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!—Follow Quinn: https://x.com/qthompFollow Mike: https://x.com/MikeIppolito_Follow Felix: https://twitter.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidanceFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx—Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125—Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv—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—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.
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