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Dan Morehead, CEO of Pantera Capital, talks about the coronavirus and its impact on the economy and on Bitcoin. We discuss: 

  • why he thinks the US won’t have a V-shaped recession
  • how the government’s monetary and fiscal policy will affect the recovery
  • how this looks similar to what he saw when he traded in Japan in the early 1990s
  • why tokens are outperforming venture
  • whether or not Bitcoin is uncorrelated or if that narrative is changing
  • where he thinks Bitcoin will go — and whether the rest of the crypto market will go with it
  • and what he thinks will happen after the halving
  • and why his projection is that Bitcoin could reach $115,000 in 2021

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Episode links: 

Dan Morehead:

Pantera Capital:

Pantera’s April 2020 newsletter:

Pantera’s March 2020 newsletter:

Links from news recap:



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