Dan Tapiero is an American macro investor and the founder of 10T Holdings and 1RoundTable Partners, growth equity firms that invest in companies in the digital asset industry. From 1992 to 2012 he was a macro portfolio manager and analyst at firms including Tiger Management, Duquesne Capital, Steinhardt Management and SAC Capital, and he co-founded the precious metals platform Gold Bullion International.
Dan Tapiero has appeared on London Real four times between 2021 and 2025. With Brian Rose he has talked about why he sees Bitcoin as a once-in-a-generation technology, his forecasts for the size of the crypto market, and his approach of backing established crypto companies rather than trading tokens.
The 2025 livestream was also a promotion for his fund through London Real’s investment club. Each episode is listed below in order.
Macro Guru: Bitcoin Going To A $10 Trillion Market Cap (2023). The clearest account of his background and why a career macro investor became convinced by Bitcoin.
Tapiero says that understanding Bitcoin was a turning point for him. Speaking in 2023, he compared it to the invention of the combustion engine or the discovery of electricity.
Across his appearances he has forecast that the digital asset market could reach $40 trillion and that Bitcoin alone could reach a $10 trillion market value. These are his projections; nobody can know whether they will come true.
In 2025 he explained that his funds buy equity in mid-to-late-stage crypto companies rather than speculating on tokens, which he sees as a way to back the industry’s growth with less exposure to token price swings.
Tapiero frames crypto through 30 years of macro investing. He treats downturns such as 2022 as a normal part of a long cycle rather than a sign the technology has failed.
Dan Tapiero is an American macro investor and the founder of 10T Holdings and 1RoundTable Partners, which invest in crypto and blockchain companies. He previously worked at Tiger Management, Duquesne Capital, Steinhardt Management and SAC Capital.
Across four appearances from 2021 to 2025, Tapiero talked about Bitcoin, his forecasts for the crypto market, the 2022 downturn and his strategy of investing in established crypto companies.
Start with Macro Guru: Bitcoin Going To A $10 Trillion Market Cap from April 2023, which covers his background and his case for Bitcoin in the most detail.
Four times between 2021 and 2025: in November 2021, April 2023, October 2023 and a live broadcast in October 2025.
10T Holdings is a growth equity firm founded by Dan Tapiero that invests in companies in the digital asset industry. He also runs 1RoundTable Partners, a related growth equity fund.
On London Real he has said Bitcoin could reach a $10 trillion market value and that the wider crypto market could reach $40 trillion or more.
Sign up to recieve full episodes of London Real every week.
We take your privacy seriously. We will never sell your information.
Chat
