Supply Shock

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Inflation Still Isn't Going Back To 2% | Vincent Deluard Apr 24, 2024

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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!

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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/

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

(00:00) Introduction

(02:17) The Rise Of Secular Inflation

(10:50) Mantra Ad

(11:56) Geopolitical Risk, Oil & The Inflation Feedback Loop

(16:43) The U.S Dollar Is Still The Best Safe Haven

(21:21) The Rise Of Fiscal Dominance: Gradually, Then Suddenly

(26:08) The Inflation Spiral

(35:39) Permissionless Ad

(36:17) A Recession Free Future

(42:18) Oil

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 Bitcoin Halving Impact | Weekly Roundup Apr 20, 2024

Show notes

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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 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

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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The 2024 Bitcoin Halving | Chris Kuiper Apr 17, 2024

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We apologize for video/audio lag in today's episode!

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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 expect post halving. Enjoy!

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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

(00:00) Introduction

(01:23) The Bitcoin ETF Impact

(04:27) The Bitcoin Halving

(13:06) Mantra Ad

(14:12) Is Retail Back?

(19:29) Volatility vs Store of Value

(30:24) Permissionless Ad

(31:02) Institutional Demand For Ethereum

(46:02) The Macro Backdrop For Bitcoin

(54:41) Where Are We In The Cycle?

Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup Apr 13, 2024

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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 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

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Rising Liquidity Is Fueling A Bull Market In Gold & Bitcoin (Part 2/2) | Lyn Alden & Luke Gromen Apr 11, 2024

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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!

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(00:00) Inflation

(04:42) Oil & It's Impact On Inflation

(11:41) The U.S Dollar

(13:04) Mantra Ad

(14:09) Gold & Bitcoin

(24:28) The Bond Market

(33:25) Permissionless Ad

(34:03) Inflation vs Recession

The U.S Debt End Game (Part 1/2) | Lyn Alden & Luke Gromen Apr 10, 2024

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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!

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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, malware, scams, and more.

For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

(00:00) Introduction

(02:10) Gold, Real Rates & Russian FX Reserve Sanctions

(06:15) The Rise Of Fiscal Dominance

(16:08) Aura Ad

(17:25) Kinto Ad

(18:37) The Fed & Treasury End Game

(22:22) Fiscal Deficits Don't Matter, Until They Do...

(38:07) Permissionless III Ad

(38:45) Deglobalization

Will The Fed Cut Rates In 2024? | Weekly Roundup Apr 06, 2024

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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?

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Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

The Past, Present and Future of Crypto | DAS London 2024 Apr 03, 2024

Show notes

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!

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Inflation's Role In The Fourth Turning | Weekly Roundup Mar 30, 2024

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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!

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For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.

Trading the Next Crypto Bull Market | Avi Felman & Jonah Van Bourg Mar 29, 2024

Show notes

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!

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

Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases.

Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: https://perennial.finance/1000x

Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

Disclaimer: Nothing said on 1000x or On The Margin 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

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