Dan Tapiero is the co-founder of 1RoundTable Partners & 10T Holdings. In this conversation, we talk about the Fed, problems with the legacy banking system, bitcoin, ethereum, rest of crypto ecosystem, where Dan sees opportunities, themes & trends he is paying attention to in the future, and what is going on in the macro billionaire circles behind closed doors.

0:00 – Intro
0:40 – Cracks in legacy system
4:10 – Inflation
12:30 – Global liquidity
15:50 – Macro billionaire circle
17:36 – Gold vs bitcoin
20:40 – Bitcoin vs ethereum
25:20 – Bitcoin rally
30:35 – International vs US
34:30 – Digital asset ecosystem
39:40 – Technology companies cash flow
44:05 – 2-year future outlook
49:25 – Narratives to pay attention to
54:20 – Stablecoins & NFTs
1:04:00 – How big can bitcoin get?
1:09:45 – Find online

Pomp writes a daily letter to over 200,000+ 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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