment in crypto, NFTs 100x potential, regulation for crypto & DAOs, Ryan's market outlook for 2022 & so much more. Link to the full report - https://messari.io/crypto-theses-for-2022 -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike is joined by Ryan Selkis Co-Founder & CEO at Messari. Having released the 150+ page 'Crypto Theses for 2022' report, we invited Ryan to the show to discuss the most important trends to look out for in the industry. Mike & Ryan discuss the Layer-1 wars, venture capital investment in crypto, NFTs 100x potential, regulation for crypto & DAOs, Ryan's market outlook for 2022 & so much more.

Link to the full report - https://messari.io/crypto-theses-for-2022

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

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OurCrowd:

Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm

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]]> 3884 Why Investors Are Running Away From Stocks | Weekly Roundup With Mark out, we have special guest filling in, Blockworks’ video journalist Jack Farley. We make sense of the recent bout of market volatility, with bond yields plummeting and tech stocks selling off hard. Mike and Jack explore market anomalies such as stay-at-home darlings like Zoom ($ZM) failing to serve as hedge against bad COVID news, and the tremendous surge in the VIX despite the fact that the S&P 500 is only a few points below its all-time-high. We also talk yield curve flattening, inflation’s threat to the 60/40 portfolio, and why the Bitcoin’s dominance might fade over time in the crypto universe. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm -- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 04 Dec 2021 12:00:00 -0000 full 1 71 Blockworks With Mark out, we have special guest filling in, Blockworks’ video journalist Jack Farley. We make sense of the recent bout of market volatility, with bond yields plummeting and tech stocks selling off hard. Mike and Jack explore market anomalies such as stay-at-home darlings like Zoom ($ZM) failing to serve as hedge against bad COVID news, and the tremendous surge in the VIX despite the fact that the S&P 500 is only a few points below its all-time-high. We also talk yield curve flattening, inflation’s threat to the 60/40 portfolio, and why the Bitcoin’s dominance might fade over time in the crypto universe. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm -- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ For more content like On the Margin, visit http://blockworks.co/podcasts. With Mark out, we have special guest filling in, Blockworks’ video journalist Jack Farley. We make sense of the recent bout of market volatility, with bond yields plummeting and tech stocks selling off hard. Mike and Jack explore market anomalies such as stay-at-home darlings like Zoom ($ZM) failing to serve as hedge against bad COVID news, and the tremendous surge in the VIX despite the fact that the S&P 500 is only a few points below its all-time-high.


We also talk yield curve flattening, inflation’s threat to the 60/40 portfolio, and why the Bitcoin’s dominance might fade over time in the crypto universe.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

---


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Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm

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On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/


For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3416 Roadmap To Crypto’s $10 Trillion Market cap | Ben Cowen In this episode of On The Margin Mike is joined by Into The Cryptoverse CEO 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 we discuss Plan B's Stock to Flow Model, Ben's diminishing returns thesis, crypto market cycles, institutional demand for Bitcoin, how to prepare for the next bear market and so much more. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Wed, 01 Dec 2021 14:00:00 -0000 full 1 70 Blockworks In this episode of On The Margin Mike is joined by Into The Cryptoverse CEO 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 we discuss Plan B's Stock to Flow Model, Ben's diminishing returns thesis, crypto market cycles, institutional demand for Bitcoin, how to prepare for the next bear market and so much more. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of On The Margin Mike is joined by Into The Cryptoverse CEO 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 we discuss Plan B's Stock to Flow Model, Ben's diminishing returns thesis, crypto market cycles, institutional demand for Bitcoin, how to prepare for the next bear market and so much more.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 4420 Crypto's Last Cycle, Metaverse Mania, and an NFT Bear Market with Avi Felman | Weekly Round Up Mark is taking some well deserved family time for this episode SO we have a special guest filling in, Avil Felman of BlockTower. Avi is deep in the crypto ecosystem and a born trader, this episode was a blast. We covered Thanksgiving's sell off, whether or not we are in a supercycle, the hype around the metaverse, and what he sees happening in the NFT market. Not an episode to miss, hope you all enjoy. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Sat, 27 Nov 2021 18:00:00 -0000 full 1 69 Blockworks Mark is taking some well deserved family time for this episode SO we have a special guest filling in, Avil Felman of BlockTower. Avi is deep in the crypto ecosystem and a born trader, this episode was a blast. We covered Thanksgiving's sell off, whether or not we are in a supercycle, the hype around the metaverse, and what he sees happening in the NFT market. Not an episode to miss, hope you all enjoy. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Mark is taking some well deserved family time for this episode SO we have a special guest filling in, Avil Felman of BlockTower. Avi is deep in the crypto ecosystem and a born trader, this episode was a blast.


We covered Thanksgiving's sell off, whether or not we are in a supercycle, the hype around the metaverse, and what he sees happening in the NFT market.


Not an episode to miss, hope you all enjoy.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 2499 How Media Created The Great American Divide with Demetri Kofinas In this episode of On The Margin, Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri returns to On The Margin to share his thoughts on the great divide in America, the state of the media, the failing trust in institutions, the effect of globalization on the U.S worker & inflations effect on wealth inequality. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Wed, 24 Nov 2021 14:00:00 -0000 full 1 68 Blockworks In this episode of On The Margin, Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri returns to On The Margin to share his thoughts on the great divide in America, the state of the media, the failing trust in institutions, the effect of globalization on the U.S worker & inflations effect on wealth inequality. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of On The Margin, Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri returns to On The Margin to share his thoughts on the great divide in America, the state of the media, the failing trust in institutions, the effect of globalization on the U.S worker & inflations effect on wealth inequality.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3081 Hillary Clinton Fears Bitcoin, Crypto Cycles and Gemini’s 400M Raise | Weekly Round Up In this week's round up, Mark and I kick things off with some good old fashioned chart analysis. First off - credit where credit is due, I got these charts from the Bankless interview with Benjamin Cowen. Phenomenal episode, I highly recommend you check it out. We took a look at what appears to be lengthening cycles in crypto, diminishing returns of each cycle, and a general reduction in volatility. Next we went on to take a look at some economic data, mainly the Philadelphia Fed's Manufacturing Index and Initial Jobless Claims. Finally, we ended things on Gemini's $400 million raise led by none other than Mark himself. To hear what he has to say, give the episode a listen. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Sat, 20 Nov 2021 14:00:00 -0000 full 1 67 Blockworks In this week's round up, Mark and I kick things off with some good old fashioned chart analysis. First off - credit where credit is due, I got these charts from the Bankless interview with Benjamin Cowen. Phenomenal episode, I highly recommend you check it out. We took a look at what appears to be lengthening cycles in crypto, diminishing returns of each cycle, and a general reduction in volatility. Next we went on to take a look at some economic data, mainly the Philadelphia Fed's Manufacturing Index and Initial Jobless Claims. Finally, we ended things on Gemini's $400 million raise led by none other than Mark himself. To hear what he has to say, give the episode a listen. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this week's round up, Mark and I kick things off with some good old fashioned chart analysis. First off - credit where credit is due, I got these charts from the Bankless interview with Benjamin Cowen. Phenomenal episode, I highly recommend you check it out.


We took a look at what appears to be lengthening cycles in crypto, diminishing returns of each cycle, and a general reduction in volatility. Next we went on to take a look at some economic data, mainly the Philadelphia Fed's Manufacturing Index and Initial Jobless Claims. Finally, we ended things on Gemini's $400 million raise led by none other than Mark himself.


To hear what he has to say, give the episode a listen.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3263 Why QE Is NOT Money Printing | Emil Kalinowski & Jeff Snider In this episode of On The Margin Mike is joined by Jeff Snider of Alhambra Investments & Emil Kalinowski, Mining & Metals Researcher. Jeff & Emil are hosts of Eurodollar University, a podcast dedicated to analyzing the 2007 malfunction of the monetary system - and how its continuing disorder - affects finance, politics and society. Jeff & Emil share their thoughts on the myth of central banking, the Fed's effect on financial markets, why QE is not money printing, the interest rate fallacy & the role of Bitcoin & digital assets. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Wed, 17 Nov 2021 14:00:00 -0000 full 1 66 Blockworks In this episode of On The Margin Mike is joined by Jeff Snider of Alhambra Investments & Emil Kalinowski, Mining & Metals Researcher. Jeff & Emil are hosts of Eurodollar University, a podcast dedicated to analyzing the 2007 malfunction of the monetary system - and how its continuing disorder - affects finance, politics and society. Jeff & Emil share their thoughts on the myth of central banking, the Fed's effect on financial markets, why QE is not money printing, the interest rate fallacy & the role of Bitcoin & digital assets. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of On The Margin Mike is joined by Jeff Snider of Alhambra Investments & Emil Kalinowski, Mining & Metals Researcher. Jeff & Emil are hosts of Eurodollar University, a podcast dedicated to analyzing the 2007 malfunction of the monetary system - and how its continuing disorder - affects finance, politics and society. Jeff & Emil share their thoughts on the myth of central banking, the Fed's effect on financial markets, why QE is not money printing, the interest rate fallacy & the role of Bitcoin & digital assets.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3941 Solana Conference Round Up, 6.2% CPI Print, Every Company Bets on "Metaverse" | Weekly Round Up In this week's episode, we kicked things off with an honest review of Solana's Breakpoint conference which I have been at for the past week. I had two big takeaways from the conference: 1. Solana is going to endure well beyond this market cycle 2. We are approaching a top in the current market cycle The folks at Solana absolutely hit it out of the park with this conference, and there were lots of great projects building on the ecosystem. In particular, I was most interested to hear from the developers building out financial primitives (banking interfaces, decentralized options, structured, projects, etc...). But there were plenty of signs of excess, which Mark and I get into in the episode. After the Solana recap, we got into the 6.2% October CPI print, and took a look at historical comparisons of the 1940s and 1970s. After that we moved onto signs of excess speculation in the market, with a particular focus on spot and option trading volumes. We also took a look at historical S&P earnings and valuation metrics, and finally ended with conflicting narratives on household debt. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Tue, 16 Nov 2021 14:00:00 -0000 full 1 65 Blockworks In this week's episode, we kicked things off with an honest review of Solana's Breakpoint conference which I have been at for the past week. I had two big takeaways from the conference: 1. Solana is going to endure well beyond this market cycle 2. We are approaching a top in the current market cycle The folks at Solana absolutely hit it out of the park with this conference, and there were lots of great projects building on the ecosystem. In particular, I was most interested to hear from the developers building out financial primitives (banking interfaces, decentralized options, structured, projects, etc...). But there were plenty of signs of excess, which Mark and I get into in the episode. After the Solana recap, we got into the 6.2% October CPI print, and took a look at historical comparisons of the 1940s and 1970s. After that we moved onto signs of excess speculation in the market, with a particular focus on spot and option trading volumes. We also took a look at historical S&P earnings and valuation metrics, and finally ended with conflicting narratives on household debt. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this week's episode, we kicked things off with an honest review of Solana's Breakpoint conference which I have been at for the past week. I had two big takeaways from the conference:


1. Solana is going to endure well beyond this market cycle

2. We are approaching a top in the current market cycle


The folks at Solana absolutely hit it out of the park with this conference, and there were lots of great projects building on the ecosystem. In particular, I was most interested to hear from the developers building out financial primitives (banking interfaces, decentralized options, structured, projects, etc...). But there were plenty of signs of excess, which Mark and I get into in the episode.


