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The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup

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Manage episode 487199492 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.

This week, Felix and Tyler unpack the unraveling Trump–Elon alliance as a microcosm of fiscal denial, explore the slow death of austerity, and discuss why endless debt and political gridlock may actually be bullish. They dive deep into the brewing housing market crack, the quiet rise of crypto IPOs like Circle, and the generational shift from TradFi despair to crypto optimism. Plus, reflections on Larry Fink’s globalization rebrand, market structure flows holding up equities, and more. Enjoy!

Follow Tyler: https://x.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 Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Subscribe to Milk Road: https://bit.ly/43EDdiW

Weekly Roundup Charts: https://drive.google.com/file/d/1badYX4f8iXwp3_nN7zm_hu0dVINu80QF/view?usp=drive_link

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

Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network’s bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/

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.

Timestamps:

(00:00) Introduction

(02:43) The Narrative Market

(03:49) Austerity Isn’t Happening

(06:27) Fed Easing, Jobs Data & Liquidity

(10:57) Ads (Blockdaemon, Aptos, Arkham, Milk Road)

(13:09) Inflation & Stagflation Threat

(15:23) Housing Market

(21:08) Crypto Boom Time

(25:34) Crypto Is Changing

(29:07) Ads (Blockdaemon, Aptos, Arkham)

(31:31) BTC ETF Holders

(32:49) Saylor & Crypto Treasury Companies

(34:46) 2nd Draft of Globalization

(40:25) Chamath & The New Media

(44:09) Everything Will Change

(47:23) Market Structure

(52:23) Flows vs Fundamentals

(55:23) Final Thoughts

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

  continue reading

508 episodes

Artwork
iconShare
 
Manage episode 487199492 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.

This week, Felix and Tyler unpack the unraveling Trump–Elon alliance as a microcosm of fiscal denial, explore the slow death of austerity, and discuss why endless debt and political gridlock may actually be bullish. They dive deep into the brewing housing market crack, the quiet rise of crypto IPOs like Circle, and the generational shift from TradFi despair to crypto optimism. Plus, reflections on Larry Fink’s globalization rebrand, market structure flows holding up equities, and more. Enjoy!

Follow Tyler: https://x.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 Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Subscribe to Milk Road: https://bit.ly/43EDdiW

Weekly Roundup Charts: https://drive.google.com/file/d/1badYX4f8iXwp3_nN7zm_hu0dVINu80QF/view?usp=drive_link

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

Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network’s bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/

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.

Timestamps:

(00:00) Introduction

(02:43) The Narrative Market

(03:49) Austerity Isn’t Happening

(06:27) Fed Easing, Jobs Data & Liquidity

(10:57) Ads (Blockdaemon, Aptos, Arkham, Milk Road)

(13:09) Inflation & Stagflation Threat

(15:23) Housing Market

(21:08) Crypto Boom Time

(25:34) Crypto Is Changing

(29:07) Ads (Blockdaemon, Aptos, Arkham)

(31:31) BTC ETF Holders

(32:49) Saylor & Crypto Treasury Companies

(34:46) 2nd Draft of Globalization

(40:25) Chamath & The New Media

(44:09) Everything Will Change

(47:23) Market Structure

(52:23) Flows vs Fundamentals

(55:23) Final Thoughts

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

  continue reading

508 episodes

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