Felix Jauvin

Matt Zhang, the founder of Hivemind Capital, and Felix Jauvin, head of content at Blockworks, share insights on the evolving interplay between policy and crypto markets. They explore the implications of a $2,000 tariff dividend on inflation and discuss how rising U.S. deficits could spur demand for digital assets. The conversation delves into the potential of DATs trading below their net asset value and the Bank of England's stablecoin proposals, while also debating the comparative value of XRP and Ripple equity in a rapidly changing financial landscape.

Felix Jauvin, a macro commentator, discusses market volatility and a bullish outlook for 2026. James Christoph shares anecdotes on real estate and insights into crypto markets. Namik Muduroglu, CSO of MegaETH, reveals the upcoming token sale structure, mainnet launch plans, and technical innovations expected to enhance the ecosystem. The trio also explores the impact of foreign buyers on housing markets and how diverse investment strategies can influence early-stage allocations in crypto.

Felix Jauvin, a macro commentator and host of Forward Guidance, dives into the shifting landscape of finance and investments. He shares insights on the debasement trade and how gold and Bitcoin are benefiting from the same macro trends. Jauvin discusses Trump's potential Fed takeover, the impact of tariffs, and the rising prominence of stablecoins in replacing traditional banking. He also critiques why value investing is faltering in today’s market while offering strategies for navigating expensive assets.

Felix Jauvin, a macro analyst and director at Blockworks, explores the intricate dynamics shaping the crypto market. He discusses his bearish outlook, suggesting that traditional crypto cycles may be a thing of the past. Felix analyzes macroeconomic factors like inflation narratives and the impact of political figures on market sentiment. He dives into liquidity challenges between the U.S. and China, emphasizing the need for adaptability in investing. Could we be near a market bottom, or is more pain ahead?

Felix Jauvin, host of Forward Guidance and a macroeconomics expert, joins the conversation to dive deep into the impact of upcoming elections on the crypto landscape. They analyze whether altcoins will remain viable if Harris wins, questioning how presidential outcomes influence crypto cycles. The dialogue shifts to Polymarket’s potential performance and revenue strategies post-election. With insights on market reactions to polls and economic dynamics, this discussion is a must-listen for anyone intrigued by politics and crypto's future.