Founder & CEO, 10T Holdings
4 dated public stances tracked since 2024-01-21, most recently 2024-12-04. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Dan Tapiero's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Dan Tapiero is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2024-12-04 | USD | bullish | +0.5% | -5.1% | -2.1% |
| 2024-12-04 | BITCOIN | bullish | -11.7% | +7.2% | -6.8% |
| 2024-01-21 | USTS | bullish | -2.9% | +1.0% | +0.9% |
| 2024-01-21 | BITCOIN | bullish | +56.5% | +60.5% | +145.8% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BITCOIN | 2 | | 2 bullish | 2024-12-04 |
| USD | 1 | | 1 bullish | 2024-12-04 |
| USTS | 1 | | 1 bullish | 2024-01-21 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-12-04
BITCOIN
bullish
Forward Guidance · video
Bitcoin's hard 21M supply cap against unlimited fiat supply means every fiat-denominated asset loses value against it; regulatory pivot under pro-crypto Trump administration removes the last major headwind and could drive sovereign adoption
“I've been calling for 170,000 this cycle but everyone is telling me that's too conservative”
90d -11.7% · 180d +7.2% · 1y -6.8%
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
2024-12-04
USD
bullish
Forward Guidance · video
Trump administration's pro-capitalist agenda, DOGE fiscal consolidation, and American exceptionalism drive massive capital inflows into the US while Europe and China do nothing comparable, supporting a 10-20% dollar rally
“the dollar I think could strengthen quite significantly and that will also take the wind out of the inflation sails”
90d +0.5% · 180d -5.1% · 1y -2.1%
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
2024-01-21
BITCOIN
bullish
Raoul Pal · video
Bitcoin is a foundational invention — a 'security truth machine' solving the Byzantine General's problem — with a 10-year bulletproof track record, massive decentralized intellectual capital, and potential to become the infrastructure of a parallel global…
“the bet is to buy and to do nothing else — that's it”
90d +56.5% · 180d +60.5% · 1y +145.8%
The Single Most Important Bitcoin Interview of All Time w/ Dan Tapiero
2024-01-21
USTS
bullish
Raoul Pal · video
ISM price component dropping sharply signals deflationary pressure the Fed misjudged, forcing rates back toward zero or sub-1%; 2-year yields fall and the note appreciates
“my favorite trade was the two-year note”
90d -2.9% · 180d +1.0% · 1y +0.9%
The Single Most Important Bitcoin Interview of All Time w/ Dan Tapiero
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