[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ForwardGuidance Forward Guidance Forward Guidance posts on X about dominance, debt, stablecoins, fed the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1540344422939983874/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +229% - X Months XXXXXXXXX +38% - X Year XXXXXXXXX +516% ### Mentions: XX [#](/creator/twitter::1540344422939983874/posts_active)  - X Month XX +3.80% - X Months XXX +65% - X Year XXX +751% ### Followers: XXXXXX [#](/creator/twitter::1540344422939983874/followers)  - X Week XXXXXX +0.87% - X Month XXXXXX +3.20% - X Months XXXXXX +30% - X Year XXXXXX +54% ### CreatorRank: XXXXXXX [#](/creator/twitter::1540344422939983874/influencer_rank)  ### Social Influence [#](/creator/twitter::1540344422939983874/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [fashion brands](/list/fashion-brands) XXX% **Social topic influence** [dominance](/topic/dominance) #209, [debt](/topic/debt) 21.62%, [stablecoins](/topic/stablecoins) #177, [fed](/topic/fed) 16.22%, [productivity](/topic/productivity) 10.81%, [ads](/topic/ads) #521, [pod](/topic/pod) #220, [balance sheet](/topic/balance-sheet) #478, [fiat](/topic/fiat) 8.11%, [playbook](/topic/playbook) XXXX% **Top accounts mentioned or mentioned by** [@1000xagent](/creator/undefined) [@fejauinc](/creator/undefined) [@raoulgmi](/creator/undefined) [@bitteljulien](/creator/undefined) [@davidbeckworth](/creator/undefined) [@strack_ben](/creator/undefined) [@fundstrat](/creator/undefined) [@fejau_inc](/creator/undefined) [@qthomp](/creator/undefined) [@gdog97](/creator/undefined) [@nomaticcap](/creator/undefined) [@danbuk4](/creator/undefined) [@cryptoirguy](/creator/undefined) [@davidgrid](/creator/undefined) [@tylerneville](/creator/undefined) [@campbelljaustin](/creator/undefined) [@kaledora](/creator/undefined) [@syrupsid](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@timpierotti1](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/strategy) ### Top Social Posts [#](/creator/twitter::1540344422939983874/posts) --- Top posts by engagements in the last XX hours "ICYMI: : Trumps Tariff War Gets Contested By The Courts We Discuss: 🔶 Trumps tariff authority 🔶 Japan & UK copy-pasting Yellen's playbook 🔶 Stablecoins buying T-bills 🔶 Private market liquidity crunch & VC pain 🔶The AI productivity wild card Timestamps: 00:00 Introduction 03:10 Permissionless 04:25 Court Blocks Trump Tariffs 10:04 Has Anything Really Changed 11:16 Ads (Blockdaemon Arkham Aptos) 12:59 Has Anything Really Changed 15:44 Economy Mostly Fine 17:32 Its All About Flows 20:46 BOJ & The Acronym Factory 25:36 AI Disruption 30:09 Japan Financial Repression 32:08 Ads (Blockdaemon"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1928815798312907211) 2025-05-31 14:08:16 UTC 22.4K followers, 6800 engagements "Just recorded a great interview with @DavidBeckworth where we discuss how fiscal dominance is reshaping the Fed. Airing tomorrow"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945220321512153500) 2025-07-15 20:33:59 UTC 22.4K followers, 1674 engagements "🎙NEW POD: Unpacking The Crypto Treasury Meta We Discuss: 🔶 Why token acquisition vehicles are booming 🔶 MicroStrategys sovereign put 🔶 Sustainability of mNAV premiums 🔶 Crypto treasuries as shadow banks 🔶 Capital structure risks & opportunities @CryptoIRGuy @fundstrat @David_Grid @fejau_inc Links Below"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942229259508220186) 2025-07-07 14:28:34 UTC 22.4K followers, 10.8K engagements "🎙NEW POD: Trumps Tariff War Gets Sidelined By The Courts We Discuss: 🔶 Trumps tariff authority