Raoul Pal: The Journey Man - podcast cover

Raoul Pal: The Journey Man

Real Vision Podcast Network
The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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Episodes

BendDAO and NFT Lending: New Tools, Old Problems

As new school as it wants to be, DeFi isn’t immune to ancient fears. BendDAO, a platform that uses NFTs as collateral for loans, saw its reserves fall as low as five ETH on Sunday, as depositors withdrew their assets in a classic “run on the bank.” BendDAO remains in dire straits, as the NFT market suffers a massive downturn. In this edition of Real Vision Crypto Daily Briefing, Elaine Ly and Ash Bennington focus on NFT lending – including the question of BendDAO’s solvency as well as today’s fe...

Aug 23, 202239 min

Raoul Pal on the Where It Happens Podcast

Real Vision Co-Founder and CEO, Raoul Pal, joins Sahil Bloom and Greg Isenberg to discuss his future of the financial world and why you always need to stay true to your convictions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Aug 23, 20221 hr 11 min

Raoul Pal on The Wolf Of All Streets Podcast

Real Vision Co-Founder and CEO, Raoul Pal, joins Scott Melker, Anthony Scaramucci and Mark Yusko to discuss the future of crypto and the potential Ethereum merge. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Aug 20, 20221 hr 2 min

Raoul Pal: Real Vision - How Dan Morehead Mastered Macro and Crypto

Here's a full-length episode from Real Vision's original series, Raoul Pal: Real Vision - be sure to subscribe . Dan Morehead is one of the most successful macro investors of our time. He also has a profound understanding of digital assets. Morehead, the founder, CEO, and CIO of Pantera Capital, joins Raoul to talk about how the current macro environment is impacting crypto, the psychology of trading through cycles, and the biggest mistake he’s made investing in the space, among other highlights...

Aug 19, 202242 min

Is It a TKO for NFTs?

Opensea saw its lowest trading volume in more than a year in July, as prices of even “blue chip” NFTs continue to plunge. What does this drawdown mean for the digital asset class, and where do projects like Bored Ape Yacht Club and Clone X go from here? Elaine Ly and Ash Bennington break down recent price action, and then they check in on a brewing battle between a U.S. Senator and federal agencies over crypto regulation. And are we on the verge of the ETH merge? In today’s main segment, Ash sit...

Aug 18, 202241 min

Does Crypto Have a Crime Problem?

In its mid-year update, popular blockchain data company Chainalysis reported that $1.9 billion was lost to hacks and theft through the first six months of 2022, up from $1.2 billion through the same point in 2021. But other illicit activity – scams and darknet markets – declined compared to last year. How much fear does “crypto crime” create around the digital asset economy? Is it enough to impede widespread adoption? Also, the Securities and Exchange Commission is coming after the initial coin ...

Aug 17, 202244 min

Galaxy Dumps BitGo, Kwon Breaks His Silence, and Alden Talks Macro

Galaxy Digital announced early Monday morning the termination of its $1.2 billion acquisition of BitGo. But BitGo is not walking away without a fight, countering later Monday with its own plans to sue Galaxy for $100 million in damages. At the top of today's Real Vision Crypto Daily Briefing, Nico Brugge and Ash Bennington break down the many moving parts of this developing story. Nico and Ash also cover Acala's "not-so-stable" stablecoin losing its peg and Terraform Labs CEO Do Kwon breaking hi...

Aug 16, 202242 min

Raoul Pal: Real Vision - Jurrien Timmer Explains Why Crypto Is Macro

Here's a full-length episode from Real Vision's original series, Raoul Pal: Real Vision - be sure to subscribe . Jurrien Timmer, the Global Director of Macro for Fidelity Investments, joins Raoul to talk about why crypto investors need to be aware of the prevailing macro environment and the factors that influence it – things like interest rates, inflation, and the money supply. Jurrien and Raoul sketch an essential macro framework as useful and valuable in the crypto market as it is in tradition...

Aug 12, 202239 min

It's All Systems Go for Ethereum's Merge

The third and final testnet before Ethereum's highly anticipated move from an energy-intensive proof-of-work mechanism to a proof-of-stake mechanism has been completed. Anticipation of a successful Merge, stoked by better-than-expected U.S. inflation data, is lifting cryptocurrency prices up and down the market cap scale. At the top of today’s Real Vision Crypto Daily Briefing, Marco Olivera and Ash Bennington talk about what the Merge means for the second-largest cryptocurrency as well as for t...

Aug 11, 202252 min

Coinbase Bears the Bite of Crypto Winter

Coinbase lost $1.1 billion during the three months ended June 30, more hard evidence that the broader turn away from risk assets has taken a major toll on the emerging crypto industry. At the top of today’s Real Vision Crypto Daily Briefing, Nico Brugge and Ash Bennington break down what Coinbase’s second-quarter financial and operating numbers mean for the company and for the crypto industry as a whole. Nico and Ash also talk about a deal between FTX and Reddit to simplify crypto use for the so...

