On The Margin Blockworks

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!
--
Follow Vincent: https://twitter.com/VincentDeluard
Follow Mike: https://twitter.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/
--
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.

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 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
--
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_
Follow Blockworks: https://twitter.com/blockworks_
--
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.

We apologize for video/audio lag in today's episode!
--
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 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!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Chris: https://twitter.com/ChrisJKuiper
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
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
(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?
--
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.

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 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
--
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_
Follow Blockworks: https://twitter.com/blockworks_
--
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.

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 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!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Lyn: https://twitter.com/LynAldenContact
Follow Luke: https://twitter.com/LukeGromen
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
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/
--
(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
--
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.

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 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!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Lyn: https://twitter.com/LynAldenContact
Follow Luke: https://twitter.com/LukeGromen
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
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.
--
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
--
(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
--
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.