Forward Guidance Newsletter

Why an analyst is kicking off COIN coverage with “buy” rating

“Bitcoin does not require a strong equity rally to move higher,” YouHodler markets chief Ruslan Lienkha said

Trump is the only sitting president in modern history who has publicly threatened to fire the Fed chair

Amid industry talk about use cases for stablecoins and onchain RWAs, a settlement network for institutions is on the horizon

While Treasury Secretary Scott Bessent expects de-escalation in the future, he said negotiations have not yet started

Financial advisers in a January survey said equity ETFs were their top choice for gaining crypto exposure in 2025

“Why put a target out there that’s really speculative, not knowing exactly where this environment is going to go?” CarMax CEO Bill Nash said

Executives weigh the growth potential they see in the public stock and private credit/equities arenas

A crypto-industry lawsuit is “moot” now that Joint Resolution 25 has been signed into law

Fed Chair Powell assured markets that the labor market is in “good place,” dependent on price stability

As uncertainty reigns, the Philly Fed manufacturing index fell to a multi-year low, but layoffs have slowed

Industry watchers note that SOL ETFs have attracted a fraction of the demand for bitcoin and ether ETFs

Tariff swings impact stock market and company outlooks, with Apple and NVidia likely to be affected by China tariffs

The first batch of earnings reports from big banks shows lending is on the rise, a sign businesses and consumers are feeling better about the economy

Four firms prepare their launches on the Toronto Stock Exchange while the SEC mulls proposals

Fed Governor Waller said tariff inflation could be “temporary,” and Chair Powell said the bank will take a “wait-and-see” approach

Panelists from Coinbase, Uniswap Labs and NYSE were among those making recommendations on crypto trading rules

Trump says he’s “flexible” on electronic tariffs, and that more developments are “coming up”

The dollar index is down 3.7% today from Wednesday, and consumer sentiment fell to lower than expected

BlackRock, Fidelity and others had their spot ETH EFTs approved, and we may see more crypto products come to market

Inflation reached a five-month low in March, but 10% blanket levy may impact prices

The administration announced a pause on reciprocal tariffs, but the bond market shows signs of trouble

The House’s Digital Assets Subcommittee met today, and the next step for STABLE and GENIUS stablecoin bills is a floor vote

While COIN has dropped more than BTC and the Nasdaq year to date, Cantor Fitzgerald analysts are bullish