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
Introducing: Supply Shock with The Bitcoin Historian
A new chapter starts today. On the Margin is becoming a new show: Supply Shock, covering all things Bitcoin. Felix is back in the host seat for one last episode, passing the baton to Supply Shock's n…
00:44:50 |
Thu 27 Feb 2025
On the Margin: Trading Crypto's Weekend Meltdown | 1000x
This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shortin…
00:59:58 |
Tue 04 Feb 2025
On the Margin: The Future Of Crypto & Stablecoins Under Trump | Austin Campbell
In this episode, Austin Campbell joins the show to discuss stablecoin regulation under the Trump administration, the impact of Trump's executive orders on the crypto ecosystem, and the case against a…
00:44:03 |
Thu 30 Jan 2025
On the Margin: The Fed’s Tools Aren’t Made For Fiscal Dominance | Lyn Alden
In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve int…
00:54:57 |
Thu 23 Jan 2025
On the Margin: 2025's Crypto ETF Pipeline | James Seyffart
In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in the pipeline. W…
00:50:29 |
Thu 16 Jan 2025
On the Margin: FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the o…
00:40:37 |
Wed 08 Jan 2025
On the Margin: Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
In this episode, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into t…
00:56:25 |
Mon 23 Dec 2024
On the Margin: This Is Peak Hawkishness From The Fed | Joseph Wang
In this special crossover episode with Forward Guidance, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2…
00:51:03 |
Wed 18 Dec 2024
On the Margin: Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth
In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over…
00:54:50 |
Tue 10 Dec 2024
On the Margin: The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal
In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We…
00:58:17 |
Tue 03 Dec 2024
On the Margin: Are You Ready For The 1st Turning? | Michael Millerman
In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism era. We also delve into Bitcoin’s role in a multipol…
00:56:46 |
Wed 27 Nov 2024
On the Margin: Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park
In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We …
00:54:40 |
Thu 21 Nov 2024
On the Margin: Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury
In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the …
01:15:44 |
Mon 11 Nov 2024
On the Margin: What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair
In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to va…
00:53:21 |
Mon 04 Nov 2024
On the Margin: The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan
In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BT…
00:45:53 |
Thu 17 Oct 2024
On the Margin: The Economy is in Goldilocks | Ram Ahluwalia
In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, …
00:49:25 |
Tue 15 Oct 2024
On the Margin: The Great BTC ETF Debate: Bearish or Bullish?
In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC ETFs were more…
00:31:50 |
Fri 11 Oct 2024
On the Margin: The Last Bitcoin Cycle That Matters | Charles Edwards
In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into …
00:42:42 |
Thu 26 Sep 2024
On the Margin: The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish
In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We…
01:01:22 |
Thu 19 Sep 2024
On the Margin: Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup
This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest …
01:08:25 |
Sat 14 Sep 2024
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