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

  • Apr 8 2024
  • Length: 43 mins
  • Podcast
Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)  By  cover art

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

  • Summary

  • 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

    Show more Show less

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

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.