After the Solana recap, we got into the 6.2% October CPI print, and took a look at historical comparisons of the 1940s and 1970s. After that we moved onto signs of excess speculation in the market, with a particular focus on spot and option trading volumes. We also took a look at historical S&P earnings and valuation metrics, and finally ended with conflicting narratives on household debt.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3785 Bitcoin — The Ultimate Inflation Hedge? Lyn Alden and Jurrien Timmer Discuss In this episode of On The Margin, Mike is joined by returning guests Lyn Alden & Jurrien Timmer. Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. Lyn and Jurrien discuss the long term debt cycle, how the 2020's compare with other periods of history, is the traditional 60/40 portfolio dead, Bitcoin as a hedge for bonds, the effect of inflation on inequality & their outlook for the U.S Dollar. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Wed, 10 Nov 2021 14:00:00 -0000 full 1 64 Blockworks In this episode of On The Margin, Mike is joined by returning guests Lyn Alden & Jurrien Timmer. Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. Lyn and Jurrien discuss the long term debt cycle, how the 2020's compare with other periods of history, is the traditional 60/40 portfolio dead, Bitcoin as a hedge for bonds, the effect of inflation on inequality & their outlook for the U.S Dollar. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of On The Margin, Mike is joined by returning guests Lyn Alden & Jurrien Timmer. Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. Lyn and Jurrien discuss the long term debt cycle, how the 2020's compare with other periods of history, is the traditional 60/40 portfolio dead, Bitcoin as a hedge for bonds, the effect of inflation on inequality & their outlook for the U.S Dollar.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 4072 Wages Jump, Signs of Stress in Emerging Markets, Skeuomorphism in Crypto | Weekly Round Up In this episode, Mark and I spent a good deal of time covering "inflation related" topics. First we dug deep into retirees leaving the workforce at an accelerated rate, and a look at the jump in wages in the banking sector. Here is the Tweet I referenced, thank you Skanda Amarnath! Next we took a look at what at first sign appeared to be signs of stress in emerging markets - high yield spreads in China, and emerging market funding stress. But we did a little digging and found a more comprehensive index called the OFR Financial Index, which tracks a broader range of categories (credit, funding, equity valuations, volatility, etc...) and found that we are within the normal range. We ended the charts portion of the show on a chart of the 20-day moving average of call options traded, which is spiking. We went back and forth a bit about Elon Musk, sorry guys I looked for the article that I referenced and I can't find it. 10 of my finest steeds to the person who can find the article I'm referencing. To round off the show, Mark and I went into our own personal experience in crypto and what has made some investors successful and others not so. For details on that, you'll have to listen to the episode. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Sat, 06 Nov 2021 13:00:00 -0000 full 1 63 Blockworks In this episode, Mark and I spent a good deal of time covering "inflation related" topics. First we dug deep into retirees leaving the workforce at an accelerated rate, and a look at the jump in wages in the banking sector. Here is the Tweet I referenced, thank you Skanda Amarnath! Next we took a look at what at first sign appeared to be signs of stress in emerging markets - high yield spreads in China, and emerging market funding stress. But we did a little digging and found a more comprehensive index called the OFR Financial Index, which tracks a broader range of categories (credit, funding, equity valuations, volatility, etc...) and found that we are within the normal range. We ended the charts portion of the show on a chart of the 20-day moving average of call options traded, which is spiking. We went back and forth a bit about Elon Musk, sorry guys I looked for the article that I referenced and I can't find it. 10 of my finest steeds to the person who can find the article I'm referencing. To round off the show, Mark and I went into our own personal experience in crypto and what has made some investors successful and others not so. For details on that, you'll have to listen to the episode. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this episode, Mark and I spent a good deal of time covering "inflation related" topics. First we dug deep into retirees leaving the workforce at an accelerated rate, and a look at the jump in wages in the banking sector. Here is the Tweet I referenced, thank you Skanda Amarnath!

Next we took a look at what at first sign appeared to be signs of stress in emerging markets - high yield spreads in China, and emerging market funding stress. But we did a little digging and found a more comprehensive index called the OFR Financial Index, which tracks a broader range of categories (credit, funding, equity valuations, volatility, etc...) and found that we are within the normal range.

We ended the charts portion of the show on a chart of the 20-day moving average of call options traded, which is spiking. We went back and forth a bit about Elon Musk, sorry guys I looked for the article that I referenced and I can't find it. 10 of my finest steeds to the person who can find the article I'm referencing.

To round off the show, Mark and I went into our own personal experience in crypto and what has made some investors successful and others not so. For details on that, you'll have to listen to the episode.

--

Ledger:

This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.

Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.

Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.

--

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 3338 Bloomberg Analyst: The Bitcoin Supercycle Is Here | Mike McGlone In this episode of On The Margin, Mike is joined by Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence. Mike shares his thoughts on the Bitcoin futures ETFs, the outlook for an Ethereum ETF, crypto market cycles, commodity price increases, the deflationary forces of technology and the incoming Bitcoin supercycle. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Wed, 03 Nov 2021 13:00:00 -0000 full 1 62 Blockworks In this episode of On The Margin, Mike is joined by Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence. Mike shares his thoughts on the Bitcoin futures ETFs, the outlook for an Ethereum ETF, crypto market cycles, commodity price increases, the deflationary forces of technology and the incoming Bitcoin supercycle. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this episode of On The Margin, Mike is joined by Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence.

Mike shares his thoughts on the Bitcoin futures ETFs, the outlook for an Ethereum ETF, crypto market cycles, commodity price increases, the deflationary forces of technology and the incoming Bitcoin supercycle.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


--

Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase


--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 3063 Facebook is Meta, Investors Favor Stocks, Bond Sentiment Falls to Record Lows | Round Up In this week's show, Mark and I dive deep into investor preferences. The first chart that we look at is a fun one from Michael Batnick of the S&P since March of 09 annotated with mini investor panics (GM and Chrysler file for bankruptcy, European debt crises, multiple government shut downs, COVID, etc...). Spoiler alert: the number goes up, and dips should always be bought. Next we take a look at investor sentiment on bonds, which is the lowest it's been since 2000 according to a survey conducted by Bank of America. Consequently, aggregate capital allocation from households, mutual funds, pension funds and foreign investors is 52% allocated to stocks, even higher than it was at the peak of the dot com mania. Mark and I take a deep look at structural growth through the lens of some fun charts we found courtesy of Raoul Pal at Global macro investor, and we end with a look at the "Quarterly Earnings" of the Ethereum network. The name that I couldn't remember during the episode was Ben Giove, thanks Ben and Bankless for the stellar info. Mark and I spent the entire second half of the show talking about Eth and Facebook's pivot to Meta. For that info though, you're going to have to watch the show. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Sat, 30 Oct 2021 13:00:00 -0000 full 1 61 Blockworks In this week's show, Mark and I dive deep into investor preferences. The first chart that we look at is a fun one from Michael Batnick of the S&P since March of 09 annotated with mini investor panics (GM and Chrysler file for bankruptcy, European debt crises, multiple government shut downs, COVID, etc...). Spoiler alert: the number goes up, and dips should always be bought. Next we take a look at investor sentiment on bonds, which is the lowest it's been since 2000 according to a survey conducted by Bank of America. Consequently, aggregate capital allocation from households, mutual funds, pension funds and foreign investors is 52% allocated to stocks, even higher than it was at the peak of the dot com mania. Mark and I take a deep look at structural growth through the lens of some fun charts we found courtesy of Raoul Pal at Global macro investor, and we end with a look at the "Quarterly Earnings" of the Ethereum network. The name that I couldn't remember during the episode was Ben Giove, thanks Ben and Bankless for the stellar info. Mark and I spent the entire second half of the show talking about Eth and Facebook's pivot to Meta. For that info though, you're going to have to watch the show. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this week's show, Mark and I dive deep into investor preferences. The first chart that we look at is a fun one from Michael Batnick of the S&P since March of 09 annotated with mini investor panics (GM and Chrysler file for bankruptcy, European debt crises, multiple government shut downs, COVID, etc...). Spoiler alert: the number goes up, and dips should always be bought.


Next we take a look at investor sentiment on bonds, which is the lowest it's been since 2000 according to a survey conducted by Bank of America. Consequently, aggregate capital allocation from households, mutual funds, pension funds and foreign investors is 52% allocated to stocks, even higher than it was at the peak of the dot com mania.


Mark and I take a deep look at structural growth through the lens of some fun charts we found courtesy of Raoul Pal at Global macro investor, and we end with a look at the "Quarterly Earnings" of the Ethereum network. The name that I couldn't remember during the episode was Ben Giove, thanks Ben and Bankless for the stellar info.


Mark and I spent the entire second half of the show talking about Eth and Facebook's pivot to Meta. For that info though, you're going to have to watch the show.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 3894 Bitcoin's Role in the War on Cash | Mike Green & Alex Gladstein In this episode of On The Margin Mike is joined by Mike Green of Simplify Asset Management & Alex Gladstein of the Human Rights Foundation. Mike & Alex sit down to debate the role of Bitcoin from opposing angles, discussing wether a Bitcoin standard benefit the U.S, what is the role of Bitcoin for those living under authoritarian regimes, government response to Bitcoin, the war on cash, CBDCs, Stablecoins & the role of sound money in society. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Wed, 27 Oct 2021 13:00:00 -0000 full 1 60 Blockworks In this episode of On The Margin Mike is joined by Mike Green of Simplify Asset Management & Alex Gladstein of the Human Rights Foundation. Mike & Alex sit down to debate the role of Bitcoin from opposing angles, discussing wether a Bitcoin standard benefit the U.S, what is the role of Bitcoin for those living under authoritarian regimes, government response to Bitcoin, the war on cash, CBDCs, Stablecoins & the role of sound money in society. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this episode of On The Margin Mike is joined by Mike Green of Simplify Asset Management & Alex Gladstein of the Human Rights Foundation. Mike & Alex sit down to debate the role of Bitcoin from opposing angles, discussing wether a Bitcoin standard benefit the U.S, what is the role of Bitcoin for those living under authoritarian regimes, government response to Bitcoin, the war on cash, CBDCs, Stablecoins & the role of sound money in society.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 5010 Growth vs Inflation, Firefighters Pension Buys Bitcoin, FTX Raises $420 Million | Round Up In this week's round up, Mark and I cover two concepts very deeply: 1) why structural growth is falling and 2) how that impacts inflation. We spend a lot of time covering Mark's "Killer D's" Framework: Demographics, Debt, and Deflation. We also took a deep look at falling estimates for GDP growth, and the limits on how much we can trust central bankers predictions (hint: we can't). We also picked apart some charts that came to us courtesy of Jurrien Timmer of Fidelity on how inflation, commodities and the S&P have performed during periods of economic expansion. As always, Jurrien's attention to detail and historic perspective made for some fascinating conversation. We ended the charts portion of our talk with a conversation about US military spending, and covered the idea that a dominant empire tends to lead to peaceful periods. This pattern is reflected in nature as well. Finally, in the stories portion of our round up we covered three big headlines: 1) the houston firefighters pension buying Bitcoin and Ether 2) the launch of the Bitcoin ETF and 3) FTX raising $420,690,000 from 69 investor. For our thoughts on those, you'll have to listen to the episode :) -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Sat, 23 Oct 2021 14:00:00 -0000 full 1 59 Blockworks In this week's round up, Mark and I cover two concepts very deeply: 1) why structural growth is falling and 2) how that impacts inflation. We spend a lot of time covering Mark's "Killer D's" Framework: Demographics, Debt, and Deflation. We also took a deep look at falling estimates for GDP growth, and the limits on how much we can trust central bankers predictions (hint: we can't). We also picked apart some charts that came to us courtesy of Jurrien Timmer of Fidelity on how inflation, commodities and the S&P have performed during periods of economic expansion. As always, Jurrien's attention to detail and historic perspective made for some fascinating conversation. We ended the charts portion of our talk with a conversation about US military spending, and covered the idea that a dominant empire tends to lead to peaceful periods. This pattern is reflected in nature as well. Finally, in the stories portion of our round up we covered three big headlines: 1) the houston firefighters pension buying Bitcoin and Ether 2) the launch of the Bitcoin ETF and 3) FTX raising $420,690,000 from 69 investor. For our thoughts on those, you'll have to listen to the episode :) -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this week's round up, Mark and I cover two concepts very deeply: 1) why structural growth is falling and 2) how that impacts inflation.


