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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.\nMidas\u2019 website: https://midas.app/\nFollow Midas on Twitter https://x.com/midasrwa\nFabrice Grinda\u2019s website: https://fabricegrinda.com/\nFabrice Grinda on Twitter https://x.com/fabricegrinda\nFollow VanEck on Twitter https://twitter.com/vaneck_us\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(00:54) How Fabrice Grinda Thinks About Macro\n(05:19) Fabrice's Early Journey In VC During The Venture Capital Bust of 2000\n(07:06) The VC Boom of 2020 & 2021\n(11:24) Why Raising Too Much Money At Too High A Valuation Can Be A Big Problem (For Real)\n(16:38) Layoffs In Tech While The Overall U.S. Job Market Has Been Strong In 2023 & 2024: How To Square This?\n(19:18) The Biggest Risk Now Is Not Macroeconomic In Nature: It Is Geopolitical\n(21:19) VanEck Ad\n(21:59) Palantir and Anduril\n(26:48) Why An Increasing Percentage of Grinda's Investments Are Now In The U.S.\n(30:42) VC Tourists Who Got Smoked In 2022\n(33:15) Have VC Valuations Bottomed? A Tale of Two Cities (AI & Non-AI)\n(36:02) Fabrice's Journey Into Crypto\n(39:29) Midas: Yield-Bearing Stablecoin That Can Actually Do Stuff On-Chain\n(44:13) The Crypto Basis Trade & mBasis\n(47:50) Tether and Circle\n(49:41) Midas' Decision To Be Regulatory Compliant In Europe (And Not The U.S.)\n(51:44) The U.S. Regulatory Crackdown on Crypto Has Been Hardcore\n(53:17) Bankruptcy Remoteness In Crypto Is Rare\n(57:27) Are Onchain Treasury Bills Still Zero Coupon?\n(58:32) Fabrice's Longer-Term Vision For Midas\n(59:49) Fabrice's Views On Payment Rails Such as MasterCard, Visa, etc.\n(01:04:27) FedNow\n(01:07:29) How Did The Fall of Silicon Valley Bank (SVB) Impact The Venture Capital (VC) Ecosystem?\n(01:14:35) Additional Thoughts On Macro and Recession Risk\n(01:17:45) State of AI VC Market In 2024\n(01:24:50) Self-Driving Tech\n(01:27:12) Who Will Be The Biggest Long-Term Winners From AI?\n__\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.