codlyn
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E175: Dan Tapiero - $50 trillion crypto. And that might be conservative @DTAPCAP is the founder of @50TFunds, a growth stage fund built on the thesis that the digital asset ecosystem will reach $50 trillion. He doesn't touch tokens, doesn't do VC, and last year had six realizations - including a stake in Deribit acquired by Coinbase. This episode covers his framework, his macro thesis, and what two decades alongside Robertson, Druckenmiller, and Cohen taught him about sitting still. Timestamps: 0:00 Introduction 2:00 Kast Card Discussion 2:40 Dan’s Framework For Investing In Businesses 5:29 Why Equity Over Tokenization 12:19 Partnerships: @Trezor @Bitwise 13:05 Dan’s Bullish Tweet Style Explained 19:55 The Shift That Makes Someone Confident 28:00 Partnership: @KASTxyz 28:48 Why Markets Tend To Do The Unexpected 32:23 Conviction In Bitcoin Is Becoming Much Harder 41:03 How Dan Raises Money During A Bear Market 46:24 Partnerships: @JupiterExchange @ethena 47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion 52:02 How Agentic AI Will Help Crypto Reach $50 Trillion 54:33 The Numbers Behind ETH & SOL Post $50 Trillion 58:30 Closing Thoughts














Gm GM Happy taco Tuesday ladies and gentlemen 🙂↕️ Have a nice day if you deserve it🙂


