We spend a lot of time covering Mark's "Killer D's" Framework: Demographics, Debt, and Deflation. We also took a deep look at falling estimates for GDP growth, and the limits on how much we can trust central bankers predictions (hint: we can't).


We also picked apart some charts that came to us courtesy of Jurrien Timmer of Fidelity on how inflation, commodities and the S&P have performed during periods of economic expansion. As always, Jurrien's attention to detail and historic perspective made for some fascinating conversation.


We ended the charts portion of our talk with a conversation about US military spending, and covered the idea that a dominant empire tends to lead to peaceful periods. This pattern is reflected in nature as well.


Finally, in the stories portion of our round up we covered three big headlines: 1) the houston firefighters pension buying Bitcoin and Ether 2) the launch of the Bitcoin ETF and 3) FTX raising $420,690,000 from 69 investor.


For our thoughts on those, you'll have to listen to the episode :)

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 3623 Everything You Need to Know: Bitcoin ETF, Lightning Network, & Altcoins || Jeff Booth & Greg Foss In this episode on On The Margin, Mike is joined by returning guests Jeff Booth & Greg Foss. Jeff & Greg discuss breaking news as the first ever U.S Bitcoin ETF was approved and what this could mean for institutional exposure to Bitcoin. Mike, Jeff & Greg also discuss the recent developments in El Salvador as Bitcoin was made legal tender, The Lightning Network, the deflationary forces & network effects of technology, Bitcoin mining, the difference between Altcoins vs Bitcoin, the outlook for 2021 & the future of Bitcoin. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Wed, 20 Oct 2021 14:00:00 -0000 full 1 58 Blockworks In this episode on On The Margin, Mike is joined by returning guests Jeff Booth & Greg Foss. Jeff & Greg discuss breaking news as the first ever U.S Bitcoin ETF was approved and what this could mean for institutional exposure to Bitcoin. Mike, Jeff & Greg also discuss the recent developments in El Salvador as Bitcoin was made legal tender, The Lightning Network, the deflationary forces & network effects of technology, Bitcoin mining, the difference between Altcoins vs Bitcoin, the outlook for 2021 & the future of Bitcoin. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this episode on On The Margin, Mike is joined by returning guests Jeff Booth & Greg Foss. Jeff & Greg discuss breaking news as the first ever U.S Bitcoin ETF was approved and what this could mean for institutional exposure to Bitcoin. Mike, Jeff & Greg also discuss the recent developments in El Salvador as Bitcoin was made legal tender, The Lightning Network, the deflationary forces & network effects of technology, Bitcoin mining, the difference between Altcoins vs Bitcoin, the outlook for 2021 & the future of Bitcoin.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 4321 Enron vs Tesla, Bitcoin Futures ETF, and Coinbase NFT Market Place | Weekly Round Up In this week's episode, Mark and I kick things off with a cool bit of financial history: Goldman's buy rating of Enron three weeks before it collapsed. I love this piece because it opened the door to chatting about one of my favorite documentaries of all time, "The Smartest Guys in the Room." Mark of course was around at the time and knew folks involved on the short side, so it was particularly interesting to get his take here. That conversation segwayed into a discussion of Tesla, and the thin line between visionary and fraud (shout out Bethany McLean). Mark and I somewhat disagreed on this, but I respect his opinion and I think we aligned by the end. Next we covered one of the more interesting trends happening in America today: everyone is quitting their jobs! We got into why that might be happening, which led to a discussion of the hustle and grit of China compared to the contemporary US. Finally we kicked things off with our two stories of the week: 1. The launch of the bitcoin futures ETF 2. Coinbase's NFT marketplace For the full discussion on these last two items, you're gonna have to watch the video yourself :) -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Sat, 16 Oct 2021 14:00:00 -0000 full 1 57 Blockworks In this week's episode, Mark and I kick things off with a cool bit of financial history: Goldman's buy rating of Enron three weeks before it collapsed. I love this piece because it opened the door to chatting about one of my favorite documentaries of all time, "The Smartest Guys in the Room." Mark of course was around at the time and knew folks involved on the short side, so it was particularly interesting to get his take here. That conversation segwayed into a discussion of Tesla, and the thin line between visionary and fraud (shout out Bethany McLean). Mark and I somewhat disagreed on this, but I respect his opinion and I think we aligned by the end. Next we covered one of the more interesting trends happening in America today: everyone is quitting their jobs! We got into why that might be happening, which led to a discussion of the hustle and grit of China compared to the contemporary US. Finally we kicked things off with our two stories of the week: 1. The launch of the bitcoin futures ETF 2. Coinbase's NFT marketplace For the full discussion on these last two items, you're gonna have to watch the video yourself :) -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this week's episode, Mark and I kick things off with a cool bit of financial history: Goldman's buy rating of Enron three weeks before it collapsed.


I love this piece because it opened the door to chatting about one of my favorite documentaries of all time, "The Smartest Guys in the Room." Mark of course was around at the time and knew folks involved on the short side, so it was particularly interesting to get his take here.


That conversation segwayed into a discussion of Tesla, and the thin line between visionary and fraud (shout out Bethany McLean). Mark and I somewhat disagreed on this, but I respect his opinion and I think we aligned by the end.


Next we covered one of the more interesting trends happening in America today: everyone is quitting their jobs! We got into why that might be happening, which led to a discussion of the hustle and grit of China compared to the contemporary US.


Finally we kicked things off with our two stories of the week:


1. The launch of the bitcoin futures ETF

2. Coinbase's NFT marketplace


For the full discussion on these last two items, you're gonna have to watch the video yourself :)


--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 3936 Deciphering the Metaverse with David Hoffman In this episode of On The Margin Mike is joined by David Hoffman. David is Co-Founder of Bankless, a podcast exploring the frontier of crypto & finance by interviewing some of the greatest thought leaders in the industry. Mike & David discuss the evolution of crypto, how DeFi will disrupt gaming, DAOs, redefining the role of nation states in the metaverse & what the future holds for the cryptocurrency industry. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Wed, 13 Oct 2021 14:00:00 -0000 full 1 56 Blockworks In this episode of On The Margin Mike is joined by David Hoffman. David is Co-Founder of Bankless, a podcast exploring the frontier of crypto & finance by interviewing some of the greatest thought leaders in the industry. Mike & David discuss the evolution of crypto, how DeFi will disrupt gaming, DAOs, redefining the role of nation states in the metaverse & what the future holds for the cryptocurrency industry. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this episode of On The Margin Mike is joined by David Hoffman. David is Co-Founder of Bankless, a podcast exploring the frontier of crypto & finance by interviewing some of the greatest thought leaders in the industry. Mike & David discuss the evolution of crypto, how DeFi will disrupt gaming, DAOs, redefining the role of nation states in the metaverse & what the future holds for the cryptocurrency industry.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 2895 Institutional Money Drives Bitcoin Higher, China Grapples with Energy Crisis | Round Up In this episode of the weekly round up, Mike and Mark spend a lot of time on Bitcoin's recent run above $55,000. They take a look at open interest and the rolling 1 month basis on Bitcoin futures on CME compared to other offshore exchanges like Deribit and Huobi, and what that says about institutional flows. They also take a look at Bitcoin's price action compared to previous cycles in 2013 and 2017, and the recent resumption of the seasonality trend and divergence from equities. In the latter portion of the conversation they dive deep into food prices, rising energy prices and depleted coal reserves in China and India, and what that says about the current state of geopolitics. Finally they cover George Soros' family office getting further into crypto and the FDIC reportedly taking a look at insuring stablecoin deposits. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Sat, 09 Oct 2021 14:00:00 -0000 full 1 55 Blockworks In this episode of the weekly round up, Mike and Mark spend a lot of time on Bitcoin's recent run above $55,000. They take a look at open interest and the rolling 1 month basis on Bitcoin futures on CME compared to other offshore exchanges like Deribit and Huobi, and what that says about institutional flows. They also take a look at Bitcoin's price action compared to previous cycles in 2013 and 2017, and the recent resumption of the seasonality trend and divergence from equities. In the latter portion of the conversation they dive deep into food prices, rising energy prices and depleted coal reserves in China and India, and what that says about the current state of geopolitics. Finally they cover George Soros' family office getting further into crypto and the FDIC reportedly taking a look at insuring stablecoin deposits. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this episode of the weekly round up, Mike and Mark spend a lot of time on Bitcoin's recent run above $55,000. They take a look at open interest and the rolling 1 month basis on Bitcoin futures on CME compared to other offshore exchanges like Deribit and Huobi, and what that says about institutional flows. They also take a look at Bitcoin's price action compared to previous cycles in 2013 and 2017, and the recent resumption of the seasonality trend and divergence from equities.


In the latter portion of the conversation they dive deep into food prices, rising energy prices and depleted coal reserves in China and India, and what that says about the current state of geopolitics. Finally they cover George Soros' family office getting further into crypto and the FDIC reportedly taking a look at insuring stablecoin deposits.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 4537 The end game for the Dollar: China vs the U.S. | Grant Williams and Luke Gromen In this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolitical landscape between the east and the west. Grant and Luke share their insight surrounding China's declaration of war on the U.S, how the current monetary system could collapse China's economy, the consequences of globalization, what the end game is for the dollar & how to prepare for the changing world order as two global superpowers collide. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ Wed, 06 Oct 2021 14:00:00 -0000 full 1 54 Blockworks In this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolitical landscape between the east and the west. Grant and Luke share their insight surrounding China's declaration of war on the U.S, how the current monetary system could collapse China's economy, the consequences of globalization, what the end game is for the dollar & how to prepare for the changing world order as two global superpowers collide. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase -- Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/ In this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolitical landscape between the east and the west. Grant and Luke share their insight surrounding China's declaration of war on the U.S, how the current monetary system could collapse China's economy, the consequences of globalization, what the end game is for the dollar & how to prepare for the changing world order as two global superpowers collide.

