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This week, Travis Kling CIO of Ikigai Asset Management joins the show for a discussion on his bullish thesis for 2024.

With Stock markets at all-time highs, a rate cutting cycle expected in 2024 & the approval of Bitcoin ETFs, Travis makes the case that he expects potential tailwinds into the coming year for both crypto & markets broadly. To hear all this & more, you'll have to tune in!

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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Timestamps:

(00:00) Introduction

(00:37) Travis' 2024 Thesis

(03:10) DAS London Plug

(04:27) Stock Markets Break ATHs, What About Crypto?

(14:05) The Bitcoin ETFs

(20:54) Trading Crypto Cycles

(26:07) Blockworks Research Ad

(26:55) Financial Nihilism

(39:26) Valuation & Reflexivity In Crypto

(45:02) Infrastructure vs Applications

(52:51) Can Crypto Disrupt Walled Gardens?

(56:36) Travis' Macro Outlook In 2024

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.