Supply Shock The Biggest Macro Trade Of All-Time | Anthony Scaramucci & Dan Tapiero
Mar 22, 2024
Anthony Scaramucci & Dan Tapiero discuss the macro case for digital assets, their personal experiences with Bitcoin, the potential impact of ETF and US elections on Bitcoin performance, insights on American Constitution and fascism history, analysis of Gensler's regulatory impact on the industry, and market outlook amidst fading SEC concerns.
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Scaramucci's Bitcoin Entry
- Anthony Scaramucci's first Bitcoin purchase was in Nov 2020 after a series of events.
- This includes a White House meeting on the digitization of the dollar, conversations with the Winklevoss twins, and addressing regulatory and custodial concerns.
Tapiero's Crypto Journey
- Dan Tapiero, initially introduced to Bitcoin in 2014, struggled with the technical complexity and gave up multiple times.
- He later dove into research in 2017-18, recognizing its potential and shifting his focus entirely to digital assets.
Managing Crypto Volatility
- The challenge in the crypto space is not just predicting price increases, but structuring investments to withstand volatility.
- Tapiero prioritizes "sleep well at night" structure over maximum bull market gains to cushion against bear market downturns.