Aug 10, 202238 min

U.S. Treasury Targets Tornado Cash: A Sign of Things to Come?

The U.S. Treasury Department “blacklisted” Tornado Cash, making it illegal for Americans to transact on the crypto platform, as the government continues to make its hands more visible in the still-emerging industry. What does the crackdown on an entity widely suspected of facilitating illegal activity mean for the bigger ecosystem? Will fallout contaminate the entire crypto space? Ash Bennington and Moritz Seibert track Tornado Cash’s path and also touch on the collapse of Holdnaut, Singapore's ...

Aug 09, 202252 min

Raoul Pal: Real Vision - Ivan Soto-Wright Is Revolutionizing the Crypto Experience

Here's a full-length episode from Real Vision's original series, Raoul Pal: Real Vision - be sure to subscribe . Ivan Soto-Wright, the co-founder and CEO of MoonPay, joins Raoul to talk about his fascinating professional journey, MoonPay’s cutting-edge technology that makes trading crypto seamless, real-life crypto use-cases and applications that will make a real difference, and much more. Learn more about your ad choices. Visit podcastchoices.com/adchoices...

Aug 05, 202241 min

The Solana Exploit, Saylor's Exit, and Is the Bottom In?

Solana developers reported late yesterday afternoon that software used by the closed-source wallet Slope, not their code, is responsible for the ongoing exploit that’s seen at least $6 million drained from 9,000 wallets by hackers. Indeed, developers are adamant that the Solana protocol itself, including the underlying cryptography, was at no point compromised. At the top of today’s Crypto Daily Briefing, Marco Olivera and Ash Bennington analyze the Solana situation in light of recent developmen...

Aug 04, 202240 min

Hackers Pick Thousands of Solana Wallets

Thousands of wallets holding Solana, one of the world’s top 10 cryptocurrencies by market capitalization, have been targeted by hackers in an ongoing attack. Initial reports suggested $580 million was stolen, but this estimate has been revised much lower. Still, that security firms still can’t put a figure on how much is at issue is itself a not-good sign. Nico Brugge and Ash Bennington lead today’s Real Vision Crypto Daily Briefing with an update on this developing story. Nico and Ash also talk...

Aug 03, 202245 min

SEC Cracks Down on a Crypto Ponzi Scheme

U.S. regulators are tightening the screw on crypto scams, with the Securities and Exchange Commission filing civil charges against 11 people involved in a scheme called Forsage. The regulators allege the primary way retail investors in the scheme, worth some $300M, made money was through attracting new people on board. Real Vision's Ash Bennington and Moritz Seibert also look at a new global crypto regulation index (guess what country came out on top?) and the jewelry maker Tiffany tying the kno...

Aug 02, 202236 min

"The Bear Trend Is in Place Until It Isn't"

Cryptocurrency prices are rising, but there are some conflicting signals coming from the market. According to Dean Carr, "It's a patience game." Carr, the founder of C The Light Trading, breaks down charts of Bitcoin, Ethereum, and other altcoins on his watch list, taking a technical approach to illustrate his main point. Carr thinks we need to see more upside rotation over multiple time frames to confirm a trend is in place before we enter new trades. And we may get some great short- to medium-...

Jul 29, 202214 min

How Data Analytics Can Secure Crypto's Future

How have ransomware cartels evolved over the last seven years? What does a day's worth of Ethereum transactions look like? How about the animated history of initial coin offerings – what does that tell us? Max Galka, the co-founder and CEO of blockchain analytics firm Elementus shares his insights on all that and much more with Real Vision’s Ash Bennington. Max describes stunning visualizations of blockchain data to illustrate his points. He and Ash also discuss the evolution of ransomware attac...

Jul 28, 202214 min

Top U.S. Crypto Exchanges Probed

With US regulators reportedly cracking down not only on crypto exchanges Coinbase and Kraken, but also investigating the overall stablecoin industry, what does that mean for the average retail investor? Ari Redbord, Head of Legal and Government Affairs at TRM Labs, and David Nage, Portfolio Manager at Arca, join Real Vision's Ash Bennington to dig into just what this regulation might mean for the industry. Coinbase's share price has dropped nearly 20% and it's the second legal case against Coinb...

Jul 27, 202241 min

A Special Crypto Update From Raoul Pal - Is the Bottom In?

In this special update, Real Vision co-founder and CEO Raoul Pal breaks down the current macro environment and its effects on crypto, talks about whether the bottom is in, and explains what the Ethereum merge means for investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jul 26, 202232 min

What Sets This Crypto Options Platform Apart?

What makes Deribit one of the industry's leading platforms for crypto derivatives? Chief Commercial Officer Luuk Strijers gives Qredo's Ben Whitby a detailed look at what Deribit does, including how it structures and manages trades in this fast-moving market. Reacting to Luuk, Ben frames the company’s role as well as anyone: "I don't think the market would operate without [Deribit]." Luuk and Ben also discuss the direct fallout from the meltdown of Three Arrows Capital. Because 3AC was a shareho...

