Dan Tapiero

Dan Tapiero

115,891 Twitter followers

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Founder/CEO/CIO/Managing Partner- @10tfund and @1RTPartners. DTAP Capital ('03) AGCOA ('06) GBI ('09). Macro PM-20yrs. 5GOATS. Btc+Bullion hodler.

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If stocks don't close down tomorrow, it's got to be some sort of TELL. Why aren't they down more now?

Old school trading TD buy signal in btc. Could be 5 done on the downside. Bear has been relentless and crushed hearts and minds. Low dsi. Catalyst not obvious. H/T JBB. @RaoulGMI

Today most negative sentiment have "felt" since last bear mkt. Eth Denver reports so bad almost funny. Well known crytpo guys giving up. Alts all dead "forever." Btc lost digital gold narrative. Nothing left now. Shorts bragging/talking 45k. Etc. We're due a face ripper.

So let's get this straight. @circle stock is -80% from its peak 7 months ago. And last year total trading volume of stablecoins was 33 Trillion. Now in Jan alone stables volume was 10T!!! And Usdc was 8T of that...in one month. TAM of stables will be north of 1000T. 🚀

From a macro standpoint I can't remember too many times where it's been so clear that btc has bottomed. Usd drop, gold and silver leading, us rates about to drop with new chairman, ndx breaking up to new highs.... Then stables, rwas, ai, dexs, defi, depin, prediction etc etc.

Is anyone on X not rooting for @Zcash? Tradfi adoption wonderful for space. But OG privacy sacrificed... Now brought back to life. We can all care about privacy again without slowing "adoption" and blunting ngu. @zenrock team rolls out ZenZec. twitter.com/DTAPCAP/status/198...

I keep marveling at this chart. The US mkt is worth 65% more than the Asian and European mkts combined. The difference is all tech and ai adoption and blockchain coming. But its also the us becoming the only capital mkt. Not going to mean revert. It's structural.

Biggest base of all-time? Japanese 2yr notes below 1% for 30 yrs. IE money was free for 30yrs. Finally Nikkei woke up and is well above the '89 peak when 2s were 8%. Purchasing power of domestic Japanese savers annihilated vs everything. Panic into gold and btc continues.🚀

Wake up. Bull market in bitcoin has not started yet. Same price in gold terms as 5 years ago. Massive cup and handle leads to new upside price discovery. 4% short rates too high, Usd bear now, DC reg wind at back, Dats, Etfs, Stables, Defi, Rwas etc New world. H/T @ZynxBTC

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