overturned 🔶 Japan & UK copy-pasting Yellen's playbook 🔶 Stablecoins buying T-bills 🔶 Private market liquidity crunch & VC pain 🔶The AI productivity wild card @Tyler_Neville_ @qthomp @fejau_inc Links Below"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1928449488659877934) 2025-05-30 13:52:41 UTC 22.4K followers, 22.8K engagements "The Everything Code Explained Financial conditions drive gold then global M2 then Bitcoin and stocks Its all predictable dominos if you know where to look. @RaoulGMI @BittelJulien"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942969827691245975) 2025-07-09 15:31:20 UTC 22.5K followers, 33.7K engagements "The Fed is trapped by its own balance sheet ➤ It holds long-duration assets but owes short-term liabilities (bank reserves TGA currency) ➤ Rising rates mean its bleeding cashlosing billions ➤ Unwinding too fast (QT) risks disrupting markets One fix Let Treasury swap short-term bills for the Feds long bondsquietly shifting the risk"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921921247219822) 2025-07-17 19:01:54 UTC 22.5K followers, XXX engagements "The Everything Code framework explains all markets. ➤ GDP growth = debt growth + population growth + productivity growth ➤ Debt growth now dominates as demographics and productivity decline ➤ Fiat debasement runs X% annually ➤ Only tech and crypto beat this hidden tax Debasement is the silent killer of wealth"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1943022938770301344) 2025-07-09 19:02:22 UTC 22.4K followers, 1182 engagements "@DavidBeckworth Killing interest on reserves wont save us ➤ Banks will just rotate into T-bills ➤ The cost of debt doesnt disappearit shifts ➤ The illusion of saving money fuels bad policy Theres no free lunch when debt is this high"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921922224529433) 2025-07-17 19:01:54 UTC 22.5K followers, XXX engagements "Key Takeaways: 🔸 The U.S. is deep into Stage X fiscal dominance 🔸 Political rhetoric now targets the Feds independence 🔸 Stablecoins may accelerate Treasury demand 🔸 Yield curve control would mark crossing the Rubicon 🔸 The Feds monetary framework is buckling under debt pressure"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921923818336352) 2025-07-17 19:01:54 UTC 22.5K followers, 1128 engagements "@DavidBeckworth Political pressure is mounting on the Fed ➤ Trump openly tied rate cuts to cutting debt costs ➤ Ted Cruz proposed eliminating interest on reserves ➤ Regulatory tweaks are designed to absorb more Treasuries The Fed is being corneredfast"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921917828972623) 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements "@DavidBeckworth Stablecoins: A double-edged sword ➤ Boost dollar demand and expand Treasury bill markets ➤ But reinforce U.S. reliance on debt-fueled money markets ➤ Might be tools of soft financial repression if interest isnt passed through Dollar dominance now runs through crypto rails"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921916826493079) 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements "Markets run on one simple code now. And there are only two assets that escape fiat decay. 