Navigating A Tokenized Future with Raoul Pal

Рет қаралды 12,337

Күн бұрын

crypto | adoption curve | transparency | blockchain data | wealth accumulation | real estate
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In this episode, Raoul Pal joins the friends to discuss crypto and the macro landspace. They cover:
• The adoption curve of crypto and its potential to reach billions of users
• The transparency of crypto markets and the ability to analyze blockchain data
• The potential impact of crypto wealth on real estate and other assets
• The concept of the 'banana zone'
• The performance of different sectors in March, with energy outperforming tech
• The bond market and its impact on the overall market dynamics
• Meme coins and the changing nature of financial information dissemination
• The importance of building a network of trusted sources and staying informed about new tools and technologies
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If you aren’t already, be sure to subscribe to Trends with Friends here: www.howardlindzon.com/
Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today: finchat.io/trendswithfriends
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Skip Ahead:
00:00 Welcome
03:05 The Rapid Adoption of Crypto Relative To The Internet
05:50 People Are Slow Thinkers
08:53 This Is The Fastest Accumulation Of Wealth In History
10:51 Understanding The Bullish Thesis
15:00 The Impact of Crypto Wealth on Real Estate and Other Assets
18:20 The Transparency of Crypto Markets
20:14 How AI Will Change The Industry
22:30 Bitcoin Charts
23:37 The ‘Banana Zone’
27:10 Mixed Sentiments: Bullishness and Caution in the Markets
33:00 Making Sense of The Changing Financial Landscape
37:20 Memes Rule The World
41:13 We Are Tokenizing Culture
43:36 Loss Aversion and Investing Advice
46:10 Thoughts on Solana
49:04 Why JC Is All In On Commodities
52:33 Building a Network of Trusted Sources
55:31 Keep It Simple
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Referenced:
• The All-In Podcast - www.allinpodcast.co/
• Robinhood - robinhood.com/us/en/
• Read Write Own by Chris Dixon - readwriteown.com/
• Fidelity's Executive Says Bitcoin's Risk Reward Is In A Different Universe - hive.blog/hive-167922/@geekgi...
• Coinbase - www.coinbase.com/
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Big Thank You To Our Guest:
• Raoul Pal - / raoulgmi
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Where To Find Howard and Friends:
• Howard - stocktwits.com/howardlindzon
• JC - stocktwits.com/allstarcharts
• Phil - stocktwits.com/ppearlman
• Production and Marketing - penname.co/
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All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions.

Пікірлер: 67

@p.m.8316 Ай бұрын

Love to hear more of Raoul and less questions.

@jameshanna8762 Ай бұрын

That is what I was thinking, too. Have one interviewer and put everyone else out of the room. They are just there to hear themselves talk and interrupt each other.

@p.m.8316 Ай бұрын

@@jameshanna8762 agreed

@thomasemmet2177 Ай бұрын

Listening to JC’s voice is like standing next to a pneumatic drill

@Jodi_Crypto_Leader22 Ай бұрын

Amazing show guys great information

@aw-zj5dp Ай бұрын

Phil the master moderator!

@PhilipPearlman Ай бұрын

Let’s gooooo!!!! 😉

@abhatia1111 Ай бұрын

Really enjoyed this episode

@nathanstumpf5934 Ай бұрын

Great stuff

@mianoj333 Ай бұрын

First time listener, great show. JC always this childish ? Would have been better to let the guest speak.

@WesleyArchbell Ай бұрын

I agree he is behind the conversation and cast

@wavymcfly Ай бұрын

This should be good

@valeratkanta9682 Ай бұрын

Thank you very much for take time to made this vdo. I m really appreciated the updated ❤❤❤❤❤

@johannegoutier5675 Ай бұрын

Great podcast . Just became a subscriber

@mmm-cake Ай бұрын

Loved the show - thank you guys

@ghelgi Ай бұрын

Thanks everyone! This was a great coversation

@GutzyCall Ай бұрын

thnx

@michaeldesantis4494 Ай бұрын

Such a great show! Love it guys, keep it up!

@robertbennington1294 Ай бұрын

wow, thank you so much

@bearmotu Ай бұрын

Bravo!

@steverobinson8926 Ай бұрын

Love it gents, thank you

@davidsharpe1201 Ай бұрын

JC is the man. 🔥

@djrikochet1728 Ай бұрын

I’m a Raul fan, been following him for years, I’ve also been in crypto since late 2015. I’m pleased to see you guys have this conversation for your followers, but I do felt like Raul held his tongue 👅 more than once, especially Gold/ commodities versus Bitcoin.

@TimHPop776 Ай бұрын

Does JC have a cigar humidor behind him?

@dsflat6785 Ай бұрын

Roger Ver likes Zano, privacy tokens for everyone

@elijahmadonia Ай бұрын

The Banawwwna Zone**

@ykhov Ай бұрын

Crypto represents the greatest wealth transfer in human history.

@dongeorge3441 Ай бұрын

Exactly - this is easy. Don't fuck this up.

@TheBazino Ай бұрын

Disagree on the "nobody thinks this can't go to zero" - millions of fanbois think it's a 100% save investment. If you put all in Crypto you either have balls of steel or you don't care. I'm too scared to put everything in Crypto, even tho it might be my chance of a lifetime right now. I'm 64% "real world" and 36% crypto right now. That's as much as I dare and tbh if I now make a load this cycle on crypto, I'll probably put most of that into "real world shit" during the following (based on past cycles) passive period of crypto. Fingers crossed we make out like bandits.

@FeistyJackball Ай бұрын

Gzus guys. Take a breath.

@lexilamey365 Ай бұрын

Bitcoin 2 year cup and handle forming

@justin3168 Ай бұрын

Too good to be true written all over this episode. Tooooo many pros not a enough cons. At least give me some negatives, life shouldn’t be this easy. If I bought crypto in 2015, I be peddling this shit too. Still love you dudes tho!

@justin3168 Ай бұрын

Once “memes rule the world” i tapped out

@mlansky7302 Ай бұрын

Pal seems like a nice guy. He is all over You Tube now. Like he was at the top in 21'....careful

@Eternalspring22 Ай бұрын

If tulip bulbs were not a living organism and could be stored indefinitely they would be bigger than bitcoin. #peakcrypto

@_jamesbradley__ Ай бұрын

RP is God 👍🏻 JC is cool 😎

@paulmradfelder Ай бұрын

Gold is not the the leader

@_BG45 Ай бұрын

XRP is the next one 🚀

@kbkesq Ай бұрын

Howard hates Chamath so much but he literally understands network effects having grown Facebook from 100 million users to 1 billion users and I believe he bought a large amount of bitcoin in 2010 and essentially said it was Insurance against the Fed money printing and that held true. If Howard and the guys truly understand bitcoin network effects, why invest in anything else? And I group myself with them. I’m not saying I understand it better than they do. I invest in other things too.

@robertpeek3310 Ай бұрын

I would like to watch the meme crypto episode.

@garethcurtis9354 Ай бұрын

Not sure raoul is right about the bond market. This market is no longer “normal”. Basically he’s saying the current trajectory is sustainable? I’m with JC. Who’s going to buy all this debt?!

@Eliormarques Ай бұрын

The company is mfers!

@iraderijke8321 Ай бұрын

All we need is Raoul Pal to tell us not to Fuck this ip! 😅

@vondenballs Ай бұрын

Very good, thanks.

@Teremius Ай бұрын

Market cap in crypto is a joke btw, 2,7 trillion isn't even close to the real money in the sector... it's much less than that.

@JamesTAEwriter Ай бұрын

Invites guest on. Asks guest a question. Talks over guest. Raoul was great, the other three were insufferable.

@johnny6713 Ай бұрын

Good show guys. Solana is a massive risk. 77% failed transactions and has already gone down this year. Tokenomics are terrible., oh and I forgot it is in "BETA". You're better going on BASE which is stealing the lions share from Solana. Aside from that, looking forward to the MEME episode. 👍

@andrewmcmurray8081 Ай бұрын

You don't understand that 70% "fail" Stat, clearly.

@WesleyArchbell Ай бұрын

Risk to reward curve is what matters

@JM-vf8tk Ай бұрын

Who cares. The market will decide and SOL will go much higher. If you’re worried about fundamentals and “tokenomics” then stick to stocks.

@johnny6713 Ай бұрын

@@JM-vf8tk Market has decided and as I stated money is flowing to BASE. Thank you for your poor advice. Now I will give you some valuable advice now. USE MORE OF THIS 🦻AND LESS OF THAT 👄

@johnny6713 Ай бұрын

@@JM-vf8tk Deleting replies will not change facts. Please stop giving out poor advise and instituting people. You need to listen more and type less. FREE ADVISE FOR YOU. ;)

@PercyTP5161 Ай бұрын

Who's the young guy.....needs to chill the hell out and stop trying to talk over Raoul, far too much ego going on there.

@BaroloBartolo Ай бұрын

Lmfao …. Mr. “Buy Bonds and Wear diamonds” before a generational rates sell off, and “Irresponsibly long ETH” before a 70% drawdown, in the flesh. Never admitted fault on any of those plays, led thousands into a grinder while picking their pockets. Gotta call a spade a spade, sorry not sorry.

@johnpowers3838 Ай бұрын

He was talking about that when it was well below $3500. He has talked about that trade 100 times.

@robhood5636 Ай бұрын

Need more context to understand this comment

@frankberce5301 Ай бұрын

It’s a stupid comment 😂

@frankberce5301 Ай бұрын

@@robhood5636that’s the context

@briandoyle14 Ай бұрын

Nah you're wrong. He had some eth calls that didn't didn't out. He converted btc into eth in 2020. He then was buying the pico bottom when everyone said it would go lower.