This chapter explores the overvaluation of digital assets in a speculative market, discussing the importance of fundamental investing and macro liquidity. It also highlights emerging strategies and developments in the Miami crypto scene.
Quinn Thompson is the CIO of Lekker Capital a Digital Asset and Macro Hedge Fund.
Quinn's Twitter: https://x.com/qthomp
Lekker Capital's Twitter: https://x.com/Lekker_Cap
Lekker Capital's Website: https://quinnthompson.substack.com/
Logan Jastremski's Twitter: @LoganJastremski
Frictionless's Twitter: @_Frictionless_
Frictionless's Website: https://frictionless.fund/