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:

The Blockworks Origin Story Aug 09, 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

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.

The Bond Market Wrecking Ball Shocks Markets | Round Up Aug 05, 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

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!

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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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Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

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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.

Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder Aug 02, 2023

Show notes

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

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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!

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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_

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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?

The 2023 Bull Market Has Further To Run | Weekly Round Up Jul 29, 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

—

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!

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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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Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

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Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD Jul 27, 2023

Show notes

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

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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.

Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco Jul 26, 2023

Show notes

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_

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

The Big Tech Bull Market, Not A Mania Yet | Round Up Jul 22, 2023

Show notes

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_

Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...

The Recession Paradox | Alfonso Peccatiello Jul 19, 2023

Show notes

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

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?

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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.

Recession Cancelled: Crypto Summer Is Here | Weekly Round-up Jul 15, 2023

Show notes

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/

Central Banks Fight Inflation, China Battles Deflation | Nick Glinsman Jul 12, 2023

Show notes

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_

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