--

Ledger:


This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.


Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.


Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase

--

Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets. https://blockworks.co/events/das-london/

]]> 3788 Breaking-down China’s energy crisis | Weekly Round Up In this episode it's a "charts, charts, charts!" special. Mike and Mark go deep on the budding energy crisis, crypto's 10% rally on Friday, a potential return to 1970s like inflation, housing prices, and finally what the role of government should be. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Sat, 02 Oct 2021 14:00:00 -0000 full 1 53 Blockworks In this episode it's a "charts, charts, charts!" special. Mike and Mark go deep on the budding energy crisis, crypto's 10% rally on Friday, a potential return to 1970s like inflation, housing prices, and finally what the role of government should be. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode it's a "charts, charts, charts!" special. Mike and Mark go deep on the budding energy crisis, crypto's 10% rally on Friday, a potential return to 1970s like inflation, housing prices, and finally what the role of government should be.

--

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.


Learn more at https://onthemargin.link/matrixport

--

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase


---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3596 The Return to a Deflationary World post COVID: Eric Basmajian In this episode of On The Margin, Mike is joined by Eric Basmajian. Eric is the founder of EPB Macro Research, a service that provides premium fundamental macro economic research, with a focus on long-term & short-term economic cycle risk management. In this episode, Mike & Eric discuss the long term structural deflationary economic trends, cyclical inflation, technologies effect of reducing labour, MMT & how a CBDC could be used to generate high inflation, but a reduction in real growth. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Wed, 29 Sep 2021 14:00:00 -0000 full 1 52 Blockworks In this episode of On The Margin, Mike is joined by Eric Basmajian. Eric is the founder of EPB Macro Research, a service that provides premium fundamental macro economic research, with a focus on long-term & short-term economic cycle risk management. In this episode, Mike & Eric discuss the long term structural deflationary economic trends, cyclical inflation, technologies effect of reducing labour, MMT & how a CBDC could be used to generate high inflation, but a reduction in real growth. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of On The Margin, Mike is joined by Eric Basmajian. Eric is the founder of EPB Macro Research, a service that provides premium fundamental macro economic research, with a focus on long-term & short-term economic cycle risk management. In this episode, Mike & Eric discuss the long term structural deflationary economic trends, cyclical inflation, technologies effect of reducing labour, MMT & how a CBDC could be used to generate high inflation, but a reduction in real growth.

--

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.


Learn more at https://onthemargin.link/matrixport

--

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase


---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 2818 China Bans Crypto while Softbank and Tiger Global Move In In this episode of the weekly round up, Mike and Mark cover stimulus payments, commercial bank lending, commodities, bankruptcies and liquidations, China's crypto ban and Softbank and Tiger Global's big move into digital assets. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Sat, 25 Sep 2021 14:00:00 -0000 full 1 51 Blockworks In this episode of the weekly round up, Mike and Mark cover stimulus payments, commercial bank lending, commodities, bankruptcies and liquidations, China's crypto ban and Softbank and Tiger Global's big move into digital assets. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of the weekly round up, Mike and Mark cover stimulus payments, commercial bank lending, commodities, bankruptcies and liquidations, China's crypto ban and Softbank and Tiger Global's big move into digital assets.

--

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.


Learn more at https://onthemargin.link/matrixport

--

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase


---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3482 Jim Bianco on Inflation, MMT, and DeFi's Disruption of Banking In this episode of On The Margin, Mike is joined by Jim Bianco. Jim founded Bianco Research, L.L.C in 1990 and has served as President and Macro Strategist for nearly 20 years. In this episode Jim and Mike discuss inflation, MMT, the digital currency revolution and how DeFi can fix inefficiencies in the legacy banking system. __ On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Wed, 22 Sep 2021 14:00:00 -0000 full 1 50 Blockworks In this episode of On The Margin, Mike is joined by Jim Bianco. Jim founded Bianco Research, L.L.C in 1990 and has served as President and Macro Strategist for nearly 20 years. In this episode Jim and Mike discuss inflation, MMT, the digital currency revolution and how DeFi can fix inefficiencies in the legacy banking system. __ On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport -- On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of On The Margin, Mike is joined by Jim Bianco. Jim founded Bianco Research, L.L.C in 1990 and has served as President and Macro Strategist for nearly 20 years. In this episode Jim and Mike discuss inflation, MMT, the digital currency revolution and how DeFi can fix inefficiencies in the legacy banking system.


__

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.


Learn more at https://onthemargin.link/matrixport

--

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.


For more information go to https://onthemargin.link/coinbase


---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3660 Evergrande Implosion, Crypto vs Internet Growth, 800 Year History of Inflation In this weekly round up, Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China's property sector, and dive into whether or not contagion is likely to spread into adjacent markets. They also cover Tesla and SpaceX, the adoption curve of crypto vs the internet, and the talent migration coming into digital assets. --  Matrixport: On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.  Learn more at https://onthemargin.link/matrixport Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.  For more information go to https://onthemargin.link/coinbase  --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Sat, 18 Sep 2021 14:00:00 -0000 full 1 49 Blockworks In this weekly round up, Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China's property sector, and dive into whether or not contagion is likely to spread into adjacent markets. They also cover Tesla and SpaceX, the adoption curve of crypto vs the internet, and the talent migration coming into digital assets. --  Matrixport: On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.  Learn more at https://onthemargin.link/matrixport Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.  For more information go to https://onthemargin.link/coinbase  --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this weekly round up, Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China's property sector, and dive into whether or not contagion is likely to spread into adjacent markets. They also cover Tesla and SpaceX, the adoption curve of crypto vs the internet, and the talent migration coming into digital assets.

-- 

Matrixport:

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. 


Learn more at https://onthemargin.link/matrixport


Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. 


For more information go to https://onthemargin.link/coinbase 

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3518 The Colliding Worlds of Macro and Crypto | Dan Tapiero In this episode of On the Margin Mike is joined by Dan Tapiero. We invited Dan back to the podcast to discuss his recent $750 million capital raise for the 10T digital asset fund. With over 20 years in the hedge fund business working at firms such as Tiger Management, Steinhardt Partners & SAC Capital, Dan shares his thoughts on the current macro environment, how 10T approaches investing in crypto companies, the exponential growth of the digital asset ecosystem & the road to a $300,000 Bitcoin. --- Matrixport: On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.  Learn more at https://onthemargin.link/matrixport Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.  For more information go to https://onthemargin.link/coinbase  --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Wed, 15 Sep 2021 14:00:00 -0000 full 1 48 Blockworks In this episode of On the Margin Mike is joined by Dan Tapiero. We invited Dan back to the podcast to discuss his recent $750 million capital raise for the 10T digital asset fund. With over 20 years in the hedge fund business working at firms such as Tiger Management, Steinhardt Partners & SAC Capital, Dan shares his thoughts on the current macro environment, how 10T approaches investing in crypto companies, the exponential growth of the digital asset ecosystem & the road to a $300,000 Bitcoin. --- Matrixport: On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC.  Learn more at https://onthemargin.link/matrixport Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.  For more information go to https://onthemargin.link/coinbase  --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this episode of On the Margin Mike is joined by Dan Tapiero. We invited Dan back to the podcast to discuss his recent $750 million capital raise for the 10T digital asset fund. With over 20 years in the hedge fund business working at firms such as Tiger Management, Steinhardt Partners & SAC Capital, Dan shares his thoughts on the current macro environment, how 10T approaches investing in crypto companies, the exponential growth of the digital asset ecosystem & the road to a $300,000 Bitcoin.

---

Matrixport:


On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. 


Learn more at https://onthemargin.link/matrixport


Coinbase Prime:


On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. 


For more information go to https://onthemargin.link/coinbase 

---


On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3641 US China Cold War Heats Up, SEC Sues Coinbase | Weekly Roundup In this week's round up, Mike and Mark cover US investing activity in China, Soros' op-ed on Blackrock's investment decisions in China, and the SEC's decision to sue Coinbase over its lend product. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Sat, 11 Sep 2021 14:00:00 -0000 full 1 47 Blockworks In this week's round up, Mike and Mark cover US investing activity in China, Soros' op-ed on Blackrock's investment decisions in China, and the SEC's decision to sue Coinbase over its lend product. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ In this week's round up, Mike and Mark cover US investing activity in China, Soros' op-ed on Blackrock's investment decisions in China, and the SEC's decision to sue Coinbase over its lend product.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

]]> 3366 The Link Between Housing and Wealth Inequality In this episode of On The Margin, Mike is joined by Bill Blain. Bill is a strategist, specializing in alternative assets at Shard Capital, the award winning investment and asset management firm based in London, UK. Bill is also an industry recognized financial journalist, writing the daily newsletter 'Blain's Morning Porridge'. In this episode, Mike and Bill discuss the recent labor shortage and its effect on inflation, troubles in the U.S housing market, wealth inequality & if cryptocurrencies are a solution in search of a problem. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 08 Sep 2021 14:00:00 -0000 full 1 46 Blockworks In this episode of On The Margin, Mike is joined by Bill Blain. Bill is a strategist, specializing in alternative assets at Shard Capital, the award winning investment and asset management firm based in London, UK. Bill is also an industry recognized financial journalist, writing the daily newsletter 'Blain's Morning Porridge'. In this episode, Mike and Bill discuss the recent labor shortage and its effect on inflation, troubles in the U.S housing market, wealth inequality & if cryptocurrencies are a solution in search of a problem. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin, Mike is joined by Bill Blain. Bill is a strategist, specializing in alternative assets at Shard Capital, the award winning investment and asset management firm based in London, UK. Bill is also an industry recognized financial journalist, writing the daily newsletter 'Blain's Morning Porridge'. In this episode, Mike and Bill discuss the recent labor shortage and its effect on inflation, troubles in the U.S housing market, wealth inequality & if cryptocurrencies are a solution in search of a problem.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2836 Paulson Calls Crypto Worthless, Gensler Crackdown, FTX.US Acquisition In this weekly round up Mike welcomes new co-host Mark Yusko of Morgan Creek to the mix. Mike and Mark discuss expensive equity market valuations, slack in the labor market, John Paulson's comments on crypto, Gary Gensler's comments on crypto, and FTX.US plans for world domination. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 04 Sep 2021 14:00:00 -0000 full 1 45 Blockworks In this weekly round up Mike welcomes new co-host Mark Yusko of Morgan Creek to the mix. Mike and Mark discuss expensive equity market valuations, slack in the labor market, John Paulson's comments on crypto, Gary Gensler's comments on crypto, and FTX.US plans for world domination. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this weekly round up Mike welcomes new co-host Mark Yusko of Morgan Creek to the mix. Mike and Mark discuss expensive equity market valuations, slack in the labor market, John Paulson's comments on crypto, Gary Gensler's comments on crypto, and FTX.US plans for world domination.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport


