Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
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!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Travis: https://twitter.com/Travis_Kling
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
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/
--
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
--
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.
