Episodes
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...
Published 05/04/24
Published 05/04/24
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...
Published 05/01/24
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...
Published 04/27/24
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:...
Published 04/24/24
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...
Published 04/20/24
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...
Published 04/17/24
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...
Published 04/13/24
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:...
Published 04/11/24
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:...
Published 04/10/24
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:...
Published 04/06/24
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...
Published 04/03/24
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:...
Published 03/30/24
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...
Published 03/29/24
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,...
Published 03/27/24
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...
Published 03/23/24
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...
Published 03/22/24
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...
Published 03/20/24
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:...
Published 03/16/24
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...
Published 03/13/24
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...
Published 03/09/24
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...
Published 03/07/24
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:...
Published 03/02/24
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...
Published 02/28/24
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...
Published 02/24/24