Supply Shock
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 history, revealing patterns, lessons, and insights shaping the future of digital assets.
- Update frequency
- every 4 days
- Average duration
- 57 minutes
- Episodes
- 451
- Years Active
- 2021 - 2025
How to Value Bitcoin | Timothy Peterson and Mark Yusko
In this episode, Mark and I were joined by special guest Timothy Peterson to discuss a very important topic: how to properly value Bitcoin. I've included a summary of our content below, but if you ar…
01:06:15 |
Sat 05 Feb 2022
Is the Crypto Bull Market Over | Dan Tapiero & Dan Morehead
On today's episode of On The Margin Mike Ippolito is joined by Dan Morehead of Pantera Capital & Dan Tapiero of 10T. With collectively over 40 years in the hedge fund business at notable firms such a…
00:49:08 |
Wed 02 Feb 2022
Biden Cracks Down on Crypto | Weekly Round Up
In this episode Mark and I covered two big topics: the fallout of Wednesday's FOMC meeting, and the announcement that the White House is cracking down on crypto as a matter of "national security."
We…
00:57:25 |
Sat 29 Jan 2022
How Fed Tightening Will Impact Markets | Andreas Steno Larsen
In this episode of On The Margin Mike is joined by Andreas Steno Larsen Director & Lead Economist of Heimstaden. After spending 10+ years as a Chief Global Strategist, FX Analyst & Researcher at Nord…
00:46:34 |
Wed 26 Jan 2022
FOMC Preview: Expect More Turbulence | Jonathan Cheesman & Daniel Masters
This week in On the Margin, we have a special bonus episode for you. There's lots going on in markets and we thought if ever there were a time to speak to as many smart people as possible, it's now.…
00:46:54 |
Tue 25 Jan 2022
Crypto Sheds $200B in 24 Hours: Is the Worst Behind Us?
In this round up, Mark and I are joined by Arca CIO Jeff Dorman to answer the one question on everyone's mind: what is driving the flash crash in crypto markets?
We discussed the impact the Fed's tig…
01:04:38 |
Sat 22 Jan 2022
The Macro Forces Driving Crypto in 2022 with Jordi Alexander & Checkmate
In this episode of On The Margin Mike is joined by Jordi Alexander CIO of Selini Capital & Checkmate Lead On-chain Analyst for Glassnode. Jordi & Checkmate discuss the long term structural macro tren…
00:55:30 |
Wed 19 Jan 2022
Have We Hit Peak Inflation? A Deep Dive into the Data Behind December's Record Print
In this week's episode, Mark and I tried something a little different. We went super deep on one topic, namely inflation. The question we asked was "Have fears around inflation peaked? And if so, w…
01:06:04 |
Sat 15 Jan 2022
What Will Happen if the Fed Raises Rates with Danielle DiMartino Booth
In this episode of On The Margin Mike is joined by returning guest Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. As a former advisor at the Federal Reserve Bank of Dallas, …
00:40:35 |
Tue 11 Jan 2022
Fed Tightening Hammers Bitcoin, Kazakhstan Internet Outage Disrupts Hash Rate
In this first round up of the New Year, Mark and I started with the question that's on everyone's mind: are we still in a bull market?
Answer - you'll have to listen to the episode to find out! But I…
01:05:21 |
Sat 08 Jan 2022
Dollar Predictions for 2022 with Brent Johnson and Lawrence Lepard
In this episode of On The Margin Mike is joined by Brent Johnson of Santiago Capital & Lawrence Lepard of Equity Management Associates. Brent & Lawrence discuss Brent's Dollar milkshake thesis and th…
00:42:21 |
Wed 05 Jan 2022
Chart Storm For The New Year | Weekly Round Up
To bring us into the new year, Michael Ippolito & Jack Farley take viewers on an audio-visual guided tour of the most salient macro topics for 2022. They analyze a series of charts that illustrate th…
01:13:55 |
Sat 01 Jan 2022
Dollar vs Yuan: The Next Global Reserve Currency with Russell Clark
In this episode of On The Margin Mike is joined by Russell Clark. With a wealth of knowledge that spans over 20 years as both an Investment Analyst and CIO/CEO of Russell Clark Investment Management,…
00:57:38 |
Wed 29 Dec 2021
Trump Hates Crypto, Jack Hates Web 3, Erdogan Launches Bid to Support Lira
In this extra special weekly round up, Mark and I are joined by "Hollywood" Jack Farley, welcome Jack!
We kicked things off with Trump's recent comments about crypto. Despite his wife Melania launch…
00:54:44 |
Sat 25 Dec 2021
What Rising Inflation Means for Stocks and Bonds | Harley Bassman and Jack Farley
In this episode of On The Margin Mike & Jack are joined by Harley Bassman otherwise known as 'The Convexity Maven'. Harley has spent over 35 years working at some of the largest firms including Merri…
00:57:48 |
Wed 22 Dec 2021
Ray Dalio Changes his Mind on Bitcoin, Stock Buybacks Skyrocket, Everything is Money Illusion
In this week's episode, Mark and I start off with Ray Dalio's comments about Bitcoin, Gold and Ethereum. Spoiler alert - minds are being changed! Next we get into the increasing politicization of c…
00:43:15 |
Sat 18 Dec 2021
Bitcoin vs Ethereum in 2022 with Avi Felman
In this episode of On The Margin Mike is joined by returning guest Avi Felman. Avi is the Co Portfolio Manager at BlockTower Capital and joins us to share his updated outlook on the market. Avi discu…
00:35:48 |
Wed 15 Dec 2021
November Inflation Tops 6.8%, Evergrande Defaults on its Debt, Bitcoin's Next 6 Months
In this week's episode, Mark returns from his two week hiatus (woo!). We quickly got into November's 6.8% CPI print, which was the highest in 39 years. We discussed the factors driving inflation, a…
01:01:43 |
Sat 11 Dec 2021
2022 Crypto Theses with Ryan Selkis
In this episode of On The Margin Mike is joined by Ryan Selkis Co-Founder & CEO at Messari. Having released the 150+ page 'Crypto Theses for 2022' report, we invited Ryan to the show to discuss the m…
01:04:44 |
Wed 08 Dec 2021
Why Investors Are Running Away From Stocks | Weekly Roundup
With Mark out, we have special guest filling in, Blockworks’ video journalist Jack Farley. We make sense of the recent bout of market volatility, with bond yields plummeting and tech stocks selling o…
00:56:56 |
Sat 04 Dec 2021
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