Podcasts about vaneck

This week, we dig into the government shutdown, weakening labor markets, AI's role in productivity, Michael Howell's demographic analysis, and how fiscal and market structure dynamics set the stage for a potential risk-asset melt-up. 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 Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1qHbnslxFOFZXswRiw0yv1JCyplgm8haE/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (03:09) DAS London! (04:06) Government Shutdown (06:42) Labor Weakness Continues (13:45) VanEck Ad (14:31) Demographic Decay of Advanced Economies (17:18) Are You Ready for Negative Real Yields? (19:20) The Macro Stars Are Aligning (24:40) Is it a Bubble or Not? (29:53) VanEck Ad (30:33) Is it a Bubble or Not? (31:40) Gaming Out Trump Admin Policy (38:06) Is there a Bear Case? (41:27) Strong USD, Strong Economy (43:52) Does the Bull Market Have Legs? (51:14) Best Bear Case (53:16) 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 special episode of Facts vs. Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jan van Eck, CEO of VanEck, to discuss gold, crypto, ETFs, and the future of investing. From the history of the first U.S. gold fund to today's innovations in blockchain, stablecoins, and nuclear energy, Jan shares unique insights into how markets are evolving.Key TakeawaysGold & Bitcoin: Gold remains a global safe haven, while Bitcoin is increasingly seen as “digital gold,” according to Jan.Stablecoins: Potentially revolutionary for payments, creating new competition between banks and tech companies.Macro Trends: The rise of India could reshape global markets, while China's equity returns remain lackluster.Energy & AI: Nuclear energy is regaining bipartisan support as demand for power surges, particularly from AI growth.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Jan van Eck:• LinkedIn: Jan van Eck• X: @JanvanEck3 Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com Disclosure: Jan van Eck is not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.#FactsVsFeelings #CarsonGroup #Gold #Bitcoin #Crypto #ETFs #Stablecoins #Investing #WealthManagement #MarketInsights 

Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley's Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big opportunities across EM and innovation. Enjoy! __ Follow Amy: https://www.linkedin.com/in/amyoldenburg/ 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 __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (04:06) How Emerging Markets Are Embracing Crypto (06:34) Stablecoins Transforming Emerging Economies (10:30) VanEck Ad (11:13) Banks vs Stablecoins (13:28) Hottest Trends Across EMs (17:00) Innovation 3.0 in China & EMs (17:39) VanEck Ad (18:19) Innovation 3.0 in China & EMs (20:41) 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 the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge 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 Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1CN8SRsPqdupjrs27C0k1PDRfvGLf8kS6/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (03:23) DAS London (04:29) Macro Outlook (06:17) Strong GDP Numbers (07:38) Understanding the New Economy (13:02) VanEck Ad (13:46) The Housing Market (19:25) Biggest Risks to the Economy (27:36) Market Structure Update (29:06) VanEck Ad (29:47) Market Structure Update (33:24) Is Mag7 a Bubble? (39:16) Inflation is the Plan & Problem (43:42) The Poison of Financialization (45:48) Breaking a Broken System (50:15) Gold Pump vs Crypto Slump (55:11) Protectionist Policies & the Dollar (01:05:50) 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

XRP Utility Explodes | RLUSD + BlackRock, FXRP Goes Live | Trump at The UN Ripple's RLUSD stablecoin just unlocked new levels of liquidity with BlackRock's $BUIDL and VanEck's $VBILL, thanks to its Securitize partnership. This means tokenized funds can now redeem instantly for RLUSD and ETH — with XRPL support coming soon. At the same time, Flare's FXRP launch hit its 5M cap in just four hours, driven by community demand. XRP utility is exploding across DeFi, collateral, and liquidity opportunities. We'll also cover: XAO DAO adopting Flare's FTSO as primary oracle Brad Garlinghouse's bullish take on enterprise-grade liquidity Senate Finance Committee hearing on crypto taxes Trump's fiery United Nations speech on globalism, migration, and climate change Elon Musk on free speech and censorship This episode dives into XRP, RLUSD, BlackRock, VanEck, Ripple, Flare, FXRP, Trump, UN, crypto adoption, tokenized assets, and global politics. *** SUPPORT ON THE CHAIN GRAB A BADASS YETIS COFFEE – Fuel your crypto grind! ☕ Visit: otc.one/BadassYetisBrew MINT YOUR BADASS YETIS NFT – Own a piece of the legend! Visit: otc.one/mint OTC MERCH IS HERE! – Represent the community in style! Visit: onthechain.shop BUY US A COFFEE – Help keep the content flowing! Visit: otc.one/buy-us-a-coffee JOIN THE CHANNEL – Get exclusive perks & behind-the-scenes content! Visit: otc.one/join ********** ON THE CHAIN – CONNECT WITH US! Listen to the OTC Podcast – Never miss an update! Visit: otc.one/podcast Visit Our Website – The home of crypto insights! Visit: onthechain.io Follow OTC on Twitter – Stay updated in real time! Visit: otc.one/otc Join the OTC Community on Twitter – Be part of the discussion! Visit: twitter.com/i/communities/1599435678995062788 ********** FOLLOW THE OTC TEAM Follow Jeff on Twitter:

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Crypto News: Morgan Stanley close to offering crypto trading through E-Trade. Securitize will allow holders of BlackRock's BUIDL and VanEck's VBILL to instantly exchange their shares for RLUSD, Securitize is also integrating with the XRP Ledger to expand access and utility to the XRP ecosystem.Show Sponsor -

