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Felix Jauvin - Macro, AI & why crypto looks underowned
Felix Jauvin, Head of Content at Blockworks and host of Forward Guidance, joins the Insilico Terminal Podcast to talk macro, crypto, AI and the current market setup. We get into why macro has become harder to apply to Bitcoin, which economic signals actually matter for traders, how Felix structures his own portfolio, the risks around Saylor and Strategy, and why he thinks much of the easy money in the AI trade may already have been made. Felix also explains why he’s becoming more constructive on crypto again, how the CLARITY Act could become an important catalyst, what stablecoins actually…
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