Quinn Thompson hosted a Forward Guidance discussion about perpetual futures and the movement of traditional finance onchain 1. They asked guests about Robinhood’s view of perpetual futures, including why the product is gaining momentum despite existing structured products, and about the launch and early lessons of Robinhood Chain 1.
On the record
last 90 days · 19 positionsLatest positions
- QTQuinn ThompsonStrongly bullish on commodities Expects liquidity and stimulus to flow directly into commodities, pushing them higher. ▶ 16:24 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonRising on inflation Expects inflation data to keep coming in hot over the next few months. ▶ 14:42 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonHawkish on Federal Reserve System Agrees the rates move has been a Fed rate-path re-rating, with the market pricing more tightening. ▶ 14:42 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonStrongly bullish on Bitcoin Expects Bitcoin to be long-term bullish on debasement and money printing. ▶ 36:37 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonStrongly bullish on 30-year Treasuries Expects 30-year yields to stay in a steady uptrend and not return to 4.6% for years, calling it a multi-year breakout. ▶ 34:53 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonBullish on AI Expects the tech and AI trade to stay resilient as spending continues. ▶ 18:09 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonRising on labor market Expects jobs data to keep coming in hot for the next month or two or three. ▶ 14:42 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonSharply worsening on Europe Expects Europe's situation to worsen, with depleted energy and industrial bases exposed by external shocks and no resolution in sight. ▶ 50:06 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonBullish on oil Expects oil to keep moving higher. ▶ 34:53 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonBearish on housing market Sees no path to lower long-end yields to help housing, given the inflation and commodity outlook. ▶ 16:24 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonBullish on 10-year Treasuries Expects 10-year yields to keep rising, describing a material multi-year breakout. ▶ 34:53 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
- QTQuinn ThompsonBullish on diesel Expects a diesel export ban to crimp supply and push diesel prices higher. ▶ 25:14 America’s AI Boom Is Squeezing Main Street | Wee… · 4 Oct
Their output
1 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Vlad Novakovski 1 mention
- Johann Kerbrat 1 mention
What they talk about
- digital asset 1 item
- Singapore 1 item
- Robinhood Wallet 1 item
- Vlad Novakovski 1 item
- USD 1 item
- tax event 1 item
- IPO 1 item
- options 1 item
See what your own voices say about Quinn Thompson, every morning.
Start a desk