In this episode, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin's performance versus gold and stocks, the political choices around AI's productivity boom, and why DeFi, stablecoins, and new decentralized trading models are at the heart of the next cycle. Enjoy! __ Follow Arthur: https://x.com/CryptoHayes  Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance  Follow Blockworks: https://twitter.com/Blockworks_  Origin Summit: https://www.originsummit.xyz/ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx  Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance  __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london  __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH):  http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX):  vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:42) Money Printing & Yield Curve Control (05:33) What Does this Mean for Bitcoin? (08:38) VanEck Ad (09:22) AI & the Debt Doom Loop (13:19) Favorite Crypto Themes & Innovations (14:23) Perp DEXes & Hyperliquid (18:47) VanEck Ad (19:28) Stablecoin Winners & Losers (22:45) Stablecoin Systemic Risk (24:43) AI, Intellectual Property, and Blockchain (25:59) Western vs. Asian Crypto Markets __ 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

On this episode of Mental Fitness I am honored to be joined once again by Eric Van Eck of the TCNJ Intercollegiate Recovery Program. Eric has made tremendous strides in his recovery journey and has a lot of valuable information to offer to those struggling with motivation and focus. On this episode I attempt to bring up some interesting topics regarding overstimulation and lack of focus. Please enjoy!

Kunnen voedselbossen de wereld voeden? Dit is een vraag en een frame. En, alle antwoorden gaan ook over tijd, gemak en het schuren met bestaande landbouwmethodes. En ook over leren en groeien, maar daarna is het antwoord zeker ja.Luister naar deze levendige discussie, opgenomen tijdens het Voedselbosfestival op 13 september 2025 bij voedselbos de Woudezel, waarin voedselbosboer Diderik Clarebout, voedselbospionier Wouter van Eck en maximum impactman Louis de Jaeger deze vraag tot op het bot uitkleden en weer opbouwen. Met voedselbossen kunnen we de wereld veiliger, gezonder, en qua opbrengsten zeker bedrijfszekerder voeden, maar de weg ernaartoe is geplaveid met leercurves, opstartlessen, uitval, weerstand, ongeloof en lobbyisten.Meer informatie:https://foodforestinstitute.com/dutch/https://www.voedselbosbouw.org/https://woudezel.be/https://louisdejaeger.be/

Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders.Legion: https://legion.ccCookie3: https://www.cookie3.com

This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin's correlation to gold, the hollowing out of public markets by private credit, 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 Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Origin Summit https://www.originsummit.xyz/ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1BX16NXlhxAHHCXiWc9o1EJ2-S20K-sZF/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (03:38) Origin Summit (04:18) Why Are We Cutting Again? (11:30) Cutting Into a Hot Economy? (13:06) VanEck Ad (13:50) Cutting Into a Hot Economy? (17:16) What's Next for the Dollar? (21:39) Market Structure & Asset Allocation (26:47) Is the Gold Trade Still Alive? (28:28) VanEck Ad (29:13) Bitcoin vs Gold (33:52) Private vs Public Markets (48:22) Generational and Class Politics (50:50) Optimism for the Future — 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

After a lengthy pause, the Federal Reserve on Sept. 17 announced a quarter percentage point cut to its benchmark interest rate. Economists say it is likely the first in a series of reductions that should make borrowing more accessible for consumers. Guest: Matthew Sigel, Head of Digital Assets Research & Portfolio Manager, VanEckVanEck NODE ETF more info➜ https://bit.ly/VanEckETFNODE00:00 Intro00:25 Was Powell hawkish?02:00 Next meeting expectations04:00 How many rate do we get?05:00 End of year predictions08:00 $NODE ETF performance vs Bitcoin11:00 $AVAX potential12:45 What to watch in the next 3 months?14:00 Does the rally continue in 2026?15:00 Outro#federalreserve #bitcoin #Crypto~Fed Aftermath

Toen AI een aantal jaren geleden opkwam, werd gevreesd voor de toekomst van zoekmachine van Google. Nu moedermaatschappij Alphabet door de grens van 3 biljoen dollar is gebroken, weten we wel beter. "Ze hebben hun AI-model, Gemini, slim geïntegreerd in de zoekmachine", legt Wim Zwanenburg van Stroeve Lemberger uit. "Maar vergeet niet, het advertentiebedrijf van Google is gewoon goed blijven presteren. Uit vergelijkingen is gebleken dat ze ook niet achterlopen op het gebied van AI. Bovendien is Alphabet veel breder dan de zoekmachine." Dit, en de goede kwartaalresultaten zijn niet de enige reden dat het goed gaat met Alphabet. Richard de Jong van Van Lieshout & Partners vult aan: "Wat natuurlijk ook meespeelt in de koersstijging van de laatste week is dat Google webbrowser Chrome niet hoeft af te stoten." In het kader van de openheid: Richard belegt voor zijn klanten ook in Alphabet. Het is niet verwonderlijk dat, met records op Wall Street en de AEX weer boven de 930 punten, de analisten positief gestemd zijn over de aandelenmarkten. De winsten zijn nog steeds goed, vooral in de VS. Dat is tegelijkertijd om iets in de gaten te blijven houden: de basis is, kijkend naar de sectoren, vrij smal. Hoofdzakelijk technologie, al doen de banken het ook goed op de beurs. Verder in de podcast aandacht voor de cijfers van AEX-fonds Exor, we bespreken de luisteraarsvragen en de experts geven hun tips. Wim houdt het bij een algemene tip voor de belegger, Richard tipt een ETF met de ISIN-code IE000J80JTL1. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week de ontwikkelingen in Frankrijk en wat dat voor mogelijke gevolgen heeft voor beleggers. Ook bespreken we het verdwijnen van de AMX-ETF van VanEck. Voor beleggers die voor het grootste deel in Europa beleggen, kan de economische en politieke onrust in Frankrijk tot zorgen leiden. De vijfde premier in een paar jaar tijd is aangetreden. Veel kans dat hij wél de overheidsfinanciën op orde krijgt is nog maar de vraag. Wat betekent dat voor de (Franse) beurs? Martijn bespreekt de risico's en hoe je daar het best mee omgaat. In het tweede deel van het gesprek bespraken we de AMX-ETF van VanEck. Nu dat nog kan tenminste, want deze ETF gaat verdwijnen. Martijn legt uit waarom daar een punt achter gezet wordt, en ook wat het alternatief wordt. Spoiler alert: bezitters van de AMX-ETF hoeven niet per se actie te ondernemen. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/ See omnystudio.com/listener for privacy information.

In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump's trade war, China's energy and rare earth dominance, the Western Hemisphere's oil boom, and NATO's fiscal squeeze are reshaping global power. Enjoy! __ Follow Helen: https://x.com/HelenHet20 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 __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:35) Today's Geopolitical Landscape (05:49) Parallels in History & China Difference (11:06) VanEck Ad (11:51) What are the Goals of Tariffs? (17:53) Fight Over Energy Commodities (27:45) VanEck Ad (28:25) How Will Energy Divide the World? (33:01) Balancing Debt with Defense Spending (38:43) Threat to Dollar as Reserve Currency (43:45) 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

De Japanse beurs blijft niet achter op de andere beurzen en zet ook recordkoersen neer. Danny Reweghs verloopt het aparte parcours van die beurs in de afgelopen decennia en vertelt hoe ze er nu voor staat. Daarnaast bespreekt hij het wiel van de wagen bij D'Ieteren en het enthousiasme rond de goudmijnaandelen. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

De Japanse beurs blijft niet achter op de andere beurzen en zet ook recordkoersen neer. Danny Reweghs verloopt het aparte parcours van die beurs in de afgelopen decennia en vertelt hoe ze er nu voor staat. Daarnaast bespreekt hij het wiel van de wagen bij D'Ieteren en het enthousiasme rond de goudmijnaandelen.   De Trends Beleggen podcast is een productie van Trends. Meer info en advies voor uw beleggingen op www.trends.be/beleggen. Elke dag beleggingsadvies in uw mailbox, registreer u gratis op één van de e-newsletters op www.trends.be/newsletters. De Trends Beleggen podcast komt tot stand met de gewaardeerde steun van ING. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On episode 208 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are at Future Proof Festival with special guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton to discuss: secrets to a successful career in finance, the rise of alternative investments in the wealth channel, how AI and blockchain technology will reshape the financial services industry, and much more! This episode is sponsored by GPZ by VanEck. For more information and the prospectus visit https://www.vaneck.com/gpzjosh/ 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

This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed's shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the concentration risks of mega-cap stocks and buybacks. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp 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 — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1ogspUIuKxnHZh7REVA9tKpo7tyPCA52W/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:40) DAS London (02:59) Inflation Update (08:15) No High-Yield Problem (12:11) Rate Cuts vs Inflation (13:40) VanEck Ad (14:24) Rate Cuts vs Inflation (15:40) Problems in the Labor Market (20:35) Small-Caps & Productivity Boom (23:05) Fiscal Dominance & Inflation (26:46) VanEck Ad (27:27) SPX Implied Vol & Market Structure (32:12) AI Boom & CapEx (38:24) Bipolar Market Outcomes (42:17) Centralization vs Diversification (49:11) What's Next for Markets? (52:56) 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

Asian equities were mixed Thursday after a rally on Wall Street drove stocks and bonds higher, as a drop in producer prices supported bets the Federal Reserve will resume cutting interest rates next week. An index of the dollar was little changed while the yen strengthened against the greenback early Thursday. The Wednesday moves in the US reflected fresh optimism that the Fed will cut rates next week after producer prices unexpectedly declined for the first time in four months. The data soothed worries that elevated inflation would create a challenge for policymakers trying prevent a jobs downturn ahead of US inflation figures due later Thursday. We get the views of Eric Fine, Portfolio Manager & Head of Active EM Debt at VanEck. Plus - UBS Group CEO Sergio Ermotti says the impact of global tariffs on the US economy and Federal Reserve monetary policy remains unclear. He made the comments ahead of the annual UBS Disruptive Technology CEO Summit in Hong Kong, which gets underway today. Ermotti speaks exclusively with Bloomberg's David Ingles in Bloomberg's Hong Kong bureau.See omnystudio.com/listener for privacy information.

