On The Brink with Castle Island
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.
42:43
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Quick takeaways
- Quinn Thompson focuses on merging macro data with traditional metrics for crypto investments.
- Quinn emphasizes the importance of balancing micro and macro perspectives for successful crypto trading.
Deep dives
Launch of Lecker Capital Fund and Investment Strategy
Quinn Thompson, founder of Lecker Capital, discusses his transition from Maple Finance to launching a macro crypto hedge fund. Lecker Capital's strategy involves leveraging macro data points and traditional metrics to understand the impact of interest rates and liquidity on the crypto ecosystem. By combining this macro perspective with digital asset trades, such as crypto equities and liquid tokens, Quinn aims to provide value to investors.
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