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

Crypto Spring Is Here: A 2023 Macro/Crypto Outlook

Want to know what Raoul and Kevin Kelly, co-founder of Delphi Digital, think of the year ahead? What risks and opportunities do they see on the horizon? Well, this is the interview for you. Raoul and Kevin dig into the macro big picture and dollar liquidity before digging into what’s getting them excited about crypto for the year ahead. In particular, Raoul and Kevin talk about the growth opportunities for Ethereum, NFTs, and what the space needs to do to grow even bigger. Recorded on February 2...

Feb 18, 202358 min

Why the SEC's Terra Charges Have Broader Implications

The U.S. Securities and Exchange Commission is in the news again after charging Terraform Labs and its co-founder Do Kwon for allegedly perpetuating a $40 billion fraud. But what's inside the complaint has sent chills through the crypto industry, as the SEC expands its policy of what should be registered as a security. Ash Bennington is joined by Jake Chervinsky, the chief policy officer at the Blockchain Association, to get his take on the story and the wider regulatory climate in Washington D....

Feb 17, 20231 hr

Crypto Flies High Despite Regulatory Onslaught

It’s a busy day in the crypto world: the U.S. Securities and Exchange Commission has proposed new rules on who can custody digital assets, Binance reportedly admits it expects incoming fines from U.S. regulators, and the ongoing mystery as to who co-signed Sam Bankman-Fried bail bond is resolved. Ash Bennington will discuss this and much more with Christopher Perkins, the president of CoinFund and former managing director at Citi and Lehman Brothers. Plus, Hong Kong's green bonds, Square Enix an...

Feb 16, 202347 min

What the Hell Is Going on With U.S. Regulation?

The title of Tuesday's U.S. Senate hearing on crypto regulation tells you all you need to know about Washington’s current stance on digital assets: “Crypto Crash: Why Financial System Safeguards are Needed for Digital Assets.” Our guest host Santiago Velez, co-founder and R&D division lead at Block Digital, is joined by Jones Day partner Abradat Kamalpour to discuss its recent report on crypto regulation and the unique state, federal, and international challenges. Plus, BUSD recovers its peg...

Feb 15, 202351 min

Why BUSD s $16B Market Cap Being Up for Grabs Matters to You

Crypto brokerage Paxos has been ordered to halt issuing BUSD, and a massive $16 billion stablecoin market cap is now up for grabs. As it turns out, Circle, the issuer of USDC, might be behind the sudden regulatory interest. Brian Estes, CEO and CIO of Off the Chain Capital, joins Ash Bennington to break it all down. Brian and Ash also dig into some more optimistic stories including good news about the NFT market and DeFi performance in 2022. Learn more about your ad choices. Visit podcastchoices...

Feb 14, 202341 min

Crypto Regulation is Evolving in Front of Our Eyes

Crypto firm Paxos is under fire as the New York State Department of Financial Services orders the firm to stop minting new Binance USD (BUSD) stablecoins. The regulator posted a statement saying this was the result “of several unresolved issues related to Paxos’ oversight of its relationship with Binance in regard to Paxos-issued BUSD.” Ash Bennington is joined by Marshall Hayner, CEO and founder of Metallicus, to discuss how this will impact the broader industry. Learn more about your ad choice...

Feb 13, 202349 min

Andrew Yang: Using Blockchain to Change the System

Andrew Yang is an American businessman, attorney, and co-creator of the Forward Party. He joins Real Vision's Maggie Lake at the Texas Blockchain summit 2022 in Austin to speak about how to move beyond political parties in America, how to stop having a polarized country, and how blockchain can change the system. The Texas Blockchain Summit is North America's Premier Policy Conference for the Bitcoin, Crypto, and Blockchain Ecosystem. The Texas Blockchain Summit is presented by the Texas Blockcha...

