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Raoul Pal· 2025-11-19 16:24
RT Real Vision (@RealVision)This year has tested everyone. The ones who last don’t vanish, they show up!Join us in Miami for The Crypto Gathering: three days of alpha, connections, and real conversation.Jan 22–24 | Miami 🌴Tickets in the comment section ...
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Raoul Pal· 2025-11-19 15:36
See you there!Real Vision (@RealVision):With recent price action, we all need a drink (or two) to relax, get some alpha, and zoom out...🍷 Join @RaoulGMI later today at 5 pm EST. https://t.co/kvjCAwUrLt ...
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Raoul Pal· 2025-11-18 15:19
RT Julien Bittel, CFA (@BittelJulien)These are all solid points.Let’s take it one step further…Think back to the 2016 to 2017 cycle.Bitcoin took a 20% hit, two 30% hits, one 35% hit, and three separate 40% flushes. It was relentless. Yet the market still delivered a 46x move.The human mind conveniently forgets how awful those corrections felt because the final outcome rewrote the narrative.Now look at this cycle...We have had four 20% pullbacks and now three 30% pullbacks (chart 1).Nothing about this is new ...
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Raoul Pal· 2025-11-17 20:30
I wanted to put the current sell off in perspective...BTC corrected in 2024 -32%, 2025 -32% and right now is around -28%. This is normal. You've lived it before.SOL corrected -47%, -67% and currently -48%.Sui corrected -69% in 2023, -79% in 2024, -68% in 2025 and -64% currently.Technicals are flamboyantly over sold. Sentiment is in the shitter too... worst I've seen it this cycle. ...
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Raoul Pal· 2025-11-17 01:08
Market Correction & Volatility - The cryptocurrency market experiences frequent corrections, with Bitcoin (BTC) typically undergoing 5 or more corrections of 35%+ [2] - Quality altcoins tend to decline more significantly than Bitcoin during market corrections, often dropping 60%+ when BTC falls 30% [2] - In past bull markets, some altcoin indexes have seen corrections of 80% and still reached new highs [2] Investment Strategy & Risk Management - Investors should adopt a longer time horizon and exercise patience in the cryptocurrency market [1] - Diversification through proper asset allocation is crucial for long-term success [2] - Dollar-Cost Averaging (DCA) into weakness is a viable strategy, even if the current cycle is perceived to be over [3] - Short-term trading is discouraged due to potential tax implications [3] Personal Responsibility & Conviction - Investors should not rely on others' conviction and must take responsibility for their own investment decisions [3] - The cryptocurrency market is described as the greatest performing asset class of all time, over time [4] - The market is indifferent to individual investors' time horizons [4]
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Raoul Pal· 2025-11-16 15:46
I think this week the Feds hand will be forced to tweak the plumbing to avoid a month end and year end funding crisis.Crypto is currently trading like a stressed funding vehicle reflecting the broken plumbing, while stocks are cushioned by buybacks and performance chasing for now,but risk a repeat of 2018/19 if not solved immediately.It's clear the Fed are concerned, hence the meeting with the banks and NY Fed to understand why the SRF isn't being tapped enough to resolve this. The fear from markets and the ...
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Raoul Pal· 2025-11-15 21:21
To be honest, I'm a bit confused ... the "AI is a bubble!" crowd have just witnessed their beloved "Value Investor in chief" top blasting this $3.3trn tech/AI stock....!Is it value or is it a bubble? Because it can't be both. https://t.co/KNa8N8yY5z ...
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Raoul Pal· 2025-11-15 15:58
https://t.co/8bV5ieWxL5 ...
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Raoul Pal· 2025-11-15 15:58
Time will reveal all in the battle of the memes.... ...
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Raoul Pal· 2025-11-15 15:58
Me, surveying the CT battle field on a quiet Saturday to observe the narratives 1/ https://t.co/vYippdPfKW ...