Macro Investing and Bitcoin Analysis by Dan Tapiero
Mark Yusko, founder of Morgan Creek Capital and DTAP Capital, remains one of the most seasoned institutional investors advocating for Bitcoin and blockchain innovation in 2025. His fund now manages over $2 billion in diversified assets, including digital assets, venture capital, and long/short equity positions. In 2024, Yusko expanded DTAP’s exposure to AI-token hybrids, tokenized real estate, and global macro hedging strategies. He also co-hosts the “Crypto Banter Macro” segment, educating viewers on long-term crypto trends and economic cycles.
A former CIO of the University of North Carolina endowment, Yusko brings decades of experience in asset management, endowment models, and hedge funds. He earned his reputation for early calls on Bitcoin and DeFi infrastructure in institutional circles and continues to advocate for portfolio allocations of 1–3% in digital assets. Yusko holds degrees from Notre Dame and the University of Chicago and frequently speaks at institutional finance conferences. His cross-market expertise bridges legacy finance with crypto-native investment philosophy.
Dan Tapiero: Chip shot to 100k for BTC remains likely
Dan Tapiero, founder and CEO of 10T Holdings, described a BTC price of 100k as a "chip shot" and said a sideways correction is hopefully nearing completion. He also commented that attention ...
BTC could end the year up, Dan Tapiero states
Dan Tapiero, founder and CEO of 10T Holdings, suggested that the odds favor BTC finishing the year on a positive note. Tapiero also indicated that, in his view, next year is likely to be an ...
Dan Tapiero: Anthony Pompliano says token prices are going to trend to zero
Anthony Pompliano stated that token prices are going to trend to zero. Dan Tapiero, founder and CEO of 10T Holdings, shared this view in a recent ...
Bitcoin shows strong chart formation, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, points out a bullish cup and handle chart pattern forming in Bitcoin. He describes the cryptocurrency setup as a textbook example, suggesting an ...
Dan Tapiero: French bond spreads to Germany reach crisis-era highs
Dan Tapiero, founder & CEO at 10T Holdings, highlights mounting signs of financial distress as French bond yields hit their widest spread to Germany since the 2012 Euro crisis. Tapiero suggests ...
Fed policy error causes weak jobs data and outlook, Dan Tapiero warns
Dan Tapiero, founder & CEO at 10T Holdings, flagged a potential policy error by the Federal Reserve as evidence mounts of economic weakness in the U.S. According to Tapiero, the latest U.S. ...
Dan Tapiero: Japanese interest rate base presents unique market opportunity
Dan Tapiero, founder & CEO at 10T Holdings, highlights a significant opportunity in the Japanese interest rate market. He describes the current market base as the longest and biggest of his ...
ETH not dead as RWAs and stables remain on network, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, writes that Ethereum (ETH) is far from obsolete. Tapiero points out that real-world assets (RWAs) and stablecoins are primarily hosted on the Ethereum ...
Dan Tapiero: Zcash surges 25x as crypto bull market debated
Dan Tapiero, founder & CEO at 10T Holdings, highlights that Zcash has soared more than 25 times in the past year, prompting debate about whether the crypto market is entering a bull phase. ...
U.S. deficit increase did not reach 20 percent of GDP last quarter, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, states that the U.S. deficit did not increase by 20 percent of GDP last quarter. He also suggests that fears over U.S. debt may be overblown and ...
Dan Tapiero: Blockchains positioned as economic rails of future, driven by AI agents
Dan Tapiero, founder & CEO at 10T Holdings, stated that blockchains are becoming the financial and economic infrastructure for the future. He highlighted that almost 1 million autonomous AI ...
Gold leads and BTC follows as USD/yen hits 163, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, highlights a shift in macroeconomic forces impacting Bitcoin and related assets. He points to a USD/yen intervention at 163, with the Bessent line ...
Dan Tapiero: Adoption of BTC, ETH, and SOL signals future growth in crypto
Dan Tapiero, founder & CEO at 10T Holdings, comments that adoption has now arrived for cryptocurrencies. He suggests that the growth of the sector can be extrapolated into the future, ...
Coinbase achieves 7x volume growth in 3 yrs, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, highlights Coinbase's transformation from an exchange that faced early operational hurdles to a diversified global crypto and blockchain conglomerate. ...
Dan Tapiero: Lower U.S. rates could support BTC breakout to 100k
Dan Tapiero, founder & CEO at 10T Holdings, expects almost zero chance of a Federal Reserve rate hike in September and suggests that soft payrolls data could lead to a rate cut before year-end. ...
DEX trading volume increases during bearish phase, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, highlights continued growth in the digital asset ecosystem despite a prolonged market downturn described as a bear phase for '25-'26. He points to a ...
Dan Tapiero: ETH surges 30 percent in four days, shorts liquidated
Dan Tapiero, founder & CEO at 10T Holdings, comments on the recent movement in ETH, highlighting an abrupt 30% rally from August 19–22 that erased eight months of downward selling. Tapiero ...
Tokenizing real estate and illiquid assets is essential, Dan Tapiero argues
Dan Tapiero, founder & CEO at 10T Holdings, argues that all valuable assets and money will eventually be tokenized and exist on blockchain networks. He notes that the trading of real-world asset ...
Dan Tapiero: Crypto bull market shifts to use case and adoption focus
Dan Tapiero, founder & CEO at 10T Holdings, comments on the current state of the cryptocurrency market. He observes that, while investors in 2019 questioned the real-world utility of crypto, the ...
Stablecoins become cash onchain in digital finance, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, highlights the growing role of stablecoins such as USDC in transforming digital finance. He suggests that stablecoins are becoming equivalent to cash ...
Dan Tapiero: Onchain money and value seen as inevitable shift
Dan Tapiero, founder & CEO at 10T Holdings, questions the skepticism around the idea that all money and value will eventually move onchain. He emphasizes the early stage of this transition and ...
