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Send us Fan MailSupport the showBreakfast With Tiffany Show Official Facebook Page ~ https://www.facebook.com/breakfastwithtiffanyshow Tiffany's Instagram Account ~ https://www.instagram.com/tiffanyrossdaleofficial/ Breakfast With Tiffany Show Youtube Channel ~ https://bit.ly/3vIVzhE Breakfast With Tiffany Show Official Page ~ https://www.tiffanyrossdale.com/podcast For questions, requests, collaborations and comments, feel free to reach us via our e-mail ~ breakfastwithtiffanyshow@outlook.com SUBSCRIBE and SUPPORT us here ~ https://www.buzzsprout.com/1187534/supporters/new
Zach Pandl, Head of Research at Grayscale Investments, joined us at the SPI Summit to discuss Grayscale's latest crypto ETFs and his outlook on the ETF market.Brought to you by
On this Artist Spotlight edition of Inwood Art Works On Air podcast, we welcome local filmmaker, Andrew Kaberline.Andrew Kaberline is a writer and producer who tells stories somewhere on the venn diagram between "scary" and "heartwarming". He writes surreal horror, touching genre fare, and anxiety-driven nightmares. His short horror script Dummy won the HollyShorts Screenwriting Competition, was produced, and debuted at the historic TCL Chinese Theatre in Hollywood. He's also won the ScreenCraft Animation and ScreenCraft Short Screenplay competitions (the latter, with Tallahassee Twin) and placed in the Academy Nicholl Fellowship. He was the creator and co-writer of the Serling-Award winning anthology podcast The Grayscale. He loves Criterion films, Pro Wrestling, and Survivor equal amounts. Andrew believes a good script provides more questions than answers.
On May 14, 2026, the Senate Banking Committee advanced the Digital Asset Market Clarity Act. Now the Bank lobby and TradFi incumbents like DTCC are fighting back against fintechs and DeFi. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! GUEST: Zach Pandl, Head of Research, Grayscale Investments Follow Zach on X ➜ https://x.com/LowBeta 00:00 intro 00:09 Sponsor: Tangem 00:49 Bank Lobby Panics 02:05 Banks vs Crypto 03:52 DTCC also going after crypto 04:12 DTCC CEO Mobster 05:41 Short-Term vs Long Term 07:58 DTCC Targets DeFi Interfaces 08:50 Killing DeFi 09:10 Hester Peirce vs DTCC 10:12 STFU 10:40 Let Users Decide 11:42 Canton Attacks Sui 12:30 Ethereum Supply & Issuance 13:53 Scarcity vs Yields 15:26 Rate Hikes vs Crypto Yields 17:02 Solana Issuance 18:43 Perps Exploding on Solana 20:15 Jupiter Tokenized RWAs 21:18 Hyperliquid vs Solana 22:18 LIGHTNING ROUND 22:49 Robinhood vs DTCC 23:04 Hyperliquid vs Solana DEX's 24:00 Privacy Chains 24:19 Banks vs DTCC 24:51 $STRC 25:24 Vault Curator Race 25:34 Private Markets 25:59 All-time High ETH vs Solana 27:07 CLARITY Odds 28:00 outro #Crypto #Ethereum #Solana ~Banks & TradFi Declare CLARITY War vs ETH & SOL
On episode 465 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren't happy, Harrison Ford, Martin Short and more. This episode is sponsored by Grayscale and ClearBridge. To learn more, visit https://www.grayscale.com/ Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Grayscale Disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com Learn more about your ad choices. Visit megaphone.fm/adchoices
This bonus episode of Public Keys was recorded live at Consensus. Host Jennifer Sanasie sits down with three guests at the center of crypto in the public markets. Grayscale's Krista Lynch breaks down how crypto ETFs have evolved from simple bitcoin access into index products, in-kind creation for crypto whales, and early staking. Morgan Stanley's Amy Oldenburg explains how MSBT became the firm's most successful ETF launch ever — $230 million in three and a half weeks at 14 bps — while the firm simultaneously rolls out spot crypto trading across its $7 trillion wealth platform. And BitGo CEO Mike Belshe joins four months into his IPO to discuss the firm's OCC charter and why the Clarity Act matters more as a legislative stamp of approval than anything it changes on day one. - Timecodes: 00:00 Welcome to Public Keys: A Bonus Episode from Consensus 00:55 Grayscale's Krista Lynch Joins Public Keys 01:30 Eight Single-Token ETFs and the