Bitcoin Magazine Dan Tapiero: “We’ve Begun a Bull Phase” in Bitcoin

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 Backing1:25 Passing on FTX, Celsius, and BlockFi – Why Valuation Matters3:50 Where the Real Revenue Growth Is: Stablecoins, Tokenization, and Kraken5:15 Bitcoin, Solana, and Why Hyperliquid Is Leading This Bull Phase6:59 Raising the $500M 50T Fund and Institutional Appetite9:41 50T’s $42M MoonPay Investment11:05 Japan’s 30-Year Bond Base and the Biggest Macro Theme14:04 Scott Bessent, the Yen, and Kevin Warsh’s Rate Hike16:31 AI, Productivity, and the Natural Rate of Interest18:22 The Debasement Trade: Why Bitcoin and Gold Win Long Term

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This post Dan Tapiero: “We’ve Begun a Bull Phase” in Bitcoin first appeared on Bitcoin Magazine and is written by Patrick Green.