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In this live Roundup episode from the Monetarium 2 conference in DC, we unpack the Fed's hawkish pivot, the growing risk of stagflation, and Powell’s apparent commitment to being “late” with rate cuts. We debate what an SLR exemption means for bond markets, how Treasury issuance and TGA refills could spike yields, and why 2026’s Fed chair pick could upend everything. We also explore global capital flows, the decline of US dollar dominance, and how to navigate a world where almost every asset feels dangerous to own. Enjoy!
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Follow Joseph: https://x.com/FedGuy12
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
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Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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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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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/
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Timestamps:
(00:00) Introduction
(02:00) FOMC Decision
(09:06) Aptos Ad
(09:50) FOMC Decision
(13:09) Noisy Economic Data
(14:14) SLR Changes
(18:43) TGA Drain & Buildup
(24:50) Long Bond Yields
(25:28) Aptos Ad
(26:21) Long Bond Yields
(29:11) Powell Replacement
(34:38) Fiscal Dominance
(39:58) US Assets vs ROW
(46:12) Dollar Losing Reserve Status?
(51:17) Where to Put Your Money
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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.
#Macro #Investing #Markets #ForwardGuidance
In this special episode recorded live at Permissionless IV, Maple Finance CEO Sid Powell unpacks the rise, fall, and rebuild of crypto lending. He discusses navigating the 2022 crypto credit collapse, the trade-offs between fixed and variable lending, why traditional institutions are finally entering DeFi, and how composability, transparency, and tokenized credit products are reshaping global finance. Sid also shares Maple’s shift toward overcollateralized lending, BTC-based yield products, and the future of structured on-chain credit. Enjoy!
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Follow Sidney: https://x.com/syrupsid
Follow Felix: https://x.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
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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 https://Ledger.com.
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Timestamps:
(00:00) Introduction
(00:52) Sid Powell's Journey into Crypto
(02:11) The Birth of Maple Finance
(02:51) Challenges and Evolution in Crypto Lending
(07:12) Ledger Ad
(07:12) Challenges and Evolution in Crypto Lending
(08:45) Navigating the 2022 Crypto Crisis
(14:33) Current State of Crypto Lending
(17:21) Biggest Crypto Innovations
(18:32) Ledger Ad
(19:32) Defi Integration and Secondary Markets
(21:01) Creating Counterparty Transparency
(22:52) Transparency and Financial Product Costs
(24:40) Fixed Rate vs Variable Rate Lending in Crypto
(28:21) Future of Crypto Lending and Institutional Interest
(31:16) Structured Products and Treasury Companies
(35:51) Navigating Crypto Market Cycles
(38:25) Final Thoughts
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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.
#Macro #Investing #Markets #ForwardGuidance