Rise of Crypto Indexing 02:20 In-Kind ETF Creation Brings Crypto Whales to Wall Street 04:00 Why Crypto Whales Want ETF Exposure 06:00 Advisor Education and the State of Crypto Onboarding 07:00 Staking Comes to the ETF Wrapper 08:30 Morgan Stanley's Amy Oldenburg Joins Public Keys 09:00 The 50 bps Spot Crypto Trading Fee 10:00 Top-of-House Alignment at Morgan Stanley 11:00 What Was Happening Behind the Scenes in 2024 12:30 MSBT: $230M and Morgan Stanley's Most Successful ETF Launch Ever 14:00 Over-Hyped or Underrated: $1B in MSBT by Year-End 16:00 BitGo CEO Mike Belshe Joins Public Keys 17:00 Four Months Into Life as a Public Company 17:30 The Institutionalization of Crypto Infrastructure 18:30 Why the Genius and Clarity Acts Matter 20:30 Coinbase Still Charges Retail 130 bps 22:30 BitGo's OCC Charter and the Future of Reserve Banking 23:30 What the Clarity Act Actually Changes 24:30 TradFi Is Waiting for the Legislative Stamp of Approval - This episode was hosted by Jennifer Sanasie.
Grayscale and VanEck Amend Filings for Spot BNB ETF LaunchAmericas Stablecoin Push Extends Beyond Crypto, According to CLARITY ActChina Participates in Anti-Scam Operation Targeting Financial Fraud
On episode 463 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Paul Tudor Jones on market valuations, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon's Paradox, prediction market winners and losers and much more. This episode is sponsored by Grayscale and Janus Henderson Investors. To learn more, visit https://www.grayscale.com/ For more information, visit https://www.janushenderson.com/securitizedmarkets Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Grayscale Disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com Janus Henderson Investors Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
The CLARITY Act reached its Senate Banking roundtable on April 16, advancing toward a vote that could define how digital assets are classified under U.S. law. On this episode, we break down what trends might pop off next.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGUEST: Zach Pandl, Head of Research, Grayscale InvestmentsGrayscale Staked AVAX ETF ➜ https://bit.ly/GrayscaleGAVA00:00 intro00:05 Sponsor: iTrust Capital00:36 CLARITY Deal Done!02:04 Crypto Market Exploding Soon02:23 Post-CLARITY Signals04:30 Tokenization Revolution Phases06:09 Canton Wants To Copy Solana & XRP Communities07:09 Canton Vomit Green07:26 Paul Was Right08:00 Technology vs Community08:47 Vlad: Private Chains are lame09:19 Grayscale Avalanche & Solana Staked ETF10:38 Generational Wealth Transition12:04 Lightning Round12:26 Bank acquisitions12:53 Facebook & Walmart Stablecoins13:28 Lido Vaults13:55 Vault Loyalty Tokens14:19 Circle & Ripple Banks14:48 Aave Growth15:18 Pre-Stocks vs IPO16:07 Revenue vs Network Effects17:00 Quantum Chains17:29 Microtransactions17:48 DePIN vs Bridges18:10 Institutional Privacy vs Retail Privacy18:56 DEX vs CEX19:19 Polymarket Social vs X20:18 Polymarket vs Kalshi20:38 GTA 6 Launch21:11 Mr. Beast on ETH21:30 Visa & Mastercard screwed22:00 Tether vs Bitcoin22:16 outro#Crypto #XRP #ethereum~Post-CLARITY Crypto Predictions!
This week on HR's most dangerous podcast, Chad and JT are cutting through the seasonal slush and corporate spin. The BLS Fairy Tale: The White House is hailing a "golden age" of job growth, but we're pulling back the curtain on a report filled with striking workers returning to payrolls and construction crews finally seeing the sun. The Agentic Takeover: Paylocity acquires Grayscale as the industry pivots from simple SMS pings to full-blown AI orchestration. Is this a high-value play or just an "aqua-hire" to survive the tech-debt race?. Uncle Sam's Playbook: Healthcare startup Clasp raises $20M by dusting off a 100-year-old military model to trade student loan debt for employee tenure. The Dorsey Doctrine: We dive into Jack Dorsey's "heady" vision of a remote-first world where AI maintains a company's "world model," effectively flattening the hierarchy and making middle management obsolete. Is the economy actually booming, or is it just a "two-week" soundbite on loop?. Grab a whiskey (preferably Blanton's) and find out.
