Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)
About this episode
Felix Jauvin discusses his bullish outlook on digital assets, the SEC's tokenization exemption, and his portfolio strategy involving Bitcoin, Zcash, and other revenue-producing on-chain businesses.
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 Hyperliquid, Lighter, PUMP and others. Felix Jauvin is Head of Content at Blockworks and the network's in-house macro voice, covering the intersection of crypto, monetary policy, and on-chain finance. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. 00:00 Intro 02:08 SEC Tokenization Exemption Coming 04:14 Reset Your Priors On Everything 06:09 Lending Is Going To Explode 10:33 Revenue Meta Was The First Signal 12:44 DeFi Is Now Just Finance 14:55 Tokenized Equities Change The TAM 17:06 Institutions See Tokens As Equities…
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