This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stablecoins play into the United States’ goals. We also delve into the US sovereign wealth fund, our highest conviction trades, and more. Enjoy!

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Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

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Timestamps:

(00:00) Introduction

(01:08) FOMC Meeting Insights

(05:46) Treasury and Fiscal Policy

(10:26) Global Economic Dynamics

(20:06) Digital Assets and Crypto Market

(24:48) US Sovereign Wealth Fund

(30:20) Digital Asset Big Picture

(34:01) Highest Conviction Trades

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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.

Randell and Woodward on TFS 2008 and Beyond!