Why Are Markets Unwinding? | Weekly Roundup
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! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Referenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- 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 -- 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.