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Dan Morehead, a long-time friend of RV and founder and CEO of Pantera Capital, joins Raoul Pal on The Journey Man to discuss the future of cryptocurrency. Raoul and Dan highlight why 2025 should be a pivotal year for regulatory clarity, institutional adoption, and integrating AI with crypto. They also explore Bitcoin's role as a strategic reserve, blockchain's future in asset management, and the growing populist support for crypto. Recorded on January 16, 2025.

📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub.

With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward.

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Timestamps:

00:00 Sponsor: Consensus Hong Kong 2025 by CoinDesk

01:14 The Importance of Liking and Subscribing

01:53 Dan Morehead Joins the Conversation

02:22 Why 2025 Feels Like 2017 for Crypto

04:04 Macro Trends and Fed Policies Impacting Crypto

06:24 The Rising Debt Crisis and Blockchain’s Role

08:28 Currency Debasement and Scarce Assets Value

10:34 Bitcoin’s Growth and Institutional Adoption

14:20 Strategic Bitcoin Reserves and National Adoption

17:39 Middle East and Global Crypto Adoption Trends

19:50 US Regulatory Landscape and Future Changes

21:56 Wall Street’s Embrace of Blockchain Technology

24:28 Tokenization and Real-World Asset Integration

30:14 Crypto as the Fastest-Growing Frontier Economy

31:49 AI and Crypto Convergence

34:30 Stablecoins and Layer One Competition

36:52 Telegram’s Ton Token and Social Blockchain Projects

38:57 The IPO Market for Crypto Companies

45:23 Generational Shift and Crypto’s Sociopolitical Impact

50:09 Closing Thoughts on the Crypto Opportunity in 2025

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