Feb 12, 202332 min

Governments Go Cold on Bitcoin

Sopnendu Mohanty, Chief FinTech Officer of MAS and Chairman of Elevandi Board, is a huge proponent of blockchain technology at both a nation-state level and for consumers. He regularly liaises with key leaders across the world about the rollout of CBDCs and other major Fintech initiatives. Indeed, he is Raoul’s go-to person to understand the really big picture. Sopnendu remains excited about many of the big opportunities in the space (especially what is happening in India), but he believes that ...

Feb 12, 20231 hr 4 min

Why the Future of U.S. Crypto Staking Is at Stake

The U.S. Securities and Exchange Commission has charged crypto exchange Kraken with “failing to register” its staking-as-a-service program. As part of the settlement, Kraken will stop offering crypto staking in the U.S. and pay a fine. Ash Bennington discusses the impact with David Nage, portfolio manager at Arca. Plus, CoinDesk reports a U.S. brokerage and issuer of stablecoins such as Binance’s BUSD, is under investigation. Learn more about your ad choices. Visit podcastchoices.com/adchoices...

Feb 10, 202358 min

Why You Should Care About the BlockFi Bankruptcy

When BlockFi went bankrupt, it left a lot of a lot of people with questions about their funds, how much and when they might possibly recover, and how the process would influence other crypto bankruptcy proceedings. So, when a Pro Crypto member gave us a list of detailed questions, we looked for an expert to answer them live on the show. Ash Bennington and Marco Olivera are joined by Thomas Braziel, the managing partner at 507 Capital, to make it happen. Plus, we’ll discuss Coinbase CEO Brian Arm...

Feb 09, 20231 hr 2 min

Why Your Identity is Key to Web3

Evin McMullen, the co-founder and CEO of Disco.xyz, joins Nico Brugge and Elaine Ly to discuss the importance of controlling your identity in the metaverse, the process of moving it from Web2 to Web3 and why this is becoming a new capitalist battleground. In the news, millions of dollars of crypto donations are pouring in for victims of the Turkey-Syria earthquake, 2 NFTs sold for more than a million dollars this week, and an old school mobile phone maker is going all in on Web3. Plus, you can n...

Feb 08, 202341 min

Genesis and Gemini Reach Agreement

The two battling companies have agreed on a way forward that could open a path for Gemini Earn users to retrieve some of their funds. Marco Olivera and Ash Bennington discuss this significant development, including the broader implications for Genesis’ parent company Digital Currency Group. Later, Piers Ridyard joins to discuss Radix’s mission to build a “radically different DeFi.” Plus, Binance suspends USD bank transfers, the U.K. takes an important step towards launching a digital pound, and ...

Feb 07, 20231 hr 3 min

StarkWare To Open Source Its Tech to Help Scale Ethereum

A gathering in Tel Aviv is exploring the way to scale Ethereum through Layer 2 blockchains. Ash Bennington and Marco Olivera are joined live by StarkWare co-founder and president Eli Ben-Sasson and Argent CEO and co-founder Itamar Lesuisse to discuss an announcement that StarkWare will make its STARK Prover software open source. In other news: FTX wants the money Sam Bankman-Fried donated to politicians back, Binance launched a crypto tax tool in France and Canada, South Korea is moving ahead wi...

Feb 06, 202338 min

Are the Bulls Back in Charge?

New U.S. jobs data smashed expectations, bitcoin market sentiment hit a 14-month high, and venture capital investment dropped 91% year-over-year. Clearly, there’s conflicting data rippling through markets. Ash Bennington is joined by Chris Sullivan, co-founder and co-portfolio manager at Hyperion Decimus, to discuss what to make of it. Plus, we’ll cover a new report about the condensed ownership of the company behind tether, Australia’s new regulatory plans, and Silvergate Capital reportedly com...

Feb 03, 202357 min

How Can Crypto Win the Mainstream Back?

Crypto had a rough 2022, and the numerous high-profile failures, bankruptcies and downright scams did not help its standing with the press. The latest JPMorgan survey of institutional e-traders appears to confirm the unease. So how does crypto find a way back into people's good fortunes? Ash Bennington is joined by Charles Gasparino, a senior correspondent at Fox Business Network, to discuss this plus the latest in the FTX bankruptcy process, a record year for crypto hacks, and why Charlie Munge...