The Shred is a weekly roundup of what's making headlines in the world of employment. The Shred is brought to you today by Jobcase.
In an April 2nd community call hosted by Chris Hoyt of CareerXroads, Indeed detailed significant policy changes aimed at transitioning the platform toward a more controlled "pay-to-play" marketplace. The key shift involves the sunsetting of traditional XML feed support, requiring employers to integrate their Applicant Tracking Systems (ATS) directly or post manually, which effectively ends the "single source" free visibility many companies relied on. https://www.linkedin.com/pulse/what-indeed-told-us-summary-april-2nd-community-call-chris-hoyt-r37dc/ Oracle today announced Fusion Agentic Applications for HR. The new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications for HR can make and execute decisions within business processes by securely accessing unified enterprise data, workflows, policies, approval hierarchies, permissions, and transactional context. https://hrtechfeed.com/oracle-introduces-fusion-agentic-applications-for-hr/ https://hrtechfeed.com/ai-agents-now-have-their-own-job-board/ Paylocity (NASDAQ: PCTY), a leading provider of HCM, Finance, and IT solutions, today announced the acquisition of Grayscale Labs, Inc. (“Grayscale”), an AI-powered recruiting automation company that helps businesses hiring at scale move faster without compromising quality. Grayscale expands Paylocity's recruiting capabilities with AI-powered recruiting automation that helps employers engage candidates earlier and move faster through time-sensitive hiring workflows—while keeping hiring decisions firmly in the hands of recruiters and hiring managers. The platform helps organizations keep pace with the ongoing hiring demands of high‑volume, high‑turnover workforces without sacrificing quality or control. https://hrtechfeed.com/paylocity-acquires-grayscale-to-expand-ai-powered-recruiting-capabilities/ Wizehire, the leading hiring platform for small and growing businesses, announced the launch of Jobs by Wizehire, a new app available in ChatGPT to help job seekers easily find and apply to local jobs through conversations. https://hrtechfeed.com/wizehire-launches-jobs-app-in-chatgpt/ In a move that signals a fundamental shift in how corporations view their workforce, monday.com (NASDAQ: MNDY) has officially launched Agentalent.ai, a first-of-its-kind managed marketplace designed specifically for “hiring” enterprise AI agents. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of the Crypto Rundown the team highlights growing momentum in AI-related crypto plays—especially BitTensor (TAO) and its subnet ecosystem—as one of the strongest narratives in the current cycle. Institutional adoption continues accelerating with Franklin Templeton's crypto expansion, 401k integration discussions, and major players like Citadel and Coinbase moving deeper into the space. The episode wraps with emerging trends in AI agents, prediction markets, and new infrastructure that reinforces crypto's long-term growth despite short-term sideways price action.Get immediate access to our entire Memecoin Portfolio for just $1 Today!https://www.thecryptomavericks.com/mm-vip-trial1763665474309?utm_content=MMTrial&utm_medium=Podcast&utm_source=Internal&utm_term=DescriptionCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 — Traditional markets closed, crypto active, and momentum plays in focus.04:30 — Market overview: low volatility but strength in select sectors.10:10 — Macro update: sideways action with improving sentiment and volume.14:20 — Franklin Templeton expands crypto with CoinFund acquisition.20:30 — 401k crypto access and institutional adoption trends.23:30 — Stablecoin regulation (GENIUS Act) and infrastructure growth.36:00 — TAO and AI crypto narrative: subnets and Grayscale interest.43:30 — AI agents + crypto wallets and the future of automation.Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out Quince: https://quince.com/crypto101* Check out Shopify: https://shopify.com/crypto101Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
For episode 700 of the BlockHash Podcast, host Brandon Zemp is joined by Zach Pandl, Head of Research at Grayscale.Grayscale enables investors to access the digital economy through regulated investment products. Grayscale has a proven track record and unrivaled expertise as the world's largest crypto asset manager. Many investors and advisors look to Grayscale's private placements, public quotations, and ETFs for exposure to both single asset and diversified investment products.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Krista Lynch from Grayscale to discuss: crypto legislation, stablecoins, ETFs, in-kind creations and more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 231 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Daniel Clifton and Chris Verrone of Strategas Research to discuss:TOPICS and much more! This episode is sponsored by Grayscale and Janus Henderson Investors. Visit Grayscale.com/Compound to get started. Learn more at https://www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Grayscale disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Crypto News: Elon Musk's X to launch crypto and stock trading in ‘couple weeks'. Boerse Stuttgart will merge its crypto arm with Tradias, creating a regulated European crypto unit providing services in trading, custody, staking and tokenized assets.Brought to you by
