Podcast: Inflation, Evergrande’s Default, Bitcoin’s Next Moves

Get your macro fix with Blockworks’ own Mike Ippolito and Mark Yusko.

article-image
share

Today’s episode of “On the Margin” Weekly Roundup with Mike Ippolito and Mark Yusko has a special guest — Mark Yusko himself! (Just kidding, he came back from a two-week hiatus.)

Mike and Mark quickly got into November’s 6.8% CPI print, which was the highest in 39 years. They also discussed the factors driving inflation, and whether or not the factors pointed toward transitory or permanent inflation. Mike and Mark also covered Evergrande’s default, and whether or not the resulting fallout is cause for concern.

They also tackled skyrocketing household debt, a slowing global credit impulse and whether or not the world is headed for “Japanification,” before finally sharing their final thoughts on where bitcoin is headed next. Tune in to find out more.

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.


Get the day’s top crypto news and insights delivered to your inbox every evening. Subscribe to Blockworks’ free newsletter now.


Tags

Upcoming Events

Brooklyn, NY

SUN - MON, JUN. 22 - 23, 2025

Blockworks and Cracked Labs are teaming up for the third installment of the Permissionless Hackathon, happening June 22–23, 2025 in Brooklyn, NY. This is a 36-hour IRL builder sprint where developers, designers, and creatives ship real projects solving real problems across […]

Industry City | 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.

Old Billingsgate

Mon - Wed, October 13 - 15, 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.

recent research

Research

article-image

Ledn’s Mauricio Di Bartolomeo explained how this cycle’s been different for the lender

article-image

The shorts looking for funding range from charming animated series to gritty live-action dramas

article-image

Money, it turns out, is emergent, like consciousness

article-image

Bridge flows churn in both directions as risk appetite returns

article-image

Even with an uncertain outlook thanks to tariffs, Big Tech executives are still ramping up their AI investments

article-image

The Infinite Node Foundation has $25 million in funding and plans to exhibit the Punks in Palo Alto