Not only is Dan Morehead one of the most experienced and successful macro investors of our time. The founder, CEO, and CIO of Pantera Capital is also one of the most experienced and successful crypto investors in that asset class’s short history. Who better for Raoul to consult for a unified theory of macro and crypto. Dan explains why he thinks the low in crypto is probably behind us, shares where he sees the most interesting opportunities, and, most importantly, recounts many of the lessons he’s learned the hard way over the last decade. This is a priceless conversation for those who want to understand how the future is unfolding right now. Recorded on August 2, 2022.