Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

Apr 8, 2024

Quinn Thompson, Founder and CIO of Lekker Capital, discusses using crypto instruments to analyze macro trends, inflation's impact on rates, Bitcoin's role compared to gold or NASDAQ, meme coin signals in the crypto cycle, and institutional involvement in Bitcoin. Insights on the halving, Microstrategy's value, and the mechanics of meme stock corrections are shared. Examination of GBTC selling and US govt's seized Silk Road coins offer additional depth.

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Introduction

00:00 • 3min

Transition and Growth in the Crypto Space

02:58 • 1min

Exploring the Relationship Between Crypto and Macro Perspectives

04:25 • 2min

Navigating Inflation, Interest Rates, and Government Debt

06:52 • 15min

Bitcoin Market Analysis and Institutional Involvement

21:56 • 18min

Analyzing GBDC Outflows and Government Bitcoin Sales in Crypto Market Movement

39:54 • 3min