Supply Shock

Is It Time To Be Bullish? | Weekly Roundup


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This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy!

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Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://x.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod


On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

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Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/

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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.

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Supply ShockBy Blockworks

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