Quinn Thompson is the Founder of Lekker Capital. I think he is one of the more interesting investors in crypto, he takes a macro overlay and puts in on this industry. In this conversation, we talk about the relationship between the macro environment and the crypto industry, where he is allocating capital, how he evaluates different assets, data points he looks at in the macro environment, global vs. United States, upcoming election, and meme coins.

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Meanwhile is the world’s first licensed and regulated life insurance company built for the Bitcoin economy. Protect your loved ones with sound money built to manage life’s uncertainty and a broken financial system. Their BTC-denominated Whole Life Insurance policies allow HODLers to pass more BTC on to their loved ones and a tax-advantaged way to access BTC for liquidity during their lifetime. Visit their website at https://meanwhile.bm/ to join the waitlist for a policy and to learn more.

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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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#1363 Quinn Thompson | Bitcoin's Future In America Is BRIGHT