0xResearch Livestream | Friday, June 6th
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Welcome to another run of the zero x livestream. Joined today, we've got Felix from Ford Guidance. Glad to have you on, sir. James Christopher from the Telegram, known individual. Ryan Kesho is Connor, and Westie from the data team. How are we all doing today, guys? We're
still alive, but we're not crashing up.
Yeah.
We're here. We're doing a community outreach for, for our brethren, you know, pulling in people like James from the Telegram and, giving them some followers, giving them some clout. What's up, James? You're here for the o x research pod now. That's impressive.
time. It's very, very exciting. Happy to be here.
time prerecorded, time live. We love it. Felix, glad to have you on. I don't we don't usually get to pull you in. You know, the macro and the dGen and the deep research pieces don't often collide that frequently, but, we the last time we had you on on on the pod, I know we we tried to get a little bit into your, on chain enjoyments, if you wanna call it that. Would love to do that today as well, but we also want some of your macro takes. And I think it's probably a great idea to start off on markets. Actually, a ton of stuff happened yesterday. I was just listening actually to the to the forwa
Yeah. So, yeah, Tyler and I talked about this in the roundup, but, I think the fact that the fact that the government is just gonna keep on spending and running high def the fiscal deficits can basically be the catalyst for breaking up the the previous romance that was Elon and Trump just goes to show how ingrained these dynamics are. That was my biggest takeaway from this whole thing. It's just that you just cannot fight the beast that is congress trying to be reelected and throwing money at their constituents. And the fact is, no matter, you know, how much you bang the drum about fiscal aust
Felix, do you think, like how do you quantify traditional markets and kind of, like, Trump exhaustion where the marginal headline and the marginal escalation on tariffs is having less and less of an effect? And do you think we get to a point where, like, we're we're just totally looking past that kind of stuff?
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