---


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]]> 3665 The Long Term Debt Cycle's Impact on the Economy / Darius Dale In this episode of On The Margin Mike is joined by Darius Dale. Darius is the founder and CEO of 42 Macro, an investment research firm aiming to democratize the access to institutional-grade research, allowing investors to take advantage of changing market narratives using data driven signals. In this episode, Darius shares his thoughts on how investors should prepare for a slowdown in global growth, a rise in secular inflation, navigating both financial volatility and political risk, the fourth turning and the future of the U.S dollar. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 01 Sep 2021 14:00:00 -0000 full 1 44 Blockworks In this episode of On The Margin Mike is joined by Darius Dale. Darius is the founder and CEO of 42 Macro, an investment research firm aiming to democratize the access to institutional-grade research, allowing investors to take advantage of changing market narratives using data driven signals. In this episode, Darius shares his thoughts on how investors should prepare for a slowdown in global growth, a rise in secular inflation, navigating both financial volatility and political risk, the fourth turning and the future of the U.S dollar. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike is joined by Darius Dale. Darius is the founder and CEO of 42 Macro, an investment research firm aiming to democratize the access to institutional-grade research, allowing investors to take advantage of changing market narratives using data driven signals. In this episode, Darius shares his thoughts on how investors should prepare for a slowdown in global growth, a rise in secular inflation, navigating both financial volatility and political risk, the fourth turning and the future of the U.S dollar.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

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]]> 3575 Powell Suggests Tapering, NFTs Boom, and Layer 1 Wars Heat Up In this episode of the round up, Mike and Tyler discuss rising wages, home prices, the impact of Powell's suggestion to taper, the booming NFT market, and the layer 1 wars that are starting to heat up. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. SHOW LESS Sat, 28 Aug 2021 14:30:00 -0000 full 1 43 Blockworks In this episode of the round up, Mike and Tyler discuss rising wages, home prices, the impact of Powell's suggestion to taper, the booming NFT market, and the layer 1 wars that are starting to heat up. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. SHOW LESS In this episode of the round up, Mike and Tyler discuss rising wages, home prices, the impact of Powell's suggestion to taper, the booming NFT market, and the layer 1 wars that are starting to heat up.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

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SHOW LESS





]]> 3806 How Credit Expansion Impacts Growth | Alfonso Peccatiello In this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing structural growth, financial repression, the effect of quantitative easing, reverse repos and how a Bitcoin standard would affect a credit driven economy. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 25 Aug 2021 12:00:00 -0000 full 1 42 Blockworks In this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing structural growth, financial repression, the effect of quantitative easing, reverse repos and how a Bitcoin standard would affect a credit driven economy. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing structural growth, financial repression, the effect of quantitative easing, reverse repos and how a Bitcoin standard would affect a credit driven economy.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3548 Binance Implements KYC, OnlyFans Bans Porn, Jay Clayton Signs onto Fireblocks In this episode of On the Margin, Mike and Tyler cover Binance’s regulatory issues, OnlyFans ban on pornography, and Jay Clayton joining Fireblocks’ board. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 21 Aug 2021 12:00:00 -0000 full 1 41 Blockworks In this episode of On the Margin, Mike and Tyler cover Binance’s regulatory issues, OnlyFans ban on pornography, and Jay Clayton joining Fireblocks’ board. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, Mike and Tyler cover Binance’s regulatory issues, OnlyFans ban on pornography, and Jay Clayton joining Fireblocks’ board.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

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]]> 3206 Bitcoin, Inflation and the Future of Investing - Peter Doyle In this episode of On The Margin, Mike is joined by Peter Doyle the Managing Director, President & Co-Founder of Kinetics Mutual Funds, Inc. Peter weighs in on his thoughts surrounding the bailouts in 2020, navigating the risk of secular inflation, negative real returns for bonds and how Bitcoin could benefit society in the long run. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 18 Aug 2021 18:31:09 -0000 full 1 40 Blockworks In this episode of On The Margin, Mike is joined by Peter Doyle the Managing Director, President & Co-Founder of Kinetics Mutual Funds, Inc. Peter weighs in on his thoughts surrounding the bailouts in 2020, navigating the risk of secular inflation, negative real returns for bonds and how Bitcoin could benefit society in the long run. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin, Mike is joined by Peter Doyle the Managing Director, President & Co-Founder of Kinetics Mutual Funds, Inc. Peter weighs in on his thoughts surrounding the bailouts in 2020, navigating the risk of secular inflation, negative real returns for bonds and how Bitcoin could benefit society in the long run.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2775 Financial nihilism and political volatility | Demetri Kofinas In this episode of On The Margin Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri discusses a wide range of topics from financial nihilism, political volatility, the fourth turning, China vs U.S relations and what prospects decentralization can offer to society. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/events/brettonwoods/ --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 11 Aug 2021 12:00:00 -0000 full 1 39 Blockworks In this episode of On The Margin Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri discusses a wide range of topics from financial nihilism, political volatility, the fourth turning, China vs U.S relations and what prospects decentralization can offer to society. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/events/brettonwoods/ --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On The Margin Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri discusses a wide range of topics from financial nihilism, political volatility, the fourth turning, China vs U.S relations and what prospects decentralization can offer to society.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/events/brettonwoods/

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 6383 Fidelity Director of Macro on Financial Repression and Bitcoin In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression, Bitcoin and Plan B's stock to flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/events/brettonwoods/ --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 04 Aug 2021 12:00:00 -0000 full 1 38 Blockworks In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression, Bitcoin and Plan B's stock to flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/events/brettonwoods/ --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression, Bitcoin and Plan B's stock to flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/events/brettonwoods/

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 4141 Globalization, Decentralization & Innovation post COVID | Pippa Malmgren We couldn't be more thrilled in welcoming Pippa Malmgren to On The Margin who shares valuable insights on the effects of globalization, financialization, creative destruction, debt restructuring, the effects of innovation and crypto fits into her outlook. You are not going to want to miss this one! --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 28 Jul 2021 12:00:00 -0000 full 1 37 Blockworks We couldn't be more thrilled in welcoming Pippa Malmgren to On The Margin who shares valuable insights on the effects of globalization, financialization, creative destruction, debt restructuring, the effects of innovation and crypto fits into her outlook. You are not going to want to miss this one! --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. We couldn't be more thrilled in welcoming Pippa Malmgren to On The Margin who shares valuable insights on the effects of globalization, financialization, creative destruction, debt restructuring, the effects of innovation and crypto fits into her outlook. You are not going to want to miss this one!

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3735 The Roundup: JP Morgan Offers Crypto, China Education Clampdown, Evergrande Debt Reckoning In this episode of On the Margin, Mike and Tyler discussed JP Morgan's new crypto stock offering, China's clampdown on education companies, and Evergrande's growing debt concerns and the potential connection to Tether. Special Note: This week we are debuting a NEW format. Give us your thoughts in the comments and let us know what you liked (or hated!) --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 24 Jul 2021 12:00:00 -0000 full 1 36 Blockworks In this episode of On the Margin, Mike and Tyler discussed JP Morgan's new crypto stock offering, China's clampdown on education companies, and Evergrande's growing debt concerns and the potential connection to Tether. Special Note: This week we are debuting a NEW format. Give us your thoughts in the comments and let us know what you liked (or hated!) --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, Mike and Tyler discussed JP Morgan's new crypto stock offering, China's clampdown on education companies, and Evergrande's growing debt concerns and the potential connection to Tether.

Special Note: This week we are debuting a NEW format. Give us your thoughts in the comments and let us know what you liked (or hated!)

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 4657 Jeff Snider on the Eurodollar System's Impact on Inflation In this episode I am joined by Jeff Snider, Head of Global Investment Research at Alhambra Investments. We discussed why the biggest problem we are facing today is a dollar shortage, the makeup and history of the Eurodollar system, the tensions inherent to being the issuer of the global reserve currency, wealth inequality, his thoughts on inflation vs deflation, and finally the growth of the crypto ecosystem. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 21 Jul 2021 12:00:00 -0000 full 1 35 Blockworks In this episode I am joined by Jeff Snider, Head of Global Investment Research at Alhambra Investments. We discussed why the biggest problem we are facing today is a dollar shortage, the makeup and history of the Eurodollar system, the tensions inherent to being the issuer of the global reserve currency, wealth inequality, his thoughts on inflation vs deflation, and finally the growth of the crypto ecosystem. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode I am joined by Jeff Snider, Head of Global Investment Research at Alhambra Investments. We discussed why the biggest problem we are facing today is a dollar shortage, the makeup and history of the Eurodollar system, the tensions inherent to being the issuer of the global reserve currency, wealth inequality, his thoughts on inflation vs deflation, and finally the growth of the crypto ecosystem.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 4321 The Roundup: Larry Finks Calls for Inflation, Powell's Speech, Bank Earnings In this round up, Tyler, Mike and Casey cover Larry Fink's call for sustained inflation, June's 5.4% CPI print, Powell's speech, the relationship between the Fed and Treasury, bank earnings, and finally where the crypto market is. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 17 Jul 2021 12:00:00 -0000 full 1 34 Blockworks In this round up, Tyler, Mike and Casey cover Larry Fink's call for sustained inflation, June's 5.4% CPI print, Powell's speech, the relationship between the Fed and Treasury, bank earnings, and finally where the crypto market is. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this round up, Tyler, Mike and Casey cover Larry Fink's call for sustained inflation, June's 5.4% CPI print, Powell's speech, the relationship between the Fed and Treasury, bank earnings, and finally where the crypto market is.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2763 Teddy Vallee on the Dollar, Equities and Bitcoin In this episode of On the Margin, I am joined by Teddy Vallee of Pervalle Global Capital to discuss his views on the various asset classes. We cover his views on the dollar, what a strong and weak dollar would mean for the economies, his framework for analyzing equities, his thoughts on volatility, and finally Bitcoin and crypto as an asset class. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 14 Jul 2021 12:00:00 -0000 full 1 33 Blockworks In this episode of On the Margin, I am joined by Teddy Vallee of Pervalle Global Capital to discuss his views on the various asset classes. We cover his views on the dollar, what a strong and weak dollar would mean for the economies, his framework for analyzing equities, his thoughts on volatility, and finally Bitcoin and crypto as an asset class. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, I am joined by Teddy Vallee of Pervalle Global Capital to discuss his views on the various asset classes. We cover his views on the dollar, what a strong and weak dollar would mean for the economies, his framework for analyzing equities, his thoughts on volatility, and finally Bitcoin and crypto as an asset class.


---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3029 The Roundup: Inflation vs Deflation, Crypto Exchanges, and Commercial Bank Lending In this episode of On the Margin, Mike and Tyler are joined by Blockworks reporter Casey Wagner to discuss a debate on inflation vs deflation, the future of crypto exchanges and banks, and the lack of lending coming from commercial banks. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 10 Jul 2021 12:00:00 -0000 full 1 32 Blockworks In this episode of On the Margin, Mike and Tyler are joined by Blockworks reporter Casey Wagner to discuss a debate on inflation vs deflation, the future of crypto exchanges and banks, and the lack of lending coming from commercial banks. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, Mike and Tyler are joined by Blockworks reporter Casey Wagner to discuss a debate on inflation vs deflation, the future of crypto exchanges and banks, and the lack of lending coming from commercial banks.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3746 Xi's Fiery Speech, Jobs Report, NYDIG World Domination In this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in crypto. Also, referenced in this week's episode is this clip from Charlie Munger who agrees with the CCP censoring Jack Ma. https://twitter.com/johncardillo/status/1410943453228306433 --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 03 Jul 2021 12:00:00 -0000 full 1 31 Blockworks In this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in crypto. Also, referenced in this week's episode is this clip from Charlie Munger who agrees with the CCP censoring Jack Ma. https://twitter.com/johncardillo/status/1410943453228306433 --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in crypto.


