My guest today is David Kalk. David used to run Peter Thiel’s Macro Fund and is currently the CIO of Reflexive Capital where he spends most of his time managing the Crypto-focussed Liquid Trading fund. We start the conversation by asking where we are in the new regime. We then talk about reflexivity and how it applies in crypto. We also cover his trading process, how he evaluates new tokens, Solana's resurgence, the Bitcoin ETF and more. Please enjoy this conversation with David Kalk.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.
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Show Notes
(00:00:00) Welcome to Making Markets
(00:01:48) First question - Assessing the current state of cryptocurrency
(00:04:44) Exploring the concept of reflexivity
(00:11:57) Unpacking the structure of Reflexive Capital
(00:27:16) Positioning crypto within the broader risk asset context
(00:30:42) Strategies for researching the crypto market
(00:37:43) Non-crypto funds' perspectives on crypto trends
(00:43:41) Delving into the significance of pricing in crypto
(00:51:08) Evaluating the current phase of cryptocurrency investment
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