Felix Jauvin, Head of Content at Blockworks and host of Forward Guidance, joins the Insilico Terminal Podcast to talk macro, crypto, AI and the current market setup.  We get into why macro has become harder to apply to Bitcoin, which economic signals actually matter for traders, how Felix structures his own portfolio, the risks around Saylor and Strategy, and why he thinks much of the easy money in the AI trade may already have been made.  Felix also explains why he’s becoming more constructive on crypto again, how the CLARITY Act could become an important catalyst, what stablecoins actually mean for US debt demand, and where he sees opportunity across perps, prediction markets and new token models.

00:00 Felix Jauvin, Forward Guidance & His Trading Background 

07:30 Why Macro Has Become Harder to Trade in Crypto 

15:34 The Macro Data That Actually Matters for Bitcoin 

23:13 American Exceptionalism, Europe & Global Markets 

31:12 Saylor Risk, Quantum FUD & Fading Bearish Catalysts 

36:01 Is the AI Trade Over? Capital Rotating Back to Crypto 

40:01 The CLARITY Act Could Be Crypto’s Next Major Catalyst 

48:38 Stablecoins, US Debt & Financial Repression 

55:14 The New Fed Regime & What Could Drive the Next Crypto Cycle

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