Feb 02, 202352 min

Can This Crypto Rally Continue?

Elaine Ly and Marco Olivera welcome Dean Carr aka C the Light to share his latest technical analysis. On the news front, the U.K. has unveiled its proposed crypto regulation, and we have updates on 3 bankrupt crypto lenders: BlockFi, Voyager Digital, and Celsius Network, with the latter revealing which customers can withdraw their assets from the platform. Plus, some respite for Silvergate Capital as a major TradFi investment company reveals a stake in the crypto-friendly bank. Learn more about ...

Feb 01, 20231 hr

An Insider's Look Into the Messy Voyager Bankruptcy

Ash Bennington is joined by Jason Raznick, the founder and CEO of financial news outlet Benzinga and a member of the Voyager Digital unsecured creditor committee, for a discussion about the Voyager bankruptcy process. Got money tied up there? Jason lays it all out. In other news, Twitter is reportedly taking strides in Elon Musk’s quest to turn it into an “everything app” that includes payments — hopefully with crypto. Plus, there was no sugar-coating in the Celsius examiner report, the Premier ...

Jan 31, 20231 hr 4 min

What's Next for Bitcoin?

With the price of bitcoin hitting a fresh multi-month high, one can’t help but feel optimistic. So, what’s coming up for BTC in terms of innovation, adoption, regulation and, yes, price? Ash Bennington speaks with journalist and host of the Coin Stories podcast, Natalie Brunell. Plus, we’ll cover the latest developments around FTX and Sam Bankman-Fried, the White House urging Congress to regulate crypto, and South Korea's plan to track crypto transactions. Learn more about your ad choices. Visit...

Jan 30, 202359 min

Macro and Crypto

Mike Novogratz returns for a look back at 2022, on lessons learned, and ideas on how the digital asset space can move forward into the next cycle. In Novo's mind, the outlook for the year ahead is far from clear, with a very uncertain macro environment and the space still reeling from the 3AC and FTX fallout. But that is set against a backdrop of the strong desire for everyone to continue to build a decentralized, better future. It's always insightful and worthwhile to spend time together with t...

Jan 29, 202347 min

The Metaverse is Here and It's Mind-blowing

Are you ready to see the future of the internet? Well, grab your beverage of choice and settle in for a transformative interview. Eric Pulier, Founder and CEO of Vatom, joins Raoul for a wide-ranging conversation about his journey from Web 1.0 to the depths of the metaverse and just how much everything we think we know about the digital world is about to be upended. Eric and Raoul dig into the key factors necessary for a proper interoperable metaverse, why brands are already flocking to take par...

Jan 28, 20231 hr 15 min

Why Bitcoin "Is in a Buy Zone"

Bitcoin prices soon pushing $45,000 is not improbable, says technical analyst Dave the Wave. He spoke with Marco Olivera who is joined by Ash Bennington to round off the week with some charts and a look at the news: Moody’s reported plan to dip its toes into stablecoin rating, a new SEC investigation, California testing Tezos for digitizing car titles, and Senator Ted Cruz’s new mission to make bitcoin legal tender on Capitol Hill. Learn more about your ad choices. Visit podcastchoices.com/adcho...

Jan 27, 202349 min

New Hope for FTX Users

A report in the New York Post is signaling growing optimism from the people now running FTX that a significant portion of the funds lost by the bankrupt crypto exchange could be recovered. Ash Bennington is joined by Joe Zhao, a former Federal Reserve economist and now partner at Millennia Capital, to discuss the news as well as the wider economic landscape. Plus, DCG-owned exchange Luno announces job cuts and an influential senator warns of more crypto turbulence. Learn more about your ad choic...

Jan 26, 202354 min

Is the Era of Centralization Over?

