Рет қаралды 17,647
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: x.com/joemccann
Follow Felix: x.com/fejau_inc
Follow On The Margin: / onthemarginpod
Follow Blockworks: / blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: 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: www.mantrachain.io/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: blockworks.co/event/permissio...
--
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
--
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.