🧵Highlights from our latest episode with Raoul Pal & Julien Bittel: @fejau_inc @RaoulGMI @BittelJulien"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1943022937516171671) 2025-07-09 19:02:22 UTC 22.4K followers, 12.8K engagements "The Fed is quietly losing control. The U.S. is sliding further into fiscal dominance and the consequences will completely upend monetary policy. Takeaways from our latest episode with @DavidBeckworth"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921912850321765) 2025-07-17 19:01:52 UTC 22.5K followers, 1301 engagements "ICYMI: Unpacking The Crypto Treasury Meta We Discuss: 🔶 Why token acquisition vehicles are booming 🔶 MicroStrategys sovereign put 🔶 Sustainability of mNAV premiums 🔶 Crypto treasuries as shadow banks 🔶 Capital structure risks & opportunities Timestamps: 00:00 Introduction 01:05 The Rise of Crypto Treasury Companies 07:45 What Catalyzed this Trend 08:27 Ledger Ad 09:24 What Catalyzed this Trend 14:17 Unpacking the Capital Structure 20:26 Risks to Crypto Treasury Companies 22:06 Ledger Ad 23:00 Risks to Crypto Treasury Companies 30:53 Asset Unwind Risk @CryptoIRGuy @fundstrat @David_Grid"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942583157469110296) 2025-07-08 13:54:50 UTC 22.4K followers, 6275 engagements "Fiscal dominance flips the Feds priorities ➤ Normally the Fed targets inflation while Treasury manages debt ➤ Under fiscal dominance the Fed prioritizes solvency over price stability ➤ This shift is no longer hypotheticalwe're halfway there The Fed becomes a servant to fiscal policy"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921914511179975) 2025-07-17 19:01:52 UTC 22.5K followers, XXX engagements "ICYMI: Were Entering The Final Phase Of Fiscal Dominance We Discuss: 🔶 The X phases of Fiscal dominance 🔶 The Feds balance sheet dilemma 🔶 Stablecoins supporting dollar dominance 🔶 Active treasury issuance & political pressure 🔶 Rewriting the Feds monetary policy framework Timestamps: 00:00 Intro 01:27 Major Regime Shift 05:00 Last Era of Fiscal Dominance 08:13 Ads (VanEck Aptos) 09:35 Fiscal Dominance Catalysts 12:29 Phases of Fiscal Dominance 18:37 Can Stablecoins Help 23:51 Active Treasury Issuance 26:44 Ads (VanEck Aptos) 28:06 Is the Endgame YCC 31:29 Crossing the Rubicon 33:23 Fed"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945849963227099157) 2025-07-17 14:15:58 UTC 22.5K followers, 5564 engagements "Debt Can't Just Disappear The system keeps shifting debt to new balance sheets public banks and now stablecoins to avoid collapse. @RaoulGMI @BittelJulien"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1943694594589241527) 2025-07-11 15:31:18 UTC 22.4K followers, 1598 engagements "@DavidBeckworth Yield Curve Control = The Final Phase ➤ Pegging rates below market clears is financial repression ➤ It taxes savers distorts credit and kills price discovery ➤ If the Fed resumes this wartime tool were in Stage X If you wake up to YCC its already too late"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921919066243221) 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements "We Cant Outgrow This Debt With declining productivity and demographics governments are forced to pile debt on balance sheets just to pay interest. This is the everything code: rates down first then currency debasement. @RaoulGMI @BittelJulien"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942969798742184074) 2025-07-09 15:31:13 UTC 22.5K followers, 21.4K engagements "MicroStrategy is disrupting the debt market Its junk-rated bonds outperformed everything transforming convertibles into alpha machines @fundstrat"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942302757379035397) 2025-07-07 19:20:38 UTC 22.4K followers, 2070 engagements "🎙NEW POD: DeFi Lending Will Eat Wall Street By 2030 We Discuss: 🔶 How Maple dodged the 2022 crypto blowups 🔶 TradFis entry into structured crypto credit 🔶 Why institutions want BTC-backed loans 🔶 The next stage of on-chain lending & securitization @syrupsid @fejau_inc Links Below"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1937877936335716582) 2025-06-25 14:17:58 UTC 22.4K followers, 9078 engagements "ICYMI: DeFi Lending Will Eat Wall Street By 2030 We Discuss: 🔶 How Maple dodged the 2022 crypto blowups 🔶 TradFis entry into structured crypto credit 🔶 Why institutions want BTC-backed loans 🔶 The next stage of on-chain lending & securitization Timestamps: 00:00 Intro 02:36 Sid Powell's Journey into Crypto 03:53 The Birth of Maple Finance 04:35 Challenges and Evolution in Crypto Lending 09:40 Navigating the 2022 Crypto Crisis 15:27 Current State of Crypto Lending 18:17 Biggest Crypto Innovations 20:23 Defi Integration and Secondary Markets 21:06 Creating Counterparty Transparency 22:56"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1938239093521207639) 2025-06-26 14:13:05 UTC 22.4K followers, 5451 engagements "🎙NEW POD: Were Entering The Final Phase Of Fiscal Dominance We Discuss: 🔶 The X phases of Fiscal dominance 🔶 The Feds balance sheet dilemma 🔶 Stablecoins supporting dollar dominance 🔶 Active treasury issuance & political pressure 🔶 Rewriting the Feds monetary policy framework @DavidBeckworth @fejau_inc Links Below"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945488721996087778) 2025-07-16 14:20:31 UTC 22.5K followers, 31.9K engagements "🎙NEW POD: The Only Assets That Beat Fiat Debasement We Discuss: 🔶 How fiat debasement drives markets 🔶 AI & robots replacing humans 🔶 Why recessions may be gone forever 🔶 The next big liquidity-driven boom 🔶 ASI as the new religion & more @RaoulGMI @BittelJulien @fejau_inc Links Below"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942944602664944126) 2025-07-09 13:51:06 UTC 22.5K followers, 97.7K engagements "The Feds framework is being rewritten ➤ Flexible Average Inflation Targeting (FAIT) failedexpect it to be scrapped ➤ NGDP targeting may be better but irrelevant if fiscal dominance wins ➤ Reforms will be cosmetic if Congress runs the show Dont fight the Fedbut watch whos controlling it"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945921920198758699) 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements "🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more Timestamps: 00:00 Cold Open 04:00 Bullish NFP 08:25 Ads (Aptos) 11:12 Anti-Immigration Impact 17:32 Wage Growth Yields & Controlled Demolition 21:22 BBB Passed Now What 26:40 Ads (Aptos) 27:32 Both Sides Are Terrible 34:32 High-Yield Credit 37:17 Get Out on the Risk Spectrum 39:52 Active Treasury Issuance Greater Than QE 41:37 The Problem is Getting Worse 44:12 All"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1941142774818259432) 2025-07-04 14:31:16 UTC 22.5K followers, 17.4K engagements "Does MicroStrategy have a sovereign put One day nations may buy their Bitcoin from $MSTR instead of bidding up spot markets. @fundstrat"  [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942245101041815556) 2025-07-07 15:31:31 UTC 22.4K followers, 1585 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ForwardGuidance Forward Guidance
Forward Guidance posts on X about dominance, debt, stablecoins, fed the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +229%
- X Months XXXXXXXXX +38%
- X Year XXXXXXXXX +516%
Mentions: XX #
- X Month XX +3.80%
- X Months XXX +65%
- X Year XXX +751%
Followers: XXXXXX #
- X Week XXXXXX +0.87%
- X Month XXXXXX +3.20%
- X Months XXXXXX +30%
- X Year XXXXXX +54%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% cryptocurrencies XXXX% automotive brands XXXX% countries XXXX% technology brands XXXX% stocks XXXX% fashion brands XXX%
