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[@ForwardGuidance](/creator/twitter/ForwardGuidance)
"🎙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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942229259508220186) 2025-07-07 14:28:34 UTC 22.5K followers, 10.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942969827691245975) 2025-07-09 15:31:20 UTC 22.5K followers, 34.2K engagements


"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Crypto is becoming one of the few rational trades 🔸 Bitcoin & ETH are picking up the yield baton 🔸 Fiat is inflating bonds are toast 🔸 Institutions will eventually follow retail into sounder money This is the crypto endgame"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016310002467236) 2025-07-20 19:30:36 UTC 22.5K followers, XXX engagements


"@agnostoxxx Check out the full episode & more Apple 🎙: Spotify 🎙: YouTube 🎥:"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947061610305954192) 2025-07-20 22:30:37 UTC 22.5K followers, 2718 engagements


"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Hedge the summer. Seriously. 🔸 Shrub: Buy downside protection while its cheap 🔸 VIX is low despite known risks ahead 🔸 Tariffs BOJ moves August seasonalityall looming Blood sacrifice now attendees later"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016308836425795) 2025-07-20 19:30:36 UTC 22.5K followers, XXX engagements


"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Japan could trigger global volatility 🔸 BOJ is the hidden volatility catalyst 🔸 Elections + yield shifts = potential August surprise 🔸 A repeat of last summers chaos isnt far-fetched Watch Japanagain"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016306462425123) 2025-07-20 19:30:35 UTC 22.5K followers, XXX engagements


"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Were living in the Golden Age of Grift 🔸 Shrubs GAG portfolio thrives on upside with minimal downside 🔸 Assets connected to government grift are outperforming (shocking I know) 🔸 Its not a jokegrift has become an asset class Grift arbitrage is the new alpha"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016304034042085) 2025-07-20 19:30:35 UTC 22.5K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942583157469110296) 2025-07-08 13:54:50 UTC 22.5K followers, 6303 engagements


"Main Street Never Stood a Chance They staged a comeback.for about XX hours. Back to business as usual @agnostoxxx"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1946578439609156076) 2025-07-19 14:30:40 UTC 22.5K followers, 1527 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945849963227099157) 2025-07-17 14:15:58 UTC 22.5K followers, 5671 engagements


"ICYMI: The Great Ponzi-fication Of Markets We Discuss: 🔶 The Golden Age of Grift 🔶 Why bonds are broken 🔶 The Fire Powell trial balloon 🔶 Japan risk repeat 🔶 Hedging for the summer Timestamps: 00:00 Introduction 02:54 Shrub Portfolio 07:47 Macro Setup 12:36 Ads (VanEck Aptos) 13:56 Yields Too High 16:33 Bessent & QRA 18:53 Fire Powell Trial Balloon 20:53 Trading The Ponzi 24:48 Japan & Inflation 26:41 Whos Gonna Buy The Bonds 33:24 Are Recessions Over 34:18 Ads (VanEck Apotos) 35:42 Are Recessions Over 36:34 Weimar Endgame 38:58 Coldplay Affair 40:41 Volatility Hedging & Hedge Funds"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1946665196099117450) 2025-07-19 20:15:24 UTC 22.5K followers, 9885 engagements


"No war. No Recession. Yet $2T deficit. XXX% debt-to-GDP and rising even before the next crisis hits @DavidBeckworth"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945581924065431939) 2025-07-16 20:30:52 UTC 22.5K followers, 1450 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942969798742184074) 2025-07-09 15:31:13 UTC 22.5K followers, 21.8K engagements


"Fiat is crumbling. Grift is thriving. The global bond market is breaking and the only trade that makes sense is betting on the endgame. Takeaways from our latest roundup @agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016302893085151) 2025-07-20 19:30:35 UTC 22.5K followers, 1740 engagements


"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Bitcoin balance sheets could re-rate like banks 🔸 MicroStrategy could evolve into a BTC-native lender 🔸 ROEs skyrocket with Bitcoin-backed leverage 🔸 Trading at 35x book value (like a bank) might be justified Forget ETFs. Own operating balance sheets"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016311013261563) 2025-07-20 19:30:37 UTC 22.5K followers, XXX engagements


"Making sense of crypto treasury premiums @agnostoxxx If $MSTR lends in Bitcoin with leverage its ROE could rise enough to justify trading at 35x NAV similar to book value for high-growth banks"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947061609278460207) 2025-07-20 22:30:36 UTC 22.5K followers, 1986 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1945488721996087778) 2025-07-16 14:20:31 UTC 22.5K followers, 32.5K engagements


"🚀 NEW ROUNDUP: The Great Ponzi-fication Of Markets We Discuss: 🔶 The Golden Age of Grift 🔶 Why bonds are broken 🔶 The Fire Powell trial balloon 🔶 Japan risk repeat 🔶 Hedging for the summer @agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Links Below"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1946318993511579948) 2025-07-18 21:19:43 UTC 22.5K followers, 100.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1942944602664944126) 2025-07-09 13:51:06 UTC 22.5K followers, 99K engagements


"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Key Takeaways: ➤ Bonds are dead in a world of fiscal dominance ➤ GAG is realgrift-connected assets are outperforming ➤ The Fed is politicized and markets are fragile ➤ Crypto may be the only path to real yield ➤ Hedge now or get caught in the August chop"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016311906660517) 2025-07-20 19:30:37 UTC 22.5K followers, 1425 engagements


"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Powells job is now a market risk 🔸 Trumps trial balloon to fire Powell spooked markets 🔸 Stocks bonds and the dollar all droppedfast 🔸 The Feds perceived independence is hanging by a thread Dont go full Erdogan"  
![@ForwardGuidance Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1947016307372675152) 2025-07-20 19:30:36 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1540344422939983874.png) [@ForwardGuidance](/creator/x/ForwardGuidance) on [X](/post/tweet/1941142774818259432) 2025-07-04 14:31:16 UTC 22.5K followers, 17.9K engagements