Merge vs. Macro with Travis Kling

Travis Kling is the founder of Ikigai Asset Management, and on today's State of the Nation, we're tackling the biggest trade of the year.
Jul 20, 20221 min read

While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.

What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?


0:00 Intro

7:00 Is Travis Kling Bearish?

12:30 Macro Outlook

21:05 Decade-Long Bullish

29:40 The Bitcoin Narrative

36:00 The Undercollateralized Contagion

45:22 DeFi Holds Up

51:00 The Ethereum Ecosystem

56:15 Monetary Policy Assurances

1:01:50 Merge vs Macro


Travis Kling


Ikigai Asset Management


Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

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