On this episode of “On the Margin,” Blockworks Co-founder Michael Ippolito is joined by Jurrien Timmer, director of global macro at Fidelity, and PlanB, the anonymous quant investor and creator of the bitcoin S2F model.

Timmer and PlanB discuss the current macro forces that are driving markets, from Fed rate hikes to yield curve inversion and equity market valuations. In the second half of the discussion, the guests debate valuation models for bitcoin, how current market conditions could effect bitcoin and what the next phase of bitcoin will be as it enters the geopolitical landscape.

They also cover:

  • if the 4-year cycle is over
  • the equity market outlook
  • and so much more

Watch the full episode below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts. At the end of the week, he is joined by a co-host 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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  • Blockworks
    Video Editor
    Brianna Beckford is a Florida-based editor mainly focused on digital assets and the crossroads between the virtual and physical. As a University of Florida grad in Art + Technology, she’s dabbled in writing and reporting with a focus on the growth of hypermediacy in the present day. She focuses on video and podcasting for Blockworks.