The AI Trade Is Finally Cracking | Weekly Roundup

What this episode covers

Markets can look strongest just before their underlying assumptions begin to crack. This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market structure all shift at once. We discuss the AI momentum unwind, yen intervention, NFP & labor market weakness, Fed policy, gold, Bitcoin, and what we think is the next major trade. Enjoy! TIMESTAMPS: 00:00 Intro 01:40 AI Momentum Starts To Crack 07:14 What Triggered The Selloff? 10:21 Is The AI Boom Peaking? 12:24 Why Gold Still Looks Attractive 14:19 Breaking Down The Jobs Report 18:06 Could Inflation Stay Sticky? 24:56 Is The Market Misreading The Fed? 27:54 How We're Trading This 32:47 Is Bitcoin Turning? 38:42 Why Gold Beats Tech 40:36 The Next Phase Of Crypto 44:17 July 4th And The World Cup FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/14q53P0qQcFvyvvSBgVSZ-jM_TZU9HEyP/view?usp=drive_link EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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.

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Frequently Asked Questions

How long is this episode of Forward Guidance?

This episode is 46 minutes long.

When was this Forward Guidance episode published?

This episode was published on July 3, 2026.

What is this episode about?

Markets can look strongest just before their underlying assumptions begin to crack. This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market structure all shift at once. We...

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