Quinn Thompson

Quinn Thompson, a macro investor renowned for his insights on capital flows, joins the conversation to dissect the latest economic challenges. They analyze Powell's hawkish speech and its implications for interest rates. The duo debates the impact of tariffs on trade dynamics and how they ripple through the economy. Thompson highlights Bitcoin as a strategic investment after traditional trades. They also discuss the yield curve's role in predicting growth slowdowns and the broader economic landscape, keeping the conversation lively and engaging.

Quinn Thompson, Founder and CIO at Lekker Capital, dives into the economic chaos surrounding Trump’s recent Bitcoin Reserve announcement. Market reactions are skeptical, with Bitcoin's price crashing despite the government's new hold on seized funds. The discussion reveals the implications of escalating trade wars and a turbulent macroeconomic landscape, questioning whether this is a controlled demolition of asset prices. Thompson also explores how these developments might affect the broader cryptocurrency environment amid liquidity challenges.

Quinn Thompson, CIO of Lekker Capital, and Travis Kling, Founder of Ikigai Asset Management, dive into the impact of the Fed's recent rate cut on the crypto market. They discuss Bitcoin's underperformance against traditional finance, potential catalysts tied to the 2024 elections, and what it means for various crypto assets. The duo explores the risks of Japan's yen carry trade on crypto and the future of Ethereum amidst regulatory changes. Insightful investment strategies emerge, especially regarding SOL and the significance of Bitcoin ETF approvals.