The Pomp Podcast
#1336 Dan Tapiero | Bitcoin Is The Greatest Macro Bet of All-Time
Apr 2, 2024
Dan Tapiero, CEO of 1RoundTable Partners, discusses bitcoin vs gold, tokenization, billionaires' private discussions, and where he allocates capital. The podcast also explores PropyKeys, a blockchain application for minting home addresses, making homeownership more affordable and user-friendly.
33:52
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Quick takeaways
- Bitcoin is gaining recognition as a macro bet amidst changing interest rates and asset devaluation.
- Long-term hodling with diversified crypto assets like Bitcoin and Ethereum is advised for wealth accumulation.
Deep dives
Bitcoin's Performance in Relation to Macro Environment
Dan Tapiero discusses how the macro case for Bitcoin has evolved over time, highlighting the shift in interest rates and Bitcoin's response to the macro backdrop. Previously seen as a hedge against fiat debasement in a world of negative real interest rates, Bitcoin's all-time high amidst a 5% interest rate signals a reevaluation by macro investors. As traditional assets devalue against Bitcoin and the digital asset economy, Tapiero suggests that Bitcoin's role as a macro bet is gaining recognition, indicating a broader understanding of its value beyond mere debasement hedging.
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