Blockworks

•

Canale • 8 podcast

Investimenti

Investimenti

Ogni settimana
Investimenti

Investimenti

Ogni settimana
Investimenti

Investimenti

Bisettimanale
Investimenti

Investimenti

Ogni settimana
Investimenti

Investimenti

Ogni settimana
Investimenti

Investimenti

Ogni settimana
Notizie di tecnologia

Notizie di tecnologia

Ogni settimana

29 APR

The AI Bubble Is Widely Misunderstood | Steve Hou

AI may be the most powerful economic force since the internet, but its true impact remains deeply uncertain. Steve Hou, Senior Quant Researcher at Bloomberg and a macroeconomist by training, joins us to unpack how AI is reshaping markets, investment cycles, and economic thinking. We explore whether this is just another bubble or something far more structural. We dive into AI-driven capex, productivity illusions, labor market shifts, inflation dynamics, and whether AI can actually solve the U.S. debt problem. Enjoy! TIMESTAMPS: TIMESTAMPS: 00:00 Intro 03:21 AI’s Macro Impact 06:48 Historical Tech Bubbles 10:25 AI Capex Drives Growth 14:13 Ads (Fidelity Crypto) 15:23 How Big Can The Bubble Get? 20:14 Agentic AI Compute Demand 24:10 AI Is Too Cheap 28:15 Productivity Mirage 33:03 Ads (Fidelity Crypto) 34:24 Fed Policy And AI 41:02 Can AI Fix Debt? 47:34 Physical World Bottlenecks 49:47 The Future Of Economics FOLLOW STEVE HOU › X/Twitter – https://x.com/stevehou FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › FIDELITY CRYPTO This episode is brought to you by Fidelity Crypto. Learn more at Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. https://www.fidelity.com/crypto/trading DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

29 apr

•

56 min
22 APR

Markets Hit A New All Time High, Whats Next?

This week, we discuss what's next for markets as we reach new all time highs. We deep dive into is the market rally broadening out, what's driving BTC higher, what stops this bull market, the future of 1000x and more. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod. Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Timestamps: (00:00) Introduction (03:35) Is The Market Rally Broadening Out? (12:00) The Niger Delta Avengers (22:32) The State of Crypto (37:00) What’s Driving BTC Higher? (46:38) What Stops This Bull Market? (51:30) The Future of 1000x -- Disclaimer: Nothing said on 1000x 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.

22 apr

•

59 min
22 APR

Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell

Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk. We sit down with Michael Howell of CrossBorder Capital, a leading voice on global liquidity, to unpack where we are in the cycle and why his framework diverges from consensus views on markets and the economy. We explore the liquidity vs. business cycle divide, yield curve dynamics, Treasury-driven liquidity, rising commodities, and why all signals may be pointing toward a late-cycle shift. Enjoy! TIMESTAMPS: 00:00 Intro 02:31 Global Liquidity Turning Lower 06:24 Liquidity Cycle vs Economy 11:29 Recession Fears vs Data 17:28 Treasury Stimulus and Buybacks 23:40 Why Bond Volatility Matters 31:56 Warsh and the Next Regime 39:29 What Interest Rates Really Mean 47:13 Positioning for Turbulence 58:08 Where to Follow Michael FOLLOW MICHAEL › X/Twitter – https://x.com/crossbordercap › Substack – https://capitalwars.substack.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

22 apr

•

59 min
2 GG FA

Clavicular x Polymarket, the CLARITY Act, and What MegaETH Tells Us About Retail | The Breakdown

David runs through three Monday morning stories: the viral Clavicular clip with Polymarket’s CMO, the CLARITY Act’s compromise on stablecoin yield, and MegaETH’s adoption numbers a week into its points campaign. TIMESTAMPS: (00:00) Intro (01:06) Clavicular and Polymarket CMO (09:20) Nexo Ad (09:57) CLARITY Act Update (15:03) Nexo Ad (15:54) MegaETH Performance FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

2 gg fa

•

25 min
5 GG FA

Big Tech Earnings, DeFi United and Pump Fun’s Token Burn

This week, we’re back with another weekly roundup to discuss the current state of markets during earnings season. As equities push to new all time highs on stronger than expected results, we take a closer look at Robinhood’s numbers, the DeFi United recovery fund, Pump.fun’s token burn announcement and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Rob: https://x.com/HadickM Follow Empire: https://x.com/theempirepod -- This episode is brought to you by Fidelity Crypto. Learn more at https://Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. -- Timestamps: (00:00) Introduction (04:00) Takeaways From Earnings (20:10) Fidelity Crypto Ad (20:45) Stablecoin Chains (24:28) State of The Market (30:12) The DeFi United Recovery Fund (42:04) Fidelity Crypto Ad (42:45) Pump Fun’s Token Burn (55:58) Content of The Week -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.