This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy! — FollowTyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/19aYbTDngy8hRXMYUNNxZId3oM8AsfBjv/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 05:28 Main Street Re-Accelerating? 12:23 Ads (Grayscale) 13:04 AI CapEx Is Breaking Correlations (RIP Passive?) 19:55 Exploding Dispersion & Capital Rotation Plays 23:32 Retail vs Hedge Funds: Who's Crowded? 32:08 Ads (Grayscale, Coinbase) 33:43 Crowded Trades & Atoms vs Bits 39:50 AI Bottlenecks & Real Asset Rotation 50:02 Bitcoin, Crypto & Risk Appetite Check — 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 #stocks #stockmarket
Rayhaneh Sharif-Askary, Head of Product & Research at Grayscale, sat down with me for an interview at the Halborn Access 2026 Summit at the NYSE. We discussed Grayscale's latest crypto ETF products, including its Solana staking and Chainlink ETFs.Brought to you by
Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second inflation wave, the Fed's likely policy path under Kevin Warsh, and why international diversification matters more than ever. Enjoy! __ Follow Vincent: https://x.com/VincentDeluard 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 Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Introduction 02:28 2026 Growth Acceleration, Taxes & Fiscal Policy 13:15 Ads (Grayscale) 19:32 Monetary Policy, Kevin Warsh & Inflation 24:33 AI CapEx Boom, Energy Demand & Growth 29:54 Ads (Grayscale, Coinbase) 40:27 Geopolitics, Energy & Global Allocation 47:48 Commodities & Precious Metals 51:30 Final Thoughts __ 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 #bubble #stocks #stockmarket
This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and why gold is sending a louder signal than Bitcoin. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1RPRDTwLzPJR9ggBsFnZ7jGUYUJUl-idb/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:16 De-Leveraging and Market Stress 05:20 AI CapEx vs Buybacks and Mag7 14:04 Crypto Bloodbath and Risk Assets 18:47 Ads (Grayscale) 21:42 Credit Risk, Factors, and Fed Path 32:52 Epstein Fallout 35:47 Ads (Grayscale, Coinbase) 37:19 Market Structure, Bond Market 46:18 Private Equity and AI CapEx 59:27 Final Thoughts — 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
Joseph Wang joins the show to break down the implications of Kevin Warsh's Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjoy! __ Follow Joseph: https://x.com/josephwang 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 Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for$200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:54 Fed Leadership, QE & Policy Direction 06:36 Ads (Grayscale) 14:10 Monetary Systems & Central Banking Frameworks 19:18 Ads (Grayscale, Coinbase) 24:54 Fed Independence, Regulation & Rates 36:00 New Fed Chair Challenges & Political Pressure 43:07 Market Reactions, Speculation & Silver 47:15 Final Thoughts __ 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
This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what's really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are finding opportunity as correlations break down. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/1sQtOng_nDsqMoXpP7XGVycaxI82Ugp_2/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:48 Fed Meeting Recap 08:30 Metals Squeeze 15:25 Ads (Grayscale) 16:05 Cyclical Re-acceleration And Massive Rotation 23:00 Productivity Boom And AI CapEx Killing Buybacks 29:46 Ads (Grayscale, Coinbase) 31:18 Can You Justify U.S. Multiples? 38:22 Market Structure And Risks Brewing 48:33 Market Dispersion And The Next Trade 54:18 Crypto And Competing Frontier Ideas 56:46 Inflation And New Fed Chair — 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
We're a few days late, but better than missing a few weeks. We catch up then hit a couple of small topics Podcasts Streaming We then hit some of our favorite things of 2025, including our top 10 movies. No beer this week; still doing Dry January. The featured song is 'Painting Over You' by Grayscale featuring Cassadee Pope. You can find them on the Nyrdcast Featured Music Playlist and at: Website | Instagram | Facebook | X/Twitter | Soundcloud | TikTok | Youtube | Spotify Check us out at our website and on social media. Don't forget to rate and review the podcast on iTunes or wherever you listen to your podcasts.