“The End of the 'Centralization Era' in Crypto," claimed Adam Lavine and Shingo Lavine, co-founders and co-CEOs of crypto storage platform Ethos.io, in an op-ed for CoinDesk. Today, Elaine Ly puts that theory to the test. We also ask Adam and Shingo about Voyager Digital, the bankrupt crypto lender that had bought Ethos back in 2019, and their plans to relaunch as Ethos 2.0. Plus, further scrutiny on Binance's alleged links with Bitzlato, why Circle's SPAC deal actually collapsed, and why Porsch...

Jan 25, 20231 hr 2 min

Is a Genesis Solution Really Imminent?

The first hearing in the crypto lender Genesis's bankruptcy brought a surprising amount of optimism for a swift resolution. Ash Bennington asks James Murphy, aka MetaLawMan, whether that optimism is warranted. They also discuss new, stricter guidelines, votes, and plans for crypto regulation in New York, the EU and France. Plus, reports of more layoffs at Gemini, Binance admits a mistake in how it stores user funds, and the FBI points the finger for the $100M Horizon Bridge hack. Learn more abou...

Jan 24, 20231 hr 1 min

Crypto Prices Plow Ahead Despite Genesis Bankruptcy

Cryptocurrencies staged another rally over the weekend after uncertainty surrounding the Genesis bankruptcy story dissipated. Ash Bennington talks about Genesis’ downfall and whether more side effects will be felt with the global head of product at market-maker GSR, Benoit Bosc. They also discuss Signature Bank cutting back its crypto exposure, hundreds of millions of dollars worth of SBF-linked assets being seized, and Microsoft scaling back its metaverse ambitions. Learn more about your ad cho...

Jan 23, 202344 min

The World According to Punk6529, Part II

There is nothing more epic (or important) than a deep dive between Raoul and Punk6529. In this head-spinning, 2 1/2 hour follow-up conversation with one of our favorite interviewees of all time, they cover the full why and how of the open metaverse, the importance of memes, the impacts of AI, the meaning of life, and what the hell 6529 is up to... This is going to take a few listens to grasp the magnitude of it all. An instant RV classic. Recorded on January 12, 2023. Learn more about your ad ch...

Jan 22, 20232 hr 30 min

Where The Best Returns Have Migrated

Coming right in the middle of the industry’s most challenging period so far, Real Vision co-founder and CEO Raoul Pal’s conversation with Franklin Templeton Senior Vice President Sandy Kaul could not be more timely. Sandy, a leader in the industry recognized for her long-term vision, shares with Raoul the story of how she got sucked into the crypto rabbit hole and explains why she believes the future of finance is digital, highlighting the ways TradFi can better use blockchain and DeFi technolog...

Jan 21, 202356 min

What Will Be the Impact of the Genesis Bankruptcy?

The seemingly-inevitable happened: crypto lender Genesis officially filed for Chapter 11 bankruptcy protection. Ash Bennington is joined by Ram Ahluwalia, the CEO and co-founder of Lumida Wealth Management, to discuss the potential impact — especially to Genesis' parent company, Digital Currency Group, and the crypto exchange Gemini, whose co-founder Cameron Winklevoss has now threatened to sue DCG CEO Barry Silbert. Santiago Velez, co-founder and R&D division lead at Block Digital, also joi...

Jan 20, 202351 minSeason 1Ep. 1

Genesis Expected to File for Bankruptcy

According to multiple media reports, the ongoing liquidity crunch at crypto lender Genesis is proving insurmountable and the company is preparing to file for bankruptcy as soon as this week. Ash Bennington is joined by Mike Alfred, the managing partner and founder of Alpine Fox LP, to discuss the potential impact on Genesis, its creditors, parent company Digital Currency Group and the wider market. Plus, they also talk about DCG-owned CoinDesk reportedly eyeing a sale, Binance being named in a U...

Jan 19, 202348 min

Are Bitcoin Miners in the Clear?

Bitcoin is holding steady after the recent surge — but can it last? And why was it so significant for bitcoin miners? Marco Olivera is joined by Will Clemente, co-founder of Reflexivity Research, to walk through the charts. They also discuss new headwinds at the Digital Currency Group (DCG), Coinbase, and GRIID. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jan 18, 202348 min
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