Uploaded July 2026 | Updated September 2026, 2 weeks ago
In this conversation Dan Tapiero explains why he rebranded his fund from 10T to 50T. In 2019 the entire digital asset ecosystem was worth $300 billion.
He thought it could go up 30x. About a year ago they hit $5 trillion, so he asked what this looks like in 2035. Bitcoin at $20 trillion, ETH and alts at $10 trillion, equity in blockchain businesses at $20 trillion. And he thinks that's conservative.
Stablecoins went from zero to $33 trillion traded in 5 years. The internet was the digitization of ideas. Bitcoin is the digitization of money. And money is worth more.
SPEND YOUR STABLECOINS AND EARN YIELD ON YOUR CASH WITH KAST:
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - promo code: SHIFT - https://go.kast.xyz/VqVO/SHIFT
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: kevinfollonier.com/crypto-web3-newsletter
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
In this conversation Dan Tapiero explains why he rebranded his fund from 10T to 50T. In 2019 the entire digital asset ecosystem was worth $300 billion.
He thought it could go up 30x. About a year ago they hit $5 trillion, so he asked what this looks like in 2035. Bitcoin at $20 trillion, ETH and alts at $10 trillion, equity in blockchain businesses at $20 trillion. And he thinks that's conservative.
Stablecoins went from zero to $33 trillion traded in 5 years. The internet was the digitization of ideas. Bitcoin is the digitization of money. And money is worth more.
SPEND YOUR STABLECOINS AND EARN YIELD ON YOUR CASH WITH KAST:
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - promo code: SHIFT - https://go.kast.xyz/VqVO/SHIFT
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: kevinfollonier.com/crypto-web3-newsletter
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
