ep. 84


Bull Case for ETH 2.0 Merge | Travis Kling

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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(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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