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Shownotes
Markets can look strongest just before their underlying assumptions begin to crack.
This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market structure all shift at once.
We discuss the AI momentum unwind, yen intervention, NFP & labor market weakness, Fed policy, gold, Bitcoin, and what we think is the next major trade. Enjoy!
TIMESTAMPS:
Intro
AI Momentum Starts To Crack
What Triggered The Selloff?
Is The AI Boom Peaking?
Why Gold Still Looks Attractive
Breaking Down The Jobs Report
Could Inflation Stay Sticky?
Is The Market Misreading The Fed?
How We're Trading This
Is Bitcoin Turning?
Why Gold Beats Tech
The Next Phase Of Crypto
July 4th And The World Cup
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RESOURCES
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EVENTS
› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th
Blockworks recently acquired Messari. For more information, please visit: blockworks.com/insights/blockworks-acquires-me…
DISCLAIMER
Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
