December 2020 - Monthly Market Update
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3 full years later, we’re back at $19.7k and now that we’re here again NO ONE WANTS TO SELL.
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The Trust Revolution
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The trust revolution is about putting trust at the base of the pyramid. This is completely upside-down from the way things work now, where trust is assumed because verification is simply impossible. If you go far enough down the rabbit hole, you will eventually find that the emperor has no clothes and that the great Oz is simply an old man behind a curtain. What comes next could shake the world to its very foundation. And I think it all starts and ends with trust. The trust that comes from knowing, not from being forced to comply.
Read MoreNovember 2020 - Monthly Market Update
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It gives me great pleasure to announce that, at least for BTC, it is no longer “all one trade” as of now.
Read MoreHow Does Bitcoin Scale?
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One of the most important distinctions of the Bitcoin network is its simplicity. The more responsibility you try to pile onto a technology, the more difficult it becomes to maintain. Satoshi knew this, and also that simplicity lends itself to having a smaller attack surface (better security).
Read MoreOctober 2020 - Monthly Market Update
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If the world were more trustworthy, removing the requirement for trust would be less necessary. That is not where we find ourselves today.
Read MoreBitcoin is an Insurance Policy, a Vote for Freedom, and a Step Toward a More Meritocratic World
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For some, it’s a literal vote for freedom. For others, it’s an insurance policy against the devaluing of their fiat currency. For everyone, Bitcoin is a step toward a more meritocratic world. It’s a key piece in the Trust Revolution.
Read MoreWhere Does Bitcoin Get Its Value From?
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The good news for Bitcoin investors today is that in the long run the volatility is decreasing, the new issuance is programmatically guaranteed to decline every four years, the number of users is still increasing, and the activity of these users is increasing as well. While short-term price action will always be difficult to predict, the long-term outlook for Bitcoin is very bullish.
Read MoreSeptember 2020 - Monthly Market Update
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Ikigai’s fund has significantly outperformed holding BTC over the last year through systematic exposure to BTC.
Read MoreThe Challenge: Bitcoin's Role in the Future of Our World
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Bitcoin is not only the best performing asset of the last decade, but it’s also the greatest tool for human rights that exists today.
Read MoreAugust 2020 - Monthly Market Update
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I believe a non-sovereign money can be part of the solution. If the Founding Fathers were around today, I’m certain they would’ve felt the same way.
Read MoreWTF is Going on in the Markets? With Raoul Pal, Caitlin Long & Travis Kling
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This interview is from a panel I recently hosted for Real Vision’s The Crypto Gathering, with Raoul Pal, Caitlin Long & Travis Kling. We discuss the early warning signs of systemic issues in the global macroeconomy, what might happen next and where Bitcoin fits into this.
Read MoreJuly 2020 - Monthly Market Update
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Even though we’re early on a number of these monetary and fiscal policy factors, that doesn’t mean that much of what has already occurred can be walked back. Much of it can’t be walked back.
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Pomp Podcast #301: Travis Kling On The Future Of Bitcoin
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This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Travis Kling, the Founder and Chief Investment Officer at Ikigai Asset Management. In this conversation, we discuss the great accelerator, quantitative easing, modern monetary theory, inflation, strong dollar, politics, China, the generational divide, and Bitcoin.
Read MoreMay 2020 - Monthly Market Update
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We believe we are obligated to be shepherds of this technology – to help the world better understand the powerful potential of DLT and crypto assets, and to fund and be an ambassador for DLT projects that will change our lives forever.
Read MoreApril 2020 - Market Update
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This opportunity set going forward will have as its backdrop, an acceleration of the largest monetary and fiscal policy experiment hitherto never seen. The sheer size of the monetary and fiscal stimulus already enacted and assuredly coming down the pipe pushes central bankers and governments out on a spectrum of radicalness that has *never* ended well.
Read MoreMarch 2020 - Market Update
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While near-term uncertainty abounds, we are confident the next move for BTC will likely not be predicated on crypto-specific fundamentals or crypto-specific market regimes. Instead the global macro environment will dictate BTC in the near term. Will crypto-specific quantitative data still be able to shine a light on the next move, even if that next move is dictated by 10yr yields and VIX’s?
Read MoreIkigai's Q1 2020 Quarterly Call
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Ikigai Partner’s Travis Kling and Anthony Emtman share updates from Ikigai, discuss the Trust Revolution, and provide market commentary and analysis.
Read MoreWhat Bitcoin Did - The Beginner’s Guide to Bitcoin Part 11: Bitcoin and the Macroeconomy with Travis Kling→
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In Part 11 of the Beginner's Guide to Bitcoin, I talk to Travis Kling, Chief Investment Officer at Ikigai. We discuss the great big fiat experiment, monetary and fiscal policy, social unrest and where Bitcoin fits into all of this.
Read MoreFebruary 2020 - Market Update
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10,000 Baby Boomers turn 65 every day. An estimated $59 trillion, with a T, of wealth will be transferred from Boomers to Millennials by 2061. This has been dubbed "The Great Wealth Transfer". The below table from Charles Schwab shows top self-directed 401k equity holdings by generation. The Grayscale Bitcoin Trust is the *fifth* most popular equity holding in Millennial 401k's. This is just GBTC holdings- excluding BTC owned in Coinbase, Cash App, Robin Hood, etc. I cannot overstate the importance of this demographic shift and Millennials’ understanding and demand for BTC to the coming years and decades.
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