user avatar
Raoul Pal
Real Vision
@RaoulGMI
Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.
Cayman Islands
raoulpal.com
Joined April 2014
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  • Pinned
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    Raoul Pal
    Real Vision
    @RaoulGMI
    Oct 7, 2025
    I think it needs explaining that although I see an elongated cycle it doesn't mean my analysis is right. The breadth and depth of macro/crypto analytics framework I've added since 2021 is massive and I'm happy with the probabilities currently but things can change... At GMI we
    1.6M
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Oct 31, 2021
    Not on holiday yet so I'll allow myself one more thread... The markets are crazy! NFT are just jpegs! Dog coins! Cat coins! Tesla ! GameStop! Everyone is going to get burned! Don't they realize about discounted cash flows?!!! These people are ruining everything! Green energy?!
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Jun 9, 2021
    I'm presenting the case for crypto to 3,000 institutional clients and staff of a global investment bank this afternoon. Trying to do my part...and grateful for the opportunity. Wish me luck!
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Apr 4, 2025
    People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker. He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives the economy and markets. His entire
    1.7M
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Oct 18, 2021
    Tip: We are going to ATH's across all major crypto soon. Please, no last eyes, hubristic "told you" so or "I'm so amazing"posts or counting every thousand as we go. Just chill and let the number go up. gn.
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Feb 24, 2025
    You guys all need to learn patience... This was 2017. Very similar macro structure: 5 x 28%+ pullbacks in BTC Most lasted 2 to 3 months before a new high Alts saw 65% corrections. All were noise. Go do something else more constructive than stare at the screen.
    1.3M
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Feb 16, 2022
    Opinion - Discord is unusable. Endless feed of stuff, all the time, everything gets lost, zero curation, cant track anything, like 1000 people shouting at each other in a bar, like Twitter without a basic algorithm. Urgh! We cant built web 3 communities on this...
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    May 16, 2021
    The biggest impediment to BTC adoption are bitcoin maximalists. Few understand this. Be more open. Don't try to ram your points home. Support people and don't be tribal and never be abusive and insulting if someone doesn't share your BTC only views. It's a big world out there.
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    May 19, 2021
    These might be useful for you... BTC now vs 2013.
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    May 25, 2021
    Something to get your head around: Head Line: A major asset class crashed 42% in 14 days, wiping out $1.02trn in value in an orgy of liquidation of people up to 100 x levered, with very low regulation. Many tokens fell up to 70%, including unregulated lending and borrowing biz.
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Feb 21, 2021
    Yes, there is a bitcoin revolution but there is a digital asset revolution going on that is beyond incredible. It is very early days, like BTC in 2013, but it's happening. Some will be on the BTC blockchain but the vast majority will not be. 1/
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Mar 2, 2025
    The US Government is literally telling you that they are going to kickstart alt season by buying your bags... Something I never thought would be on my bingo card.
    594K
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Dec 1, 2024
    Dear $XRP Jedi Warriors... You were right, I was wrong. Well done! Dinosaurs still roam the earth ;-) I just want everyone to make $$ and you guys have walked through hell to get here. I still own some XRP from the delisting but you guys/girls deserve everything. 👏
    898K
  • user avatar
    Raoul Pal
    Real Vision
    @RaoulGMI
    Dec 16, 2020
    I'm about to present The World's Best Trade (aka Bitcoin) to 150 European hedge funds and asset managers. Wish me luck. #wallofmoney