Why Crypto Will Grow 10x in The Next Decade | Dan Tapiero

Bullish:

• $BTC - Dan sees Bitcoin as undervalued at current levels with limited downside and 5-10x upside potential over 5-10 years, targeting $1 million per Bitcoin.

  • “So from 2025 to 2035, where what do we really think? 10 calling for a double from 5,000,000,000,000 to 10,000,000,000,000 is not very interesting. So to keep the name of the fund the same made no sense. Like that would be disappointing to me. So we think that over the next ten years, Bitcoin can get to $20,000,000,000,000 in value. That would be Bitcoin at a million dollars. That's a 10 X or now at 12 X roughly from here. Not a big deal.”

    Dan·9:55

  • “I really don't see us being able to go down below 50,000 for any like demonstrable period of time. So if you're looking out for five, ten years, can you buy at 70? Do I think you have the chance to make a 5 to 10x? I do. With very controlled downside.”

    Dan·26:46

  • “Bitcoin is the digital gold and we don't have enough time to get into why Bitcoin is so great today. But the reality is that you can buy it today for the same price that it was five years ago seems kind of absurd to me.”

    Dan·28:12
• $COIN - Dan believes Coinbase is significantly undervalued at 7x multiple and has successfully transformed beyond just a retail trading platform.

  • “Coinbase trading at seven times is not out of whack. Coinbase is way too cheap.”

    Dan·17:09

  • “Coinbase, I think has done a phenomenal job becoming more than just a retail trading platform, which is really what it was five years ago.”

    Dan·4:36
• $ETH - Dan sees Ethereum as a core asset alongside Bitcoin with significant upside potential over the next decade.

  • “ETH and the alternative cryptocurrency, the Solana, etcetera, we think 10,000,000,000,000.”

    Dan·10:27

  • “And the same thing for ETH. I think those are the two core assets.”

    Dan·28:27
• $SOL - Dan notes Solana's impressive growth in stablecoin market share, moving from near zero to almost 30% while Ethereum has declined.

  • “Don't know if but you in the last two months, the stablecoins trading on the Solana blockchain has completely exploded versus ETH. ETH, think, was at the beginning of the year over 50% of all stables were on the ETH network. Now it's been reduced and Solana, I think, has moved up from practically like zero or 10% to almost 30%.”

    Dan·28:35
• $STABLES - Dan highlights explosive growth in stablecoins from essentially zero to $33 trillion in trading volume, with continued expansion expected.

  • “In twenty twenty one, January, there were practically zero stablecoins as an example, zero. Last year, we traded 33,000,000,000,000”

    Dan·27:26

  • “the stablecoin business has been fantastic”

    Dan·21:10
• $CRYPTOAI - Dan sees the intersection of AI agents and blockchain as a major future growth driver, with blockchain becoming the payment rails for autonomous AI agents.

  • “there is a world coming now where autonomous AI agents will be using blockchain to send value back and forth to each other. And I said this on our panel, people don't understand that blockchain is the money of the autonomous agentic future.”

    Dan·29:29

  • “all the different companies and projects that are developing around building the agentic infrastructure, that's what we're investing in.”

    Dan·32:42