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
Roadmap To Crypto’s $10 Trillion Market cap | Ben Cowen
In this episode of On The Margin Mike is joined by Into The Cryptoverse CEO Benjamin Cowen. Ben is a cryptocurrency market analyst providing education to his 600,000+ subscribers about the metrics th…
01:13:40 |
Wed 01 Dec 2021
Crypto's Last Cycle, Metaverse Mania, and an NFT Bear Market with Avi Felman | Weekly Round Up
Mark is taking some well deserved family time for this episode SO we have a special guest filling in, Avil Felman of BlockTower. Avi is deep in the crypto ecosystem and a born trader, this episode w…
00:41:39 |
Sat 27 Nov 2021
How Media Created The Great American Divide with Demetri Kofinas
In this episode of On The Margin, Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri returns to On The Margin to share …
00:51:21 |
Wed 24 Nov 2021
Hillary Clinton Fears Bitcoin, Crypto Cycles and Gemini’s 400M Raise | Weekly Round Up
In this week's round up, Mark and I kick things off with some good old fashioned chart analysis. First off - credit where credit is due, I got these charts from the Bankless interview with Benjamin …
00:54:23 |
Sat 20 Nov 2021
Why QE Is NOT Money Printing | Emil Kalinowski & Jeff Snider
In this episode of On The Margin Mike is joined by Jeff Snider of Alhambra Investments & Emil Kalinowski, Mining & Metals Researcher. Jeff & Emil are hosts of Eurodollar University, a podcast dedicat…
01:05:41 |
Wed 17 Nov 2021
Solana Conference Round Up, 6.2% CPI Print, Every Company Bets on "Metaverse" | Weekly Round Up
In this week's episode, we kicked things off with an honest review of Solana's Breakpoint conference which I have been at for the past week. I had two big takeaways from the conference:
1. Solana i…
01:03:05 |
Tue 16 Nov 2021
Bitcoin — The Ultimate Inflation Hedge? Lyn Alden and Jurrien Timmer Discuss
In this episode of On The Margin, Mike is joined by returning guests Lyn Alden & Jurrien Timmer. Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. …
01:07:52 |
Wed 10 Nov 2021
Wages Jump, Signs of Stress in Emerging Markets, Skeuomorphism in Crypto | Weekly Round Up
In this episode, Mark and I spent a good deal of time covering "inflation related" topics. First we dug deep into retirees leaving the workforce at an accelerated rate, and a look at the jump in wag…
00:55:38 |
Sat 06 Nov 2021
Bloomberg Analyst: The Bitcoin Supercycle Is Here | Mike McGlone
In this episode of On The Margin, Mike is joined by Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence.
Mike shares his thoughts on the Bitcoin futures ETFs, the outlook for an …
00:51:03 |
Wed 03 Nov 2021
Facebook is Meta, Investors Favor Stocks, Bond Sentiment Falls to Record Lows | Round Up
In this week's show, Mark and I dive deep into investor preferences. The first chart that we look at is a fun one from Michael Batnick of the S&P since March of 09 annotated with mini investor panics…
01:04:54 |
Sat 30 Oct 2021
Bitcoin's Role in the War on Cash | Mike Green & Alex Gladstein
In this episode of On The Margin Mike is joined by Mike Green of Simplify Asset Management & Alex Gladstein of the Human Rights Foundation. Mike & Alex sit down to debate the role of Bitcoin from opp…
01:23:30 |
Wed 27 Oct 2021
Growth vs Inflation, Firefighters Pension Buys Bitcoin, FTX Raises $420 Million | Round Up
In this week's round up, Mark and I cover two concepts very deeply: 1) why structural growth is falling and 2) how that impacts inflation.
We spend a lot of time covering Mark's "Killer D's" Framewo…
01:00:23 |
Sat 23 Oct 2021
Everything You Need to Know: Bitcoin ETF, Lightning Network, & Altcoins || Jeff Booth & Greg Foss
In this episode on On The Margin, Mike is joined by returning guests Jeff Booth & Greg Foss. Jeff & Greg discuss breaking news as the first ever U.S Bitcoin ETF was approved and what this could mean …
01:12:01 |
Wed 20 Oct 2021
Enron vs Tesla, Bitcoin Futures ETF, and Coinbase NFT Market Place | Weekly Round Up
In this week's episode, Mark and I kick things off with a cool bit of financial history: Goldman's buy rating of Enron three weeks before it collapsed.
I love this piece because it opened the door t…
01:05:36 |
Sat 16 Oct 2021
Deciphering the Metaverse with David Hoffman
In this episode of On The Margin Mike is joined by David Hoffman. David is Co-Founder of Bankless, a podcast exploring the frontier of crypto & finance by interviewing some of the greatest thought le…
00:48:15 |
Wed 13 Oct 2021
Institutional Money Drives Bitcoin Higher, China Grapples with Energy Crisis | Round Up
In this episode of the weekly round up, Mike and Mark spend a lot of time on Bitcoin's recent run above $55,000. They take a look at open interest and the rolling 1 month basis on Bitcoin futures on…
01:15:37 |
Sat 09 Oct 2021
The end game for the Dollar: China vs the U.S. | Grant Williams and Luke Gromen
In this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolit…
01:03:08 |
Wed 06 Oct 2021
Breaking-down China’s energy crisis | Weekly Round Up
In this episode it's a "charts, charts, charts!" special. Mike and Mark go deep on the budding energy crisis, crypto's 10% rally on Friday, a potential return to 1970s like inflation, housing prices,…
00:59:56 |
Sat 02 Oct 2021
The Return to a Deflationary World post COVID: Eric Basmajian
In this episode of On The Margin, Mike is joined by Eric Basmajian. Eric is the founder of EPB Macro Research, a service that provides premium fundamental macro economic research, with a focus on lon…
00:46:58 |
Wed 29 Sep 2021
China Bans Crypto while Softbank and Tiger Global Move In
In this episode of the weekly round up, Mike and Mark cover stimulus payments, commercial bank lending, commodities, bankruptcies and liquidations, China's crypto ban and Softbank and Tiger Global's …
00:58:02 |
Sat 25 Sep 2021
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