Market Volatility and Crypto Insights

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.