Crypto News: Binance Founder CZ predicts Bitcoin will enter a supercycle this year.. UBS weighing crypto trading for private banking clients.Brought to you by
This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan's experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair means for rates. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/158S7DSViXUrZ4Lw2kPLtKE4yPNvKD6s9/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 01:18 Metals, Japan & Global Debt 15:58 Inflation, Politics & Metals 23:00 Commodities & Elitist Wake Up Call 27:12 Market Positioning & Sector Dispersion 43:30 New Fed Chair & Rate Implications 51:17 Long The Periodic Table — 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
Ripple's Brad Garlinghouse and DC insiders say the bill might recover if banks and Coinbase strike a deal to ban stablecoin yields.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Matthew Sigel, Head of Digital Assets Research & Portfolio Manager, VanEckVanEck NODE ETF more info➜ https://bit.ly/VanEckETFNODE00:00 Intro00:10 Sponsor: Tangem00:50 Grayscale backs Coinbase01:20 Patrick Witt threatens Coinbase 02:00 Brian Armstrong vs White House?03:45 BitGo supports Coinbase: Where does VanEck stand?05:40 Odds CLARITY passes?06:45 Ripple betrays Coinbase in front of Banks (WEF)08:00 Are any bankers willing to concede?10:00 David Sachs SELL OUT statement on CNBC13:00 Securitize vs Coinbase15:15 Securitize wants to ban permissionless stock trading?15:45 Who benefits from anti-bank bill? 18:00 Does macro even matter anymore for crypto?21:30 Thoughts on BitMine vote passing?23:30 Do you think this is a play for Youtube?25:30 LIGHTNING ROUND28:30 Outro#XRP #bitcoin #Ethereum~Ripple Sides With Banks!?
Coinbase CEO is set to meet bank leaders at Davos this week to discuss the US crypto market structure bill.~This episode is sponsored by Uphold~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnupholdGUEST: Zach Pandl, Head of Research, Grayscale InvestmentsGrayscale Crypto Outlook ➜ https://bit.ly/GrayscaleOutlook00:00 intro00:07 Sponsor: Uphold01:03 Andrew Sorkin leaves Brian speechless01:30 WEF 2026 vs Coinbase02:00 ETF's Dead without CLARITY?02:44 Who failed crypto?04:37 Securitize vs Solana06:20 Fed Fund rates vs CLARITY07:48 CLARITY reversing 2025 wins?09:44 Stablecoin growth will slow without yields11:45 Crypto Treasury Companies12:59 Tom Lee buys Mr. Beast14:45 Banks will attack DeFi lending16:40 Privacy thrown under bus18:55 A.I. centralization20:11 Bitcoin vs Gold on Solana22:55 Lightning Round23:12 L1 Outages24:07 Corruption vs Innovation24:34 Banks banning staking rewards25:06 Trump chaos26:30 Sentiment for CEX's falls27:07 Grayscale DeFi product?27:50 Visa monopoly29:15 outro#crypto #bitcoin #ethereum~CLARITY Bearish for Crypto?