Jul 25, 202213 min

Building Blocks With Ash Bennington: Abra Is Driving Financial Inclusion

Bill Barhydt, co-founder and CEO of Abra, joins Ash Bennington on this week’s episode of Building Blocks to explain the risk-management components that make up Abra’s core system, the differences between DeFi lending versus CeFi lending, how each protocol can generate yield, and much more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jul 23, 202245 min

Let King Dollar Be Your Guide

Cryptocurrency prices have rebounded from near-term lows. But does this bounce signal a trend reversal? Or is it just a relief rally? Here’s Francis Hunt’s answer: "I don't feel the long side is the safer side to be playing when you could have, at any point, dollar dominance reassert [itself]." In conversation with Real Vision's Marco Olivera, The Market Sniper breaks down what’s going on with the U.S. dollar, Bitcoin, and Ethereum. He notes that despite the dollar's recent pullback, it's trendi...

Jul 21, 202213 min

Is This Another Great Crypto Thaw?

Following what seems like the longest of crypto winters, Bitcoin, Ethereum, and multiple altcoins are rallying to levels not seen since June. The question now is whether this is the “change in seasons” many investors have been waiting for. Santiago Velez, a co-founder and the head of research and development at Block Digital, and Imran Lakha, the founder of Options Insight, join Real Vision’s Elaine Ly to talk about recent price action for crypto’s heavyweights and what it means for the rest of ...

Jul 20, 202237 min

How NFTs Can Help Grow a Business

There’s an explosion happening in the NFT space, with institutions taking their first small steps into what remains a largely unexplored opportunity for them. Beyond use-cases such as investing in digital collectibles is the core purpose of a non-fungible token: proof of ownership. Blockchain-powered properties of immutability and provenance can enhance transparency and provide liquidity to businesses across multiple industries. Robin Schmidt, the head of video and Multimedia at The Defiant, ask...

Jul 19, 202215 min

The Metaverse Is Made for Big Brands From Any World

Just how big could the metaverse get? We could be talking about “a multi-trillion-dollar industry,” according to Samuel Huber, who notes that many real-world revenue streams can be replicated in the digital world. Huber, the CEO of LandVault, joins Nick Halaris of Metros Capital to talk about virtual real estate in the metaverse and the future of big brands in this "next phase of the internet." LandVault, a metaverse builder, recently merged with Admix, a virtual world advertising company, to cr...

Jul 18, 202217 min

Building Blocks With Ash Bennington: Rishi Narang Explains Quantitative Trading

Rishi Narang of Hyperion Decimus joins Ash Bennington to break down how quantitative trading works in another fascinating episode of Building Blocks. Rishi details the structure of a quant investing model and shares the extraordinary career journey that led him to write his book “Black Box: A Simple Guide to Quantitative and High-Frequency Trading.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jul 16, 202233 min

Is It Too Soon to Bottom-Pick?

Everyone in the cryptoverse wants to know when the lows are in. But Holden Milstein and Mish Schneider of MarketGauge.com say crypto won’t bottom until equity markets do. "Most bottoms, you get a sharp rally, a ‘V’ reversal, or a breakout from the compression zone," Holden notes. "Until we see [Bitcoin's] price action moving back up, the bottom is not in." In conversation with Real Vision's Ash Bennington, Holden and Mish talk about their playbook for trading this stagflationary, sideways-moving...

Jul 15, 202216 min

Where Does Celsius Go From Here?

The crypto market is experiencing a "Lehman Brothers" moment, according to Simon Dixon, the chaos caused by greedy short-termers exploiting vulnerabilities in nascent technologies such as DeFi and yield farming. The CEO of BnkToTheFuture says lenders marketed products as low-risk savings accounts to attract retail depositors. What they were really doing was investing customer funds in DeFi, effectively making their products high-risk securities. Dixon joins Real Vision's Ash Bennington to talk a...

Jul 14, 202214 min

Three Arrows Drama Unfolds in Bankruptcy Court

The story of Singapore-based crypto hedge fund Three Arrows Capital’s collapse continues in a U.S. bankruptcy court in Manhattan, with liquidators accusing 3AC’s co-founders of not cooperating and going missing. Zhu Su, one of those co-founders whose physical whereabouts are currently unknown, recently broke a weeks-long silence on Twitter to accuse those liquidators of "baiting." It’s an increasingly dramatic fall – and it’s also raised the clamor for regulation in the crypto space. To that end...

Jul 13, 202242 min

Why the Quest for Sustainable Bitcoin Can Enrich Everyone

Max Song and Brad Van Voorhees are on a mission to drive clean energy use in Bitcoin mining by making it a literal badge of honor, issuing Proof of Sustainable Mining certificates to investors under ESG mandates to mark holdings mined according to their Sustainable Bitcoin Protocol. Max and Brad join Real Vision Senior Crypto Editor Ash Bennington to talk about their vision for a cleaner Bitcoin process and what it means for institutional adoption. Learn more about your ad choices. Visit podcast...

Jul 12, 202215 min
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