Bitcoin (BTC)

Hassan Bassiri: "You generally want to be buying crypto when everyone says it's dead." "And you generally want to be selling crypto when it's on MSNBC." Right now it's in the limelight for all the wrong reasons. He's calling a Q3 bottom and says on a long enough time frame there's basically no difference between buying $BTC at $50k, $55k, or $65k. FT @HassanBassiri @LG @Doucet.

E175: Dan Tapiero - $50 trillion crypto. And that might be conservative @DTAPCAP is the founder of @50TFunds, a growth stage fund built on the thesis that the digital asset ecosystem will reach $50 trillion. He doesn't touch tokens, doesn't do VC, and last year had six realizations - including a stake in Deribit acquired by Coinbase. This episode covers his framework, his macro thesis, and what two decades alongside Robertson, Druckenmiller, and Cohen taught him about sitting still. Timestamps: 0:00 Introduction 2:00 Kast Card Discussion 2:40 Dan’s Framework For Investing In Businesses 5:29 Why Equity Over Tokenization 12:19 Partnerships: @Trezor @Bitwise 13:05 Dan’s Bullish Tweet Style Explained 19:55 The Shift That Makes Someone Confident 28:00 Partnership: @KASTxyz 28:48 Why Markets Tend To Do The Unexpected 32:23 Conviction In Bitcoin Is Becoming Much Harder 41:03 How Dan Raises Money During A Bear Market 46:24 Partnerships: @JupiterExchange @ethena 47:07 Why Dan Is Confident Crypto Will Go To $5

@CorySwan Essentially no miner wants to mine the first non-bip110. Mining the first non-bip110 is irrational because miners need to let another miner mine the first non-bip110 since any bip110 block will be in both chains.

BILLIONAIRE COINBASE CEO JUST SAID QUANTUM'S THREAT TO #BITCOIN IS MASSIVELY OVERBLOWN "THIS IS NOT SPECIFIC TO CRYPTO." "THIS IS BROADLY SOMETHING THE WORLD WILL HAVE TO UPDATE TO" "WE ARE WORKING ON QUANTUM DIRECTLY WITH CORE DEVELOPERS" "YOU DO NOT NEED TO WORRY" 🔥 https://t.co/AZ47PhImQD

PETER SCHIFF: "SOON SAYLOR WILL TRADE IN HIS ORANGE TIE FOR AN ORANGE JUMPSUIT." https://t.co/xhgkc7GyIZ