In this episode, Danielle DiMartino Booth joins the show to discuss recent tariff headlines, the state of the US labor market, and the Federal Reserve's evolving stance on inflation. We also delve into the complexities of implementing tariffs and the economic policies of the Trump administration, the influence of government stimulus on job creation, and much more. Enjoy!

__

Follow Danielle DiMartino Booth: https://x.com/DiMartinoBooth

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.co/G7Ljv4x5Dp

—

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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

(00:59) Impact of Tariffs on the Economy

(07:21) US Labor Market Concerns

(09:23) Gig Economy and Unemployment

(12:59) State and Federal Job Market Dynamics

(16:23) Ads (Skale, Ledger)

(17:07) Interview Continues

(22:45) Inflation and the Fed's Mandate

(27:50) Ads (Skale, Ledger)

(29:04) Interview Continues

(32:23) Manufacturing Sector and Economic Outlook

(35:28) Business Investment and Recession Indicators

(39:40) Federal Reserve's Internal Fragmentation

(48:33) Learn More About Danielle's Work

__

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.

This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy!

--

Go follow the new 1000x feed to keep up to date with all new episodes!

Spotify: https://blckwrks.co/3WADHnL

Apple: https://blckwrks.co/4aEt5u0

--

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod

Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

--

Kraken OTC unlocks premium, personalized services for high-net worth individuals and institutional clients to execute large orders. Trade over chat or access our self-service automated trading feature to receive executable quotes in seconds. Get 24/7 access to private and secure trading services and deep liquidity for competitive execution. Get in touch today: kraken.com/blockworks

Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers (excluding WA, NY and ME) through Payward Interactive, Inc.

--

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets.

For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at Ledger.com

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(00:57) Carnage In Crypto

(04:21) Shorting This Market

(13:57) Ads (Kraken OTC and Ledger)

(15:00) When To Buy This Market?

(19:29) WIF

(23:48) Privacy Coins

(27:26) What's Next For Markets?

(39:05) Ads (Kraken OTC and Ledger)

(40:44) Bitcoin In A Multipolar World

(50:16) The AI Trade

--

Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed

This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into the bull case for Lyft, what the totality of economic data says about the economy, and much more. Enjoy!—

Follow Andrew: https://x.com/_Andrew_Stein

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.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.co/G7Ljv4x5Dp—

Weekly Roundup Charts: https://drive.google.com/file/d/1oVXtaPmwC592uvnClK9JA3I8uVSzf6BD/view?usp=drive_link—

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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

(01:58) Lyft Investment Thesis

(03:12) Valuation Comparison and Market Dynamics

(04:20) Free Cash Flow and Buyback Potential

(05:17) Stock Dilution and Future Prospects

(07:18) Short Interest and Acquisition Rumors

(08:55) Short Interest and Market Sentiment

(12:09) Ads (Skale, Ledger)

(13:16) Fed Meeting Insights and Market Reactions

(17:08) Macro Trends and Economic Outlook

(23:54) Ads (Skale, Ledger)

(25:09) Roundup Continues

(26:09) Trump's Economic Policies and Market Impact

(30:10) Tariff Tensions: US-Canada Trade War

(31:14) Canadian Political Shake-Up

(31:52) Market Movements and Sector Rotations

(32:35) AI's Impact on the Market

(34:23) Small Caps vs. NASDAQ: Investment Strategies

(36:18) Trump's Tariff Tactics

(36:46) Economic Growth and Treasury Policies

(46:06) Bitcoin and Crypto Market

(48:03) Looking Ahead: Market Predictions

(54:10) Final Thoughts

__

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, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framework for viewing the different AI models, and much more. Enjoy!

__

Follow Alex: https://x.com/abcampbell

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.co/G7Ljv4x5Dp

—

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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

(01:25) DeepSeek's Revolutionary AI Model

(04:43) Implications for GPU Demand and Training Costs

(07:48) Geopolitical Tensions and AI Development

(16:04) Ads (Skale, Ledger)

(17:10) Future of AI and Technological Adoption

(26:56) Ads (Skale, Ledger)

(28:11) Winners and Losers in the AI Market

(29:18) Energy Consumption and AI

(31:27) The Future of AI Models

(33:15) AI's Impact on Employment and Economy

(36:14) The Reality of AI Advancements

(43:46) Economic Models and AI

(49:46) Final Thoughts

__

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.

This week we discuss the impact of Trump and his executive orders, the outlook for inflation, and the yield curve steepening. We also delve into warning signals for equities, CEO mentions of economic slowdown, and much more. Enjoy!

—

Follow Capital Flows: https://x.com/Globalflows

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.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.co/G7Ljv4x5Dp

—

Weekly Roundup Charts: https://drive.google.com/file/d/1EK4VxLf1UrpTCmKGgBVE0PeIxr3ek4f-/view?usp=sharing

—

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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

(00:37) Introduction and Guest Introduction

(01:20) Market Overview and Trump's Influence

(02:16) Fed's Interest Rate Strategy

(04:38) Executive Orders and Market Reactions

(14:55) Ads (Skale, Ledger)

(16:01) Roundup Continues

(18:53) Inflation and Economic Indicators

(24:09) Challenging Market Assumptions

(24:34) Trump's Influence on Market Sentiment

(25:13) Inflation and Energy Prices

(27:09) Ads (Skale, Ledger)

(28:26) FOMC Voting Members Rotation

(29:18) Analyzing the Yield Curve

(33:04) Market Reactions and Predictions

(39:11) Economic Slowdown and Recession Risks

(48:04) Final Thoughts and Market 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.

