Empire25 Apr 2022

Bull Case for ETH 2.0 Merge | Travis Kling

On today's episode of Empire, Jason Yanowitz and Santiago Roel Santos are joined by Travis Kling, founder of Ikigai Asset Management. Travis is a prolific investor who sits at the intersection of macro and crypto. We discuss the implications of the ETH 2.0 merge, why ETH is prime for institutional capital, what a macro bear market means for crypto, Ikigai's investment strategy, and more. This is a must-listen if you're interested in the ETH 2.0 Merge and ETH's investment prospects (warning, Travis is a mega bull). -- Travis on Twitter: https://twitter.com/Travis_Kling Ikigai Newsletter: https://www.kanaandkatana.com/ -- ParaSwap: If you want to make a swap at the best price across the DeFi market, check out paraswap.io. ParaSwap’s state-of-the-art algorithm beats the market price across all major DEXs and brings you the most optimized swaps with the best prices, and lowest slippage. --- Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show! Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9 Subscribe to the podcast on Apple: https://apple.co/3srZf7M -- Timestamps (00:00) Introduction (00:58) Bitcoin's 2022 Outlook (07:30) ETH 2.0 Merge Catalyst (12:33) Why Is This Time Different? (15:20) Paraswap Ad (16:37) When Will Institutions Start Deploying Capital? (19:36) The Bear Case (21:31) The Merge's Perfect Timing (23:35) Will Institutions HODL? (28:48) Crypto's Progress and Runway (33:00) Moving Beyond Just BTC (39:52) The Most Important Rule In Crypto Investing (41:00) Layer 1 Wars (48:40) BTC As Pristine Collateral (54:30) Bitcoin Defi (56:00) Ikaigi's Investment Style (57:20) Investments and Mistakes

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