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).
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Travis on Twitter:
https://twitter.com/Travis_Kling
Ikigai Newsletter:
https://www.kanaandkatana.com/
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ParaSwap:
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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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Timestamps
(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