In this episode, Jonah and Avi join Felix to discuss the current macro regime, Bitcoin and the crypto market, and the impact of forward guidance. They also delve into the ongoing uncertainty throughout markets, the Fed risking its credibility, and the economic bifurcation playing into crypto.
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Timestamps:
(00:00) Introduction
(02:20) Oil Market & Geopolitics
(05:39) Macro's Role In Crypto Markets
(08:41) Fundamental View of Bitcoin & Crypto
(14:00) Bitcoin & Interest Rates
(21:18) The Forward Guidance Regime
(25:00) Economic Growth vs Stimulus
(27:57) Regulatory Uncertainty Slowing Crypto
(30:49) Economic Uncertainty
(33:57) Unaffordability & Wealth Disparity
(36:37) The Fed's Credibility
(40:19) Economic Bifurcation
(45:10) History of Asset Bubbles
(46:48) Generational Wealth
(51:02) Price Predictions
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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.
