In this special crossover episode with On the Margin, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy!

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Timestamps:

(00:00) Introduction

(02:20) Macro Outlook

(07:14) Philosophical Vibe Shift

(12:39) Financial Nihilism

(16:40) Unpacking The Next Administration

(20:11) Misaligned Incentives

(23:23) Ads

(25:24) Bitcoin Strategic Reserve

(38:15) BSR & The US Dollar

(47:06) Crypto Market Outlook

(50:04) Crypto Product Market Fit

(55:18) Fundamentals Bearish?

(57:07) Learn More About Travis’ Work

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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.