Blockworks

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Teknologiauutiset

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5 PV SITTEN

The Consumer Cushion Is Almost Gone | Weekly Roundup

Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control. This week, we unpack the AI-driven melt-up in equities, the hidden stress building across Main Street, and why hyperscaler debt, derivatives mania, and rising bond yields are creating an increasingly unstable macro backdrop. We also explore the consumer slowdown, Nvidia selling chips to China, tariff reversals, retail speculation, energy inflation, Fed paralysis, and the growing disconnect between capital markets and the real economy. Enjoy! TIMESTAMPS: 00:00 Dell Children’s Fundraiser 05:55 Monster Earnings And AI 07:59 Is This A Bubble? 12:52 The AI Economy Flywheel 14:56 Frothy AI Positioning 20:10 Consumer Stress Hits Retail 27:17 Main Street Is Breaking 31:54 Yields Pressuring Markets 34:41 Who Removes The Punch Bowl? 39:24 Will The Fed Accommodate AI? 42:26 Trump’s Policy Reversal 47:02 Populism Against AI Politics 51:55 $10k Donation Goal FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1dYIYTeh-rRK9vHQG_Qa_6GtJuQbbcbc5/view?usp=sharing › Dell Children's Donation – https://give.supportdellchildrens.org/team/826061 DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

5 pv sitten

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53 min
13.5.

The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta

AI is holding up the economy, but the foundation underneath is getting harder to read. Neil Dutta of Renaissance Macro joins Forward Guidance to unpack why inflation, labor, and AI capex are reshaping the Fed’s path. We cover the consumer squeeze, K-shaped spending, manufacturing data, Warsh’s Fed, and supply-shock volatility. Enjoy! TIMESTAMPS: 00:00 Intro 01:54 The Real Inflation Story 06:26 Fed’s Higher Inflation Threshold 08:18 Why Labor Hasn't Broken 12:04 How To Read Supply Shocks 14:58 The Consumer Strength Illusion 19:20 The K-Shaped Consumer Debate 22:30 The AI Capex Macro Risk 26:03 Inside Trade & Manufacturing Data 29:18 Is Manufacturing Really Booming? 36:43 Warsh Faces An Impossible Fed 45:41 Fed Volatility Vs White House Policy 48:14 Final Thoughts FOLLOW NEIL DUTTA › X/Twitter – https://x.com/RenMacLLC FOLLOW THE SHOW › Forward. Guidance– https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

13.5.

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49 min
9.5.

Oil And AI Are Breaking The Middle Class | Weekly Roundup

Markets are ripping while geopolitical risk, inflation, and class tensions boil under the surface, creating a growing disconnect between booming asset prices and the economic reality facing most people. This week, we break down the oil market, AI-driven growth, and the inflation dynamics shaping the global economy. We debate whether policymakers are intentionally running the economy hot to preserve growth and geopolitical leverage. We also dive into gold, housing, AI job disruption, consumer weakness, inequality, and why the next political and economic cycle could look even more unstable than markets expect. Enjoy! TIMESTAMPS: 00:00 Intro 02:38 Oil Inventories Near Stress Levels 07:38 Trading Oil Volatility 13:45 Oil, China, And AI 17:13 Energy Exports Versus AI Imports 20:22 Can Statecraft Survive Inflation? 24:35 Earnings Keep Ripping 26:25 Run-It-Hot Inflation Regime 30:07 Gold Returns To The Spotlight 33:01 Run It Hot, Leverage, & Centralization 40:47 AI Hits The Labor Market 44:53 Housing And Replacement Costs 47:50 Inflation Hits Everyday Life FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1-r4fcVGPGE15TIZN9JOGLQLu5ATcGPYl/view?usp=sharing DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

9.5.

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54 min
2 PV SITTEN

Hyperliquid’s New Power Shift | Shaundadevens & Carlos

In this episode we’re joined by Shaundadevens & Carlos to discuss market volatility, reported scrutiny of Hyperliquid, Coinbase’s partnership and revenue-sharing structure with Hyperliquid, stablecoin distribution dynamics involving USDC, prediction market activity, HIP-4 outcome markets, Cerebras related trading discussions, and broader analysis of Sky, USDS, Spark, and crypto revenue models. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Carlos: https://x.com/0xcarlosg Follow Shaundadevens: https://x.com/shaundadevens?lang=en Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:13) Hyperliquid And Coinbase Shakeup (10:21) Native Markets Transition (16:29) Stablecoin Deals Beyond Hyperliquid (24:26) Cerebras Pre-IPO Frenzy (32:05) HIP-4 Outcome Markets (38:55) Spinning Up Prediction Markets (45:52) Sky, USDS, And Spark (56:03) Sky Revenue Distribution (1:03:48) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

2 pv sitten

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1 t 4 min
5 PV SITTEN

Circle’s Arc: Bull & Bear Cases | Roundup

This week, Mippo, Myles, and Xavier sat down to discuss Circle's new Arc L1. They cover Arc's competition with Ethereum, Tempo, and Canton, token-versus-equity tensions, fee-based value accrual, US crypto momentum, and more. Thanks for tuning in! Resources Call your Senator: https://www.standwithcrypto.org/ Senate Banking Committee Passes CLARITY: https://x.com/BitcoinMagazine/status/2054968501861851383?s=20 Circle’s Arc: https://x.com/arc/status/2053852639943852178?s=20 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (01:24) US Crypto Dominance (07:30) Circle’s Arc L1 (15:34) Leveraging USDC’s Distribution (21:14) Token vs Equity Tension (29:54) Where Does Value Come From? (40:50) Arc vs Tempo (47:32) Arc & Circle’s Challenge (50:35) Arc’s Sleeper Bull Case —-- Disclaimer: Nothing said on Bell Curve 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. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed

5 pv sitten

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56 min
6 PV SITTEN

AI Feels Like Crypto In 2017, Circle Raises $222M and Anthropic Cracks Down On SPVs

This week, we’re back with another weekly roundup to discuss the current AI mania and how it feels similar to crypto in 2017. We then deep dive into Circle's $222M raise, expectations for the Clarity Act, Anthropic's crackdown on SPVs and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Rob: https://x.com/HadickM Follow Empire: https://x.com/theempirepod -- Timestamps: (00:00) Introduction (05:44) AI Today Feels Like Crypto In 2017 (27:12) Circle Raises $222M (46:15) The Clarity Act (59:03) Anthropic Cracks Down On SPV’s (01:10:30) Content of The Week -- Disclaimer: Nothing said on Empire 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. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.

6 pv sitten

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1 t 16 min
6 PV SITTEN

Clarity's Make Or Break Moment And Strategy Selling Its Bitcoin

Washington, Wall Street, and Big Tech are all converging on stablecoins at the exact same moment, but the next phase may depend less on ideology and more on politics, payments, and institutional flexibility. This week, we discuss the Clarity Act, stablecoin adoption accelerating through Big Tech, and why Strategy considering Bitcoin sales to help power STRC. We also explore stablecoin yield battles, tax-loss harvesting, tokenized funds, creator payments, and why every crypto breakthrough seems to arrive with drama. Enjoy! TIMESTAMPS: 00:00 Intro 02:56 Why Clarity Is Good Enough 08:35 Crypto’s Political Missed Opportunity 12:31 Crypto’s Messaging Problem 16:22 Banks Fight Stablecoin Yield 20:58 Senate Vote And Ethics Fight 27:09 Why Strategy Might Sell Bitcoin 37:18 STRC's Yield Risk 43:20 Bitwise And Superstate Move Onchain 51:08 Big Tech’s Stablecoin Play 56:11 Stablecoin Payments Going Global 59:32 Banking The Unbanked 01:01:55 Final Thoughts FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

6 pv sitten

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1 t 3 min
5 PV SITTEN

How Spark Is Rebuilding DeFi Lending | Sam MacPherson

In this episode, we’re joined by Sam MacPherson, Co-Founder and CEO of Phoenix Labs, to discuss Sky’s evolution from MakerDAO, Spark’s role as a prime agent SubDAO, and its approach to DeFi lending, liquidity management, and risk frameworks. We also cover governance restructuring, isolated lending markets, token buybacks, institutional liquidity products, fintech partnerships, and Spark’s long-term vision for prime brokerage and USDT growth. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Spark: https://x.com/sparkdotfi Follow Sam MacPherson: https://x.com/hexonaut?lang=en Follow Luke Leasure: https://x.com/0xMether Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:55) Why MakerDAO Became Sky (5:10) Spark’s Role Under Sky (7:45) Spark Liquidity Layer (12:25) Conservative Collateral Strategy (17:35) DeFi Risk Ratings (24:38) Liquidity Intents Explained (27:37) Buybacks and Token Treasury (29:46) Spark’s Real Competitors (32:51) Backend for Fintechs (35:56) SubDAO Competition Dynamics (43:20) What’s Next for Spark (47:10) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

5 pv sitten

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48 min
5 PV SITTEN

The $70B AI IPO, Claude Cracks a Lost Wallet, and CLARITY Advances | The Breakdown

Hyperliquid enabled early exposure to the biggest AI IPO of the year. Claude helped recover a Bitcoin wallet locked for 11 years. And CLARITY made it through markup. David runs through all three. Enjoy! TIMESTAMPS: 00:00 Intro 01:05 Cerebras 12:42 Claude Rescues Wallet 19:17 CLARITY Markup Update FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

5 pv sitten

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26 min
6.5.

Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan

Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint. Danny Dayan joins the show to explain why passive easing, loose financial conditions, and supply shocks could leave the Fed behind the curve again. We discuss inflation, oil, labor supply, neutral rates, risk assets, the dollar, commodities, and why the melt-up may continue. Enjoy! TIMESTAMPS: 00:00 Intro 02:53 Why Is Growth So Strong? 07:31 How Forward Guidance Drives Policy 11:53 Ads (Fidelity Crypto) 12:45 Why Oil Hasn’t Broken Growth 19:02 Why Inflation Won’t Die 21:52 What Warsh Changes At The Fed 29:54 Ads (Fidelity Crypto) 30:38 Why The Fed Is Always Late 36:45 The Fed’s Neutral Rate Mistake 43:05 The Melt-Up Trade Setup 48:57 Where To Find Danny FOLLOW DANNY DAYAN › X/Twitter – https://x.com/DannyDayan5 › Substack – https://dannydayan.substack.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › FIDELITY CRYPTO This episode is brought to you by Fidelity Crypto. Learn more at Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. https://www.fidelity.com/crypto/trading DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

6.5.

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50 min

Blockworks connects investors and businesses in onchain capital markets. We give businesses a platform to earn trust and provide investors with the data and information they need to underwrite the asset class.