Welcome to the OK Computer podcast takeover of the On the Tape feed.

OK Computer is the latest offering for risk reversal media.

We're going to cover all things tech, public and private markets, the intersection of Web 2 and Web 3.

We have this amazing group of co-hosts and contributors.

This is going to be in the On the Tape feed for a short period of time.

So please follow OK Computer in your podcast stores.

So you get new episodes every Wednesday on your phone.

Thanks.

Okay, I'm Dan Nathan.

This is OK Computer.

I'm here with Rick Heitzman.

When we are done talking macro markets, both public and private, I sit down with Brian Kelly, my good friend from CNBC's Fast Money. He is the portfolio manager at BKCM. That is a digital asset firm. We're going to talk a little macro, but he's also going to kind of lay out what's going on or what he's at least seeing in the crypto market. Rick, how the heck are you? Doing well. I'm glad we don't have to go

deep on crypto today. We've had some unhappy conversations, not very optimistic conversations,

but at least I'm not BK today. It's interesting. What's going on in crypto is really important,

I think, as it relates to what's going on in private tech, what's going on in public tech.

I mean, BK has been making the point on CNBC's fast money.

And to me, and probably to anyone who had listened for the better part of this year, that at some point, Bitcoin in particular, became a macro asset.

And it became one of these things that a lot of macro fund managers were focused on were using,

partially because I think the liquidity and just the asymmetric sort of return profile has had over the last 10 plus years or so.

And let's be frank, I mean, people are kind of sick of banging around gold and crude and some of those other things.

I think it had a unique position that people claimed it was a store of value, but also had

asymmetric upside. So you thought you had huge upside from a store of value you wouldn't get

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