Dan Tapiero has more than 25 years of experience investing across asset classes on Wall Street and is one of the most well-known macro investors in the world. He previously spent time working with Julian Robertson, Stanley Druckenmiller, Steve Cohen, and many other luminaries.
In this conversation, we discuss the gold thesis, the bitcoin thesis, the recent divergence, whether they will co-exist in the future, how to think of an ideal allocation to either, and stock-to-flow models.
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Avichal Garg is a co-founder and partner on the investment team at Electric Capital. Avichal is a successful serial entrepreneur with executive experience at Google and Facebook, which acquired his previous company in 2012.
In this conversation, we discuss Avichal’s crypto thesis, decentralized...
Mason Jappa is the cofounder and CEO of Blockware Solutions, a blockchain infrastructure company and network advisory firm.
In this conversation, we discuss the latest Blockware research report on Bitcoin, including why $40,000 is just the beginning and how the network metrics suggest Bitcoin...
Robert Materazzi is the CEO of Lukka, which bridges the gap between the complexities of blockchain data and traditional business needs. Formerly he was a Director at PricewaterhouseCoopers, specializing in large risk, regulatory, and cybersecurity driven technology implementations for traditional...