Forum
OPRR
Finance
Specials
On-chain Eco
Entry
Podcasts
Data
In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We also delve into the era of geographic diversification, the detox period in the US to lower the 10-year and more. Enjoy!
__
Follow Le Shrub: https://x.com/agnostoxxx
Follow Felix: https://x.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.me/+nSVVTQITWSdiYTIx
—
Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
—
Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv
__
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.
—
Timestamps:
(00:00) Introduction
(00:02) The End of American Exceptionalism
(03:28) Trump Policies and European Response
(08:45) China's DeepSeek Moment
(13:00) Ledger Ad
(13:45) US vs. Europe
(22:52) The Role of Hedge Funds and Pension Funds
(32:53) Ledger Ad
(33:37) The Role of Hedge Funds and Pension Funds (Con't)
(35:51) US Market Flexibility vs. European Rigidity
(37:07) Risks and Opportunities in Europe
(44:51) Trading the US Detox Period
(50:26) Bond Market vs Fiscal Policies
(58:09) Final Thoughts & Main Takeaways
__
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.
In this episode, James Seyffart, Jeff Park, Robert Leshner, Ambre Soubrian, and John Mullin sit down at DAS to discuss tokenizing real world assets, how tokenization brings liquidity to assets similar to ETFs, and the opportunities around tokenized private credit, data, and more. We also delve into the next wave of institutional adoption, competing with the TradFi behemoths, and more. Enjoy!
__
Follow James: https://x.com/JSeyff
Follow Jeff: https://x.com/dgt10011
Follow Robert: https://x.com/rleshner
Follow Ambre: https://x.com/ambresoub?lang=en
Follow John: https://x.com/jp_mullin888
Follow Felix: https://x.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.me/+nSVVTQITWSdiYTIx
—
Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
—
Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv
__
Timestamps:
00:00 Introduction
02:33 Tokenizing Real World Assets
07:45 ETFs and Tokenization
14:16 Biggest Tokenization Opportunities
17:11 Tokenizing Data
20:55 Bringing the World On-Chain
24:35 Regulatory Expectations
26:47 The Next Wave of Institutional Adoption
31:59 European Market
33:16 Competing with TradFi
36:20 Institutional Adoption and Future Outlook
__
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.
