This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy!
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On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b
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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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Timestamps:
(00:00) Introduction
(02:28) QRA & FOMC Takeaways
(16:07) Why Are Markets Unwinding?
(23:51) The Yen Carry Trade Unwind
(26:11) Permissionless Ad
(26:50) What's Happening In Crypto?
(31:13) Coinbase Earnings
(35:39) Tether Earnings
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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.
