Is the Crypto Bull Market Over | Dan Tapiero and Dan Morehead

On today's episode of On The Margin, Mike Ippolito is joined by Dan Morehead of Pantera Capital & Dan Tapiero of 10T. With collectively over 40 years in the hedge fund business at notable firms such as Tiger Management, before later pivoting to crypto in 2014, these two provide a unique insight into the growth of the crypto industry and just how big it could become over the next decade.

Dan & Dan share their Macro outlook for 2022, the bursting of the U.S bond market, how crypto today compares with 2017, what the next big picture macro trade is, the mainstream adoption of crypto & discuss whether the bull market is over.
--
Follow Dan Tapiero: @DTAPCAP
Follow Dan Morehead: @dan_pantera
Follow Mike: @MikeIppolito_
Follow Blockworks: @Blockworks_
--
Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
--
Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks
--
If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

Timestamps:
00:00・Introduction
00:52・Macro Outlook For 2022
07:37・A Period Of Secular Inflation
21:19・Crypto Bull Market: 2017 vs 2021
23:56・Fireblocks Ad
25:20・Is The Bull Market Over
38:17・Web 2.0 vs Web 3.0
43:33・Bitcoin vs Gold