

Scarce Assets E009: Dan Tapiero – Legendary Macro Mind Turned Bitcoin Bull
Apr 30, 2024
Legendary macro mind turned Bitcoin bull, Dan Tapiero, discusses technical engineering of bitcoin, institutional investors' mindset, distress in private market valuations, position sizing & time horizon, advantages of private equity, bitcoin versus old-world assets, and more on Scarce Assets podcast.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Exploring Dan Tapiero's Transition to Bitcoin and Digital Assets
01:42 • 2min
Exploring the Significance of Bitcoin and Blockchain Mechanisms
03:50 • 14min
Conservative Investment Approach and Company Valuations
17:28 • 2min
Analysis of Company Equity Discounts in Secondary Market
19:02 • 2min
Shift in Investments and Market Behavior
20:41 • 4min
Navigating the Evolving Cryptocurrency Landscape
24:46 • 13min
Embracing Bitcoin: Challenges and Excitement in a Changing Landscape
37:29 • 2min
Bitcoin Maximalism and Investment Strategies
39:41 • 14min
Exploring Portfolio Structuring with Protection Mechanisms and Investment Potential of Bitcoin and Gold
53:18 • 12min
Evolving Public Discourse and Responsibility in the Crypto Space
01:05:33 • 3min