Podcast: Why Investors are Running Away from Stocks

Get your macro fix with Blockworks’ own Mike Ippolito and video journalist, Jack Farley.

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Today’s episode of On the Margin Weekly Roundup with Mike Ippolito and Mark Yusko has a special guest — Blockworks’ own video journalist Jack Farley.

With bond yields plummeting and tech stocks selling off hard, Mike and Jack make sense of the recent bout of market volatility. They also discuss market anomalies such as stay-at-home darlings like Zoom ($ZM) failing to serve as a hedge against bad Covid-19 news, and the tremendous surge in the VIX despite the fact that the S&P 500 is only a few points below its all-time high.

They also talk about yield curve flattening, inflation’s threat to the 60/40 portfolio, and why bitcoin’s dominance might fade over time in the crypto universe.

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.


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Research

The BitcoinOS team is the first to have developed and posted a ZK-compressed proof on the Bitcoin network. Other proof verification efforts have been limited to the Signet or testnet deployments. Their work has resulted in the development of BitSNARK, a software library for ZK-compressed fraud proofs on the Bitcoin network. The project aims to provide a horizontal scaling solution, offering a one-stop shop for teams interested in developing a rollup on Bitcoin. This approach shares similarities with the horizontal tech stack scaling in other ecosystems like Cosmos and Optimism, particularly in its focus on simplified verification, bridging standards, and lightweight interoperability.

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