The Rollup Rollup TV: Blockworks, Delphi Labs and Nairolf
Oct 8, 2025
Guest
Nerolf (prediction markets / Fluent)
Guest
Jose (Jose Maria Masad) — Delphi / Delphi Labs
Guest
Fijal / Fajal (Forward Guidance)
This week features Fijal, a macro commentator and host of Forward Guidance, who discusses the interplay between gold and bitcoin, emphasizing the impact of macro trends on asset performance. Jose Maria Masad from Delphi Labs shares insights on AI investing and strategies for accessing concentrated funds. Lastly, Nerolf advocates for prediction markets as a gamified finance tool, exploring how they can monetize creator engagement and attract mainstream users. Expect a whirlwind of macro analysis, investing strategies, and innovative market ideas!
AI Snips
Chapters
Books
Transcript
Episode notes
Seoul Felt Retail-Driven And Speculative
- Fijal described Seoul as retail-driven and highly speculative with live perp trading on big screens.
- He contrasted that to US conferences dominated by suits and institutional attendees.
Central Banks Have Lost The 2% Anchor
- Central banks are abandoning strict 2% inflation targeting and moving toward fiscal dominance.
- That untethering creates sustained debasement, favouring nominal assets and debasement hedges like gold and Bitcoin.
Why Nominal Assets And Hedgers Win
- Running economies hot and coordinated global easing raise nominal revenues for companies.
- Debasement hedges outperform because they rise as fiat purchasing power erodes, enhancing real-asset returns.
