Merge vs. Macro with Travis Kling
Bankless
Evolving Perspectives on Ethereum and the Merge
This chapter explores the speaker's changing views on Ethereum and the transformative impact of the ETH merge, emphasizing their active role in the crypto markets. As they reflect on their hedge fund's journey, they discuss strategic portfolio shifts towards Ethereum, Solana, and FTT, alongside the growing importance of DeFi and NFTs. The chapter also examines the interplay between macroeconomic factors and the merge's benefits, highlighting the potential for institutional capital to embrace Ethereum amidst changing market conditions.
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