In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. They discuss Hyperliquid's explosive growth, permissionless financial rails, and the innovation of perpetual swaps. We also cover the unique token model with daily buybacks, how Atlas is bringing access to U.S. investors through a new treasury vehicle, and the broader macro backdrop of debt, stablecoins, and institutional adoption of blockchain. Enjoy! __ Follow Bob: https://x.com/rediamondjr Follow David: https://x.com/dschamis 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 __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:54) Backgrounds: Skeptics to Believers (09:14) Hyperliquid Innovations (15:19) VanEck Ad (16:07) The Case for Perps (18:49) Blockchain Benefits (21:43) Public vs Private Blockchains (24:36) Atlas Value Proposition (33:06) VanEck Ad (33:47) Real Cash Flow & Valuation (36:37) Turning Point for Finance? (40:16) US Debt & Stablecoins (44:07) 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

Robinson Burkey is the Co-Founder of the Wormhole Foundation. With an impressive track record spanning nearly a decade, Robinson has consistently excelled in leading growth and go-to-market strategies for startups, making a significant impact in the crypto industry since 2021. Prior to joining the Wormhole Foundation, Robinson held a key position at Acala, where he spearheaded Business Development and Ecosystem efforts within the Polkadot ecosystem. As a co-founder, Robinson is dedicated to accelerating the foundation's growth trajectory and fostering the widespread adoption of Wormhole as the leading interoperability platform powering multichain applications and bridges at scale. Wormhole provides developers, institutions, and users seamless connectivity between over 40 leading blockchain networks. The wider Wormhole network is trusted and used by teams like BlackRock, Apollo Global, VanEck, Google Cloud, Circle, and Uniswap. To date, the platform has enabled over $60 billion in all-time multichain volume, the most of any protocol in the world. In this conversation, we discuss:- NYC is the Silicon Valley of crypto - Interoperability - Wormhole connecting 30+ blockchains with 1B+ messages processed - Fixing the liquidity fragmentation issue - Cross-chain communication - Wormhole's Native Token Transfer (NTT) - Routing liquidity - Current ecosystem around DATs - Securing the most value between all blockchains - Stablecoins are still crypto's killer use case WormholeWebsite: wormhole.comX: @wormholeTelegram: t.me/wormholecryptoRobinson BurkeyX: @robinsonLinkedIn: Robinson Burkey---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50

This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether it's time to be concerned about liquidity and Fed plumbing. Ultimately, everything leads us to one asset. Enjoy! — 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 Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1LyoebYlP0p27AqN4mQKVMH6PuYFi9T73/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:07) Tyler Back to School (02:48) DAS London (04:24) Big Labor Market Week (09:29) NFP Downside Surprise (11:11) VanEck Ad (11:57) NFP Downside Surprise (14:04) September Cut Odds (17:28) Bulled Up on Gold (22:59) VanEck Ad (24:21) Will Tariffs Get Overruled? (28:35) Fed Plumbing Concerns (36:39) Read on the Dollar (39:25) Macro Recap (41:34) 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

De MSCI Emerging Markets Index zit al meer dan een half jaar in de lift. Het is dan ook een ontwikkeling waar beide experts in deze aflevering van BeursTalk op aanslaan. Marc Langeveld van het Antaurus AI Tech Fund legt uit: "De dollar daalt in waarde, niet alleen ten opzichte van de euro, maar wordt ook goedkoper voor opkomende landen. Dat houdt de inflatie daar onder controle." Marc kijkt dan ook met interesse naar techbedrijven in Azië, maar ook in Latijns-Amerika. Koen Bender van Mercurius Vermogensbeheer is eveneens positief, ook vanuit het oogpunt van risicospreiding. "Wij hebben altijd al Emerging Markets in portefeuille gehad voor onze klanten. Dat hoort thuis in een goed gespreide portfolio. Je compenseert er ook de pijn van de zwakke dollar enigszins mee." Wat betreft het sentiment zijn beide experts voorzichtig. Naast de prestaties van bedrijven moet je tegenwoordig de geopolitieke ontwikkelingen ook goed in de gaten houden, het wordt complexer. Dat maakt het dan ook lastig, vinden Marc en Koen, om in dit klimaat harde uitspraken te doen over de ontwikkeling op de beurzen. Verder bespreken we in de podcast onder andere de cijfers van CVC Capital en Saleforce en de aanstaande beursgang van fintechbedrijf Klarna. Uiteraard bespreken we de luisteraarsvragen en geven de experts hun tips. Marc kiest een Amerikaans techbedrijf, Koen tipt een Japans concern. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week de ontwikkelingen op de energiemarkt en wat dat betekent voor beleggers in ETF's. Aan de ene kant moeten we omschakelen, tegelijkertijd zien we de vraag naar olie en gas nog steeds toenemen. VanEck heeft geen ETF die direct in oliemaatschappijen investeert, maar toch kun je bij VanEck terecht als op de toenemende vraag wilt inspelen. De VanEck Oil Services ETF belegt, de naam zegt het al, bedrijven die diensten verlenen aan de oliesector. Bij een toenemende vraag naar olie, profiteren die bedrijven er ook van. Uiteraard zullen de fossiele bronnen over een aantal decennia uitgeput raken. Vandaar de aandacht, ook van beleggers, voor alternatieve energiebronnen. Martijn legt uit dat VanEck ook voor die transitie klaar is. Zo kun je nu al beleggen in de VanEck Hydrogen Economy ETF en de VanEck Uranium and Nuclear Technologies ETF. Martijn vertelt je de ins en outs van beide producten. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

What happens when you take the discipline of an Oxford-trained surgeon and apply it to crypto? You get Nic Roberts-Huntley, founder of Concrete and Glow, two of the fastest-growing DeFi protocols.In this episode, Nic and Charlie dive deep into the frameworks, philosophies, and practical decisions that turn ideas into billion-dollar realities. From early mornings at 4:30 AM to late-night calls across continents, Nic's journey shows how rigor, kindness, and a surgeon's precision can reshape digital finance.

