on May 2, 2022 8 views
On today's episode of Empire, Jason Yanowitz and Santiago Roel Santos are joined by Travis Kling, founder of Ikigai Asset Management. Travis is a prolific investor who sits at the intersection of macro and crypto.
We discuss the implications of the ETH 2.0 merge, why ETH is prime for institutional capital, what a macro bear market means for crypto, Ikigai's investment strategy, and more. This is a must-listen if you're interested in the ETH 2.0 Merge and ETH's investment prospects (warning, Travis is a mega bull).
Travis on Twitter:
Ikigai Newsletter:
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Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!
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00:00 Introduction
00:58 Bitcoin's 2022 Outlook
07:30 ETH 2.0 Merge Catalyst
12:33 Why Is This Time Different?
15:20 Paraswap Ad
16:37 When Will Institutions Start Deploying Capital?
19:36 The Bear Case
21:31 The Merge's Perfect Timing
23:35 Will Institutions HODL?
28:48 Crypto's Progress and Runway
33:00 Moving Beyond Just BTC
39:52 The Most Important Rule In Crypto Investing
41:00 Layer 1 Wars
48:40 BTC As Pristine Collateral
54:30 Bitcoin Defi
56:00 Ikaigi's Investment Style
57:20 Investments and Mistakes
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