AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup

Video Description

This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. 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/19pmtdWgHFQaXqjjkBeuM89VtGWCLa9qo/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 01:11 NVDA Earnings & Debt-Fueled Capex 09:46 Rising Real Rates & Fed Pivot 12:05 Grayscale Ad 12:45 Private Credit Warnings 14:18 Fed in the Dark & Midterm Setup 19:54 Trump, Bessent & the Fed 22:20 Hawkish Balance Sheet, Dovish Rates 27:12 Grayscale Ad 28:00 Currency Markets & the Carry Trade 36:48 Bitcoin Quant Corner 48:22 Geopolitical Implications of Bitcoin and Stablecoins 53:52 Political Reflections 58:54 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