In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, & Passive Flows – arguing that we're in a unique historical moment where all four are converging at once. He explains how fiscal spending reshapes growth, why financial repression and passive flows stabilize markets, and how fiat currency enables this entire regime. Ben also shares how these dynamics blur the line between the stock market and the economy, setting the stage for an AI-driven future. Enjoy! __ Follow Ben: https://x.com/BenKizemchuk 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 __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: 00:00 Intro 00:42 Ben's Journey Through Markets 03:05 Ben's 4 Fs Framework 06:10 F1 - Fiscal Dominance 11:00 Catalysts for Fiscal Dominance 14:15 How Sustainable is Government Debt? 17:36 F2 - Financial Repression 23:28 Rates in a Fiat vs Gold-Backed System 27:20 F3 - Fiat Currency 33:00 Are Governments Constrained by Supply & Demand? 34:55 Role of Monetary Policy Going Forward 39:56 F4 - Passive Flows 44:02 Constraints on Passive Flows 48:25 4 Fs Implications 51:53 Rethinking Asset Allocation 54:35 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

Nicholas Frasse celebrates VanEck's Fabless Semiconductor ETF's (SMHX) first anniversary. He explains the strategy behind choosing semiconductor companies that design but don't manufacture their own chips. He argues that these types of companies are the future of the industry. Top holdings include Nvidia (NVDA), Broadcom (AVGO), and AMD (AMD). All are U.S. listed but can be global companies; the fund is up 20% year-to-date.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic re-acceleration could make a September rate cut a policy mistake. We also dive into the shift from capital to labor, growing government intervention in markets, parallels between AI CapEx and past gold cycles, the potential rotation from large-caps into small caps, and the state of treasury companies. Enjoy! — 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_ Treasury Company Dashboard: https://blockworks.com/analytics/treasury-companies Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/10EvjpyXzXIjKJsjlwp5C3zKhQTn2pS5t/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:32) Labor Day Reset? (05:39) Market Structure & Volatility (12:58) VanEck Ad (13:43) Market Structure & Volatility (14:21) Fed Takeover Update (15:21) The Inflation Trade (22:08) Wages & Shift from Capital to Labor (28:41) VanEck Ad (29:22) Liquidity Danger Zone? (41:34) The Capex Cycle (48:28) What's Next for Treasury Companies? (51:32) Tyler's New Job (53:01) Russell & Market Breadth (55:15) 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

In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump's political influence on the Fed, the reality of U.S. fiscal policy, and how to think about global markets at this moment in time. We also dig into forward rate pricing, the TGA rebuild, and the role of commodities and crypto in a world of loose monetary and fiscal policy. Enjoy! __ Follow Alf: https://x.com/MacroAlf  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  __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london  __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH):  http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX):  vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:42) What's Happening with Monetary Policy? (07:46) What Fed Risk is the Market Pricing? (10:55) Bond Market & Fiscal Tightening (13:54) Understanding Changing Fiscal Impulse (14:51) VanEck Ad (15:34) Understanding Changing Fiscal Impulse (19:46) QE vs Fiscal Deficits (24:41) Impact of TGA Rebuild (29:27) Signal for Average Macro Traders (30:04) VanEck Ad (35:05) Investing in High Inflation & Growth (36:59) European Markets (40:31) US Dollar & Emerging Markets (43:54) Commodities Outlook (47:03) 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

Gm! This week Carlos Gonzalez Campo joins the show to discuss the latest SOL DAT announcements. We deep dive into the impacts of DATs, VanEck's JitoSOL ETF filing, the launchpad wars & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto's premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (04:31) More Solana DATs Are Coming (12:31) Katana Ad (13:22) Eigenlayer Ad (14:23) How To Make A DAT Successful On Solana (23:09) VanEck Files A JitoSOL ETF (28:45) Alpenglow: Solana's 100x Improvement (37:29) Katana Ad (38:27) Eigenlayer Ad (39:22) The Launchpad Wars (51:09) Prop AMMs -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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 solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

In this special extended edition of SBS On the Money, join SBS Finance Editor Ricardo Gonçalves as he speaks with Coles Group CEO Leah Weckert to find out how shoppers are feeling, Fortescue CEO Dino Otranto on how the political landscape is impacting his operations while Stephanie Youssef discusses Tyro's results with CEO Jon Davey, plus hear from Jamie Hannah from VanEck on the day on the sharemarket.

This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell's legacy speech. We also dig into the Fed's five-year policy review, Trump's Fed takeover strategy, foreign retreat from Treasury auctions, and whether the risks of inflation are greater than the risk of recession. 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 Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1zjfyhnCSgVzJ5u4f7LAHct6KKLq_6gxk/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (03:50) Jackson Hole Preview (09:43) VanEck Ad (10:27) Fed Minutes (13:05) Will Powell Be A Dove or Hawk? (19:02) Bullish Post Jackson Hole? (20:10) JH Impact on Bond Yields (25:09) Trump's Fed Takeover Strategy (29:36) Centralization & the Frontiers (32:42) VanEck Ad (33:24) Treasury Auctions in Danger Zone? (38:19) Hike to Save the Long End! (40:05) Boom Time in Japan? (43:45) Inflation Risk > Recession Risk (47:00) The New Financial Reality (51:32) Short Financials? (52:30) 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 #ForwardGuidance

