Supply Shock

By Blockworks

Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin hi... more

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FAQs about Supply Shock:

How many episodes does Supply Shock have?

The podcast currently has 450 episodes available.

Supply Shock episodes:

June 26, 2024 There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes
This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!
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Follow David: https://x.com/EconstratPB
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/
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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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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
(01:00) The Fed's Already Got Their Soft Landing
(08:14) The Economy Is Slowing
(11:34) Mantra Ad
(12:44) When Will The Fed Cut Rates?
(17:15) How To Make Macro Actionable
(29:15) Permissionless Ad
(29:54) The U.S Fiscal Dilemma
(32:18) Can Stocks Continue To Rally In 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.
...more
42min
June 22, 2024 Are Markets Beginning To Roll Over? | 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 are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we entering a growth slowdown? 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_
--
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
--
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.
...more
1h 19min
June 19, 2024 Liquidity Will Soon Rise | Joe McCann
This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy!
--
Follow Joe: https://x.com/joemccann
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/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:08) Combining The Worlds Of Macro & Crypto
(09:46) The Crypto Thesis
(14:22) Solana
(21:53) Bitcoin
(25:18) Rate Cuts Are Coming
(31:00) Takeaways From FOMC
(39:30) Liquidity Is About To Resurge
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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.
...more
45min
June 15, 2024 What's The End Game For Inflation? | 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 our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure & discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy!
--
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
--
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
--
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.
...more
1h 6min
June 13, 2024 Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang
This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!
--
Follow Joseph: https://x.com/FedGuy12
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/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:14) FOMC Meeting Takeaways
(10:30) The U.S Labour Market
(12:56) Mantra Ad
(14:05) Stocks Will Continue To Crush Bonds In 2024
(16:43) Rate Cuts Are Coming... And It's Bullish
(19:51) Gold, Commodities & Bitcoin
(23:45) Crypto's Wealth Effect
(27:55) Is There A Bear Case For Equities?
(30:14) Permissionless Ad
(30:52) Monetary Plumbing & The QT Taper
(34:32) Presidential Elections & Their Impact On Markets
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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.
...more
40min
June 08, 2024 Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | 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
--
This week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in the second half of 2024? Enjoy!
--
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
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/
--
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.
...more
1h 3min
June 06, 2024 Exploring Crypto's Modular Path | Rex & NoSleepJon
In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem.

Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in!
- -
Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1

Follow Zon: https://x.com/ItsAlwaysZonny
Follow Keone: https://x.com/keoneHD
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps
(00:00) Introduction
(05:07) Modularity in Crypto
(18:50) Sovereignty & ZK with Modularity
(25:30) Value Accrual in Crypto
(35:11) Surviving Fragmentation
(43:23) Modularity Ecosystem Competition
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
...more
48min
June 05, 2024 The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies
This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy!
--
Follow Warren: https://x.com/WarrenPies
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/
--
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
--
Timestamps:
(00:00) Introduction
(01:23) Oil, Rates & The Global Cutting Cycle
(15:58) Avalanche Ad
(17:19) Mantra Ad
(18:27) Inflation
(25:51) What To Expect Ahead Of FOMC
(32:25) Permissionless Ad
(33:11) Why Did The Fed Taper QT?
(39:37) The Deficit Impact
(42:54) Macro Doomerism
--
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.
...more
49min
June 05, 2024 The Modular Integration Spectrum | Keone & Zon
In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!
- -
Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1

Follow Zon: https://x.com/ItsAlwaysZonny
Follow Keone: https://x.com/keoneHD
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(03:24) Modular vs Integrated
(11:47) Who are Appchains for?
(28:58) Composability in Modular World
(36:15) Monad's Endgame
(39:47) Importance of Decentralization
(48:05) Building Web3 Community
--
Disclaimer:

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
...more
1h 4min
June 01, 2024 The Inflation Paradox: Inflation Is Still A Problem | 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
--
This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are not in a recession, we are very much so in a "vibecession". Enjoy!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Felix: https://twitter.com/fejau_inc
Follow Jack: https://x.com/JackFarley96
Follow Tyler: https://twitter.com/Tyler_Neville_
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/
--
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
--
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.
...more
51min

FAQs about Supply Shock:

How many episodes does Supply Shock have?

The podcast currently has 450 episodes available.