Thank you to our sponsor, Walrus! Walrus is where the world's data becomes reliable, valuable, and governable. Geopolitical tensions are rising. Crypto legislation is stalled. And pressure on the Federal Reserve is intensifying. So why are Bitcoin and the broader crypto market holding strong? In this episode of Bits + Bips: The Interview, Steve Ehrlich sits down with Zach Pandl, Director of Research at Grayscale Investments, to unpack what's been driving markets since 2026 began, from Washington's regulatory battles to global instability and the Fed's fight to maintain independence. They break down where U.S. crypto policy stands, why Wall Street isn't waiting for Congress, and how macro forces like inflation, debt, and geopolitics are shaping crypto's next move. Hosts: Steven Ehrlich Guests: Zach Pandl, Head of Research at Grayscale Links: Robinhood CEO warns Congress delay is hurting Americans - TheStreet Crypto: Bitcoin and cryptocurrency news, advice, analysis and more Senate Banking Committee postpones vote on crypto market structure legislation amid industry pushback Crypto bill delay 'may ultimately be constructive' for final product, Benchmark says Trump attacks on Jerome Powell testing Fed's independence Why the Federal Reserve has historically been independent of the White House Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan's endgame, Bitcoin waking up, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/1vs0cYl__KxtoSrvj2Gs9bKGQ2SedlY1g/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (02:28) Markets Too Hot & Sector Rotations (12:17) Grayscale Ad (12:55) Trump's Shift To Main St. (25:06) Fed, Rates & Tariffs (30:06) Grayscale Ad (30:52) CapEx & Credit Financing (35:31) Bitcoin Catching Up To Metals (43:19) Japan Endgame (48:39) Final Thoughts — 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, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism. We also dig into the emerging political horseshoe, tariffs, and China's trade leverage. Enjoy! __ Follow Alex: https://x.com/abcampbell 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 26 Views For 2026: https://www.campbellramble.ai/p/26-views-for-2026 The Silver Squeeze: https://www.campbellramble.ai/p/the-silver-squeeze __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (01:14) Deep Dive Into The Silver Trade (10:23) Grayscale Ad (11:03) Trading The Death Of Globalism (18:21) Leaving Comparative Advantage (22:15) AI & Compute Acceleration Is Real (26:22) The Mismatch Between CapEx & Demand (30:07) Grayscale Ad (30:50) Leverage Levels & Risk (33:57) The Political Horseshoe (46:28) US vs China Capital Markets (49:15) China's Trade Leverage (52:19) Final Thoughts __ 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
This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in 2026. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/1lp3pWEKx9j0ZHK4ci7Idq3AUfoGLL5O1/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (03:03) Geopolitics, Reacceleration & The Metals Trade (07:52) Yield Curve Steepening (09:22) GDPNow & The Trade Deficit (13:42) Grayscale Ad (14:24) Economic Reacceleration (16:22) Market Rotation & K-Reversal (18:53) Stock-Bond Correlation Comeback? (20:40) The New G2 World (22:56) Who's Buying Bonds? (26:50) Grayscale Ad (27:40) Small Cap & Metals Rotation (30:43) Tech & Trading The CapEx Cycle (37:26) SCOTUS Tariff Ruling (43:23) Making Moves For Midterms (46:34) Short Mag7 & Follow The Government (49:13) Commodities and Metals (51:02) Final Thoughts — 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
Crypto News: XRP ETFs are the top-performing crypto ETFs today, and recorded their highest daily trading volume since launch. Grayscale Ethereum Staking ETF becomes first ‘33 Act spot crypto ETF to distribute staking rewards. US government could seize Venezuela's Bitcoin & crypto reserves, CNBC says.Brought to you by
Crypto News: XRP supply on exchanges hits 8-year lows: Will it spark a 2026 price rally? Spot XRP ETFs maintain 29-day inflow streak despite turbulent December. Long term Bitcoin holders are accumulating again.Brought to you by
In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI could be in its last innings, and what Bitcoin's frustrating price action is quietly telling traders. We also unpack how to think about managing risk and Tony's advice for 2026. Enjoy! __ Follow Tony: https://x.com/TgMacro 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 TG Macro Conference: https://tgmacro.com/conference/ __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (02:11) TG MACRO Conference (04:38) 2025 Recap & 2026 Expectations (08:34) The Precious Metals Trade (14:29) Grayscale Ad (15:06) Where Does Oil Go In 2026? (17:08) Biggest 2026 Trading Themes (21:49) Metals & The Debasement Trade (23:02) Late Innings Of The AI Trade (24:46) Grayscale Ad (25:35) We're Still In A Bull Market (30:11) Bitcoin's Disappointment (33:06) Trading Bubbles (34:05) Advice For 2026 (36:01) Final Thoughts __ 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
Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit the big debates around regulation, prediction markets, token value capture, and the growing quantum question for Bitcoin. ------
Zach Pandl, Head of Research at Grayscale Investments, joined me to discuss the firms new altcoin ETFs which includes Chainlink, XRP, and Dogecoin.Topics: - Grayscale's new ETFs - Filing for Zcash ETF - Grayscale IPO - Crypto market outlook Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
Bitcoin dominates Wall Street as institutions flood in for their slice of the pie. DTCC Meanwhile, Grayscale predicts 2026 will mark the dawn of crypto's institutional era, DTCC begins tokenizing U.S. Treasuries, and Jamie Dimon Back Pedals his stance on crypto.
