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Podcast: On The Brink with Castle Island
Episode: Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto
Description: Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode:Â 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 t...