Bull Case for ETH 2.0 Merge | Travis Kling
/Episode Overview:
On this episode of Empire, Jason Yanowitz and Santiago Roel Santos are joined by Travis Kling, founder of Ikigai Asset Management.They 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.
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
