Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)
MP3•Episode home
Manage episode 411288906 series 2550832
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode:
- Launching Lekker Capital
- Quinn’s investment strategy with Lekker
- Using crypto instruments to take a view on macro trends
- The significance of the move in the 10year
- How unusual is it to cut rates when inflation is running hot
- Is inflation the lesser of two evils?
- Why an inflationary reset is the only way out of our fiscal position
- Is Bitcoin more analogous to gold or NASDAQ?
- What are memecoins telling us about the crypto cycle?
- Institutional participation in Bitcoin dampening volatility?
- Quinn’s views on the halving
- Will Microstrategy shares ever converge to the value of their BTC?
- Why it is often mechanically difficult to bring meme stocks back to earth
- Quinn’s views on GBTC selling and the US govt’s seized Silk Road coins
Further reading:
555 episodes
MP3•Episode home
Manage episode 411288906 series 2550832
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode:
- Launching Lekker Capital
- Quinn’s investment strategy with Lekker
- Using crypto instruments to take a view on macro trends
- The significance of the move in the 10year
- How unusual is it to cut rates when inflation is running hot
- Is inflation the lesser of two evils?
- Why an inflationary reset is the only way out of our fiscal position
- Is Bitcoin more analogous to gold or NASDAQ?
- What are memecoins telling us about the crypto cycle?
- Institutional participation in Bitcoin dampening volatility?
- Quinn’s views on the halving
- Will Microstrategy shares ever converge to the value of their BTC?
- Why it is often mechanically difficult to bring meme stocks back to earth
- Quinn’s views on GBTC selling and the US govt’s seized Silk Road coins
Further reading:
555 episodes
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