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:
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.
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(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