Oddbean new post about | logout
 Travis Kling, the Founder and Chief Investment Officer of Ikigai Asset Management, has shared his insights on the current state of Bitcoin and the broader cryptocurrency ecosystem. He described the situation as being on the verge of cannibalism, with Bitcoin being approximately 10% off its all-time highs. Kling's analysis delves into the interplay of macroeconomic factors, ETF flows, and internal market dynamics that are shaping the cryptocurrency markets