Er is al best wel wat goed nieuws ingeprijsd, maar toch: de vooruitzichten voor de beurs zijn nog steeds goed. "Het lijkt erop dat er beweging zit in het vredesoverleg tussen Rusland en Oekraïne", stelt Olaf van den Heuvel van Achmea Investment Management. "Daarnaast zie ik de Europese vertrouwensindicatoren aansterken. Natuurlijk krijgen we nog de impact van de handlestarieven, maar er is ontzettend veel geld in de markt en dat legt toch een bodem onder koersen." Han Dieperink van Auréus Vermogensbeheer is eveneens positief. "Ik denk zelfs dat we de piek in die handelstarieven al achter de rug hebben. De angst voor stagflatie valt achteraf wel mee en de winstcijfers zijn verrassend goed. Nog beter dan in de gouden jaren negentig." Verder bespreken we enthousiasme van Nederlandse beleggers voor defensieaandelen. Sinds begin 2023 is die bijna vertienvoudigd naar 832 miljoen euro, waarbij Rheinmetall veruit favoriet is bij beleggers. Han en Olaf geven hun mening daarover, is dat verstandig of juist niet? Verder in de podcast onder andere aandacht voor de cijfers van ASR, Aegon en Baidu. Uiteraard bespreken we de luisteraarsvragen en geven de experts hun tip. Han gaat voor een Nederlands bedrijf in de AEX, Olaf tipt een groot Duits industrieel concern. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week een bijzondere ETF, de VanEck Video Gaming and eSports ETF. Er zijn wellicht niet veel ETF's die zich op dit thema richten en Martijn legt uit waarom hij deze ETF naar Nederland heeft gehaald. VanEck had deze ETF al op de Amerikaanse markt, maar in de zomer van 2019 heeft Martijn de ETF ook in Europa geïntroduceerd. Hoewel het aan de ene kant een nichemarkt is, is het ook weer niet zo gek om zo'n ETF te starten: er gaat in gaming en eSports inmiddels meer geld om dan in de filmindustrie in Hollywood. Er wordt ook goed geld in verdiend, wat het voor beleggers weer interessant maakt. De ETF laat de laatste twee jaar een hele sterke groei zien en inmiddels zit er voor meer dan 900 miljoen dollar in het fonds. Natuurlijk is dat geen garantie voor de toekomst en het is ook maar net naar welk deel van de koersgrafiek je kijkt, maar het geeft aan dat veel beleggers een graantje willen meepikken van deze sector. Luister vooral naar Martijns uitleg over de ETF. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

Matthew Sigel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation we talk about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.===================== Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It's officially the rise of the retail investor. On September 12th in NYC, I'm hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We're bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.

In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the evolving credit and derivatives markets shaping institutional crypto adoption. He also explains how macro liquidity signals drive his strategy and why the new toolbox of crypto credit instruments is changing the game for risk management and alpha generation. Enjoy! __ Follow David: https://x.com/David_Grid  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  __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london  __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH):  http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX):  vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (04:49) Running A Liquid Crypto Fund (09:29) VanEck Ad (10:14) Main Sources of Alpha (12:29) Have We Had an Alt Season? (14:34) Evolution of Crypto Derivatives (17:46) Quantifying Market Froth (20:32) Measuring Systemic Risk (25:22) VanEck Ad (26:03) Can ETH DATs Issue Preferreds? (29:15) Crypto's Credit Market (31:54) What Happens When mNAV is Negative? (33:59) Framework for Saylor's New Yield Curve (38:42) What Should Saylor Do Next? (44:13) Managing the full Spectrum of Tools (48:21) 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, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we're ripe for a 10–15% correction. We also unpack Trump's political strategy toward Powell, Brent's dollar milkshake theory, and AI's long-term impact on productivity, inflation, and the next generation. Enjoy! — Follow Brent: https://x.com/SantiagoAuFund Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp 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 — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1HpY5-OGzqa3t0tVz1a-2RnUXCI6BbZU5/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (04:28) Inflation Heating Up? (07:45) Brent's Macro Outlook (12:08) VanEck Ad (12:53) Should the Fed Cut? (16:01) Time for a Correction? (28:58) VanEck Ad (29:38) Dampening of Animal Spirits (33:29) Going Full Ponzi? (37:15) The Imperial Circle (41:31) Is the Dollar Milkshake Still Intact? (48:45) Gold & Gold Miners (51:13) Bifurcated Economy (55:29) AI Boom Bearing Fruit? (58:41) What Does Trump Really Want? (01:01:20) The Younger Generation Is Screwed (01:04:12) Stablecoins & the US Empire (01:07:06) 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, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims, and JOLTS data, the impact of immigration shifts on labor supply, and how business surveys can signal future hiring trends. Berger also digs into why the current conditions show stability with potential for both cooling and tightening ahead. Enjoy! __ Follow Guy: https://x.com/EconBerger 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 __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (0:00) Introduction (3:01) How Does BLS Gather Data? (6:27) Why Do We Have Revisions? (15:33) VanEck Ad (16:18) How to Think About the Data (20:42) Immigration Impact (29:10) VanEck Ad (29:50) Weekly Claims Data (40:08) JOLTS Data (45:54) The Beveridge Curve (53:49) Where is the Labor Market NOW? (56:20) 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

