New Podcast from Blockworks Explores Crypto From Macro Investors’ Perspectives

“On the Margin” explores the growth of digital assets from the perspective of financial industry professionals.

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Today I’m excited to announce a new Blockworks podcast called “On the Margin” that explores the growth of digital assets from the perspective of financial industry professionals.

Central banks are in a global race to debase their currencies, interest rates are at all-time lows, and inequality is growing faster than ever before.
At the same time, digital assets like Bitcoin are gathering momentum and finally attracting the attention of financial institutions, companies, and even governments.

“On the Margin” takes a look at the emerging phenomenon of bitcoin, not from the perspective of industry talking heads, but from Wall Street veterans. I’ll be speaking directly with fund managers, analysts, and financial industry professionals about how they view the growth of the digital asset ecosystem.

“On the Margin” is a two-part show. Once a week I’ll be interviewing industry experts, and then at the end of the week I’ll be joined by my co-host Tyler Neville where we’ll break down the top crypto and macro stories of the week. Episodes go live every Wednesday and Saturday morning.

The show launches today, March 17th, with Lyn Alden of Lyn Alden Investment Strategy as the first guest. Next up, I will be joined by Dan Tapiero of 10T Holdings and Grant Williams of “Things That Make You Go Hmm.”

Subscribe to “On the Margin” today on Apple or Spotify, or watch the episode on YouTube.

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Research

Solana Mobile is a highly ambitious foray into the mobile consumer hardware market, seeking to open up a crypto-native distribution channel for mobile-first applications. The market for Solana Mobile devices has demonstrated a phenomenon whereby external market actors (e.g. Solana-native projects) continuously underwrite subsidies to Mobile consumers. The value of these subsidies, coming in the form of airdrops, trial programs, and exclusive NFT mints, have consistently covered the cost of the phone and generated positive returns for consumers. Given this trend in subsidies, the unit economics in the market for Mobile devices, and the initial growth rate and trajectory of sales, it should be expected that Solana mobile can clear 1M to 10M units over the coming years. As more devices circulate amongst users, Solana Mobile presents a promising venue for the emergence of killer-applications uniquely enabled by this mobile-first, crypto-native distribution channel.

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