Podcast: Evergrande Implosion, 800 Years of Inflation, and Crypto v. Web Growth

Get your macro fix with Blockworks’ own Mike Ippolito and co-host, Mark Yusko.

by Brianna Beckford /

September 18, 2021 10:02 am

In the weekly roundup episode of Blockworks’ podcast “On the Margin,” Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China’s property sector, and dive into whether or not contagion is likely to spread into adjacent markets.

They also cover:

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Tesla and SpaceX
The adoption curve of crypto vs the internet
The talent migration coming into digital assets.

Watch the full episode below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by co-host Mark Yusko where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

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

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ZORA: Fundamental Divergence

We believe that few tokens at the application layer are diverging more from fundamentals than ZORA. Its fully-diluted P/S sits at 90x, pricing significant growth despite a consistent decline in weekly revenues since late July. We foresee an 80% decrease in protocol net margins due to a recent update to the fee structure that reduces trading fees from 3% to 1%, while boosting creators’ portion of the fee split. ZORA’s supply overhang also represents a near-term headwind, with 45% of ZORA’s supply (4.5B tokens or $350M at current prices) earmarked for the team & investors beginning to unlock on October 23, 2025 (36-month linear vesting schedule).

by Carlos Gonzalez Campo