You know, I think I feel a little bit like, I just heard a long burst of machine gun fire,

and I'm like looking at myself like, you know, did I just get hit by anything?

Hey, Banclest Nation. We got an exciting state of the nation for you. An unstoppable force

meets an immovable object. We've got two countervailing forces. We've got in the one hand,

the macro markets. In the left corner. Yeah.

Looking pretty bad right now, right? macro is still not doing the things we'd like it to do

looking pretty ugly out there. And yet, the backdrop in the right corner, we have the merge,

the ethereum merge, which is uber bullish for ethy asset for all of crypto.

Are you starting to get priced in? It's already starting to get priced in, and you can see

that in the charts kind of this conflict. Well, in today's episode, we will explore this dichotomy,

the merge versus macro. We have Travis Kling on the podcast, who is a fun manager,

and also an expert on things macro. And he's been talking about the merge a lot lately. David,

what are we going to talk about today? Travis, just like you said, focus on macro, macro expert,

but also like super aware of crypto and the crypto dynamics. He's also one of these, there's a

growing number of these types of Bitcoiners that you should just be like solely focused in the Bitcoin

ecosystem that have caught the bug of the merge. So like the deflationary narrative of ether,

post merge has like captured a few of these people. The sound money piece.

The sound money piece. Yeah, exactly. The ultra sound money piece, Ryan, of course.

So I'm interested in hearing that story, but just it's super convenient that we have this macro expert

who also understands crypto, who also understands the merge dynamics. And so if there's anyone who can

tell us which one of these, which side of the tug of war is going to win, I think it's going to be

Travis. Yeah, I know who I'm written for in this too. Definitely over the right corner.

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