In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they're being run for asset holders, not workers. We explore how policy choices, market structure, and AI hype are driving asset-driven feudalism. Enjoy! — Follow Kuppy: https://x.com/kuppyskorner Follow Tyler: https://x.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 Telegram: https://t.me/+CAoZQpC-i6BjYTEx Kuppy's Feudalism Piece: https://pracap.com/feudalism/ — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (01:35) Economic Feudalism (06:51) Why Is Wage Growth Bad? (09:14) Malice Or Negligence? (12:28) Grayscale Ad (13:06) Global Feudalism (18:27) How Does This Unwind? (22:07) No Uses For Productive Capital (25:46) Positioning For Political Revolution (31:05) Grayscale Ad (31:52) Where Do You Invest? (38:27) Biggest Story In Macro (41:50) The Problems With US Allocators (48:50) Fixing Incentives & Finding The Bull Market (53:50) AI Boom Winners & Losers (57:27) Final Thoughts — 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
Bitcoin faces one of its most critical moments yet. The crypto market is reeling as Bitcoin ETFs sink underwater, creating a $100 billion liquidity crunch not seen since FTX. Analysts warn that many new crypto ETFs could face liquidation just months after launch, even as the SEC opens the door to hundreds more under new listing rules. Meanwhile, Grayscale predicts 2026 will mark the dawn of crypto's institutional era & DTCC begins tokenizing U.S. Treasuries.
References & Affiliates
On episode 201 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jurrien Timmer to discuss: where we are in this bull market's cycle, how the AI bubble compares to past bubbles, the right level of inflation, rethinking traditional allocations, financial markets and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Grayscale. Find out more about Grayscale by visiting: https://www.grayscale.com/ Learn more about Fidelity Trader+ at: https://www.Fidelity.com/TraderPlus Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe
Crypto News: Multiple XRP ETFs go live, VeChain & Rekord Partner for Tokenization, Ondo turns to Figure's stablecoin with $25M investment to back tokenized fund. JPMorgan continues Operation Chokepoint 2.0 debanking Strike's Jack Mallers.Brought to you by
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Krista Lynch, Senior Vice President, ETF Capital Markets at Grayscale to discuss: the crypto ETF landscape, how staking works, what's coming next in this space and much more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Elon Musk's DOGE department comes to an end. Dogecoin is on the rise despite the demise of Elon Musk's D.O.G.E. department. The optimism is driven by Grayscale's forthcoming introduction of a DOGE coin ETF. Can DOGE maintain its momentum amid an overall market downturn? CoinDesk's Sam Ewen hosts "CoinDesk Daily." - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://figuremarkets.co/coindesk - Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at: geniusgroup.ai/coindesk-bitcoin-treasury-month/ - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Crypto News: Bitcoin seems near a local bottom and a reversal is coming. Charles Hoskinson involves FBI after developer's 'careless' experiment splits Cardano blockchain. Grayscale calls Chainlink the ‘crictical connective tissue' of tokenized finance.Brought to you by
Crypto News: Bitcoin nears the bottom based on the RSI, Jim Cramer is bearish on Bitcoin and Crypto, and Japan approves $135.5 Billion stimulus package. Coinbase is acquiring Vector, an onchain trading platform built on Solana.Brought to you by
Matt and Nic are back for another week of news and deals. In this episode: The Senate Ag Cmte publishes a Market Structure draft Paul Atkins' token taxonomy speech Fed Governor Stephen Miran gives a major stablecoin speech Grayscale files their S-1 Coinbase announces a tokensale platform Coinbase is leaving Delaware The Coinbase BVNK deal falls through Visa Direct adds stablecoin support The Czech republic buys Bitcoin DATs are struggling CBDC holdouts Jack Dorsey bends the knee on stablecoins Content mentioned: Stephen Miran, A Global Stablecoin Glut: Implications for Monetary Policy
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Grayscale and Rocket Money. Find out more about Grayscale by visiting: https://www.grayscale.com/ Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 212 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scott Nations, Author and president of Nations Indexes, Inc., the world's leading independent developer of volatility indexes and option strategy indexes to discuss: market bubbles, retail's big moment, massive volume in quantum names, the return of meme stocks, the first cracks in credit, and much more! This episode is sponsored by Grayscale. Find out more about Grayscale by visiting: https://www.grayscale.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices