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This is an episode where NLW is joined by Travis Kling, co-founder and chief investment officer of Ikigai Asset Management to discuss WallStreetBets, institutional investors and recent bitcoin critiques.
Read MoreIt remains to be seen what we, the people, are going to do about it.
Read MoreCME Launches Regulated Bitcoin Options
Former CFTC Chair Creates Nonprofit to Promote Digital Dollar Creation
World Economic Forum Announces Mission to Focus on Innovation & Governance of Stablecoins
Genesis Capital Announces $3.1bn In Crypto Loans in 2019
WisdomTree Leads $18m Series A for Security Token Platform Securrency
WisdomTree Announces Plans to Launch Regulated US Stablecoin
SEC Highlights Crypto Priorities For 2020
Libra Forms Five Member Technical Committee to Oversee Development
Square Awarded Patent For Fiat-To-Crypto Payments Network
Telegram Refuses to Show Bank Records in Case Against SEC
Qatar Bans Crypto Trading
Bitcoin Price Has “Golden Cross”
Fed Chair Powell Testifies to Congress About CBDCs and Libra
Treasury Secretary Mnuchin Testifies to Senate That FinCEN Is Rolling Out Crypto Regulations Soon
Swedish Central Bank Begins Tests Blockchain-based Digital Currency
Shopify Joins Libra Project
SEC Commissioner Peirce Proposes 3-Year Safe Harbor for Token Sales
Bitcoin Lender BlockFi Raises $30m Series B
Coronavirus Delays Launch of China’s Digital Currency DCEP
JPMorgan in Talks to Merge Blockchain Business with Consensys
Facebook Revamps Libra, Conceding to Regulators
India’s Top Court Strikes Down Laws That Outlawed Cryptocurrencies
South Korea Parliament Votes to Enact New Crypto Regulation
Bitmex Experiences “Black Thursday”, Nearly Collapsing
U.S. Comptroller Names Former Coinbase Exec As COO
Fiscal Stimulus Bill Includes and Then Removes Digital Dollar Language
SEC Calls Telegram A Likely Security Issuance, Halts Token Issuance
A16Z Crypto Raises $515mm Second Fund
Renaissance Technologies Begins Trading CME Bitcoin Futures
China Rolls Out Testing of DCEP App
Facebook Further Redefines Libra, Releasing New Whitepaper
Congress Introduces 32 Bills Relating to Cryptocurrency & Blockchain
Binance Acquires CoinMarketCap for $300-$400mm
Paul Tudor Jones Takes Significant Bitcoin Position, Publishes Thesis
JPMorgan Extends Banking Services to Coinbase and Gemini Trust
Square’s Cash App Bitcoin Q/Q Volume Grows To $306mm from $178mm
Genesis Acquires Custodian To Launch Prime Brokerage Business
Genesis Loan Book Increases $2bn in Q1
BitGo Launches Prime Brokerage Business
Coinbase Acquires Tagomi for $70-$100mm
Coinbase Custody Begins Accepting Tether
ErisX Launches First CFTC Regulated ETH Future
FTX Launches US Exchange
Facebook Rebrands Libra Wallet from Calibra To Novi
Telegram ICO Cancels Project & Returns Funds to Investors
PayPal, Venmo to Roll Out Crypto Buying and Selling
NYDFS Proposes New Rules Making BitLicenses Easier to Apply For
SEC Commissioner Hester Pierce Is Nominated for Second Term
Bloomberg Senior Commodity Strategist Calls For $20,000 in 2020
Former CFTC Chair Testifies to Congress on Digital Dollar
Three Arrows Capital Files 13G – Owns >6% of GBTC
Bitcoin Bank River Financial Raises $5.7mm
Office of the Comptroller of the Currency Allowing Banks to Custody Crypto
Bitcoin Deemed Money in Federal Court Under Money Transmitters Act
Mastercard Expands Program to Allow More Crypto Firms to Issue Cards
VISA Unveils Roadmap to Further Integration with Bitcoin and Other Crypto
Paypal Chooses Paxos Exchange For Crypto Trading Business
Chinese Police Arrest 27 Alleged Masterminds Behind Plus Token Scam
Massive Twitter Back-end Hack Utilizes Simplistic Bitcoin Scam
MicroStrategy Buys $250mm of Bitcoin, First Public Company to Do So
SEC Confirms “Crypto Mom” Hester Peirce As Commissioner Through 2025
FTX Acquires Blockfolio for $150mm
Square Reports Record $858mm of BTC Purchased in Q2 Via Cash App
Grayscale Reports Record $751mm of Inflows into GBTC in Q2
Coinbase Begins the Process of A Direct Listing IPO
Digital Currency Group Commits $100mm for North America Bitcoin Mining
IRS Releases Memo Saying Crypto Payments for Microtasking Is Taxable
Tether Daily Value Transfer Tops Paypal
Coinbase to Offer Bitcoin-Backed Loans to US Customers
Fed Partners with MIT to Develop “Hypothetical Digital Currency”
Goldman Hires New Head of Digital Assets, Contemplates Stablecoin Plans
USPS Files Patent for Blockchain-Based Secure Voting System
BitMEX Charged by CFTC and DoJ For Illegal Trading Operations and AML Violations
MicroStrategy Buys $175mm More Bitcoin, Brings Total to $425mm
Bermuda Stock Exchange Approves Listing of World’s First Bitcoin ETF
US State Bank Regulators Agree to Blanket Set of Rules for Money Transmitter Licenses
Kraken Wins Bank Charter in Wyoming, First Ever for Crypto Company
OCC Allows Federally Chartered Banks to Custody Stablecoin Reserve Accounts
Gemini Announces Support for Shielded Zcash Withdrawals
BitMEX and Binance Both Update Trading Operations To Prevent Spoofing
Asian Crypto Exchange KuCoin Hacked for $150mm in Crypto
Libra Co-Founder Morgan Beller Leaves Libra to Join VC Fund
PayPal & Venmo Introduce Cryptocurrency Buying, Selling & Shopping
Public Company Square Buys $50mm of Bitcoin on Balance Sheet
Singapore’s Largest Bank DBS Announces Crypto Exchange & Custody
PayPal Rumored To Be Acquiring Leading Custodian BitGo
JPMorgan Launches Digital Asset Business Unit, Rumored to Buy Custodian
Franklin Templeton Invests in Series A Round of Crypto Custodian Curv
Stone Ridge’s NYDIG Raises $50mm, Announces 10,000 BTC in Custody
Chairman Powell Says CBDC Could Improve US Payments
CFTC Chairman Makes Highly Positive Public Remarks About Ethereum
US Attorney General Releases Cryptocurrency Enforcement Framework
US National Security Council Names DLT As One of Twenty Focus Areas
FCA Bans Sale of Crypto Derivatives to UK Retail Customers
OKex Founder Arrested by Chinese Government, Withdrawals Suspended
BitMEX Implements Strict KYC Regulations After CFTC & DoJ Charges
FinCEN Fines Bitcoin Mixing Operator Helix $60mm
Iran Government to Use Iranian-Mined Bitcoin For Payments
2017 $257mm ICO Filecoin Launches
Stanley Druckenmiller Announces Bitcoin Position
Bill Miller Strongly Recommends Bitcoin
Citigroup Research Publishes YE 2021 BTC Price Target as High as $318k
Blackrock Fixed Income CIO Rick Rieder Says Bitcoin Could Replace Gold
Guggenheim Files to Buy Up to 10% GBTC Position in $5.3bn Macro Fund
BTIG Research Publishes YE 2021 BTC Price Target of $50k
AllianceBernstein Recommends Allocation to Crypto
Skybridge Files SEC Amendment to Invest in Bitcoin with $3.6bn Fund
Ray Dalio Says He “Might Be Missing Something” With Bitcoin
Niall Ferguson Writes Bloomberg Opinion “Bitcoin Is Winning the Covid-19 Monetary Revolution”
Square Reports Q3 Bitcoin Revenue and Gross Profit +11x & 15x YoY
Wyoming Elects Bitcoin Bull Cynthia Lummis As US Senator
Jay Clayton Steps Down as SEC Chairman
Alameda Research & FTX Founder Sam Bankman-Fried Donates $5mm To Biden Campaign
OCC’s Brian Brooks Testifies to Senate on Importance of Crypto
China Construction Bank to Issue $3bn in Bonds on a Blockchain, Tradeable for Bitcoin and Dollars
OKex Exchange Resumes Withdrawals After More Than A Month Frozen
MicroStrategy Announces $400mm Convert to Buy Bitcoin; Upsizes to $550mm; Closes $650mm
MicroStrategy Buys $650mm Bitcoin at $21,925
MassMutual Buys $100mm of Bitcoin and Minority Stake in NYDIG
$27bn AUM Hedge Fund Ruffer Announces $740mm Bitcoin Position
One River Asset Management Announces $600mm Bitcoin Purchase, Commitment to $1bn
MicroStrategy Buys $50mm of Bitcoin at $19,427 Average Price
JPMorgan Estimates A 1% Allocation to BTC From Pensions and Insurance Companies Would Require $600bn of Buying
Guggenheim CIO Scott Miners Says Bitcoin Fundamental Value Is $400,000
NFL Player Russell Okung To Receive Half of $13mm Salary in Bitcoin
Coinbase Files S-1
CME Announces Ethereum Futures Product to Launch February 2021
Bitwise 10 Becomes First Publicly Traded Crypto Index
JPMorgan Says Gold Will Suffer for Years Because of Bitcoin
Fidelity Digital to Hold Bitcoin as Collateral for Cash Loans
Jefferies Head of Global Equity Strategy Cuts Gold Exposure for Bitcoin
SkyBridge Capital Registers Fund to Buy Bitcoin and Buys $182mm
Standard Chartered bank to Launch Crypto Trading
BBVA To Launch Crypto Services
Visa Partners with USDC and Adds 60 Million Merchants
S&P Dow Jones To Launch Crypto Indexes in 2021
Spotify Hiring for Crypto Payments Project Leader
SBI Financial Services Acquires Crypto Trading Firm B2C2
American Express Ventures Invests in Crypto Trading Platform FalconX
Bitso Raises $62mm to Expand Crypto Footprint in Brazil
Tether Surpasses $20bn Market Cap
Bitcoin Chart Tops 3.4mm Views on TradingView in November, +80% Since October
Warren Davidson and Three Other Congressmen Write Public Letter to Mnuchin in Protest of Heavy-Handed Legislation
FinCEN Releases More Stringent KYC Regulation for Crypto Exchanges
SEC Files Suit Against Ripple for Sale of Unregistered Securities
Coinbase, Bitstamp, Binance US and Other Exchanges Announce XRP De-listing
Ledger Hacked; Exposes Email Addresses and Mailing Addresses
2021 and beyond will require leaders with work ethic and actual ethics to make this world a better place. The world needs more light. We’re here to do our part.
Read More3 full years later, we’re back at $19.7k and now that we’re here again NO ONE WANTS TO SELL.
Read MoreIt gives me great pleasure to announce that, at least for BTC, it is no longer “all one trade” as of now.
Read MoreIf the world were more trustworthy, removing the requirement for trust would be less necessary. That is not where we find ourselves today.
Read MoreIkigai’s fund has significantly outperformed holding BTC over the last year through systematic exposure to BTC.
Read MoreI 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 MoreThis 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 MoreEven 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.
Read MoreThis 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 MoreWe 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 MoreThis 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 MoreWhile 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 Partner’s Travis Kling and Anthony Emtman share updates from Ikigai, discuss the Trust Revolution, and provide market commentary and analysis.
Read MoreIn 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 More10,000 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.
Read More2020 promises to bring just as much, and likely more excitement than last year. The 2020’s promise to bring just as much, and likely more excitement than the last decade. Today we find ourselves deeply involved in something that barely existed a decade ago, and something that I didn’t know existed at all a decade ago. We strongly believe that thing, Distributed Ledger Technology and crypto assets, is an important piece of an even bigger, more important thing we call The Trust Revolution. We strongly believe The Trust Revolution will advance significantly in the coming decade and in the decades that follow. We feel obligated to do whatever we can to help that cause because we believe it will make the world a better place. It’s our honor to participate.
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Ikigai is a member of NFA and is subject to NFA's Regulatory Oversight And Examinations. Ikigai has engaged or may engage in underlying or spot virtual currency transactions in a Commodity Pool. Although, NFA has jurisdiction over ikigai and its Commodity Pool, you should be aware that NFA does not have regulatory oversight authority for underlying or spot market virtual currency products or transactions or virtual currency exchanges, custodians or markets. You should also be aware that given certain material characteristics of these products, including lack of a centralized pricing source and the opaque nature of the virtual currency market, there currently is no sound or acceptable practice for NFA to adequately verify the ownership and control of a virtual currency or the valuation attributed to a virtual currency by Ikigai.
