Dan Tapiero says a new bull phase has begun in the core assets of the digital asset space. The founder and CEO of 50T Funds explains where he’s seeing real revenue growth underneath the hood, from stablecoins and tokenization to Kraken, Ledger, and Polymarket, and why Hyperliquid has been leading the market.
Chapters:
0:00 Dan Tapiero on What Makes a Digital Asset Company Worth Backing
1:25 Passing on FTX, Celsius, and BlockFi – Why Valuation Matters
3:50 Where the Real Revenue Growth Is: Stablecoins, Tokenization, and Kraken
5:15 Bitcoin, Solana, and Why Hyperliquid Is Leading This Bull Phase
6:59 Raising the $500M 50T Fund and Institutional Appetite
9:41 50T’s $42M MoonPay Investment
11:05 Japan’s 30-Year Bond Base and the Biggest Macro Theme
14:04 Scott Bessent, the Yen, and Kevin Warsh’s Rate Hike
16:31 AI, Productivity, and the Natural Rate of Interest
18:22 The Debasement Trade: Why Bitcoin and Gold Win Long Term
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