Supply Shock

Latest Episodes:

The Modular Integration Spectrum | Keone & Zon Jun 05, 2024

Show notes

In 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 tuning in!

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(00:00) Introduction

(03:24) Modular vs Integrated

(11:47) Who are Appchains for?

(28:58) Composability in Modular World

(36:15) Monad's Endgame

(39:47) Importance of Decentralization

(48:05) Building Web3 Community

Disclaimer:

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup Jun 01, 2024

Show notes

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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!

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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/

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

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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.

The Ethereum ETF Turning Point | Weekly Roundup May 25, 2024

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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!

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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 biggest blockers to mainstream adoption: security and user experience.

Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz

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The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart May 24, 2024

Show notes

We 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!

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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

(00:00) Introduction

(01:12) The ETH Approval

(08:55) Demand For An ETH ETF

(14:02) Avalanche Ad

(15:23) Mantra Ad

(16:29) Will We See More ETFs?

Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan May 24, 2024

Show notes

This 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!

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Timestamps:

00:00 Introduction

01:21 Forget Rate Cuts, The Fed Will Hike Again

07:40 Financial Conditions Are Too Loose

11:29 Avalanche Ad

12:50 Mantra Ad

19:47 The Fed Broke The Yield Curve In 2021

34:31 Fiscal Deficits & The Credit Impulse

39:25 The U.S Debt Problem

43:09 Why Is China Buying So Much Gold?

47:18 Oil

50:26 How To Trade 2024?

The Biggest Risk Is A Market Melt-Up | Weekly Roundup May 18, 2024

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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!

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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

What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup May 11, 2024

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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 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

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Powell's Bullish Signal To Markets | Weekly Roundup May 04, 2024

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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!

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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Surging Liquidity Is Fueling Higher Inflation | Bob Elliott May 01, 2024

Show notes

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!

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii