This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquidity picture. We also delve into oil and energy policy, the limited upside in crypto right now, and much more. Enjoy!—Follow Quinn: https://x.com/qthompFollow 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—Weekly Roundup Charts: https://drive.google.com/file/d/1ziABEksWyIgTom9idgy5HhVyThbd3Kyb/view?usp=sharing—Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125—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(01:33) FOMC Meeting Minutes(06:29) Fed's Balance Sheet and Treasury Purchases(16:20) Skale Ad(16:42) Fed's Balance Sheet and Treasury Purchases (Con't)(20:15) Inflation Data and Fed's Perspective(22:41) Skale Ad(23:12) Liquidity Concerns and QT(27:07) Inflation and Economic Growth(29:11) Oil & Global Energy Policies(32:21) Microsoft CEO's Take on AI and CapEx(33:43) Yen & DAX(38:09) Crypto Market Update__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.
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More