Social topic influence dominance #209, debt 21.62%, stablecoins #177, fed 16.22%, productivity 10.81%, ads #521, pod #220, balance sheet #478, fiat 8.11%, playbook XXXX%
Top accounts mentioned or mentioned by @1000xagent @fejauinc @raoulgmi @bitteljulien @davidbeckworth @strack_ben @fundstrat @fejau_inc @qthomp @gdog97 @nomaticcap @danbuk4 @cryptoirguy @davidgrid @tylerneville @campbelljaustin @kaledora @syrupsid @bickerinbrattle @timpierotti1
Top assets mentioned Bitcoin (BTC) Strategy (MSTR)
Top Social Posts #
Top posts by engagements in the last XX hours
"ICYMI: : Trumps Tariff War Gets Contested By The Courts We Discuss: 🔶 Trumps tariff authority 🔶 Japan & UK copy-pasting Yellen's playbook 🔶 Stablecoins buying T-bills 🔶 Private market liquidity crunch & VC pain 🔶The AI productivity wild card Timestamps: 00:00 Introduction 03:10 Permissionless 04:25 Court Blocks Trump Tariffs 10:04 Has Anything Really Changed 11:16 Ads (Blockdaemon Arkham Aptos) 12:59 Has Anything Really Changed 15:44 Economy Mostly Fine 17:32 Its All About Flows 20:46 BOJ & The Acronym Factory 25:36 AI Disruption 30:09 Japan Financial Repression 32:08 Ads (Blockdaemon"
@ForwardGuidance on X 2025-05-31 14:08:16 UTC 22.4K followers, 6800 engagements
"Just recorded a great interview with @DavidBeckworth where we discuss how fiscal dominance is reshaping the Fed. Airing tomorrow" @ForwardGuidance on X 2025-07-15 20:33:59 UTC 22.4K followers, 1674 engagements
"🎙NEW POD: Unpacking The Crypto Treasury Meta We Discuss: 🔶 Why token acquisition vehicles are booming 🔶 MicroStrategys sovereign put 🔶 Sustainability of mNAV premiums 🔶 Crypto treasuries as shadow banks 🔶 Capital structure risks & opportunities @CryptoIRGuy @fundstrat @David_Grid @fejau_inc Links Below" @ForwardGuidance on X 2025-07-07 14:28:34 UTC 22.4K followers, 10.8K engagements
"🎙NEW POD: Trumps Tariff War Gets Sidelined By The Courts We Discuss: 🔶 Trumps tariff authority overturned 🔶 Japan & UK copy-pasting Yellen's playbook 🔶 Stablecoins buying T-bills 🔶 Private market liquidity crunch & VC pain 🔶The AI productivity wild card @Tyler_Neville_ @qthomp @fejau_inc Links Below" @ForwardGuidance on X 2025-05-30 13:52:41 UTC 22.4K followers, 22.8K engagements
"The Everything Code Explained Financial conditions drive gold then global M2 then Bitcoin and stocks Its all predictable dominos if you know where to look. @RaoulGMI @BittelJulien" @ForwardGuidance on X 2025-07-09 15:31:20 UTC 22.5K followers, 33.7K engagements
"The Fed is trapped by its own balance sheet ➤ It holds long-duration assets but owes short-term liabilities (bank reserves TGA currency) ➤ Rising rates mean its bleeding cashlosing billions ➤ Unwinding too fast (QT) risks disrupting markets One fix Let Treasury swap short-term bills for the Feds long bondsquietly shifting the risk" @ForwardGuidance on X 2025-07-17 19:01:54 UTC 22.5K followers, XXX engagements
"The Everything Code framework explains all markets. ➤ GDP growth = debt growth + population growth + productivity growth ➤ Debt growth now dominates as demographics and productivity decline ➤ Fiat debasement runs X% annually ➤ Only tech and crypto beat this hidden tax Debasement is the silent killer of wealth" @ForwardGuidance on X 2025-07-09 19:02:22 UTC 22.4K followers, 1182 engagements
"@DavidBeckworth Killing interest on reserves wont save us ➤ Banks will just rotate into T-bills ➤ The cost of debt doesnt disappearit shifts ➤ The illusion of saving money fuels bad policy Theres no free lunch when debt is this high" @ForwardGuidance on X 2025-07-17 19:01:54 UTC 22.5K followers, XXX engagements
