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

Dan Tapiero and Dan Morehead join “On the Margin” host Michael Ippolito to discuss crypto, its growing mainstream adoption and their outlooks for both the macro and crypto spaces

February 2, 2022 09:21 am

On this episode of “On the Margin,” Blockworks co-founder Michael Ippolito talks to Dan Morehead of Pantera Capital and Dan Tapiero of 10T. With more than 40 years in the hedge fund business at notable firms such as Tiger Management before pivoting to crypto in 2014, these two provide insight into the growth of the crypto industry and how big it could become over the next decade.

Dan and Dan share their macro outlook for 2022 and discuss the bursting of the US bond market. They also cover how crypto today compares with 2017 and what the next big picture macro trade will be.

They also cover:

Mainstream adoption of crypto
Bitcoin vs. gold
Secular inflation
And so much more

Watch the full episode below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts. At the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to On the Margin today on Apple or Spotify, or watch episodes on YouTube.

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Why Solana Mobile Should 100x Their Phone Production

Solana Mobile is a highly ambitious foray into the mobile consumer hardware market, seeking to open up a crypto-native distribution channel for mobile-first applications. The market for Solana Mobile devices has demonstrated a phenomenon whereby external market actors (e.g. Solana-native projects) continuously underwrite subsidies to Mobile consumers. The value of these subsidies, coming in the form of airdrops, trial programs, and exclusive NFT mints, have consistently covered the cost of the phone and generated positive returns for consumers. Given this trend in subsidies, the unit economics in the market for Mobile devices, and the initial growth rate and trajectory of sales, it should be expected that Solana mobile can clear 1M to 10M units over the coming years. As more devices circulate amongst users, Solana Mobile presents a promising venue for the emergence of killer-applications uniquely enabled by this mobile-first, crypto-native distribution channel.

by Luke Leasure