Podcast: Institutional Money Drives Bitcoin Higher, China Grapples with Energy Crisis

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

article-image
share

In the weekly roundup episode of Blockworks’ podcast “On the Margin,” 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 CME compared to other offshore exchanges like Deribit and Huobi, and what that says about institutional flows. They also take a look at Bitcoin’s price action compared to previous cycles in 2013 and 2017, and the recent resumption of the seasonality trend and divergence from equities.

Later in their talk, they dive deep into food prices, rising energy prices and depleted coal reserves in China and India, and what that says about the current state of geopolitics.

They also cover:

  • Bitcoin’s price action compared to previous 2013 and 2017 cycles
  • Recent resumption of the seasonality trend and divergence from equities
  • George Soros’ family office and crypto
  • The FDIC reportedly taking a look at stablecoin deposits

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.

Are you a UK or EU reader that cant get enough investor-focused content on digital assets?Join us in London on November 15th and 16th for the Digital Asset Summit (DAS) London. Use code ARTICLE for £75 off your ticket. Buy it now.

Tags

Upcoming Events

Javits Center North | 445 11th Ave

Tues - Thurs, March 18 - 20, 2025

Blockworks’ Digital Asset Summit (DAS) will feature conversations between the builders, allocators, and legislators who will shape the trajectory of the digital asset ecosystem in the US and abroad.

Brooklyn, NY

TUES - THURS, JUNE 24 - 26, 2025

Permissionless IV serves as the definitive gathering for crypto’s technical founders, developers, and builders to come together and create the future.If you’re ready to shape the future of crypto, Permissionless IV is where it happens.

recent research

Research Report Templates.png

Research

An overview of the Base Ecosystem, with a focus on market leaders.

article-image

Stanford professors David Mazières and Dan Boneh will lead the lab alongside a cohort of graduate student researchers

article-image

With more companies holding BTC, bitcoin yielding strategies could become “a new corporate finance norm,” CoinShares posed

article-image

The proposal comes after Polygon governance considered a controversial use of bridged liquidity for yield

article-image

Can the community balance its decentralized ethos with the need for inclusivity and constructive debate?

article-image

DAWN is positioning itself as a decentralized protocol for gigabit-level internet access

article-image

VanEck Ventures and VanEck’s Digital Assets Alpha Fund invested $2.5 million in DAWN through a strategic funding round, the teams exclusively told Blockworks