Exploring the Relationship Between Crypto and Macro Perspectives

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: 

• Follow Quinn on Twitter
• Fortune on Lekker Capital