Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)
Felix Jauvin says he's as bullish as he ever has been on digital assets and thinks the bottom is in.
He's also been quietly rotating Bitcoin into Zcash and he lays out exactly why. The Blockworks Head of Content walks through the SEC's new tokenization exemption, why he thinks 75% of crypto tokens still have no real claim on value, his read on whether the Fed hikes in September. He explains Bessent's bond buying & the relationship with the Fed & Treasury.
We end up discussing the barbell portfolio he's building around Bitcoin, Gold, and Zcash and revenue-producing onchain businesses like…
The skinny
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