In this episode, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy!

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Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

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Timestamps:

(00:00) Introduction

(01:32) Macro Outlook

(06:26) Philosophical Vibe Shift

(11:51) Financial Nihilism

(15:52) Unpacking The Next Administration

(19:24) Misaligned Incentives

(22:35) Ads

(23:59) Bitcoin Strategic Reserve

(36:51) BSR & The US Dollar

(45:42) Crypto Market Outlook

(48:40) Crypto Product Market Fit

(53:53) Fundamentals Bearish?

(55:42) Learn More About Travis’ Work

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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.

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