Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode:
- Launching Lekker Capital
- Quinn’s 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’s 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’s views on GBTC selling and the US govt’s seized Silk Road coins
Further reading:
