Dan Tapiero: "We've Begun a Bull Phase" in Bitcoin

Chapters

1. 00:00 Dan Tapiero on What Makes a Digital Asset Company Worth Backing
2. 01:25 Passing on FTX, Celsius, and BlockFi – Why Valuation Matters
3. 03:50 Where the Real Revenue Growth Is: Stablecoins, Tokenization, and Kraken
4. 05:15 Bitcoin, Solana, and Why Hyperliquid Is Leading This Bull Phase
5. 06:59 Raising the $500M 50T Fund and Institutional Appetite
6. 09:41 50T's $42M MoonPay Investment
7. 11:05 Japan's 30-Year Bond Base and the Biggest Macro Theme
8. 14:04 Scott Bessent, the Yen, and Kevin Warsh's Rate Hike
9. 16:31 AI, Productivity, and the Natural Rate of Interest
10. 18:22 The Debasement Trade: Why Bitcoin and Gold Win Long Term

Chapters come from the timestamps in the video description.

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