The Social Contract Is Broken: A Macro View On Crypto's Role

The social contract is broken. Boomers keep getting bailed out while Millennials and Gen Z are told to buy bonds that yield less than inflation. Tyler Neville from Muddy Waters Capital and co-host of Forward Guidance, breaks down why traditional markets feel rigged, where real growth is happening, and what needs to happen for Bitcoin to break through $100K.In this episode:+ Why traditional markets feel rigged and the 60/40 portfolio is dead+ Frontiers to invest in: AI, space, energy, nuclear, and crypto+ How interest rates and bond volatility affect crypto+ What Bitcoin needs for new highs and the next mega bid for crypto------💎 THIS EPISODE'S PARTNERS♉︎ TOROS | Exponential gains with leveraged tokens🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🔊 DECIBEL | The new sound of trading🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset🏦 MANTLE | Innovating the future of onchain finance🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro1:49 - Tyler's background and macro perspective4:07 - The 2026 macro landscape, how Boomers broke the system10:21 - Why markets feel rigged and the illusion of free markets18:10 - Where real growth is: space, AI, energy, and nuclear23:01 - Why bonds are dead for Millennials and Gen Z35:03 - Why we’re moving back to building real things40:26 - How interest rates and bond volatility affect crypto45:35 - Gold, silver strength, and what Bitcoin needs for new highs49:28 - What DeFi should have been (and can still become)52:17 - The next mega bid for crypto57:16 - Closing------🔗 GUEST LINKS► Tyler on X: https://x.com/Tyler_Neville_► Forward Guidance on X: https://x.com/ForwardGuidance------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.