Raoul Pal
Search documents
X @Raoul Pal
Raoul Pal· 2025-09-24 21:47
t-10Real Vision platformYouTubeXRaoul Pal (@RaoulGMI):Im not sure you are ready for the utter madness... I sure as hell aren't ready... but we will run with it and see what happens... ...
X @Raoul Pal
Raoul Pal· 2025-09-24 21:23
RT Andreas Steno Larsen (@AndreasSteno)If you want to learn more about the portfolio, the themes we’re invested in, and our current macro projections, tune in tomorrow for the Macro Meets Micro show on @RealVision. ...
X @Raoul Pal
Raoul Pal· 2025-09-24 21:11
Im not sure you are ready for the utter madness... I sure as hell aren't ready... but we will run with it and see what happens...Real Vision (@RealVision):🍷 Due to popular demand: Drinks with @RaoulGMI is BACK!!Don't be a philistine and join us at 6 pm EST for another LIVE sesh filled with wine, wit, and alpha...See you there! https://t.co/heAhWmSoJU ...
X @Raoul Pal
Raoul Pal· 2025-09-24 17:30
Ruh roh...Real Vision (@RealVision):🍷 Due to popular demand: Drinks with @RaoulGMI is BACK!!Don't be a philistine and join us at 6 pm EST for another LIVE sesh filled with wine, wit, and alpha...See you there! https://t.co/heAhWmSoJU ...
X @Raoul Pal
Raoul Pal· 2025-09-24 15:57
All the alpha you need dimwitted ninnies…Real Vision (@RealVision):🍷 Due to popular demand: Drinks with @RaoulGMI is BACK!!Don't be a philistine and join us at 6 pm EST for another LIVE sesh filled with wine, wit, and alpha...See you there! https://t.co/heAhWmSoJU ...
X @Raoul Pal
Raoul Pal· 2025-09-24 02:58
Market Dynamics & Investment Flows - ETFs (Exchange Traded Funds) and BTC TCs (Bitcoin Trust Companies) have been key drivers in the current market cycle, but the structural demand from TCs is decreasing due to mNAV (market Net Asset Value) compression [1] - ETF flows are now a more significant factor in the market, while spot sovereign accumulation represents an unpredictable element [1] - After a weak start to September, ETFs turned bullish, aligning with previous tops and bottoms since their launch [1] Liquidity & Momentum - A 25% correction was anticipated following buying from the two cohorts at the new all-time high, which is normal for Bitcoin's volatility [2] - Liquidity remains supportive, but momentum is lacking, causing frustration for those seeking parabolic growth [2] - Global liquidity is growing slower than debt, but a cycle peak is not expected [2] - Bitcoin's gradual increase mirrors the slow growth in global liquidity [3] Future Outlook & Potential Risks - A dull cycle could lead to a shallow bear market drawdown but a prolonged decline [3] - Central banks reversing balance sheet tightening could trigger another upward movement, particularly in alternative cryptocurrencies (Alts), potentially leading to a peak and a deeper fall of potentially 50% [3] - Blockchain adoption and monetary debasement are considered strong secular trends [4] - Bitcoin is becoming global collateral, benefiting from AI technology, driving energy grid stabilization, and serving as an anchor asset for global portfolios [4]
X @Raoul Pal
Raoul Pal· 2025-09-23 22:18
RT die with the most likes (@toadswiback)a fucking transcendentally kind thread here. this piece is a special one. the prose in this case dictated much of how the piece was conceptualized, constructed and animated. how the all consuming hole came to be. how everything in life can be chalked up to a hole in the yard. ...
X @Raoul Pal
Raoul Pal· 2025-09-23 22:11
there was a hole in the yardthat dad sometimes sat inwhen it rainedhoping that the senseless accumulationwould raise his bodywith the tide of the riverthough it never didand he’d climb the same aluminum ladderhis dad didand do what the rain was incapable ofhe was quieter on those nightssometimes studying the absence from the windowafter his failurewhile mom scraped uneaten leftoversinto a trash can that grew with our beltsafter our sister passedhe filled the holewith objects he’d bought from garage sales ov ...
X @Raoul Pal
Raoul Pal· 2025-09-23 22:11
One of my key objectives has been to somehow commission a piece of art from @toadswiback who I think is one of the greatest artists in any format cataloguing the death of the American Dream and the sad reality of ordinary lives lived in ordinary places, without much hope left.Die with the most likes' work somehow blends the miserable blandness of lives just...sort of... lived.. but with a strong sense of fondness for it all. Dystopian, warped reality through a fond smile. It is not so much judgemental as ju ...