Also, referenced in this week's episode is this clip from Charlie Munger who agrees with the CCP censoring Jack Ma.

https://twitter.com/johncardillo/status/1410943453228306433

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2330 Tyler Neville on the Biggest Trends in Macro In this episode of On the Margin I am joined by my co-host Tyler to discuss the biggest macro trends he sees playing out today. We discussed his background in finance, the rise of passive, the changing role of volatility, the shift from capital to labor, and the rise of digital assets and the role they play in the growth story. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 30 Jun 2021 12:00:00 -0000 full 1 30 Blockworks In this episode of On the Margin I am joined by my co-host Tyler to discuss the biggest macro trends he sees playing out today. We discussed his background in finance, the rise of passive, the changing role of volatility, the shift from capital to labor, and the rise of digital assets and the role they play in the growth story. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport --- Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. https://blockworks.co/brettonwoods/margin --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin I am joined by my co-host Tyler to discuss the biggest macro trends he sees playing out today. We discussed his background in finance, the rise of passive, the changing role of volatility, the shift from capital to labor, and the rise of digital assets and the role they play in the growth story.

---

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.


With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport

---

Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3517 a16z Raises $2.2 Billion, Stocks Hit All Time Highs, Oil Rally Continues Mike and Tyler kick off this episode of On the Margin with a SHAMELESS PLUG for Blockworks' upcoming conference Bretton Woods: The Realignment. It's a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system.  Apply here to attend and learn more. For this week's episode, Mike and Tyler cover a16z's $2.2 billion raise, the price-innovation cycle in crypto, US stocks hitting all time highs, oil's continued run up, and finally Robinhood rolling out IPO allocations. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 26 Jun 2021 12:00:00 -0000 full 1 29 Blockworks Mike and Tyler kick off this episode of On the Margin with a SHAMELESS PLUG for Blockworks' upcoming conference Bretton Woods: The Realignment. It's a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system.  Apply here to attend and learn more. For this week's episode, Mike and Tyler cover a16z's $2.2 billion raise, the price-innovation cycle in crypto, US stocks hitting all time highs, oil's continued run up, and finally Robinhood rolling out IPO allocations. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Mike and Tyler kick off this episode of On the Margin with a SHAMELESS PLUG for Blockworks' upcoming conference Bretton Woods: The Realignment.

It's a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system.  Apply here to attend and learn more.

For this week's episode, Mike and Tyler cover a16z's $2.2 billion raise, the price-innovation cycle in crypto, US stocks hitting all time highs, oil's continued run up, and finally Robinhood rolling out IPO allocations.

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2841 Anthony Scaramucci on Investing, Bitcoin and the Future of America In this episode of On the Margin, I sit down with Anthony Scaramucci to discuss his early career, the founding of Skybridge, his move into Bitcoin, his thoughts on other crypto assets, and the future of America. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 23 Jun 2021 12:00:00 -0000 full 1 28 Blockworks In this episode of On the Margin, I sit down with Anthony Scaramucci to discuss his early career, the founding of Skybridge, his move into Bitcoin, his thoughts on other crypto assets, and the future of America. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, I sit down with Anthony Scaramucci to discuss his early career, the founding of Skybridge, his move into Bitcoin, his thoughts on other crypto assets, and the future of America.

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2579 FOMC Review, $1 Billion MicroStrategy Offering, Oil Hits Two Year High In this episode of On the Margin, Mike and Tyler discuss why assets are predicting deflation post FOMC, why a high correlation between stocks and bonds means the death of the 60/40 portfolio, the $1 billion equity offering by Microstrategy, and the implications for the economy of rising oil prices. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 19 Jun 2021 12:00:00 -0000 full 1 27 Blockworks In this episode of On the Margin, Mike and Tyler discuss why assets are predicting deflation post FOMC, why a high correlation between stocks and bonds means the death of the 60/40 portfolio, the $1 billion equity offering by Microstrategy, and the implications for the economy of rising oil prices. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, Mike and Tyler discuss why assets are predicting deflation post FOMC, why a high correlation between stocks and bonds means the death of the 60/40 portfolio, the $1 billion equity offering by Microstrategy, and the implications for the economy of rising oil prices.

---

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]]> 2523 Inflation Hits 5%, BlackRock Gets Too Big, and Anti Trust Comes for Amazon In this episode of On the Margin, Mike and Tyler cover the record CPI print showing 5% inflation, BlackRock and other institutional investors scooping up single-family homes, the Anti Trust bill that would break up Amazon, and El Salvador adopting Bitcoin as legal tender. Sat, 12 Jun 2021 12:00:00 -0000 full 1 26 Blockworks In this episode of On the Margin, Mike and Tyler cover the record CPI print showing 5% inflation, BlackRock and other institutional investors scooping up single-family homes, the Anti Trust bill that would break up Amazon, and El Salvador adopting Bitcoin as legal tender. In this episode of On the Margin, Mike and Tyler cover the record CPI print showing 5% inflation, BlackRock and other institutional investors scooping up single-family homes, the Anti Trust bill that would break up Amazon, and El Salvador adopting Bitcoin as legal tender.


]]> 2516 Inflation & the Coming Bull Run in Gold, Silver & Commodities | Tavi Costa In this episode of On the Margin I am joined by Tavi Costa, Portfolio Manager on Crescat Capital. In this episode, Tavi breaks down his view on why we may be headed towards inflation, the three pillars of inflation, and why he thinks we are headed for a bull run in gold, silver and other commodities. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 09 Jun 2021 12:00:00 -0000 full 1 25 Blockworks In this episode of On the Margin I am joined by Tavi Costa, Portfolio Manager on Crescat Capital. In this episode, Tavi breaks down his view on why we may be headed towards inflation, the three pillars of inflation, and why he thinks we are headed for a bull run in gold, silver and other commodities. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin I am joined by Tavi Costa, Portfolio Manager on Crescat Capital. In this episode, Tavi breaks down his view on why we may be headed towards inflation, the three pillars of inflation, and why he thinks we are headed for a bull run in gold, silver and other commodities.

---

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]]> 3945 Disappointing Jobs Report, Fed Unwinds Corporate Bonds, and Generational Inequality for Millenials In this week's round up, Mike and Tyler cover the disappointing US jobs report and the market's reaction to it. In the month of May, the US added 559,000 jobs compared to expectations of 650,000. The funny thing? Stocks traded up. They also covered the Fed's unwinding of its corporate bond purchases and the possibility of tapering, investor activism in Exxon, and a Bloomberg article on inequality between Baby Boomers, Gen X, and Millenials. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 05 Jun 2021 12:00:00 -0000 full 1 24 Blockworks In this week's round up, Mike and Tyler cover the disappointing US jobs report and the market's reaction to it. In the month of May, the US added 559,000 jobs compared to expectations of 650,000. The funny thing? Stocks traded up. They also covered the Fed's unwinding of its corporate bond purchases and the possibility of tapering, investor activism in Exxon, and a Bloomberg article on inequality between Baby Boomers, Gen X, and Millenials. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this week's round up, Mike and Tyler cover the disappointing US jobs report and the market's reaction to it. In the month of May, the US added 559,000 jobs compared to expectations of 650,000. The funny thing? Stocks traded up.

They also covered the Fed's unwinding of its corporate bond purchases and the possibility of tapering, investor activism in Exxon, and a Bloomberg article on inequality between Baby Boomers, Gen X, and Millenials.

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

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]]> 3257 Brent Johnson On Whether Inflation is Transitory or Enduring In this episode of On the Margin, Brent Johnson of Santiago Capital discusses his views on whether or not CPI inflation is transitory or here to stay. We cover Brent's view on the most recent CPI and PCE prints, why consumer prices are ticking up, and whether or not he thinks we are headed for inflation or deflation. We also did a review of Brent's famous "dollar milkshake theory," the impact of fiscal and monetary stimulus on the dollar, and why he believes a strong dollar is dangerous for global markets. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 02 Jun 2021 12:00:00 -0000 full 1 23 Blockworks In this episode of On the Margin, Brent Johnson of Santiago Capital discusses his views on whether or not CPI inflation is transitory or here to stay. We cover Brent's view on the most recent CPI and PCE prints, why consumer prices are ticking up, and whether or not he thinks we are headed for inflation or deflation. We also did a review of Brent's famous "dollar milkshake theory," the impact of fiscal and monetary stimulus on the dollar, and why he believes a strong dollar is dangerous for global markets. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, Brent Johnson of Santiago Capital discusses his views on whether or not CPI inflation is transitory or here to stay.


We cover Brent's view on the most recent CPI and PCE prints, why consumer prices are ticking up, and whether or not he thinks we are headed for inflation or deflation. We also did a review of Brent's famous "dollar milkshake theory," the impact of fiscal and monetary stimulus on the dollar, and why he believes a strong dollar is dangerous for global markets.

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3727 $453 Billion Reverse Repo, China Restricts Commodities, Inflation Ticks Up, AMC Soars In this week's episode of on the Margin, we cover: ・The $453 billion that has flown into the Federal Reserve's reverse repo facility ・Why there is too much liquidity in the system, and what that means for bonds and quantitative easing ・China's crackdown on Bitcoin, and how the real problem might be rising commodity prices and inflation ・Core PCE rose higher than expected, and Tyler and Mike disagree on whether or not inflation is transitory ・Financial nihilism with the rise of meme stocks like AMC and GameStop We also detailed a first of its kind conference called Bretton Woods: The Realignment. The conference is dedicated to addressing the past, present and future of the monetary system. Held at the same hotel as the original conference, leading economists, asset managers and financial institutions will gather to discuss what the future of the money will look like. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 29 May 2021 12:00:00 -0000 full 1 22 Blockworks In this week's episode of on the Margin, we cover: ・The $453 billion that has flown into the Federal Reserve's reverse repo facility ・Why there is too much liquidity in the system, and what that means for bonds and quantitative easing ・China's crackdown on Bitcoin, and how the real problem might be rising commodity prices and inflation ・Core PCE rose higher than expected, and Tyler and Mike disagree on whether or not inflation is transitory ・Financial nihilism with the rise of meme stocks like AMC and GameStop We also detailed a first of its kind conference called Bretton Woods: The Realignment. The conference is dedicated to addressing the past, present and future of the monetary system. Held at the same hotel as the original conference, leading economists, asset managers and financial institutions will gather to discuss what the future of the money will look like. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this week's episode of on the Margin, we cover:

・The $453 billion that has flown into the Federal Reserve's reverse repo facility

・Why there is too much liquidity in the system, and what that means for bonds and quantitative easing

・China's crackdown on Bitcoin, and how the real problem might be rising commodity prices and inflation

・Core PCE rose higher than expected, and Tyler and Mike disagree on whether or not inflation is transitory

・Financial nihilism with the rise of meme stocks like AMC and GameStop


We also detailed a first of its kind conference called Bretton Woods: The Realignment. The conference is dedicated to addressing the past, present and future of the monetary system.

