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The Next Big Trade Is Hiding In Plain Sight | Citrini

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Manage episode 483110591 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pause was inevitable, the return of the three-legged stool, and how the "big beautiful bill" could fuel equities. He also outlines why robotics might be the next great secular investment, breaks down China’s robotics lead, and more. Enjoy!

__

Follow Citrini: https://x.com/Citrini7

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/+CAoZQpC-i6BjYTEx

Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv

__

Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions.

Learn more: www.blockdaemon.com

Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.

Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks

Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

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 https://Ledger.com.

At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all.

Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/

Timestamps:

(00:00) Introduction

(01:54) Trump, Tariffs & Macro Overview

(10:48) Ads (Blockdaemon, Arkham, Ledger, Ondo)

(12:54) Taxes, Deregulation & Fiscal

(18:45) Deficit, Defense & DOGE

(22:57) Ads (Blockdaemon, Arkham, Ledger, Ondo)

(25:43) AI & Robotics

(35:28) Macro Impact of AI & Robotics

(39:08) Investing in Robotics

(44:52) China vs USA

(48:44) Subsidizing to Build Reliance

(51:53) Citrini's Core Thesis

__

Disclaimer: Nothing discussed on Forward Guidance should be considered 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.

  continue reading

499 episodes

Artwork
iconShare
 
Manage episode 483110591 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pause was inevitable, the return of the three-legged stool, and how the "big beautiful bill" could fuel equities. He also outlines why robotics might be the next great secular investment, breaks down China’s robotics lead, and more. Enjoy!

__

Follow Citrini: https://x.com/Citrini7

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/+CAoZQpC-i6BjYTEx

Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv

__

Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions.

Learn more: www.blockdaemon.com

Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.

Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks

Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

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 https://Ledger.com.

At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all.

Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/

Timestamps:

(00:00) Introduction

(01:54) Trump, Tariffs & Macro Overview

(10:48) Ads (Blockdaemon, Arkham, Ledger, Ondo)

(12:54) Taxes, Deregulation & Fiscal

(18:45) Deficit, Defense & DOGE

(22:57) Ads (Blockdaemon, Arkham, Ledger, Ondo)

(25:43) AI & Robotics

(35:28) Macro Impact of AI & Robotics

(39:08) Investing in Robotics

(44:52) China vs USA

(48:44) Subsidizing to Build Reliance

(51:53) Citrini's Core Thesis

__

Disclaimer: Nothing discussed on Forward Guidance should be considered 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.

  continue reading

499 episodes

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