The Pomp Podcast
#1363 Quinn Thompson | Bitcoin's Future In America Is BRIGHT
May 22, 2024
Quinn Thompson, Founder of Lekker Capital, discusses capital allocation, asset evaluation, macro data points, global events' influence on the U.S, fiscal and monetary policies, upcoming election, and meme coins. Topics include Bitcoin's unique characteristics, investing in digital assets, comparing Bitcoin, Ether, and Solana, stablecoins, politics, and meme coins in the crypto landscape.
54:21
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Quick takeaways
- Lecker Capital combines macro overlay with crypto, views Bitcoin as gold & NASDAQ.
- Understanding macro indicators guides asset allocations in crypto world.
Deep dives
The Unique Investment Approach of Lecker Capital
Lecker Capital, led by Quinn Thompson, stands out due to its innovative investment strategy that combines a macro overlay with crypto investments. Thompson views Bitcoin as a mix of gold and NASDAQ, which influences the fund's positioning. They focus on risk-on and risk-off signals informed by macro variables such as interest rates, inflation, and overall economic strength, which guide their decisions on allocating to Bitcoin or other assets.
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