Today's HeadlinesCircle & Stripe Build Layer 1 BlockchainsCircle's new Arc chain will use USDC as native gas. Stripe is developing its own L1 with Paradigm after acquiring Privy in June. Between Coinbase, Robinhood, Stripe, and Circle, we're staring down a four-way fintech L1 showdown.Bitmine Hits 1.15M ETHBitmine became the first public company to hold over 1M ETH—worth $5B—after adding 320K ETH in a week. SharpLink isn't far behind with 598,800 ETH ($2.5B). Companies are accumulating ETH at record speed, with 97% of holders now in profit.Treasury Tokenization ExpandsHeritage Distilling (Nasdaq: CASK) is raising $220M ($100M cash + $120M in $IP tokens) for a $360M Story Protocol treasury. Safety Shot Inc. plans to buy $25M in Bonk, even as its stock plunged 50%. Rumble eyes $1.17B acquisition of a Tether-owned AI firm.Fall Conference Season Kicks OffETHNYC is live this week, while SALT Wyoming is up next. Token2049 (Singapore) and KBW (Seoul) are on deck in September. EDCON will run Sept. 16–19, and DevCon heads to Buenos Aires in November.Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, and the meltdown in commercial real estate & public pensions. We also game out different tariff scenarios, the impact of the TGA rebuild, and the economy's slow-moving trainwreck. 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 Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1HjM04EXMKGsMRRzD1L_oaSqbYpGJT375/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:03) Market Whipsaw (03:10) Miran Fed Nomination (06:07) Where Are We Right Now? (10:19) CRE & Chicago Meltdown (16:50) VanEck Ad (17:35) Pension Crisis (22:17) Dependence on the Rich (26:29) Gaming Out Tariff Scenarios (32:59) VanEck Ad (33:43) Gaming Out Tariff Scenarios (36:52) Gold Demand & Bitcoin Reserve (40:28) TGA Rebuild (48:19) Negative Real Rates Incoming (50:14) Vanguard Bond Allocation (53:52) Our Slow-Moving Trainwreck (56:04) 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

Top Headlines for August 7Tornado Cash Trial Verdict as Roman Storm guilty on 1 of 3 charges.We had a shakeup in the MegaETH world with GTE apparently leaving it, as well as the MegaMafia. Lots of talk about Moats around CryptoTwitter - What does this mean in the context of Consumer Dapps? This is a bit of a tussle in crypto media going on. Where are Crypto Journalism ethics?And did VCs abandon Tornado Cash?Little BitzTom Lee says ‘Wall Street has already decided Ethereum is the chain they're going to build Wall Street onto.' Four men in Sweden tortured a 30-year-old seeking his crypto. Here's how Coinbase becoming a bank, in a way you won't like.Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

The infrastructure for crypto-native finance is maturing beyond proof-of-concepts into real financial products. Tokenized securities are moving from experimental pilots to regulated offerings, stablecoin infrastructure is becoming the backbone for 24/7 payment systems, and traditional fintech companies are quietly integrating crypto rails to improve settlement and unlock new capabilities. I'm joined by Juan Lopez, General Partner at VanEck Ventures, where he focuses on investments at the intersection of traditional finance and blockchain technology. Before joining VanEck, Juan was at Circle Ventures, giving him a front-row seat to how institutional-grade crypto infrastructure has developed. His portfolio includes companies building the regulated infrastructure enabling this shift from experimental to operational. Juan's perspective on where real value is being created—from tokenized equity platforms achieving regulatory approval to stablecoin routing systems—offers insight into how crypto infrastructure is becoming essential plumbing for modern financial services. We'll discuss what's driving adoption, where the next wave of exits will come from, and how fintech companies are integrating blockchain technology to improve their core business models.

In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing cold water via its QRA policy, and a fiscal impulse that looks contractionary once tariffs are factored in. He argues that while markets may be riding “run it hot” narratives, the data suggests we're already slowing. Enjoy! __ Follow Andy: https://x.com/dampedspring 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 __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (01:03) Debating Bitcoin's Four-Year Cycle (04:13) Institutional Adoption & Regulation (04:57) Are Four-Year Cycles Psychological? (08:37) Bitcoin's Evolving Political Impact (09:48) Ledger Ad (10:38) Bitcoin's Evolving Political Impact (17:00) Institutions Are Slow & Steady (18:58) Reflecting on Bitcoin's Scarcity (22:20) Crypto Regulation & Institutional Impact (23:38) Ledger Ad (24:25) Retail Investors & the Four-Year Cycle (25:45) Adapting to Bitcoin's Middle Ages (33:28) Can Blockchain Support Incoming Demand? (36:50) Sovereign Adoption & Strategic Reserves (38:28) OG Bitcoin HODLers Cashing Out (41:38) 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

HEADLINESSEC Eases ETF Rules: New fast-track changes make it easier to list crypto ETFs, signaling growing institutional acceptance despite no immediate impact for retail investors.UK Bans Coinbase Ad: A satirical Coinbase TV spot was pulled by UK regulators for being too political. CEO Brian Armstrong and ex-Chancellor Osborne pushed back, warning the UK risks falling behind in crypto innovation.Memecoin Momentum Shifts: July saw memecoin revenues dive—Pump.fun dropped 80% since January. Yet activity remains high, with platforms like LetsBonk still drawing users. Slopana-style tokens are rising in the chaos.Treasury Boom: Institutions are stacking ETH. Tom Lee's Bitmine now holds over 833k ETH ($3B), the world's largest ETH treasury. Even smaller firms like GameSquare are adding millions to their crypto holdings.Stablecoin Strides: Europe launches its first MiCA-compliant euro stablecoin, backed by Deutsche Bank and Galaxy Digital. Meanwhile, Binance adds Circle's yield-bearing USYC as collateral for institutions—another bridge between TradFi and crypto.Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net***** Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT!©Copyright 2024 Matthew Aaron Podcasts LLC Hosted on Acast. See acast.com/privacy for more information.

