Kevin Follonier - MR SHIFT 🦁(@KevinWSHPod):. @DTAPCAP shares why RWA perp trading could be the next big bet in crypto, pointing to HYPE and @variational_io “I think HYPE is a great bet. I’d like to securitize as well. Historically the valuation has gone up and down. You have to buy things at the right price” “I think RWA perp trading is something that will be very big, with a very large TAM. Variational is one way to play that, I think HYPE is another” “There’s only a handful of ways to play. Just think about how many centralized exchanges there are. You have Binance, you have Coinbase, you have Kraken, OKEx” “This is just the very beginning of perps, and I think RWA perps, because that’s something innovative” @50TFunds

Kevin Follonier - MR SHIFT 🦁@KevinWSHPod

2026.10.26 14:26

. @DTAPCAP shares why RWA perp trading could be the next big bet in crypto, pointing to HYPE and @variational_io “I think HYPE is a great bet. I’d like to securitize as well. Historically the valuation has gone up and down. You have to buy things at the right price” “I think RWA perp trading is something that will be very big, with a very large TAM. Variational is one way to play that, I think HYPE is another” “There’s only a handful of ways to play. Just think about how many centralized exchanges there are. You have Binance, you have Coinbase, you have Kraken, OKEx” “This is just the very beginning of perps, and I think RWA perps, because that’s something innovative” @50TFunds

Kevin Follonier - MR SHIFT 🦁@KevinWSHPod

2026.10.22 14:50

E191: @DTAPCAP: Where are we in the Great Crypto Wealth Cycle Dan Tapiero is the founder of @50TFunds and a 35-year investor who learned under Julian Robertson, Steve Cohen and Stan Druckenmiller. We discuss what wealthy people actually do differently, why most speculators lose, and where the next leg of crypto comes from. Timestamps: 0:00 Intro 2:05 What Rich People Understand About Money 3:54 Why Dan Isn't On Instagram 5:18 The Biggest Myths About Getting Rich 6:43 Advice That Keeps People Poor 9:49 How FOMO Becomes The Wrecker Of Wealth 15:25 Partnerships: @variational_io @Bitwise 16:17 What People Shouldn't Optimize For In Crypto Today 18:20 Mistakes People Make In Their 20s & 30s 20:54 Knowing When To Sell Is A Skill All Should Learn 25:54 Skill vs Patience In Wealth Building 28:54 Why Do People Sell Their Winners Too Early? 30:46 Partnership: @KASTxyz 31:34 Where We're in the Great The Crypto Wealth Cycle 37:20 Dan's Thoughts On Zcash's Progress 39:50 $HYPE and $VAR are The Best Ways To Bet On RWAs Going on Chain 43:01 How Bullish Is Dan On NFTs? 45:38 What Smart People In Crypto Get Wrong Today 48:26 Partnerships: @JupiterExchange @ethena 49:09 Why All Monetary Value Will Go On Chain 51:21 Where Should A 25-Year-Old Spend Their Energy? 52:57 The Secrets To Getting Rich In Crypto 58:04 What Does A Rich Life Look Like For Dan? 59:58 Closing Thoughts