Dae & Arry talk to Ikigai CEO Anthony Emtman about why Bitcoin is like ‘Antibiotics for Humanity’.Read More
Tales from the Crypt is a podcast hosted by Marty Bent about Bitcoin. Ikigai CIO Travis Kling joins him to talk about Travis' journey to bitcoin, failed narratives/frameworks of years past, how the current system is gamed, timing, and much more.Read More
Travis discusses how Bitcoin is a hedge against the irresponsibly of central bankers, Global Macro and its relationship to crypto, and Social Responsibility as an Investor in the Digital Age.Read More
Travis Kling, Founder & Chief Investment Officer of Ikigai Asset Management, joined CNN's Julia Chatterley to talk about Bitcoin and other crypto assets, and why he thinks this technology is "the most significant investment opportunity of a generation."Read More
I was recently in Los Angeles and had the privilege to sit down with Ikigai’s CEO, Anthony Emtman. This was the second time we’ve met and like the first time, a discussion that started with chatting about digital currencies led to more thoughtful conversation about what the impact of blockchain, crypto, tokenization could be as the current global economy evolves and becomes much more digital in nature.Read More
We believe a higher likelihood outcome could be a short-term, further correction down to the $7.5-$8.5k range. This would still be within the range of historical pullbacks in an overall cyclical uptrend for BTC when looking at past cycles.Read More
Ingesting, synthesizing, analyzing and drawing investable conclusions from the host of quantitative and qualitative data generated by the crypto space on a daily basis is at the core of what we do. Read about how this influenced our decision to invest in Digital Assets Data.Read More
Open source technology is a lot like playing best ball or scramble in golf. Whenever one group makes a leap forward, it very quickly brings everyone else to that same point. Just like the other three golfers walking and dropping their balls by the fourth’s more well-positioned ball.
This is not the space race anymore where countries are incentivized to keep everything Top Secret, making progress in a dark silo, to win the race before the other. Tesla’s free-to-use patents are a great example — helping promote the advancement of electric vehicle technology.
While secrecy & mystique may have once been sexy & positive for brand (e.g., McKinsey), a shift is happening. Companies like Magic Leap have skirted this perception; however, that same shroud is now more easily perceived as untrustworthy. Consistent transparency builds trust and credibility.
Capabilities across distributed ledger technology, artificial intelligence, virtual and augmented reality, robotics, and more will continue trending toward commoditization as increasingly more sophisticated functions become open source. Commoditization effectively means what was once proprietary or uniquely valuable becomes generic. What was once a deep moat trends toward a shallow moat.
What then, will persist as a differentiating factor? Trust built through consistent transparency.
Reveal, don’t conceal.
This is the Trust Revolution.
Brand is intimately tied up in the trust revolution. Proprietary will continue trending toward commoditization and diminishing significance. Brand leverage is customer stickiness in that increasingly undifferentiated market.
Well-honed go-to-market strategies coupled with disciplined execution outperforms all in an open source ecosystem where technology and products are consistently iterated and improved upon at an accelerating pace. This accelerating at an accelerating pace is not a natural way of thinking. Humans naturally think linearly, not exponentially. We naturally see where we are currently and assume we will continue on that line, underestimating the curved slope we are actually on. In reality, humanity's progress is pushing forward faster than ever.
Owning this subsequently necessitates a focus on developing and growing your downstream assets and capabilities. The importance of building and maintaining a trustworthy, credible brand that truthfully exists to serve and delight their customers cannot be overstated.
General Patton's quote above is one of many that we memorized as cadets at the Air Force Academy. It was designed to hammer home that we were representing both ourselves and - more importantly - something bigger than ourselves.
Each and every interaction you have is an opportunity to represent your brand. You are always on parade. Brand equity and customer loyalty is founded on trust – not transactions. Brand is becoming the most differentiable, valuable asset and strongest source of competitive advantage in which a company can invest.
A strong brand is built on thoughtfulness, credibility, and customer experience creating the kind of experience that people want to tell others about. They create a gravitational pull. Through this, customers remain loyal despite competition beating the brand on price or quality.
How then, do you build a strong brand? Invest in authentic understanding, genuine connection, and follow-through to promote customer loyalty and long-term value creation.
Brand battles occur within their minds. Brand loyalty occurs within their hearts.
Win their hearts. Win their minds.
This is the Trust Revolution.
July was nothing short of historic for Bitcoin and crypto as a whole. In a single seven day stretch, 1) The Chairman of the Fed testified to Congress about it; 2) The President tweeted about it; 3) The Treasury Secretary gave a formal press conference about it; and 4) Congress questioned a Facebook executive and other crypto ecosystem participants for two days about it…Read More
Ikigai Partner’s Travis Kling, Anthony Emtman, and Timothy Lewis discuss the state of the market, the state of DLT technology, and where Ikigai is at as we begin the third quarter of 2019. It has been an exciting couple of months. Listen to what the partners have to say.Read More
To that end, we are well on our way to new ATHs for BTC after a truly spectacular Q2-19 - the fourth best quarterly performance since 2012. In our Monthly Update letter that went out June 1st we said, “last month we stated that new all-time highs were well within reach for 2020. We now believe that may have proven too conservative, and there is a meaningful chance new ATHs are possible in 2019, and likely in 2020”.Read More
The digital coin introduced by Facebook Inc. is not competition for Bitcoin; it’s proof that cryptocurrencies will play a valid role in today’s economy.
That’s the view of some of the biggest names in the crypto industry. The heads of investment firms, trading companies and technology outfits say Libra, the token Facebook is developing in partnership with the likes of Visa Inc. and Uber Technologies Inc., is a boon for Bitcoin and the broader crypto sector, although some say they’re nervous about whether Facebook will have access to financial data and how that will be regulated.Read More
The meme “the herd is coming” is actually beginning to play out. The meme of “get off zero” is gaining real traction. Many new projects are set to launch through year-end. Human and financial capital are pouring into the space to provide the necessary products and services to scale crypto to a multi-trillion-dollar asset class. It’s happening, and it’s happening quickly.Read More
In this episode, I talk with Travis Kling, Chief Investment Officer at Ikigai. We discuss how the traditional financial markets work, including quantitative easing, fiscal policies, Bitcoin’s relationship with these markets and concerns with tokens.Read More
We’re back in Los Angeles after a productive 10-day trip to Chicago for The Trading Show and New York for NYC Blockchain Week. We had the opportunity to give multiple keynote presentations and panel discussions were featured on a number of media outlets.Read More
Amoveo represents one of the most unique projects in the space. The thought space for prediction markets, Amoveo’s direction of design and the developer focused community inspire excitement. No matter one’s allegiance in the crypto sphere, we encourage the community to explore the project’s aggressive experimentation.Read More
BTC volumes on reputable exchanges, likely the most accurate measurement of volumes in the space as whole, increased M/M. The trailing 7-day avg volume at the end of February was ~23% higher than the end of January. This is encouraging, and a continuation of these increased volumes with flat-to-up prices would be a sign we may have seen the bottom.Read More
Ikigai Partner’s Travis Kling, Anthony Emtman, and Timothy Lewis discuss the state of the market, the state of DLT technology, and where Ikigai is at as we begin the second quarter of 2019. A lot has happened in the first three months of the year. Listen to what the partners have to say.Read More