PERSON DIRECTORY
Felix Jauvin
Felix Jauvin appears in 2 indexed conversations across 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why Is Trump Nuking Markets? | Felix Jauvin
Felix JauvinAvi FelmanJonah Van Bourg
Record equity volume, gold falling with other assets, and reduced open interest suggest forced liquidations may be nearing exhaustion, while the three traders are buying, scaling, or waiting for a green-shoot rally.Tariff policy remains the central risk, but Scott Bessant leading Japan talks could bring negotiation headlines into a market priced for the worst; inflation swaps and oil also support Felix’s May-cut thesis.
Buy The Dip Or Sell The Rip? | Felix Jauvin
Avi FelmanJonah Van BourgFelix Jauvin
Bearishness may be losing theta as sellers await a dip, while institutions are expected to add Bitcoin rather than saturated altcoins facing $32bn of unlocks.Jonah sees a policy cushion before rate cuts and QE, but Felix warns a thinner cushion, elevated VIX, and conflicting China-Japan-US signals make position sizing and dry powder essential.