Inflection Point

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This week, Mike & Mark discuss the first day of trading since the Bitcoin ETFs launched. We dive into the flows, volume traded & Vanguards decision to not allow trading of the ETFs on their platform. We then break down this weeks inflation data & what it could mean for the Fed in 2024. To hear all this & more, you'll have to tune in!

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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.

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Mark Yusko & Michael Anderson join the show for a livestream after the SEC’s approval of the Bitcoin ETF.

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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.

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This week, James Seyffart ETF Research Analyst at Bloomberg & Matt Hougan CIO at Bitwise join the show to discuss the 2024 Bitcoin approval, the SEC hack & what to expect now Bitcoin ETFs are scheduled to begin trading.

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. 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/

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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.

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This week, Mike & Mark discuss the Bitcoin ETF ahead of an expected SEC decision next week. Mark makes the case that the Bitcoin ETF will unlock billions of dollars of capital from institutional investors who otherwise wouldn't have access to the asset. To hear all this & more, you'll have. to tune in!

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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/

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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.

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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!

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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

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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/

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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

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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.

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This week, Mike & Mark discuss the biggest events of 2023 & what to expect in 2024 for stocks, crypto & markets broadly. Thanks for tuning in throughout 2023, & we'll se you in the new year!

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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/

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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.

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This week, Will Clemente & Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro & crypto heading into 2024. To hear all this & more, you'll have to tune in!

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Referenced In The Show:

The Damped Spring Report: https://dampedspring.com/wp-content/uploads/2023/07/The-Script.pdf

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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/

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Timestamps:

(00:00) Introduction

(00:35) Inflation & Rate Cuts In 2024

(05:04) DAS London Plug

(06:21) The Rise Of Fiscal Dominance

(09:38) Do Deficits Matter?

(19:04) Bitcoin

(24:17) Blockworks Research

(25:05) Will We Ever See Another Bull Market Like 2020/21 Again?

(30:24) Ethereum

(34:13) Solana

(39:05) Coinbase

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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.

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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/

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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.

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This week Eric Balchunas Senior ETF Analyst at Bloomberg joins the show for a discussion on the Bitcoin ETF.

Forecasting a 90% chance of approval in January, Eric walks through what gave him conviction in this prediction & the current things to look out for ahead of the SEC's decision. To hear all this & more, you'll have to tune in!

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Referenced In The Show: Eric Balchunas – The Past, Present & Future of ETFs:

https://open.spotify.com/episode/5vCLwJoKJ13PtCAFAadpFF?si=fb1b2ab9ba2b4ec3&nd=1&dlsi=1f29936becc3469d

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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/

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(00:00) Introduction

(01:49) What Is An ETF?

(06:22) DAS London Plug

(11:50) ETF Distribution

(19:12) The Bitcoin ETF

(26:00) Who Will Win The Bitcoin ETF Race?

(29:53) Grayscale, GBTC & The ETF

(35:16) Blockworks Research Ad

(36:03) Bitcoin ETF vs The Gold ETF Launch

(40:20) Crypto Sentiment

(46:57) Will We See Other Crypto 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.

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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/

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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.