Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next.

This week, Tyler joins us for his final roundup before heading to Shoten Capital, unpacking the shift toward state-directed growth and volatility suppression.

We explore Fed-Treasury coordination, the AI capex boom, energy abundance, and whether Bitcoin is approaching a turning point. Enjoy!

TIMESTAMPS:

00:00 Intro

00:58 Tyler's Farewell

04:34 Markets Enter A New Regime

06:22 Treasury Takes Control Of Volatility

15:11 Nuclear Power Supercycle?

20:18 Backstopping The Global Short Vol Trade

24:50 Are Policy Band-Aids Creating Bigger Risks?

28:48 Gold Sniffs Out The Policy Pivot

33:35 The AI Capex Boom Becomes Statecraft

40:42 Can Markets Survive The Midterms?

44:19 Regulation Builds The AI Moat

46:01 Bitcoin Enters A Cleansing Phase

50:31 How Narratives Drive Capital Flows

55:34 Final Thoughts

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RESOURCES

› Weekly Roundup Charts – https://drive.google.com/file/d/16t3aXIjnR07MLnyb7RGarzT0oaI7dOFH/view?usp=sharing

EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

https://blockworks.com/events

DISCLAIMER

Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.