Held at the same hotel as the original conference, leading economists, asset managers and financial institutions will gather to discuss what the future of the money will look like.

---

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2733 Steve Van Metre on Why QE Will Cause More Deflation In this week's episode, Steve Van Metre presents the other side of the popular macro narrative that inflation is coming. Steve's analysis is heavily focused on QE, and how that program is designed to cause lower interest and a stronger dollar. In this episode we cover how the mechanism behind QE works, why it traps dollars in the system, and how that ultimately leads to deflation. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 26 May 2021 12:00:00 -0000 full 1 21 Blockworks In this week's episode, Steve Van Metre presents the other side of the popular macro narrative that inflation is coming. Steve's analysis is heavily focused on QE, and how that program is designed to cause lower interest and a stronger dollar. In this episode we cover how the mechanism behind QE works, why it traps dollars in the system, and how that ultimately leads to deflation. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this week's episode, Steve Van Metre presents the other side of the popular macro narrative that inflation is coming. Steve's analysis is heavily focused on QE, and how that program is designed to cause lower interest and a stronger dollar. In this episode we cover how the mechanism behind QE works, why it traps dollars in the system, and how that ultimately leads to deflation.

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3760 The Roundup: Crypto Market Sell-Off, Fed Tapering, S&P and Treasury Correlation In this week's round up, Mike and Tyler cover crypto's massive sell off, how to contextualize it, and what comes next. They also discuss the first whispers of tapering from the Fed, a twenty year high in correlation between equities and bonds, and China SRO's reiterating the ban on trading crypto. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 22 May 2021 12:00:00 -0000 full 1 20 Blockworks In this week's round up, Mike and Tyler cover crypto's massive sell off, how to contextualize it, and what comes next. They also discuss the first whispers of tapering from the Fed, a twenty year high in correlation between equities and bonds, and China SRO's reiterating the ban on trading crypto. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this week's round up, Mike and Tyler cover crypto's massive sell off, how to contextualize it, and what comes next. They also discuss the first whispers of tapering from the Fed, a twenty year high in correlation between equities and bonds, and China SRO's reiterating the ban on trading crypto.

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3642 A High Yield Bond Trader Describes the Bull Case for Bitcoin In this episode Greg Foss of 3iQ presents the ultimate macro case for Bitcoin. Greg was the first high yield bond trader in Canada, and comes at Bitcoin from a very math-oriented and macro perspective. We cover his time working as a trader, his framework for assessing the bond market, why the market for credit default swaps is so important, and why Bitcoin is a critical tool for hedging against an uncertain future. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 19 May 2021 12:00:00 -0000 full 1 19 Blockworks In this episode Greg Foss of 3iQ presents the ultimate macro case for Bitcoin. Greg was the first high yield bond trader in Canada, and comes at Bitcoin from a very math-oriented and macro perspective. We cover his time working as a trader, his framework for assessing the bond market, why the market for credit default swaps is so important, and why Bitcoin is a critical tool for hedging against an uncertain future. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode Greg Foss of 3iQ presents the ultimate macro case for Bitcoin. Greg was the first high yield bond trader in Canada, and comes at Bitcoin from a very math-oriented and macro perspective. We cover his time working as a trader, his framework for assessing the bond market, why the market for credit default swaps is so important, and why Bitcoin is a critical tool for hedging against an uncertain future.

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 6177 The Roundup: Elon Dumps Bitcoin, Justice Department Looks Into Binance This week: Elon announces that Tesla will stop allowing customers to pay in Bitcoin, the US Department of Justice and IRS look into Binance, and Stan Druckenmiller predicts the currency will lose reserve status in 15 years. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Fri, 14 May 2021 12:00:00 -0000 full 1 18 Blockworks This week: Elon announces that Tesla will stop allowing customers to pay in Bitcoin, the US Department of Justice and IRS look into Binance, and Stan Druckenmiller predicts the currency will lose reserve status in 15 years. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week: Elon announces that Tesla will stop allowing customers to pay in Bitcoin, the US Department of Justice and IRS look into Binance, and Stan Druckenmiller predicts the currency will lose reserve status in 15 years.

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3003 Mike Green Explains the US-China Relationship and the State of the American Dream In this episode I am joined by Mike Green of Simplify Asset Management for a discussion on the US China relationship. We covered the rise of China and its key strategic objectives, how the US faces challenges internally, rising inequality as a vector of attack, the relationship between capital and labor, and finally a path forward for the future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 12 May 2021 12:00:00 -0000 full 1 17 Blockworks In this episode I am joined by Mike Green of Simplify Asset Management for a discussion on the US China relationship. We covered the rise of China and its key strategic objectives, how the US faces challenges internally, rising inequality as a vector of attack, the relationship between capital and labor, and finally a path forward for the future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode I am joined by Mike Green of Simplify Asset Management for a discussion on the US China relationship. We covered the rise of China and its key strategic objectives, how the US faces challenges internally, rising inequality as a vector of attack, the relationship between capital and labor, and finally a path forward for the future.


----


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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 4688 The Roundup: Banks Offer Bitcoin, Cathie Wood's ARK Stumbles This week in macro: NYDIG rolls out Bitcoin to "hundreds of US banks," Goldman and Citi mull trading desks, and Cathie Wood's ARK ETF dips 30%. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 08 May 2021 12:00:00 -0000 full 1 16 Blockworks This week in macro: NYDIG rolls out Bitcoin to "hundreds of US banks," Goldman and Citi mull trading desks, and Cathie Wood's ARK ETF dips 30%. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week in macro: NYDIG rolls out Bitcoin to "hundreds of US banks," Goldman and Citi mull trading desks, and Cathie Wood's ARK ETF dips 30%.


If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2729 Ted Seides Breaks Down the Business of Hedge Funds In this episode of On the Margin I am joined by Ted Seides, co-founder at Protege Partners and host of the Capital Allocators podcast. In this episode, we discuss his past experience working under David Swensen at Yale, the creation of the Endowment Model, the current state of the hedge fund industry, and Ted's thoughts on Bitcoin. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 05 May 2021 12:00:00 -0000 full 1 15 Blockworks In this episode of On the Margin I am joined by Ted Seides, co-founder at Protege Partners and host of the Capital Allocators podcast. In this episode, we discuss his past experience working under David Swensen at Yale, the creation of the Endowment Model, the current state of the hedge fund industry, and Ted's thoughts on Bitcoin. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin I am joined by Ted Seides, co-founder at Protege Partners and host of the Capital Allocators podcast. In this episode, we discuss his past experience working under David Swensen at Yale, the creation of the Endowment Model, the current state of the hedge fund industry, and Ted's thoughts on Bitcoin.

----

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3732 The Roundup: Negative Rates Hit US, Nexon Buys Bitcoin, ETH Outperforms This week in macro: rates on 1 month issued US treasuries turned negative, South Korean gaming company Nexon bought $100 million in Bitcoin, Eth went on a run, and Germany embraced crypto. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 01 May 2021 12:00:00 -0000 full 1 14 Blockworks This week in macro: rates on 1 month issued US treasuries turned negative, South Korean gaming company Nexon bought $100 million in Bitcoin, Eth went on a run, and Germany embraced crypto. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week in macro: rates on 1 month issued US treasuries turned negative, South Korean gaming company Nexon bought $100 million in Bitcoin, Eth went on a run, and Germany embraced crypto.


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]]> 3886 Danielle DiMartino Booth on When the Fed Crossed the Rubicon In this episode of On the Margin, Danielle DiMartino Booth brings her deep historical knowledge of the Fed to a wide-ranging discussion of the economy. We cover the evolving role of the Federal Reserve, how the Fed "missed its chance" to normalize markets, the worsening relationship between the US and China, and her opinions on inflation vs deflation. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 28 Apr 2021 12:00:00 -0000 full 1 13 Blockworks In this episode of On the Margin, Danielle DiMartino Booth brings her deep historical knowledge of the Fed to a wide-ranging discussion of the economy. We cover the evolving role of the Federal Reserve, how the Fed "missed its chance" to normalize markets, the worsening relationship between the US and China, and her opinions on inflation vs deflation. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, Danielle DiMartino Booth brings her deep historical knowledge of the Fed to a wide-ranging discussion of the economy. We cover the evolving role of the Federal Reserve, how the Fed "missed its chance" to normalize markets, the worsening relationship between the US and China, and her opinions on inflation vs deflation.

----

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]]> 2733 The Roundup: Capital Gains Tax proposed to Jump to 39.6% This week in macro: Biden proposes to raise the capital gains tax to 39.6%, we're seeing the beginnings of soft commodity inflation, Mike Novogratz's Galaxy Digital might buy BitGo, and Coinbase Pro announces support for Tether's Ethereum based USDT Stablecoin. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 24 Apr 2021 12:00:00 -0000 full 1 12 Blockworks This week in macro: Biden proposes to raise the capital gains tax to 39.6%, we're seeing the beginnings of soft commodity inflation, Mike Novogratz's Galaxy Digital might buy BitGo, and Coinbase Pro announces support for Tether's Ethereum based USDT Stablecoin. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week in macro: Biden proposes to raise the capital gains tax to 39.6%, we're seeing the beginnings of soft commodity inflation, Mike Novogratz's Galaxy Digital might buy BitGo, and Coinbase Pro announces support for Tether's Ethereum based USDT Stablecoin. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville.

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2547 Luke Gromen on the Unwinding of the Monetary System Luke Gromen, Founder and CEO at Forrest for the Trees LLC, joins us for this episode of On the Margin to discuss his view of the monetary system. We cover the bubble in sovereign debt, how the petrodollar system was established, the fracturing relationship between the US and China, and finally the role Bitcoin and gold may play in the future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 21 Apr 2021 12:00:00 -0000 full 1 11 Blockworks Luke Gromen, Founder and CEO at Forrest for the Trees LLC, joins us for this episode of On the Margin to discuss his view of the monetary system. We cover the bubble in sovereign debt, how the petrodollar system was established, the fracturing relationship between the US and China, and finally the role Bitcoin and gold may play in the future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Luke Gromen, Founder and CEO at Forrest for the Trees LLC, joins us for this episode of On the Margin to discuss his view of the monetary system. We cover the bubble in sovereign debt, how the petrodollar system was established, the fracturing relationship between the US and China, and finally the role Bitcoin and gold may play in the future.

----

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3773 The Roundup: Yield Curve Control, Coinbase IPO, and Uniswap V3 This week in macro: Treasury yields fell to 1.5%, a possible sign of yield curve control. Then Dan Loeb and Brevan Howard started investing in Bitcoin, Coinbase debuted its direct listing, and Uniswap announced v3. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 17 Apr 2021 13:00:00 -0000 full 1 10 Blockworks This week in macro: Treasury yields fell to 1.5%, a possible sign of yield curve control. Then Dan Loeb and Brevan Howard started investing in Bitcoin, Coinbase debuted its direct listing, and Uniswap announced v3. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week in macro: Treasury yields fell to 1.5%, a possible sign of yield curve control. Then Dan Loeb and Brevan Howard started investing in Bitcoin, Coinbase debuted its direct listing, and Uniswap announced v3. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville.