"Key Takeaways: 🔸 The U.S. is deep into Stage X fiscal dominance 🔸 Political rhetoric now targets the Feds independence 🔸 Stablecoins may accelerate Treasury demand 🔸 Yield curve control would mark crossing the Rubicon 🔸 The Feds monetary framework is buckling under debt pressure" @ForwardGuidance on X 2025-07-17 19:01:54 UTC 22.5K followers, 1128 engagements
"@DavidBeckworth Political pressure is mounting on the Fed ➤ Trump openly tied rate cuts to cutting debt costs ➤ Ted Cruz proposed eliminating interest on reserves ➤ Regulatory tweaks are designed to absorb more Treasuries The Fed is being corneredfast" @ForwardGuidance on X 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements
"@DavidBeckworth Stablecoins: A double-edged sword ➤ Boost dollar demand and expand Treasury bill markets ➤ But reinforce U.S. reliance on debt-fueled money markets ➤ Might be tools of soft financial repression if interest isnt passed through Dollar dominance now runs through crypto rails" @ForwardGuidance on X 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements
"Markets run on one simple code now. And there are only two assets that escape fiat decay. 🧵Highlights from our latest episode with Raoul Pal & Julien Bittel: @fejau_inc @RaoulGMI @BittelJulien" @ForwardGuidance on X 2025-07-09 19:02:22 UTC 22.4K followers, 12.8K engagements
"The Fed is quietly losing control. The U.S. is sliding further into fiscal dominance and the consequences will completely upend monetary policy. Takeaways from our latest episode with @DavidBeckworth" @ForwardGuidance on X 2025-07-17 19:01:52 UTC 22.5K followers, 1301 engagements
"ICYMI: Unpacking The Crypto Treasury Meta We Discuss: 🔶 Why token acquisition vehicles are booming 🔶 MicroStrategys sovereign put 🔶 Sustainability of mNAV premiums 🔶 Crypto treasuries as shadow banks 🔶 Capital structure risks & opportunities Timestamps: 00:00 Introduction 01:05 The Rise of Crypto Treasury Companies 07:45 What Catalyzed this Trend 08:27 Ledger Ad 09:24 What Catalyzed this Trend 14:17 Unpacking the Capital Structure 20:26 Risks to Crypto Treasury Companies 22:06 Ledger Ad 23:00 Risks to Crypto Treasury Companies 30:53 Asset Unwind Risk @CryptoIRGuy @fundstrat @David_Grid" @ForwardGuidance on X 2025-07-08 13:54:50 UTC 22.4K followers, 6275 engagements
"Fiscal dominance flips the Feds priorities ➤ Normally the Fed targets inflation while Treasury manages debt ➤ Under fiscal dominance the Fed prioritizes solvency over price stability ➤ This shift is no longer hypotheticalwe're halfway there The Fed becomes a servant to fiscal policy" @ForwardGuidance on X 2025-07-17 19:01:52 UTC 22.5K followers, XXX engagements
"ICYMI: Were Entering The Final Phase Of Fiscal Dominance We Discuss: 🔶 The X phases of Fiscal dominance 🔶 The Feds balance sheet dilemma 🔶 Stablecoins supporting dollar dominance 🔶 Active treasury issuance & political pressure 🔶 Rewriting the Feds monetary policy framework Timestamps: 00:00 Intro 01:27 Major Regime Shift 05:00 Last Era of Fiscal Dominance 08:13 Ads (VanEck Aptos) 09:35 Fiscal Dominance Catalysts 12:29 Phases of Fiscal Dominance 18:37 Can Stablecoins Help 23:51 Active Treasury Issuance 26:44 Ads (VanEck Aptos) 28:06 Is the Endgame YCC 31:29 Crossing the Rubicon 33:23 Fed" @ForwardGuidance on X 2025-07-17 14:15:58 UTC 22.5K followers, 5564 engagements
"Debt Can't Just Disappear The system keeps shifting debt to new balance sheets public banks and now stablecoins to avoid collapse. @RaoulGMI @BittelJulien" @ForwardGuidance on X 2025-07-11 15:31:18 UTC 22.4K followers, 1598 engagements
