On The Margin
351 episodes - English - Latest episode: 3 days ago - ★★★★★ - 97 ratingsThe worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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Episodes
Are Markets Beginning To Roll Over? | Weekly Roundup
June 22, 2024 10:12 - 1 hourFollow 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...
Liquidity Will Soon Rise | Joe McCann
June 19, 2024 13:32 - 44 minutesThis 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 ...
What's The End Game For Inflation? | Weekly Roundup
June 15, 2024 11:02 - 1 hourFollow 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 Fol...
Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang
June 13, 2024 15:14 - 39 minutesThis 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 Bl...
Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup
June 08, 2024 10:57 - 1 hourFollow 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/...
Exploring Crypto's Modular Path | Rex & NoSleepJon
June 06, 2024 14:35 - 47 minutesIn 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: ht...
The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies
June 05, 2024 16:30 - 48 minutesThis 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://bloc...
The Modular Integration Spectrum | Keone & Zon
June 05, 2024 14:52 - 1 hourIn 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 ...
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
June 01, 2024 10:16 - 50 minutesFollow 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:/...
The Ethereum ETF Turning Point | Weekly Roundup
May 25, 2024 11:00 - 1 hourFollow 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://t...
The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart
May 24, 2024 21:03 - 26 minutesWe 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. Subscr...
Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan
May 24, 2024 16:32 - 57 minutesThis 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:...
The Biggest Risk Is A Market Melt-Up | Weekly Roundup
May 18, 2024 11:11 - 1 hourFollow 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.c...
What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup
May 11, 2024 17:52 - 1 hourFollow 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 infra...
Powell's Bullish Signal To Markets | Weekly Roundup
May 04, 2024 11:43 - 1 hourFollow 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 acc...
Surging Liquidity Is Fueling Higher Inflation | Bob Elliott
May 01, 2024 22:36 - 48 minutesThis 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 new...
Huge Earnings Beat For Big Tech | Weekly Roundup
April 27, 2024 12:20 - 1 hourFollow 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...
Inflation Still Isn't Going Back To 2% | Vincent Deluard
April 24, 2024 11:00 - 52 minutesThis 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_ Foll...
The Bitcoin Halving Impact | Weekly Roundup
April 20, 2024 10:09 - 1 hourFollow 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 accoun...
The 2024 Bitcoin Halving | Chris Kuiper
April 17, 2024 10:12 - 58 minutesWe 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 expec...
Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup
April 13, 2024 11:00 - 1 hourFollow 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 c...
Rising Liquidity Is Fueling A Bull Market In Gold & Bitcoin (Part 2/2) | Lyn Alden & Luke Gromen
April 11, 2024 11:00 - 40 minutesFollow 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/LynAlden...
The U.S Debt End Game (Part 1/2) | Lyn Alden & Luke Gromen
April 10, 2024 11:00 - 49 minutesFollow 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...
Will The Fed Cut Rates In 2024? | Weekly Roundup
April 06, 2024 12:52 - 1 hourFollow 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: htt...
The Past, Present and Future of Crypto | DAS London 2024
April 03, 2024 13:00 - 36 minutesThis 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 ...
Inflation's Role In The Fourth Turning | Weekly Roundup
March 30, 2024 12:38 - 58 minutesFollow 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 Foll...
Trading the Next Crypto Bull Market | Avi Felman & Jonah Van Bourg
March 29, 2024 20:00 - 45 minutesWe 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 ...
The Game Changing Impact Of A Spot Bitcoin ETF | DAS London 2024
March 27, 2024 11:00 - 42 minutesThis 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, ...
Fed Signals Rate Cuts In 2024 | Weekly Roundup
March 23, 2024 11:37 - 1 hourFollow 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: ht...
The Biggest Macro Trade Of All-Time | Anthony Scaramucci & Dan Tapiero
March 22, 2024 19:45 - 40 minutesThis 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 advic...
The Script: How To Kill Inflation | Andy Constan
March 20, 2024 11:00 - 43 minutesThis 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 ...
Inflation Remains High, Will The Fed Cut Rates In 2024? | Weekly Roundup
March 16, 2024 11:00 - 55 minutesFollow 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/On...
Who Is Buying The Bitcoin ETFs? | Eric Balchunas & Jim Bianco
March 13, 2024 11:00 - 1 hourOn 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 ...
Bitcoin Breaks A New All-Time High | Weekly Roundup
March 09, 2024 12:00 - 1 hourFollow 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:...
The Bitcoin ETF Unlock's Huge Inflows | Dan Tapiero
March 07, 2024 16:10 - 1 hourThis 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, a...
The Bitcoin ETF Impact, Market Melt-Up Continues | Weekly Roundup
March 02, 2024 12:00 - 1 hourFollow 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://t...
A Deep Dive Into Coinbase's Earnings Beat | Alyssa Choo
February 28, 2024 12:00 - 36 minutesFollow 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 & mo...
Stock Market Melt-Up Continues, Nvidia Earnings Beat | Weekly Roundup
February 24, 2024 12:00 - 1 hourFollow 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 Margi...
Bitcoin ETF Inflows Remain High, Coinbase Beat Earnings | Quinn Thompson
February 21, 2024 12:25 - 58 minutesFollow 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...
Huge Bitcoin ETF Inflows, Coinbase Earnings Beat | Weekly Roundup
February 17, 2024 12:00 - 46 minutesFollow 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 ...
Surviving The GBTC "Widowmaker" Trade That Blew Up In 2021 | David Choi
February 14, 2024 12:00 - 49 minutesFollow 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...
Bitcoin ETF Inflows Continue | Weekly Roundup
February 10, 2024 14:00 - 48 minutesFollow 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 co...
The Bullish 2024 Thesis With Travis Kling
February 07, 2024 14:01 - 1 hourFollow 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 ...
Grayscale's Bitcoin ETF Outflows Begin To Slow, What Happens Next?
February 03, 2024 12:00 - 1 hourFollow 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 managemen...
Joseph Wang & Jack Farley on “Hawkish” January Fed Meeting, Tapering Quantitative Tightening (QT), and “Boring” Treasury Quarterly Refunding Announcement (QRA)
January 31, 2024 23:51 - 1 hourForward 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 co...
Financial Conditions Remain Loose, Liquidity Has Surged | Mark Yusko
January 27, 2024 12:00 - 1 hourFollow 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 a...
The Stock Market Is Pricing In A Soft Landing | Darius Dale
January 24, 2024 13:55 - 49 minutesFollow 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. T...
The Bitcoin ETFs Attract Billions, Grayscale Outflows Continue
January 20, 2024 12:00 - 48 minutesFollow 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 throu...
Bitcoin's Role In The Debt End Game | Jonah Van Bourg
January 17, 2024 12:00 - 59 minutesFollow 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 & mor...
The Bitcoin ETFs Launch | Weekly Roundup
January 13, 2024 12:00 - 58 minutesFollow 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, ...