Blockworks

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Canal • 8 emisiuni

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-1 zi

The Warsh Fed Will Look Nothing Like Before | Joseph Wang

A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s first FOMC meeting to unpack what may be the beginning of a fundamental transformation of the Federal Reserve. We discuss Warsh’s hawkish debut, the end of the forward guidance era, sweeping Fed task forces, potential changes to the inflation framework, AI and productivity, and why all of this could point to a meaningful repricing of risk assets. Enjoy! TIMESTAMPS: 00:00 Intro 02:22 Warsh Kills Forward Guidance 05:57 Markets Price The Warsh Fed 11:19 The New Fed Task Forces 17:10 Impact On Rate Volatility 19:12 Warsh’s Balance Sheet Fight 23:13 Rethinking Fed Data 27:46 Weighing AI Productivity 31:52 Rethinking Inflation Target 36:17 Warsh’s Hawkish Market Signal FOLLOW JOSEPH › X/Twitter – https://x.com/josephwang › Website – https://fedguy.com/ › YouTube – https://www.youtube.com/@Fedguy12 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 EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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.

-1 zi

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40 min
-6 zile

Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup

Markets increasingly seem to respond more to intervention than fundamentals, raising a bigger question about what actually drives asset prices today. This week, we discuss how policy intervention, systematic flows, and AI-driven capital allocation are reshaping market behavior and investor positioning. We also explore volatility squeezes, Fed rate expectations, gold and oil, AI infrastructure spending, hyperscaler equity issuance, Bitcoin miners pivoting to AI, and the growing tension between technological progress and market centralization. Enjoy! TIMESTAMPS: 00:00 Intro 05:11 Trump’s Market Playbook 08:11 The Fed Pricing Trap 12:12 Volatility Positioning Unwinds 17:22 Markets Are Centrally Managed 21:48 Mag Loses Leadership 28:54 The AI Capex Risk 30:17 The Best Rates Trade 34:20 Policy Powers The AI War 38:20 Will AI Politics Hit Markets? 43:52 The AI Access Divide 50:34 The Centralization Trade 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/1I_E0fiARx9ikBBddWaGJegaAAfa00ODn/view?usp=sharing EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events 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 zile

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57 min
11 iun.

Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen

A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide. Luke Gromen of Forest For The Trees joins to discuss Kevin Warsh’s looming challenge and why the Fed may soon face choices it can no longer avoid. We explore the dollar versus bond market tradeoff, the impact of the Iran conflict and oil prices, China’s growing leverage, financial warfare, swap lines, and what it all means for stocks, gold, Bitcoin, and global markets. Enjoy! TIMESTAMPS: 00:00 Intro 01:50 Warsh’s First Fed Test 04:54 Rethinking The Fed’s Role 11:35 Can Warsh Control The Committee? 14:07 Why The Dollar Looks Weak 17:19 Warsh’s Impossible Policy Mix 23:30 What's The Policy Plan? 27:31 China’s Strategic Waiting Game 34:16 Financial Warfare Going Global 40:22 Swap Lines And Petrogold 47:11 Risk Assets Face Repricing FOLLOW LUKE › X/Twitter – https://x.com/LukeGromen › FFTT – https://fftt-llc.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 EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events 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.

11 iun.

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52 min
-3 zile

The US Just Made the Case for Open-Source AI

Anthropic released Fable V — a wrapper around its Mythos model with strict guardrails. Within 24 hours, the White House forced it offline over a jailbreak that exposed Mythos's full cyber capabilities. David walks through David Sack’s thread, the export control, and why this is the strongest case yet for running your own open-source AI at home. Plus: Blockworks just acquired Messari, and the SpaceX IPO turned into a mess on crypto exchanges. Enjoy! TIMESTAMPS: (00:00) Intro (01:24) Anthropic (11:57) Blockworks Acquires Messari (14:38) SpaceX IPO FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown 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.

-3 zile

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22 min
-6 zile

Blockworks Acquires Messari

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

-6 zile

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29 min
5 iun.

