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.
Dollar dominance in stablecoins could decline within 5 years, Dan Tapiero notes
Dan Tapiero, founder & CEO at 10T Holdings, commented that currently 99% of stablecoins are tied to the U.S. dollar. He suggests this dominance may drop to 70% or 60% over the next five years as ...
Dan Tapiero: Voters favor crypto as election influence grows
Dan Tapiero, founder & CEO at 10T Holdings, draws a distinction between stock and cryptocurrency ownership, suggesting that wealthy individuals tend to hold stocks while voters increasingly hold ...
Portfolio hits highest performance in 97 years, Dan Tapiero notes
Dan Tapiero, Founder & CEO at 10T Holdings, highlighted that a portfolio allocated evenly at 25% each to four asset classes is experiencing its best year since 1933. He emphasized that despite ...
Dan Tapiero: Bitcoin is becoming embedded in U.S. power structure
Dan Tapiero expressed the view that Bitcoin is increasingly becoming integrated within the U.S. power infrastructure. He highlighted that a four-star admiral is now testifying to Congress in a ...
BTC at 70k today raises questions on 150k potential, Dan Tapiero notes
Dan Tapiero points out that unexpected outcomes are not impossible in financial markets. Referencing negative WTI oil prices in 2020 as an extreme example, he highlights the current BTC price at ...
Dan Tapiero: Fed says rate cuts needed given worsening U.S. employment data
Dan Tapiero commented on the current actions of the U.S. Federal Reserve, stating it is behind the curve and needs to cut rates due to a dire employment situation. Tapiero argues that traditional ...
Animoca Brands could rival Circle in Asia, Dan Tapiero suggests
Dan Tapiero notes that 99% of the projected $33 trillion stablecoin volume in 2025 is currently in USD fiat. He raises the possibility that Animoca Brands could become the Circle of Asia and ...
Dan Tapiero signals brief bear phase for Bitcoin and Ethereum while alts and NFTs face extended declines
Dan Tapiero observes that past bear phases in crypto markets have typically been long and drawn out. However, he suggests that Bitcoin and Ethereum may experience a much shorter downturn this ...
Dan Tapiero flags 8 trillion USDC volume in January
Dan Tapiero highlights a significant shift in stablecoin trading volumes. He notes that Circle's stock has dropped 80% from its peak seven months ago, yet the total trading volume of stablecoins ...
Dan Tapiero sees trillion-dollar future for Coinbase
Dan Tapiero expressed optimism about Coinbase's future in a recent tweet, pointing to the potential for the company to reach a trillion-dollar valuation within the next decade. His statement ...
Dan Tapiero signals market shift as capital reprices long-term debt
Dan Tapiero highlights a significant market shift in Japan and Germany, indicating a repricing of time itself. He suggests that the market is now reevaluating the willingness of capital to ...
Dan Tapiero signals rise in risk premiums as AI accelerates change
Dan Tapiero suggests a shift in global finance dynamics, underlining an increasing reluctance to fund long-term foreign government debt. He emphasizes that the rapid advances in AI and blockchain ...
Dan Tapiero signals crypto capital risk amid nonproductive investments
Dan Tapiero expresses concern over the influx of capital into nonproductive assets within the cryptocurrency sector. He believes this trend may lead to a healthy bear market in the future as ...
Dan Tapiero: US market outpaces Asia and Europe due to tech and blockchain
The US market is valued at 65% more than Asian and European markets combined, according to Dan Tapiero. Tapiero attributes this gap to advancements in technology, AI adoption, and blockchain ...
Dan Tapiero urges investors to explore digital asset ecosystem
Dan Tapiero, influential investor and entrepreneur, urges stakeholders to delve into the digital asset ecosystem. His LinkedIn posts, shared weekly, offer insights into major companies driving ...
Dan Tapiero: Panic into gold and Bitcoin amid Nikkei surge
Dan Tapiero highlights a striking development in the Japanese markets where 2-year notes have dipped below 1% for an astounding 30-year duration. This effectively meant money was almost free in ...
Dan Tapiero warns of a marked down old world
Dan Tapiero, in a recent tweet, emphasizes the decline of the old world's value. He associates it with the central monetary issue of our age. Tapiero's remarks point to a significant reevaluation ...
Dan Tapiero predicts 2-year notes will drop to 2 percent in 6 months
Dan Tapiero, a prominent investor and macroeconomic analyst, has made notable predictions about the future of U.S. Treasury yields. According to Tapiero, 2-year notes will see their yield drop to ...
Dan Tapiero highlights 90% Turkish lira decline over 5 years
Dan Tapiero, a prominent investor and co-founder of 10T Holdings, highlights a stark decline in the Turkish lira. Over the past five years, the lira has plummeted by nearly 90% against the U.S. ...
Dan Tapiero: Bitcoin hits $120,000 as bull market unfolds
Dan Tapiero, a prominent figure in the cryptocurrency investment arena, highlights Bitcoin's recent valuation surge to $120,000. In a recent tweet, Tapiero expressed a sense of calm as the ...
Dan Tapiero forecasts significant U.S. dollar drop amid interest rate shift
Dan Tapiero, founder and managing partner of 10T Holdings, suggests a potential significant decline in the US dollar value over the next 12 to 24 months could be driven by a collapse in interest ...
