Podcasts Other On The Brink with Castle Island Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

Published: April 8, 2024, 10 a.m.

Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode:\xa0

  • Launching Lekker Capital
  • Quinn\u2019s investment strategy with Lekker
  • Using crypto instruments to take a view on macro trends
  • The significance of the move in the 10year
  • How unusual is it to cut rates when inflation is running hot
  • Is inflation the lesser of two evils?
  • Why an inflationary reset is the only way out of our fiscal position
  • Is Bitcoin more analogous to gold or NASDAQ?
  • What are memecoins telling us about the crypto cycle?
  • Institutional participation in Bitcoin dampening volatility?
  • Quinn\u2019s views on the halving
  • Will Microstrategy shares ever converge to the value of their BTC?
  • Why it is often mechanically difficult to bring meme stocks back to earth
  • Quinn\u2019s views on GBTC selling and the US govt\u2019s seized Silk Road coins

Further reading:\xa0