Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)

Dan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot to pour it into SpaceX, and says the thesis has barely started.

The longtime Bitcoin investor lays out why Starship's collapsing launch costs could unlock a total addressable market bigger than global GDP, why he thinks this cycle just bottomed at $81,000 on the back of the Fed's bond-buying, and why Zcash's run looks more like a crowded trade than a real discount.

Dan Held is an independent investor and Bitcoin OG who bought his first coin in 2012, previously led growth at Kraken, and has spent over a decade publicly calling market cycles.

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