In this episode, Brent Donnelly joins the show to discuss his tariff expectations, how that will impact the currency market, and the framework he uses for trading FX. We also delve into carry trades, China and the yuan, and much more. Enjoy!

__

Follow Brent Donnelly: https://x.com/donnelly_brent

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.co/G7Ljv4x5Dp

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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

(00:13) Make FX Great Again

(01:51) Tariff Expectations

(07:52) Inflation, Yields, & The Dollar

(13:30) Ads (Skale, Ledger)

(14:39) The Fed Reaction Function

(17:27) Equity Valuations

(19:23) FX Framework

(28:02) Ads (Skale, Ledger)

(29:19) Carry Trades

(34:32) BOJ & Market Surprises

(42:17) Canada & CAD/USD

(47:21) China & Yuan

(53:40) Long-Term Dollar View

(56:55) Learn More About Brent’s Work

__

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.

This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy!

—

Follow Quinn: https://x.com/qthomp

Follow Tyler: https://twitter.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 Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

—

Weekly Roundup Charts: https://drive.google.com/file/d/1UR_BWMbyzFgxqrCEZ6DjhGK36TDJQEjX/view?usp=sharing

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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

(02:44) CPI & Inflation

(09:03) Yields, Positioning, & Market Whipsaw

(12:27) Growth Debate

(22:01) Ads

(23:16) Equity Contra-Indicators

(27:54) Inauguration Day: Buy Or Sell The News?

(31:14) Crypto Reserve Debate

(35:11) Bonds Recycling Into Other Assets

(37:05) Fiat Debasement & Trump

(39:23) Japan & BOJ Rate Hike

(45:20) Nasdaq Vs Small Caps

__

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, Warren Pies joins the show to discuss his outlook for 2025, his view of the housing market, and why he thinks inflation fears are overblown. We also delve into equity valuations, the long bond trade, and much more. Enjoy!

__

Follow Warren Pies: https://x.com/WarrenPies

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.co/G7Ljv4x5Dp

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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.

GlobalStake delivers institutional-grade staking with self-owned, SOC2-certified bare-metal infrastructure, carbon-negative operations, and comprehensive security. Enjoy competitive pricing, decentralized operations, and slashing insurance backed by top-rated carriers. Learn more at globalstake.io

—

Timestamps:

(00:00) Introduction

(02:20) 2025 Outlook

(05:50) Economic Tensions & The Bond Market

(11:21) Fed Terminal Rate & Restrictiveness

(16:29) Housing Market & Employment

(23:43) Impact Of LA Fires

(26:48) Ads

(28:45) December SEP

(32:25) Rate Cut Expectations

(34:56) Inflation Overview

(39:50) Debating Case For Sticky Inflation

(43:12) Equity Valuations

(50:19) Growth Vs Value

(52:59) Long Bond Trade

(56:23) Commodities Outlook

(57:41) Learn More About Warren’s Work

__

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.

This week we discuss the looming growth scare, the dollar wrecking ball driving a global margin call, and global yields nearing an inflection point. We also delve into the housing affordability crisis, the public spending problem, and much more. Enjoy!

—

Follow Quinn: https://x.com/qthomp

Follow Tyler: https://twitter.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 Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

—

Weekly Roundup Charts: https://drive.google.com/file/d/1vUv3VzZIBynaGgOynsWw6iCbWicPhH8x/view?usp=sharing

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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.

GlobalStake delivers institutional-grade staking with self-owned, SOC2-certified bare-metal infrastructure, carbon-negative operations, and comprehensive security. Enjoy competitive pricing, decentralized operations, and slashing insurance backed by top-rated carriers. Learn more at globalstake.io

—

Timestamps:

(00:00) Introduction

(01:55) December Jobs Report

(06:16) Other Labor Market Data

(07:50) Is The Cutting Cycle Over?

(11:24) DAS 2025

(14:34) Economic Slowdown In 2025?

(20:57) Global Margin Call

(27:10) Dollar Dilemma

(29:58) Global Bond Yields

(33:20) Yield Curve Dynamics

(35:22) Trifecta Of Tightening

(37:25) Crypto Politics

(39:16) 2Y-10Y Curve & Yield Threshold

(40:05) Ads

(42:03) 2Y-10Y Curve & Yield Threshold (Con't)

(45:24) Trump Administration & Uncertainty Hysteria

(49:12) NFP Prediction

(49:52) TLT & Positioning

(52:13) Housing Affordability Crisis

(57:05) Yield Solutions

(59:59) 2-Year Trade

(01:01:12) Bitcoin & The Inauguration

(01:04:22) Public Spending Problem

(01:11:15) Decentralization Of Everything

(01:12:35) Killing The Four Year Cycle Narrative

__

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, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy!

—

Follow Joe McCann: https://x.com/joemccann

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.co/G7Ljv4x5Dp

—

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

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.

GlobalStake delivers institutional-grade staking with self-owned, SOC2-certified bare-metal infrastructure, carbon-negative operations, and comprehensive security. Enjoy competitive pricing, decentralized operations, and slashing insurance backed by top-rated carriers. Learn more at globalstake.io

—

Timestamps:

00:00 Introduction

01:54 Macro & Crypto Overview

10:01 Implications Of Hawkish Fed

13:37 Inauguration & The US Dollar

18:43 Ads

20:41 Crypto Market Outlook

24:39 Strategic Bitcoin Reserve

27:36 Crypto Shopping List

33:02 Bottom Signals

36:53 2025 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.