This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stablecoins play into the United States’ goals. We also delve into the US sovereign wealth fund, our highest conviction trades, and more. Enjoy!

—

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

Follow Mike: https://x.com/MikeIppolito_

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.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

—

Timestamps:

(00:00) Introduction

(01:08) FOMC Meeting Insights

(05:46) Treasury and Fiscal Policy

(10:26) Global Economic Dynamics

(20:06) Digital Assets and Crypto Market

(24:48) US Sovereign Wealth Fund

(30:20) Digital Asset Big Picture

(34:01) Highest Conviction Trades

—

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.

The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS

Powered by Wave AI