In this discussion, Dan Morehead, founder of Pantera Capital and a bitcoin investor since 2013, shares insights on identifying 1,000x asymmetric investment opportunities. He reflects on early challenges and skeptics in the crypto space and draws parallels between bitcoin and gold. Morehead predicts a bullish future for cryptocurrencies amid evolving U.S. policies on strategic bitcoin reserves. He also discusses the cyclical trends of the market and the potential impacts of institutional interest, emphasizing the importance of education in navigating this landscape.

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-the-stagflation-mega-trade  Dan Morehead is the Founder & CEO of Pantera Capital, a blockchain investment firm that’s up nearly 65,900% since inception. Dan has spent decades successfully managing global macro funds throughout countless cycles. We’ve said it before and we’ll say it again, macro plus crypto is a deadly combination. These two skills are some of the most important when it comes to navigating the remainder of this decade and beyond. Who better to share their expertise than Dan? In this episode, Dan peels back the layers of how inflation, the bond bubble, and other important crises became so extreme, how they compare to the late 1970s, what you should do to prepare for the craziness to come, and so much more. ------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay  ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/  🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/  ------ BANKLESS SPONSOR TOOLS: ⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum  ❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across  🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA  👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave  ⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido  🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger  ------ Topics Covered: 0:00 Intro 6:12 What’s Happening with Inflation 12:10 The Reality of Inflation 14:02 Bond Bubble & Money Printing 24:06 The $15T Bond Overcalculation 35:00 Comparing the 1970s & Today 45:00 How to Survive Stagflation 51:55 Position Yourself Wisely 55:40 Crypto’s Macro Response 1:04:35 Why We’re Decoupling 1:12:30 Is the Bear Market Over? 1:18:22 The Last 10 Years & Why Crypto 1:25:10 Institutional Conversations 1:30:50 Easy Button Portfolio 1:34:44 Dan’s 2022 & Beyond Focuses 1:39:30 Closing & Disclaimers ------ Resources: Dan on Twitter https://twitter.com/dan_pantera  Pantera Capital https://panteracapital.com/  Dan’s Letters from Pantera https://panteracapital.com/blockchain-letter/  https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto/  https://panteracapital.com/blockchain-letter/the-next-mega-trade/  https://panteracapital.com/blockchain-letter/its-called-the-70s/  Charts https://panteracapital.com/wp-content/uploads/2022/02/Screen-Shot-2022-02-15-at-5.31.17-PM-1536x862.png  https://imgur.com/ZY4ltqn  ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

Dan Morehead discusses the early days of crypto, investment strategies, and the future of digital assets. Topics include simplifying crypto investments, price predictions, Ethereum ETF prospects, decentralization vs. centralization, and navigating crypto volatility. The conversation also covers government policy, IRS rules on crypto, and the impact on traditional banking systems. Don't miss the viewer Q&A session for insights on wealth management and cryptocurrency.