Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
This week, Jonah Van Bourg Director at Onyx & Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis, the U.S debt end game & the outlook for an Ethereum ETF in 2024 & beyond. To hear all this & more, you'll have to tune in!
--
Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r
--
Follow On The Margin:   / onthemarginpod  
Follow Jonah:   / jvb_xyz  
Follow Mike:   / mikeippolito_  
Follow Blockworks:   / blockworks_  
--
Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Timestamps:
00:00 Introduction
05:05 Trading Crypto & Commodities
14:03 Copper Ad
18:04 Macro Outlook In 2024
28:22 The Debt End Game
31:05 The Bitcoin ETFs
35:55 Das London Plug
37:12 The Bitcoin Thesis
44:53 The Crypto Thesis
48:54 Ethereum ETF
55:18 Final Thoughts
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.