Dan Tapiero, founder of 50T Funds, stated that the core assets of digital assets have entered a new bull market, with stablecoins, tokenization, and the businesses of companies such as Kraken, Ledger, and Polymarket forming the underlying fundamentals of the current market. Dan Tapiero stated that Hyperliquid is leading the current market trend. He had previously abandoned investments in FTX, Celsius, and BlockFi due to valuation issues and is currently raising $500 million for a 50T fund. He previously invested $42 million in MoonPay. At the macro level, Dan Tapiero paid attention to Japan's 30-year treasury bond and believed that Bitcoin and gold had long-term advantages in currency devaluation transactions.
