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This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether we’ve seen the peak in the dollar and yields, the factors driving the Fed, and much more. Enjoy!
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Follow Quinn: https://x.com/qthomp
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp
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Weekly Roundup Charts: https://drive.google.com/file/d/15P0IaQJQajBm35qCu4e564YWueVRbV5B/view?usp=sharing
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Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.
Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken
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Timestamps:
(00:00) Introduction
(01:37) Revisiting View Of The Economy
(03:42) Fed Cuts & Powell Speech
(09:55) Peak In Dollar & Yields
(13:38) Government Spending & DOGE
(19:02) China, Japan, & The Dollar
(22:23) Small Caps Vs Large Caps
(24:56) Ads
(26:29) Managing Crypto Euphoria
(33:24) Bullish Market Signals
(37:41) Stifling Volatility
(40:41) Tactical Outlook For Bitcoin
(43:35) Long-Term Bitcoin Outlook
(48:16) Inflation & Potential For Recession
(53:34) Differentiating Assets
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Disclaimer: Nothing discussed on Forward Guidance 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.
This week we discuss how to think about managing risk, whether inflation fears are overpriced, and embracing the market rotation. We also delve into the shift in global collateral, the power of volatility, and much more. Enjoy!
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Follow Quinn: https://x.com/qthomp
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp
—
Weekly Roundup Charts: https://drive.google.com/file/d/1_GFJHScbL7EHAXDmO9Xy-QFt8fgNWGP1/view?usp=sharing
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Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
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Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.
Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken
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Timestamps:
(00:00) Introduction
(02:14) MicroStrategy/Bitcoin Craze
(06:26) Risk Management Strategies
(17:30) Are Inflation Fears Overpriced?
(25:48) Ads
(27:32) Volatility Seasonality
(30:11) The Bullish Market Rotation
(40:35) Shift In Global Collateral
(52:21) Volatility Is Vitality
(56:36) Cyclicality, Liquidity, & Debasement
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Disclaimer: Nothing discussed on Forward Guidance 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.
