Felix Jauvin interviewed Sahm rule inventor Claudia Sahm to unpack signals of a nearing recession.
August 11, 2024 | Read Online | | | Brought to you by: | | | The Sahm rule was triggered. Is a recession near? | | Felix Jauvin interviewed Sahm rule inventor Claudia Sahm to unpack signals of a nearing recession - Read | | Brought to you by: | | The Uniswap Extension is designed to make your onchain experience feel effortless. This extension lives in your browser's sidebar, letting you swap, sign transactions, and send or receive crypto without ever losing your place. Plus, with human-readable transaction messages, you'll always know exactly what you're signing. | Navigate a multi-chain world effortlessly with support for 11 chains like ETH Mainnet, Base, Arbitrum, and Optimism. No more chain switching or token importing – all your assets are right where you need them. | Download it on Chrome today. | | | | Stocks mount comeback to close out volatile week - Read Solana confronts another security hurdle amid a history of outages - Read Are we back? Taking stock after last weekend's crypto market turmoil - Read
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| | | Recession vs Rebound Debate | | This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. | Watch or listen to On the Margin on YouTube, Spotify or Apple. | | | ![tw profile: Justin Bons](https://pbs.twimg.com/profile_images/1801963472013434882/PItlYmLo_normal.jpg) | Justin Bons @Justin_Bons | ![tw](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/static_assets/x_logo.png) |
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Blockchains should be scalable & programmable! Decentralization is also critical; two factors are governance & permissionlessness. Unfortunately, out of the top 100, only 13 meet these 4 criteria: 🧵 1. BTC: ❌ 2. ETH: ❌ 5. SOL: ✅ 7. XRP: ❌ 9. TON: ✅ 10. DOGE: ❌ 11. ADA:… x.com/i/web/status/1… | | 3:53 PM • Aug 10, 2024 | | | | 602 Likes 114 Retweets | 388 Replies |
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| ![tw profile: Adam](https://pbs.twimg.com/profile_images/1821893648578945024/7fonslGW_normal.jpg) | Adam @Adam_Tehc | ![tw](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/static_assets/x_logo.png) |
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The @pumpdotfun trenches is a slaughterhouse. In the last 24 hours... 16,357 tokens launched. 175 made it to Raydium. 19 remain above the 69k market cap. From launch to profitable graduation that's 0.12%. x.com/i/web/status/1… | ![](https://pbs.twimg.com/media/GUp-eJxXoAIkw2E.jpg) | | 11:17 PM • Aug 10, 2024 | | | | 2.83K Likes 503 Retweets | 320 Replies |
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| ![tw profile: Dan Smith](https://pbs.twimg.com/profile_images/1776635281526931456/tBQG9ESL_normal.jpg) | Dan Smith @smyyguy | ![tw](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/static_assets/x_logo.png) |
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Three things I don't think the market really understands 1. How unbelievably cheap DA is. Choose your provider, doesn't matter, it's all cheap 2. How much more data will be created by alt-VM rollups than EVM 3. The vast amount of data required to justify DA as a business model | | 7:04 PM • Aug 10, 2024 | | | | 75 Likes 7 Retweets | 6 Replies |
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