On The Brink with Castle Island
Dan Tapiero (1RT Partners) 2023 Market Recap (EP.489)
Dec 21, 2023
Dan Tapiero, founder and Managing Partner of 10T Holdings and 1RoundTable Partners, discusses the state of the crypto market post-FTX collapse, the impact of Bitcoin ETF on fund flows, the market for growth and secondary investing, and 1RT's strategy. He emphasizes the importance of a minimum viable ecosystem and the dominance of US dollar stable coins.
42:51
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Quick takeaways
- Crypto industry sentiment improving with positive market performance and regulatory clarity outside the US.
- Structural shift towards digital assets and blockchain technology driving long-term trend in the crypto market.
Deep dives
Shift in Market Sentiment and Performance of Crypto Infrastructure Companies
The podcast episode discusses the shift in market sentiment towards the crypto industry and the performance of crypto infrastructure companies. The guest, Dan Tapiero, shares his insights on the current macro environment and how it has affected the growth stage market for crypto infrastructure companies. He mentions that in the first half of the year, many companies in the portfolio struggled, but the current quarter is expected to be the best since the previous bull market. Tapiero also highlights the impact of regulatory actions and comments by figures like Larry Fink, which influenced market sentiment during the summer but have since improved.
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