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This week, we discuss the latest CPI data, how the Trump administration will balance economic vs market success, and the constant economic headfakes. We also delve into how the government kicks the can without QE, MicroStrategy holding up Bitcoin, and more. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1kJjbC4s7DKMR3nU0_6C242oEhrfYH67O/view?usp=drive_link
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Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
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SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
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Timestamps:
(00:00) Introduction
(03:03) Analyzing the Latest CPI Data
(10:56) Tariffs, Trade, and Economic Headfakes
(16:53) Skale Ad
(17:15) Tariffs, Trade, and Economic Headfakes (Con't)
(29:34) Skale Ad
(30:04) Roundup Continues
(32:51) Liquidity Concerns
(34:49) The SLR Exemption Debate
(42:59) Crypto, Bitcoin Strength, & Michael Saylor's Influence
(48:57) Final Thoughts
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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.
In this episode, Benn Eifert joins the show to discuss derivative & volatility strategies, the biggest derivatives misconceptions, and flaws with Stephen Miran’s tariff arguments. We also delve into volatility risk under the Trump administration, how to think about VIX percentage moves, and much more. Enjoy!
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Follow Benn Eifert: https://x.com/bennpeifert
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
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Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
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Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
__
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
—
Timestamps:
(00:00) Introduction
(01:32) Understanding Volatility-Focused Hedge Funds
(04:12) Tools and Strategies in Volatility Trading
(11:21) The Rise of Derivative-Based ETFs
(19:03) Skale Ad
(19:27) The Rise of Derivative-Based ETFs (Con't)
(27:15) Risks and Misconceptions in Retail Options Trading
(32:06) Skale Ad
(32:36) Risks and Misconceptions in Retail Options Trading (Con’t)
(37:09) Options Trading
(41:07) Implied Probabilities and Market Misconceptions
(44:17) The Reality of Options Pricing Models
(47:06) Impact of Derivatives on the Market
(57:47) Navigating Volatility in the Trump Era
(01:01:01) Debating the Merits of Tariffs
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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.
