Cynthia Lo Bessette and Matt Horne of Fidelity Digital Asset Management join the show. In this episode we discuss:

• The history of digital asset innovation at Fidelity.
• The decision to operationalize a digital asset-management capability under Fidelity’s Asset Management business unit.
• The launch of the Fidelity Bitcoin ETF and the path to getting this product to market.
• How Bitcoin ETFs are currently being consumed and the distribution of these products to various investor types and platforms.
• How Fidelity is approaching the tokenization of real world assets.
• Broader views on the future of public blockchain assets and the types of opportunities for asset managers.

Learn more about Fidelity's Wise Origin Bitcoin Fund

Matt and Nic return for another week of news and deals. In this episode:

• Our reactions to the CPI print
• The SEC announces its intention to sue Uniswap
• Sen Warren doesn’t like the stablecoin bill
• Howard Lutnick weighs in on stablecoins again
• Saylor’s core dev funding controversy

Sponsor notes:

• An Introduction to the Solana Network
• In Coin Metrics State of the Network Issue 254, we provide a data-driven overview of the Solana blockchain, exploring its architecture, ecosystem, network usage and adoption metrics

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:

• Follow Quinn on Twitter
• Fortune on Lekker Capital