5 gg fa

•

1h 3m
27 APR

A Quantum Fork is Coming to Bitcoin | Alex Pruden & Philip Martin

This week, Alex Pruden & Philip Martin join the show to discuss Bitcoin's rising quantum threat. We deep dive into what is the risk from quantum, what to do with Satoshi's coins, will we see a Bitcoin fork, how does DeFi mitigate hacks, how to protect your privacy and more. Enjoy! -- Follow Alex: https://x.com/apruden08 Follow Philip: https://x.com/SecurityGuyPhil Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod -- This episode is brought to you by Fidelity Crypto. Learn more at https://Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. -- ZKsync is the Bank Stack of Ethereum. It is a network of chains secured by cryptography, not validators. Its cutting-edge ZK innovation enables the privacy, performance and connectivity that businesses need to thrive in the digital assets economy. To find out more visit: https://www.zksync.io/ -- Timestamps: (00:00) Introduction (01:02) The Quantum Computing Risk (08:50) Bitcoin’s Quantum Risk (12:20) Fidelity Crypto Ad (12:55) What To Do With Satoshi’s Coins? (35:12) Fidelity Crypto Ad (35:52) The Biggest Threat to Bitcoin (38:35) How Does DeFi Mitigate Hacks? (46:27) Are Stablecoins At Risk To Quantum? (50:15) ZKsync Ad (50:49) How To Secure Your Privacy (54:57) What's The Timeline For Quantum? -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.

27 apr

•

1h 5m
24 APR

The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup

Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long. This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-industrialization and what’s actually driving resilience in the economy. We also explore AI-driven capex as the true growth engine, labor and credit dynamics, geopolitical pressures, dollar dominance, and the growing tension between asset inflation and societal change. Enjoy! TIMESTAMPS: 00:00 Intro 04:49 Kevin Warsh Hearing 13:11 Oil Shock Meets Strong Data 16:51 Ads (Fidelity Crypto) 17:15 AI Capex Boom 24:02 Data Centers Remake Economy 33:25 Ads (Fidelity Crypto) 34:12 Church Beats OnlyFans 47:04 Dollar Dominance Surges 51:47 Dollar Wrecking Ball 57:58 ESG Trade Dies FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1vCQT4biQJI-d10B0-OuD7MxJlq-kW9tl/view?usp=sharing SPONSORS › FIDELITY CRYPTO This episode is brought to you by Fidelity Crypto. Learn more at Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. https://www.fidelity.com/crypto/trading DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

24 apr

•

1h 4m
7 APR

How To Position During an Oil Price Shock

This week, we discuss how to position your portfolio during an energy price shock due to the ongoing conflict in Iran. We deep dive into what's driving oil volatility, is gold a dip to buy, how to get long stablecoins, why crypto might be best positioned to outperform once markets settle and more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.ly/4etlBMd -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod. Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Timestamps: (00:00) Introduction (01:30) Impact of The Conflcit in Iran (15:45) What’s Driving The Oil Volatility (26:50) Positioning During an Oil Price Shock (38:25) How to Get Long Stablecoins -- Disclaimer: Nothing said on 1000x 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.

7 apr

•

48 min
21 GEN

Markets Are Entering A Wartime Economy | Cem Karsan

In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (01:12) Market & Political Recap (08:01) Grayscale Ad (08:38) Bifurcation Of The World Economy (17:11) Populism In A Wartime Economy (23:22) Grayscale Ad (24:11) Inequality And The Election Cycle (29:33) Dollar Power And The Federal Reserve (36:45) Following The Great Rotation (46:31) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

21 gen

•

48 min
03/01/2024

Jim Bianco's Big Predictions For 2024

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, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024. We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. 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_ -- Referenced In The Show: https://twitter.com/shekfu/status/1740523952362135662/photo/1 Joseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8 -- 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/ -- Timestamps: (00:00) Introduction (01:08) Reflecting On 2023 (03:04) DAS London Plug (04:22) The End Of The 40 Year Bond Bull Market (11:44) Inflation & Real Rates In 2023 (15:32) Jim's Outlook For 2024 (27:28) Blockworks Research Ad (28:15) The Bitcoin ETF (52:19) Final Thoughts -- 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.

03/01/2024

•

1 h

Blockworks connects investors and businesses in onchain capital markets. We give businesses a platform to earn trust and provide investors with the data and information they need to underwrite the asset class.