340 episodes
On The Margin Blockworks
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- Business
The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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The Ethereum ETF Turning Point | Weekly Roundup
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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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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Quinn: https://twitter.com/qthomp
Follow Mike: https://twitter.com/MikeIppolito_
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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/
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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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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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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 Is Approved | Eric Balchunas & James Seyffart
We apologise for any video/audio issues this episode!
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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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Follow Eric: https://x.com/EricBalchunas
Follow James: https://x.com/JSeyff
Follow Mike: https://x.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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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/
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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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(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?
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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. -
Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan
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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Follow Danny: https://x.com/DannyDayan5
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
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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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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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?
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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 Biggest Risk Is A Market Melt-Up | Weekly Roundup
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
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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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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Quinn: https://twitter.com/qthomp
Follow Mike: https://twitter.com/MikeIppolito_
--
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/
--
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
--
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. -
What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup
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
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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/
--
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
--
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
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Quinn: https://twitter.com/qthomp
Follow Mike: https://twitter.com/MikeIppolito_
--
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 -
Powell's Bullish Signal To Markets | Weekly Roundup
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
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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!
--
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
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Quinn: https://twitter.com/qthomp
Follow Mike: https://twitter.com/MikeIppolito_
--
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.