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!
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Follow Felix: https://twitter.com/fejau_inc
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Follow On The Margin: https://twitter.com/OnTheMarginPod
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On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
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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/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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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: