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This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession and re-acceleration in the U.S., the impact of monetary debasement on gold and Bitcoin, China’s liquidity surge and stablecoin risks, and Europe’s structural challenges. We close with why today’s environment is truly unique in 4,000 years of monetary history. Enjoy!
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Follow Michael: https://x.com/crossbordercap
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Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
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Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Timestamps:
(00:00) Introduction
(01:51) Where Are We in the Global Liquidity Cycle?
(05:26) Main St. Recession & Economic Rebound
(08:49) GDP vs Liquidity Cycles
(10:33) QE, Liquidity & Gold vs BTC
(15:44) No 4-Year Cycle But Still Bullish
(20:05) Stablecoins & China
(27:01) Europe’s Economic Struggles
(29:15) Developed Nation Decline
(34:55) How Unique is this Moment?
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating growth of crypto ETFs, the impact of SEC rule changes, the rise of perpetuals and stablecoins, and how allocations from major institutions are expanding rapidly. Matt highlights why crypto is becoming mainstream in traditional finance and why the ETF landscape is only just beginning. Enjoy!
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Follow Matt: https://x.com/Matt_Hougan
Follow Quinn: https://x.com/qthomp
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Timestamps:
(00:00) Introduction
(01:42) Institutional Demand for Crypto
(02:10) Why 2025 ETF Flows Will Beat 2024
(03:10) Market Impact of ETFs
(05:37) SEC Authorizing In-Kind ETF
(06:52) Crypto Crash Stress Test
(08:05) Expedited SEC Approval
(09:42) The Future of Crypto ETFs
(12:08) Market Perp-ification & Stablecoin TAM
(17:10) Exotic ETF Structures & Retail Access
(19:15) ETF Tail Risks
(20:53) Options & the Expanding ETF Landscape
(24:05) What Excites Institutions?
(26:34) The Future of Crypto Allocations
(30:30) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
