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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!
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Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv
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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
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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.
In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the financial system to refinance debts, and why the Fed’s QE & duration goals are unrealistic. We also delve into the dislocation between the 10-year yield and mortgage rates, what China needs to do to escape its debt deflation, global liquidity’s correlation to Bitcoin’s price, and more. Enjoy!
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Follow Michael: https://x.com/crossbordercap
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
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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.
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Timestamps:
(00:00) Introduction
(00:06) Deep Dive into Bank Reserves
(03:53) Fed/Treasury Pump and Dump
(09:51) Global Liquidity and Debt Refinancing
(16:05) Ledger Ad
(16:49) Bank Reserves & Liquidity-to-Debt Ratio
(20:19) Post-GFC Financial System
(23:46) Repo Market Tensions
(35:01) Ledger Ad
(35:46) The Fed's Duration Dump and Debt Refinancing
(39:25) Yield Curve Suppression and Inflation Rates
(44:11) Credit Markets and Risk Appetite
(50:47) China's Economic Policy and Gold Strategy
(01:00:52) Bitcoin & Global Liquidity
(01:07:59) Final Thoughts
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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.
