April 14, 2024

Weekly Roundup

is brought to you by:

This Bitcoin halving will be different — the institutions are here

I believe that the upcoming halving will be unlike any other that came before it for one key reason: Professional investors have entered crypto. Read More

This issue is brought to you by:

Kinto is the safety-first L2 designed to accelerate the transition to an on-chain financial system.

It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.

Kinto offers safety assurances and compliance tooling to facilitate the interactions between institutional capital and Ethereum on-chain opportunities.

If you believe in our mission, become a founding member today:

Join Now

Top Insights

If you still think bitcoin is scarce, you're suffering from fiat brain — Read
This Bitcoin halving will be different — the institutions are here — Read
Staking or not, ETH is no security — Read
Roger Ver was right about Bitcoin — Read
The 2024 halving could usher in a new era for Bitcoin — Read

We're Watching

This week we discuss the hot inflation print that rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed out could inflation be about to surprise markets?

Watch or listen to On the Margin on Youtube, Spotify or Apple.

Thank you to our sponsor:

Aura provides digital security protection to keep your personal information, passwords, online activity, and tech safe from online threats. It's easy to set up, all-in-one protection from identity theft, financial fraud, malware, scam sites, and so much more.

Now for a limited time, Aura is offering a 14-day FREE trial plus up to 55% off an Aura subscription.

Start your free trial

amanda.eth @amandacassatt

Narratives this cycle:

Bitcoin DeFi/L2s
Ethereum L2s
ZK
Memecoins
RWAs onchain
Socialfi
Emerging markets
Modular thesis
Interchain
Restaking
ETFs
Chain & wallet abstraction
Crypto x AI, d/acc
Network states
DeSci
Consumer crypto
Games

What am I missing?

Apr 14, 2024

64 Likes 2 Retweets 20 Replies

Yano 🟪 @JasonYanowitz

Global markets used to watch Sunday night futures open to see how the week would go.

Now it's crypto.

Santiago R Santos | #9159 @santiagoroel

Crypto selling off hard on geopolitical news because it's the only asset to dump on the weekend

Monday should be interesting

Black Thursday 2020 vibes

Apr 13, 2024

35 Likes 1 Retweet 2 Replies

Tom Dunleavy @dunleavy89

Approaching tax day (April 15) we sell off literally every year. See blue lines below. Leverage bc of the bull market just increased the pace this year.