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In this panel live from Permissionless IV, we discuss what TradFi can learn from crypto, from instant settlement and transparent markets to permissionless synthetic dollars and on-chain leveraged trading. We cover stablecoin demand dynamics, the future of tokenized structured products, how perps outperform options for retail, the practical limits of decentralization, and more. Enjoy!
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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
(03:23) What can TradFi Learn from Crypto?
(10:14) Is Decentralization Important?
(10:53) Ledger Ad
(11:43) Is Decentralization Important?
(17:23) Bringing TradFi Onchain
(22:35) Ledger Ad
(23:29) Bringing TradFi Onchain
(26:32) Stablecoins & The GENIUS Act
(30:57) Most Optimistic Innovations
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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 #Crypto #Markets #ForwardGuidance
This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the looming deficit and treasury issuance implications, the EM-ification of the US, the symptoms of a failed system, and the inevitability of currency debasement. Enjoy!
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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
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Weekly Roundup Charts: https://drive.google.com/file/d/1WckOC1BLjh33MBzZsCrHM5TatPCd1EZF/view?usp=sharing
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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) Cold Open
(04:00) Bullish NFP?
(08:25) Ads (Aptos)
(11:12) Anti-Immigration Impact
(17:32) Wage Growth, Yields & Controlled Demolition
(21:22) BBB Passed, Now What?
(26:40) Ads (Aptos)
(27:32) Both Sides Are Terrible
(34:32) High-Yield Credit
(37:17) Get Out on the Risk Spectrum
(39:52) Active Treasury Issuance Greater Than QE
(41:37) The Problem is Getting Worse
(44:12) All Roads Lead to Debasement
(46:58) Crushing Global Labor
(48:52) DXY & the End of Central Banking
(51:47) EM-ification of the US
(54:12) MSTR & BTC Volatility
(58:44) Seasonality, Leverage & Momentum
(01:01:32) Symptoms of a Failed System
(01:08:50) Buying vs Renting
(01:13:28) 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