"@DavidBeckworth Yield Curve Control = The Final Phase ➤ Pegging rates below market clears is financial repression ➤ It taxes savers distorts credit and kills price discovery ➤ If the Fed resumes this wartime tool were in Stage X If you wake up to YCC its already too late" @ForwardGuidance on X 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements
"We Cant Outgrow This Debt With declining productivity and demographics governments are forced to pile debt on balance sheets just to pay interest. This is the everything code: rates down first then currency debasement. @RaoulGMI @BittelJulien" @ForwardGuidance on X 2025-07-09 15:31:13 UTC 22.5K followers, 21.4K engagements
"MicroStrategy is disrupting the debt market Its junk-rated bonds outperformed everything transforming convertibles into alpha machines @fundstrat" @ForwardGuidance on X 2025-07-07 19:20:38 UTC 22.4K followers, 2070 engagements
"🎙NEW POD: DeFi Lending Will Eat Wall Street By 2030 We Discuss: 🔶 How Maple dodged the 2022 crypto blowups 🔶 TradFis entry into structured crypto credit 🔶 Why institutions want BTC-backed loans 🔶 The next stage of on-chain lending & securitization @syrupsid @fejau_inc Links Below" @ForwardGuidance on X 2025-06-25 14:17:58 UTC 22.4K followers, 9078 engagements
"ICYMI: DeFi Lending Will Eat Wall Street By 2030 We Discuss: 🔶 How Maple dodged the 2022 crypto blowups 🔶 TradFis entry into structured crypto credit 🔶 Why institutions want BTC-backed loans 🔶 The next stage of on-chain lending & securitization Timestamps: 00:00 Intro 02:36 Sid Powell's Journey into Crypto 03:53 The Birth of Maple Finance 04:35 Challenges and Evolution in Crypto Lending 09:40 Navigating the 2022 Crypto Crisis 15:27 Current State of Crypto Lending 18:17 Biggest Crypto Innovations 20:23 Defi Integration and Secondary Markets 21:06 Creating Counterparty Transparency 22:56" @ForwardGuidance on X 2025-06-26 14:13:05 UTC 22.4K followers, 5451 engagements
"🎙NEW POD: Were Entering The Final Phase Of Fiscal Dominance We Discuss: 🔶 The X phases of Fiscal dominance 🔶 The Feds balance sheet dilemma 🔶 Stablecoins supporting dollar dominance 🔶 Active treasury issuance & political pressure 🔶 Rewriting the Feds monetary policy framework @DavidBeckworth @fejau_inc Links Below" @ForwardGuidance on X 2025-07-16 14:20:31 UTC 22.5K followers, 31.9K engagements
"🎙NEW POD: The Only Assets That Beat Fiat Debasement We Discuss: 🔶 How fiat debasement drives markets 🔶 AI & robots replacing humans 🔶 Why recessions may be gone forever 🔶 The next big liquidity-driven boom 🔶 ASI as the new religion & more @RaoulGMI @BittelJulien @fejau_inc Links Below" @ForwardGuidance on X 2025-07-09 13:51:06 UTC 22.5K followers, 97.7K engagements
"The Feds framework is being rewritten ➤ Flexible Average Inflation Targeting (FAIT) failedexpect it to be scrapped ➤ NGDP targeting may be better but irrelevant if fiscal dominance wins ➤ Reforms will be cosmetic if Congress runs the show Dont fight the Fedbut watch whos controlling it" @ForwardGuidance on X 2025-07-17 19:01:53 UTC 22.5K followers, XXX engagements
"🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more Timestamps: 00:00 Cold Open 04:00 Bullish NFP 08:25 Ads (Aptos) 11:12 Anti-Immigration Impact 17:32 Wage Growth Yields & Controlled Demolition 21:22 BBB Passed Now What 26:40 Ads (Aptos) 27:32 Both Sides Are Terrible 34:32 High-Yield Credit 37:17 Get Out on the Risk Spectrum 39:52 Active Treasury Issuance Greater Than QE 41:37 The Problem is Getting Worse 44:12 All" @ForwardGuidance on X 2025-07-04 14:31:16 UTC 22.5K followers, 17.4K engagements
"Does MicroStrategy have a sovereign put One day nations may buy their Bitcoin from $MSTR instead of bidding up spot markets. @fundstrat" @ForwardGuidance on X 2025-07-07 15:31:31 UTC 22.4K followers, 1585 engagements