Forward Guidance Newsletter

The Blockchain Association’s latest letter comes with a warning to Capitol Hill lawmakers

A bitcoin financial services company is now listed on the Nasdaq

Minutes from the latest FOMC meeting reflect that officials are on hold until inflation trends much lower

One of the biggest Biden-era crypto enforcement actions may be on its way to resolution

Investors evaluating tariff risks has contributed to market volatility over recent weeks

“Crypto prices often rally into the spring before declining into summer,” Compass Point analysts wrote

Grayscale Investments has historically had a four-stage lifecycle for its products, but there’s an indicator this could be changing

Brian Quintenz and Jonathan Gould are two recent Cabinet nominees with ties to crypto

Advisers have been instructed to come up with new tariff levels that consider fees and taxes placed on US exports

Even as BTC has remained range-bound in recent weeks below its peak, Coinbase’s early 2025 numbers appear to be strong

CoinShares’ CEO noted a “significant perception gap between regulatory approval, client demand and advisers’ fiduciary concerns”

It appears Trump’s team is trying to avoid having too many cooks in the kitchen

A lot has changed in the six months since the Fed decided to cut rates

Senators yesterday grilled Powell on everything from the dismantling of the CFPB to Trump’s tariff policies

The first month of the year historically brings bigger price increases

History suggests tariff threat-fueled trade war fears often pass as quickly as they form, analyst Matt Britzman noted

Many look to Bloomberg Intelligence analysts James Seyffart and Eric Balchunas for credibility regarding ETF approvals

ProChain Capital’s David Tawil noted that the strategic bitcoin reserve race “is on and it is real”

Galaxy Digital CEO Mike Novogratz shared some views at the Ondo Summit last week

If yields move too much higher, recessionary fears could come back and send stocks go down

Speakers at yesterday’s Ondo Summit in Manhattan urged the industry to engage with regulators as crypto policy efforts unfold

Quantifying such relationships is becoming more prevalent as investors seek diversification and hedging opportunities

On yesterday’s earnings call, Strategy CEO Phong Le reiterated the company’s 21-21 plan detailed in Q3

All eyes were on Bessent to see if he would change the composition of issuance back toward normalization