In this episode, we explore what's next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold, and examine the outlook for growth—plus much more. Enjoy! __ Follow Tyler: https://x.com/Tyler_Neville_ 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 __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london -- Treasury Companies: Market Data - https://blockworks.co/analytics/treasury-companies/market-data __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (01:56) Takeaways From Economic Data (08:51) AI Capex Is The Economy Now (11:09) VanEck Ad (11:53) AI Capex Is The Economy Now (17:46) Are We In Stagflation? (22:16) Will Market Euphoria Cool Off In August? (29:05) VanEck Ad (29:50) How To Navigate Stagflation? (38:12) Strategy's Q2 Earnings __ 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

►► Discover Bitcoin Yield: https://archpublic.com/ Ray Dalio just recommended putting 15% of your portfolio into Bitcoin or gold, warning we've hit a "point of no return" with U.S. debt. Meanwhile, TRON files for a $1B shelf statement, Bitmain is opening a U.S. factory, and PayPal and Circle are going full-speed into crypto adoption. I'm live at 9am EST with Matthew Sigel from VanEck, and Andrew Parish & Tillman Holloway from Arch Public to break down what this means for markets, institutions, and your portfolio. Matthew Sigel: https://x.com/matthew_sigel Andrew Parish: https://x.com/AP_Abacus Tillman Holloway: https://x.com/texasol61 ►► JOIN THE WOLF PACK - FREE Telegram group where I share daily updates on everything I'm watching and chat directly with all of you.

TODAY'S HEADLINESMonad mainnet hits audits. Team announced on Tuesday that the mainnet client is officially in audit. Are we going to see this by year's end? GitHub experienced a significant outage starting on July 28, 2025, which disrupted services for developers globally. The incident, beginning around 10:40 PM UTC, affected key features such as API requests, issues, and pull requests due to networking issues and infrastructure strain. Issue has been resolved.Amidst all the memecoin frenzy of late, and that we mentioned yesterday, there is a secondary benefactor to these rises. We're seeing a comeback in the value of many Solana NFT projects. When the value of the base tokens increase, so do the NFTs. PENGU, FONK, ZORA and ENA going strong.But we're also seeing users ditch Pump.Fun. The battle for Bonk v Pump is on. Further: Solana, Pump.fun and others were cited in amended NY RICO suit that alleges $5.5 Billion meme coin scheme.Two interested treasury announcements: Mill City Ventures III announces $450M private placement for Sui Treasury Strategy and ETHZilla, a $425 Million private placement for an Ether Treasury Reserve led by consortium of digital asset leaders.Quick BitezA Solo Bitcoin Miner apparently mined entire Bitcoin themself, earning the block reward amid rising network challenges.The miner utilized the Solo CK pool, a solo mining service, to mine block 907283, which included 4,038 transactions and accrued block fees totaling $3,436. This accomplishment highlights the challenges faced by solo miners in an environment increasingly dominated by large-scale corporate mining firms.Salyor's Strategy skipped BTC buys last week. No new purchases no wallet moves just watching the market. People watch these wallets like hawks as well.The ECB Says U.S.-Backed Stablecoin use in EU Could Weaken Its Monetary Autonomy. If they have not already realized this, then their doomer. People have tried a digital Euro and it just didn't work. This is another reason the US government should be feared behind the stables. It's hegemony isn't going anywhere. Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as Impact3, EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile Hosted on Acast. See acast.com/privacy for more information.

July 28 Headlines:Tether just printed 1,000,000,000 USDT. A total of 8 billion USDT tokens has been minted since July began per onchain stats shared by Coinbureau on Twitter.Is it AltSzn? 75% of the top 50 coins are outperforming $BTC this month. With $PENGU, $ENA, and $BONK are leading the charge.But Anatoly, Solana Co-Founder, Called Meme Coins 'Digital Slop' over the weekend, despite his network's reputation.PayPal's crypto fumble must be studied, according to Jack Kubinec, Solana reporter at BlockworksFinally, BNB has surpassed Nike in Market Value when it pushed over $850. NIKE!Littles Bites For youMetaplanet Adds more Bitcoin, Expanding Holdings Again in Steady March Toward 2026 GoalWyoming is in the news moving towards a potential showdown with Washington over how its dollar-pegged token should comply with certain restrictions signed into law last week after passage of the GENIUS Act.SharpLink Addes former BlackRock Exec Who Helped Launch Bitcoin, Ethereum ETFs.Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.Trader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile Hosted on Acast. See acast.com/privacy for more information.

VanEck's Head of Digital Assets Research, Matthew Sigel, joins the podcast to discuss bitcoin treasury plays, CoreWeave's $9 billion bid for Core Scientific, and other hot trends in the Bitcoin equities realm.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsFILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, VanEck's Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific's massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay.Subscribe to our newsletter! **Notes:**• Core Scientific $9B all-stock deal with CoreWeave• 850MW HPC/AI infrastructure potential capacity • US listed miners hit 31% global hash rate • 30,000+ Bitcoin bought by 15 treasury companies• Meta Planet trading at 5x Bitcoin NAV premium• $150M annual revenue target for Hut 8's AI businessTimestamps:00:00 Start02:55 Coreweave & Core Scientific07:40 Coreweave's BTC mining operation08:52 Volatility & Coreweave's stock price12:25 Fractal Bitcoin13:05 Future of pure BTC miners17:45 American Bitcoin20:54 What's keeping public miner stock prices suppressed?24:02 Too many treasury companies?29:58 International strategies35:45 Gamestop & Semler Scientific39:27 Bit Digital ETH pivot42:49 Cycle narrative