CoinDesk Podcast Network Crypto OG's Talk Macro | Consensus 2025 Highlights
Jun 3, 2025
Dan Morehead, CEO of Pantera Capital and pioneer with the first crypto fund in 2013, teams up with Dan Tapiero, CEO of 1RT and 10T, an expert in macro investing. Together, they delve into their initial skepticism of Bitcoin, which transformed into advocacy for its inclusion in investment portfolios. They discuss how cryptocurrencies represent a seismic macro trade, strategies for stable investment, the evolution of crypto regulations, and the growing preference for these digital assets over traditional ones in uncertain markets.
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Dan Morehead's Crypto Journey
- Dan Morehead was introduced to Bitcoin in 2011, took a serious interest in 2013.
- He stayed deeply involved for eight years, seeing it as the biggest trade of a generation.
Dan Tapiero's Crypto Entry
- Dan Tapiero first entered crypto by integrating gold with Bitcoin using a wallet platform.
- He became serious about crypto during the 2018 bear market, realizing its macro significance.
Macro Investing Over Venture
- Avoid competing in early-stage venture when giants dominate it.
- Focus on big-picture macro investing with reduced downside from failed startups.