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

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

For just $54, you, too, could send a memecoin 500% higher

article-image

Memecoins, tech, and inflation have dominated the first half of the year

article-image

As the Trump administration continues to test Fed independence, markets are beginning to react

article-image

An Aave interest rate shock prompted over 475,000 validators to exit and pushed stETH into a prolonged depeg

article-image

While Roman Storm’s team is set to present its case, it’s not yet clear if the Tornado Cash founder will testify

article-image

A wireless network inspired by lost drones is now helping telco carriers reach your phone indoors