Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

42:43
 
Share
 

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:

  continue reading

555 episodes

Artwork
iconShare
 
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:

  continue reading

555 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide