Videos
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:https://twitter.com/Travis_KlingIkigai Newsletter:https://www.kanaandkatana.com/--ParaSwap:If you want to make a swap at the best price across the DeFi market, check out paraswap.io. ParaSwap’s state-of-the-art algorithm beats the market price across all major DEXs and brings you the most optimized swaps with the best prices, and lowest slippage.---Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9Subscribe to the podcast on Apple: https://apple.co/3srZf7M--Timestamps00:00 Introduction00:58 Bitcoin's 2022 Outlook07:30 ETH 2.0 Merge Catalyst 12:33 Why Is This Time Different?15:20 Paraswap Ad16:37 When Will Institutions Start Deploying Capital?19:36 The Bear Case21:31 The Merge's Perfect Timing23:35 Will Institutions HODL?28:48 Crypto's Progress and Runway33:00 Moving Beyond Just BTC39:52 The Most Important Rule In Crypto Investing41:00 Layer 1 Wars48:40 BTC As Pristine Collateral54:30 Bitcoin Defi56:00 Ikaigi's Investment Style57:20 Investments and Mistakes