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Real Vision: Finance & Investing

Dan Tapiero: Three Key Crypto Investment Categories

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 31 March 2021

⏱️ 61 minutes

🧾️ Download transcript

Summary

Crypto Wednesday: Dan Tapiero, founder and managing partner of 10T Holdings, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss some of the crypto investment sectors he is interested in, including blockchain infrastructure, on-ramps, and next generation financial services. Taperio explains his approach to investing in the space and why he is looking to invest in what he considers to be mid-sized, crypto companies worth over 400 million dollars. He explores the benefits of investing into crypto on-ramps such as crypto exchanges and lending and borrowing, pointing out that even when crypto prices are going down, on-ramp type investments still perform. Tapiero believes that investing in blockchain infrastructure, such as bridges from traditional finance to crypto, is a way to get upside exposure to the asset class without necessarily needing to purchase the crypto assets themselves. Recorded on February 17, 2021. Key Learnings: There are many different ways to approach investing in the crypto space. Tapiero takes the traditional investor approach, primarily investing in businesses rather than holding the crypto assets themselves, and he describes his approach as a "picks and shovels" style investment strategy. This enables the investor to benefit from exposure to the asset class while also reducing the downside risk that comes with holding the tokens themselves. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:08.7

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0:19.5

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0:23.0

Such British gas, new boiler.

0:25.0

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0:26.5

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0:30.5

Music

0:45.0

Dan, look as ever.

0:46.5

Always great to get on real vision.

0:48.0

And this time it's on real vision crypto.

0:49.5

So we're going to kind of leave a bit of the macro world behind.

0:53.0

Okay.

0:54.0

Because you and I both been down this journey together and it's been fascinating.

0:58.5

And people have seen it on real vision, us both going down the journey of you dragging me back in.

1:03.5

And that great conversation that we had.

1:05.5

Now, things have changed for you because you've now gone even deeper into this.

1:10.5

Much like many of the macro guys you've gone from being an observer of the space to an investor of the space.

1:16.5

And now you're going all in on the space.

1:19.0

Do you want to talk a little bit about what you're up to?

...

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