Podcast

Merge vs. Macro with Travis Kling

Travis Kling is the founder of Ikigai Asset Management, and on today's State of the Nation, we're tackling the biggest trade of the year.
Jul 20, 202201:10:35
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Inside the episode

While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.

What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?


TIMESTAMPS

0:00 Intro

7:00 Is Travis Kling Bearish?

12:30 Macro Outlook

21:05 Decade-Long Bullish

29:40 The Bitcoin Narrative

36:00 The Undercollateralized Contagion

45:22 DeFi Holds Up

51:00 The Ethereum Ecosystem

56:15 Monetary Policy Assurances

1:01:50 Merge vs Macro


RESOURCES

Travis Kling

https://twitter.com/Travis_Kling

Ikigai Asset Management

https://www.ikigai.fund/

A huge thanks to our Friends & Sponsors
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