Felix Jauvin

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Felix Jauvin, mentioned 13 times across podcast episodes and expert conversations analyzed by Sonic.

What Felix Jauvin has said

Deribit is the dominant platform for crypto options trading, giving it a significant competitive moat due to liquidity network effects.

bullish·Felix Jauvin

In mid-December 2024, the Federal Reserve shifted its policy stance from proactive to intentionally reactive and slow to respond to economic data.

bearish·Felix Jauvin

A potential risk for the US is a "Liz Truss moment," where fiscal concerns cause the bond market to revolt, forcing the Bank of England to intervene with quantitative easing.

bearish·Felix Jauvin

Deribit is the dominant platform for crypto options trading, giving it a significant competitive moat due to liquidity network effects.

Expert perspectiveFelix JauvinApr 20

In mid-December 2024, the Federal Reserve shifted its policy stance from proactive to intentionally reactive and slow to respond to economic data.

Expert perspectiveFelix JauvinApr 20

A potential risk for the US is a "Liz Truss moment," where fiscal concerns cause the bond market to revolt, forcing the Bank of England to intervene with quantitative easing.

Expert perspectiveFelix JauvinApr 20

A potential acquisition of the crypto options exchange Deribit is one of the few strategic moves that could provide a significant competitive moat for Coinbase.

SpeculativeFelix JauvinApr 20

Felix Jauvin asserts that for Bitcoin to surpass its all-time high, it would require a failure of the Trump administration's economic policies, leading to increased deficits and quantitative easing.

Expert perspectiveFelix JauvinApr 20

A primary economic goal of Scott Bessent and the Trump administration is to lower the 10-year US Treasury yield.

Expert perspectiveFelix JauvinApr 20

The spread between the Secured Overnight Financing Rate (SOFR) and Interest on Reserve Balances (IORB) recently turned positive on a non-quarter-end date for the first time, signaling unusual strain i...

Expert perspectiveFelix JauvinApr 20

Felix Jauvin predicts significant bank deregulation over the next year, which he believes will be a significant factor in lowering the 10-year Treasury yield.

SpeculativeFelix JauvinApr 20

COVID-era fiscal stimulus funds held by state and local governments, a major driver of recent government hiring, were projected to run out around January 2025.

Expert perspectiveFelix JauvinApr 20

Hedge funds are heavily leveraged in the "basis trade," which involves buying US Treasuries and shorting corresponding futures contracts.

Expert perspectiveFelix JauvinApr 20

The effective tariff rate from the Trump administration's "Liberation Day" policy announcement was calculated to be around 30%.

Expert perspectiveFelix JauvinApr 20

With US tariffs on China at 150%, trade is expected to be rerouted through countries like Vietnam to avoid the duties.

Expert perspectiveFelix JauvinApr 20

The market had priced in an effective tariff rate of approximately 15% ahead of the "Liberation Day" announcement, with a 10% rate being the bull case.

Expert perspectiveFelix JauvinApr 20

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