SpaceX’s $1.75T IPO, Strategy Sells Bitcoin & Crypto’s Hard Reset

This week, we’re back with another weekly roundup to discuss the upcoming SpaceX IPO with early investor Ryan Zurrer. We deep dive into how to value SpaceX, why this crypto bear market feels worse than others, opportunities in DeFi today, Strategy selling Bitcoin and more. Enjoy! -- Follow Ryan: https://x.com/kukulabanze Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Rob: https://x.com/HadickM Follow Empire: https://x.com/theempirepod -- Robots will soon outnumber humans onchain. peaqOS turns them into a new trusted liquid asset class, with yield tied to real-world workloads. It gives robots all they need to do business on any chain — and lets humans earn from automation. Explore the Machine Economy: https://peaq.xyz -- Timestamps: (00:00) Introduction (00:52) Takeaways From Money 2020 & All-In Summit (07:50) The Bull vs Bear Case For SpaceX (19:02) peaq Ad (19:48) Why This Bear Market Feels Worse Than Others (30:17) The Aftermath of SpaceX’s IPO (36:20) DeFi Opportunities In 2026 (48:50) Strategy Sells Bitcoin, Will BTC Hit $40k? (01:10:40) 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.

5 iun.

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1 h 17 min
3 iun.

Why This Economy Refuses To Break | David Cervantes

While investors wait for a recession that never comes, AI spending and fiscal stimulus keep pouring fuel on the expansion. David Cervantes of Pinebrook Capital joins to explain how AI spending is reshaping the economy, profits, and traditional market dynamics. We also discuss productivity gains, consumer resilience, inflation risks, Fed policy, bond market reactions, energy markets, and David’s favorite international trade. Enjoy! TIMESTAMPS: 00:00 Intro 01:59 AI Buildout Is Driving Macro 06:01 Profit Margins And Productivity 09:58 Supply Chains Shift To Resilience 13:13 Consumer Resilience Mystery 19:19 What Funds The Consumer? 22:44 Why The Recession Never Comes 25:55 The Fed Rethinking Hikes 32:19 Warsh Inheriting Inflation Fight 38:07 Bonds, Equities And Rates 41:17 Can Stocks Ignore Rates? 44:21 The Korea Trade FOLLOW DAVID › X/Twitter – https://x.com/EconstratPB 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.

3 iun.

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47 min
-6 zile

Blockworks Acquires Messari

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

-6 zile

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29 min
2 iun.

Building the Onchain Brokerage: Glider's Vision for Investing | Brian Huang

Gm! In this episode, we're joined by Brian Huang, Co-Founder of Glider, to discuss his journey from institutional trading and crypto custody to building an onchain investing platform. We explore the rise of tokenized assets, portfolio automation, chain abstraction, DeFi yield opportunities, risk management, institutional adoption, and the future of personalized investing. Brian also shares Glider's vision for automated investment workflows and the next generation of onchain financial products. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Glider: https://x.com/glider__ Follow Brian: https://x.com/BrianInCrypto Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:28) Brian’s Crypto Origin (3:52) Why Glider Exists (8:47) Wallets Need Better UX (13:38) Personalized Investing Arrives (17:38) Automated Strategies (24:18) Tokenized Stocks Reality Check (28:31) Abstracting DeFi Complexity (33:04) Curating Onchain Risk (36:39) Insurance Tradeoffs (43:34) Glider’s Roadmap (50:28) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

2 iun.

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51 min
21 mai

Can The AI Driven Rally Continue? | Weekly Roundup

This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion dollar wave of IPO's in 2026, the bond market sell off, why active is outperforming and more. Enjoy! -- Timestamps: (00:00) Introduction (03:42) The Bond Market Sell Off (14:32) Can This Market Bubble Continue? (29:06) Why Active is Outperforming Passive (38:44) The Wave of Trillion Dollar IPOs -- 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 › https://docsend.com/view/62t43sp222nsvqzg › Dell Children's Donation – ⁠https://give.supportdellchildrens.org/team/826061⁠ -- 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.

21 mai

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52 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.

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