Supply Shock

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**Supply Shock**

Supply Shock, hosted by Pete Rizzo, The Bitcoin Historian, explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.

Latest Episodes:

Everything You Need To Know About The Bitcoin ETF | Eric Balchunas Dec 20, 2023

Show notes

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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

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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.

2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup Dec 16, 2023

Show notes

Follow On The Margin On Spotify: 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

Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant Dec 13, 2023

Show notes

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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/

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london

(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

Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup Dec 09, 2023

Show notes

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Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mark: https://twitter.com/MarkYusko

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london

Bitcoin Breaks $40,000, What Next? | Quinn Thompson Dec 06, 2023

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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...

Bitcoin Approaches $40,000 | Weekly Roundup Dec 02, 2023

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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

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london

The "Debt Spiral" End Game | James Lavish Nov 29, 2023

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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...

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

The U.S. Dollar Is Overvalued Nov 25, 2023

Show notes

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.

Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden Nov 23, 2023

Show notes

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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

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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

Rising Liquidity Is Supporting A Bull Market | Weekly Roundup Nov 18, 2023

Show notes

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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

(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?