Exercising Caution Amid Market Euphoria | Weekly Roundup

This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether we’ve seen the peak in the dollar and yields, the factors driving the Fed, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.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.co/G7Ljv4x5Dp — Weekly Roundup Charts: https://drive.google.com/file/d/15P0IaQJQajBm35qCu4e564YWueVRbV5B/view?usp=sharing __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken — Timestamps: (00:00) Introduction (01:37) Revisiting View Of The Economy (03:42) Fed Cuts & Powell Speech (09:55) Peak In Dollar & Yields (13:38) Government Spending & DOGE (19:02) China, Japan, & The Dollar (22:23) Small Caps Vs Large Caps (24:56) Ads (26:29) Managing Crypto Euphoria (33:24) Bullish Market Signals (37:41) Stifling Volatility (40:41) Tactical Outlook For Bitcoin (43:35) Long-Term Bitcoin Outlook (48:16) Inflation & Potential For Recession (53:34) Differentiating Assets

__ 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.