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 3179 Jeff Booth on the Link Between Inflation and Inequality My guest this week is investor, entrepreneur and author Jeff Booth. Jeff's main observation is as simple as it is profound: we live in a deflationary world that depends on inflation for economic growth. How can we reconcile those two ideas? In short, we can't. In this episode we covered the powerful deflationary impacts of deflation, the inflationary structure of our current monetary system, how government meddling is leading to inequality, and how Bitcoin may lead us to a brighter future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 14 Apr 2021 12:00:00 -0000 full 1 9 Blockworks My guest this week is investor, entrepreneur and author Jeff Booth. Jeff's main observation is as simple as it is profound: we live in a deflationary world that depends on inflation for economic growth. How can we reconcile those two ideas? In short, we can't. In this episode we covered the powerful deflationary impacts of deflation, the inflationary structure of our current monetary system, how government meddling is leading to inequality, and how Bitcoin may lead us to a brighter future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. My guest this week is investor, entrepreneur and author Jeff Booth. Jeff's main observation is as simple as it is profound: we live in a deflationary world that depends on inflation for economic growth. How can we reconcile those two ideas?

In short, we can't. In this episode we covered the powerful deflationary impacts of deflation, the inflationary structure of our current monetary system, how government meddling is leading to inequality, and how Bitcoin may lead us to a brighter future.

----

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 4080 The Roundup: Peter Thiel Calls Bitcoin "Financial Weapon," Stock Buybacks, & Coinbase Earnings This week in macro: Peter Thiel calls bitcoin a "Financial Weapon," US share buybacks are picking up, Coinbase released their Q1 earnings, and State Street is lending its technology to institutional trading platforms. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 10 Apr 2021 14:51:17 -0000 full 1 8 Blockworks This week in macro: Peter Thiel calls bitcoin a "Financial Weapon," US share buybacks are picking up, Coinbase released their Q1 earnings, and State Street is lending its technology to institutional trading platforms. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week in macro: Peter Thiel calls bitcoin a "Financial Weapon," US share buybacks are picking up, Coinbase released their Q1 earnings, and State Street is lending its technology to institutional trading platforms. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville.

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2918 Lily Francus on How the Growth of Options is Reshaping Market Structure In this episode of On the Margin, I sit down with Lily Francus to discuss the rapid expansion of the options market. We discussed the Fed's impact on the market, what is driving the growth in options, how options suck liquidity out of the market, and their impact on volatility. Lily is one of the sharpest minds I've spoken to, especially when it comes to market structure. I hope you all learn as much as I did. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Wed, 07 Apr 2021 12:00:00 -0000 full 1 7 Blockworks In this episode of On the Margin, I sit down with Lily Francus to discuss the rapid expansion of the options market. We discussed the Fed's impact on the market, what is driving the growth in options, how options suck liquidity out of the market, and their impact on volatility. Lily is one of the sharpest minds I've spoken to, especially when it comes to market structure. I hope you all learn as much as I did. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. In this episode of On the Margin, I sit down with Lily Francus to discuss the rapid expansion of the options market. We discussed the Fed's impact on the market, what is driving the growth in options, how options suck liquidity out of the market, and their impact on volatility.

Lily is one of the sharpest minds I've spoken to, especially when it comes to market structure. I hope you all learn as much as I did.

----

If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2376 The Roundup: Archegos Meltdown, Biden's $2 Trillion Plan, and Morgan Stanley Bitcoin Funds This week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 03 Apr 2021 12:00:00 -0000 full 1 6 Blockworks This week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. This week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville.


If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter


On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2805 Grant Williams Reveals the End Game for Central Bank Money Printing My guest this week is Grant Williams, Founder of Things that Make You Go Hmm. We covered his views on the end game of central bank money printing, the inflation vs deflation debate, his views on gold and bitcoin, and finally whether or not we are going through a Fourth Turning.   --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts. Wed, 31 Mar 2021 12:00:00 -0000 full 1 5 Blockworks My guest this week is Grant Williams, Founder of Things that Make You Go Hmm. We covered his views on the end game of central bank money printing, the inflation vs deflation debate, his views on gold and bitcoin, and finally whether or not we are going through a Fourth Turning.   --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts. My guest this week is Grant Williams, Founder of Things that Make You Go Hmm. We covered his views on the end game of central bank money printing, the inflation vs deflation debate, his views on gold and bitcoin, and finally whether or not we are going through a Fourth Turning.  

---

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts.

]]> 4613 The Roundup: Sovereign wealth funds eye Bitcoin & Fidelity files for ETF This week in Macro: Fidelity Files for a Bitcoin ETF, the sixth recent filing for an ETF behind WisdomTree Investments, VanEck Associates, NYDIG Asset Mgmt, Valkyrie Digital Assets, and First Advisors / Skybridge. Meanwhile, GBTC is trading at 14% discount to NAV as BlockFi lowers interest rates on BTC and ETH. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. --- If you like this video be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. Sat, 27 Mar 2021 13:00:00 -0000 full 1 4 Blockworks This week in Macro: Fidelity Files for a Bitcoin ETF, the sixth recent filing for an ETF behind WisdomTree Investments, VanEck Associates, NYDIG Asset Mgmt, Valkyrie Digital Assets, and First Advisors / Skybridge. Meanwhile, GBTC is trading at 14% discount to NAV as BlockFi lowers interest rates on BTC and ETH. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. --- If you like this video be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. This week in Macro: Fidelity Files for a Bitcoin ETF, the sixth recent filing for an ETF behind WisdomTree Investments, VanEck Associates, NYDIG Asset Mgmt, Valkyrie Digital Assets, and First Advisors / Skybridge. Meanwhile, GBTC is trading at 14% discount to NAV as BlockFi lowers interest rates on BTC and ETH. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville.

---

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

]]> 2999 Dan Tapiero Explains the Drivers Behind Bitcoin's Explosive Growth My guest today is Dan Tapiero, Co-Founder and CEO at 10T Holdings. Dan has one of the most impressive pedigrees of any investor I've ever met. He cut his teeth working with Julian Robertson, which we get into detail about during the episode, but he's also worked closely with Stan Druckenmiller, Steve Cohen, and others. In this episode, we cover an overview of Dan's investing philosophy, his thoughts on the current macro environment, his entry into digital assets, and how that all led him to co-found his current fund 10T Holdings. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts. Wed, 24 Mar 2021 12:00:00 -0000 full 1 3 Blockworks My guest today is Dan Tapiero, Co-Founder and CEO at 10T Holdings. Dan has one of the most impressive pedigrees of any investor I've ever met. He cut his teeth working with Julian Robertson, which we get into detail about during the episode, but he's also worked closely with Stan Druckenmiller, Steve Cohen, and others. In this episode, we cover an overview of Dan's investing philosophy, his thoughts on the current macro environment, his entry into digital assets, and how that all led him to co-found his current fund 10T Holdings. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts. My guest today is Dan Tapiero, Co-Founder and CEO at 10T Holdings. Dan has one of the most impressive pedigrees of any investor I've ever met. He cut his teeth working with Julian Robertson, which we get into detail about during the episode, but he's also worked closely with Stan Druckenmiller, Steve Cohen, and others.

In this episode, we cover an overview of Dan's investing philosophy, his thoughts on the current macro environment, his entry into digital assets, and how that all led him to co-found his current fund 10T Holdings.

---

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts.

]]> 3235 The Roundup: Morgan Stanley's Bitcoin Move, Powell's Speech, and India's Ban This week in Macro: The 10-year yield hit 1.75% this week after the Fed had their open markets committee. Then Morgan Stanley announced that their wealthy clients would have access to bitcoin funds, after it was rumored they would acquire a significant stake in Bithumb. Internationally, India proposed a ban on cryptocurrency which would effectively make it illegal to mine or trade. All this and more on this weeks roundup with Tyler Neville and Michael Ippolito from Blockworks. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. If you like this conversation be sure to subscribe to our newsletter at https://blockworks.co/newsletter Sat, 20 Mar 2021 12:00:00 -0000 full 1 2 Blockworks Morgan Stanley jumps into the crypto game, as India proposes banning it outright. This and more on this week's macro roundup with Tyler Neville and Michael Ippolito. This week in Macro: The 10-year yield hit 1.75% this week after the Fed had their open markets committee. Then Morgan Stanley announced that their wealthy clients would have access to bitcoin funds, after it was rumored they would acquire a significant stake in Bithumb. Internationally, India proposed a ban on cryptocurrency which would effectively make it illegal to mine or trade. All this and more on this weeks roundup with Tyler Neville and Michael Ippolito from Blockworks. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts. If you like this conversation be sure to subscribe to our newsletter at https://blockworks.co/newsletter This week in Macro: The 10-year yield hit 1.75% this week after the Fed had their open markets committee. Then Morgan Stanley announced that their wealthy clients would have access to bitcoin funds, after it was rumored they would acquire a significant stake in Bithumb.

Internationally, India proposed a ban on cryptocurrency which would effectively make it illegal to mine or trade. All this and more on this weeks roundup with Tyler Neville and Michael Ippolito from Blockworks.

---

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

If you like this conversation be sure to subscribe to our newsletter at https://blockworks.co/newsletter

]]> 3192 Lyn Alden explains the connection between inflation and Bitcoin My guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy. On this episode of On The Margin, we discuss the transition of monetary to fiscal dominance, Lyn's thoughts on inflation, the implications of a steepening yield curve, what she would do as chairman of the Federal Reserve, and her thoughts on the growing digital asset ecosystem. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts. Wed, 17 Mar 2021 12:00:00 -0000 full 1 1 Blockworks Lyn's thoughts on inflation, the transition of monetary to fiscal dominance, and the implications of the growing digital asset ecosystem. My guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy. On this episode of On The Margin, we discuss the transition of monetary to fiscal dominance, Lyn's thoughts on inflation, the implications of a steepening yield curve, what she would do as chairman of the Federal Reserve, and her thoughts on the growing digital asset ecosystem. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts. My guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy.

On this episode of On The Margin, we discuss the transition of monetary to fiscal dominance, Lyn's thoughts on inflation, the implications of a steepening yield curve, what she would do as chairman of the Federal Reserve, and her thoughts on the growing digital asset ecosystem.

---

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts.

]]> 3471 Introducing: On the Margin with Michael Ippolito Every Wednesday, Michael Ippolito sits down with the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets. Every Saturday, Michael and Tyler Neville, Senior Editor at Blockworks, recap the week's most significant relevant news. This is On the Margin. Our first interview goes live March 17, 2021, and our first recap on March 20. Fri, 12 Mar 2021 22:25:00 -0000 full Blockworks Michael Ippolito sits down with the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets. Every Wednesday, Michael Ippolito sits down with the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets. Every Saturday, Michael and Tyler Neville, Senior Editor at Blockworks, recap the week's most significant relevant news. This is On the Margin. Our first interview goes live March 17, 2021, and our first recap on March 20. Every Wednesday, Michael Ippolito sits down with the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets.


Every Saturday, Michael and Tyler Neville, Senior Editor at Blockworks, recap the week's most significant relevant news.


This is On the Margin. Our first interview goes live March 17, 2021, and our first recap on March 20.

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