Money, Macro, Metaverse and Crypto w Raoul Pal: Some very surprising points of view!
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 Published On Premiered Nov 30, 2021

#Bitcoin #Decentraland #Ethereum #Solana #Metaverse #CBDCs #Bonds #TA #Investing
Visit www.realvision.com/revolution and Follow Raoul Pal at @RaoulGMI
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0:00 Intro to Real Vision and Raoul Pal
1:50 The Journey Today laid out
2:20 Why does TA work? How much psychology, self-fulfilling prophecy, probability theory or other reason?
5:15 Bitcoin's correlation with S&P 500 vs Risk on Risk-Off Asset
6:44 Bitcoin Bond story - does it have legs or do bonds simply have a black eye? 
7:50 Regarding Bitcoin when did the penny drop for you to move to ETHEREUM?
10:20 ETH:BTC Chart 0.08
11:33 Which do you hold more faith in: your retrospective correlation with BTC in 2013 or Plan B's S2F within the six-twelve month time frame or 1970's Gold via Fidelity?
14:07 This cycle is truly different in so many ways from our vantage point, how do you view it as different?
15:30 Wall of money coming in! Path of Most Pain. S Curves. Adoption Curves. 113% growth rate. 1 Billion by 2024.
17:30 Raoul Path 40K ETH Price Prediction this cycle - how did you arrive at that?
19:15 The IA 10:1 Ratio for BTC to ETH and Flippening Territory of 6.
20:20 How does Etherium stay ahead of the competition/ahead of the murderers' row of better faster cheaper chains that run as ETH 2 already? 
22:00 82% ETH holding
22:53 LINDY EFFECT.
25:30 ETH vs SOL. Settlement is a feature like all byzantine smart contracts ie all chains do settlement. Could ETH be the global settlement layer and SOL become the global execution layer?
28:28 What do you think is the future of scaling ETH L1 rollups versus fast L1 like SOL albeit sacrificing some decentralization? 
30:15 is the SCP space a winner take all like other worlds eg Retail, EV's, Search?
31:00 What split would u give ETH between safe SOV vs Utility? 
33:00 Do you believe the cross-chain world will radically change all chains?
36:00 What is your fave metaverse play?
38:54 Metaverse land sales are beyond comprehension, do u see this eating into the global real estate market?
40:30 Do u look at TAMs for Metaverse vs DeFi and surely isn't the 400T TAM more attractive for DeFi?
43:30 Decentraland - value nearly 10bn - up 6000% for the year.
44:40 Could facebook Meta 5x from here -
46:00 Do you ever look at equities that underpin the metaverse eg NVIDIA?
46:50 MACRO TIME
46:53 Who wins the Centralization vs Decentralization Revolution
49:01 Macro story - re Cantillon effect, do u see additional Variant Lockdowns eroding middle-class further?  Driven by demographics and debt cycle.
51:40 Stagflation?
55:20 Wake up call w Sir James Goldsmith 
55:40 Great Reset thoughts?
56:45 All Roads Lead to the METAVERSE
57:45 Re El Salvador - does the IMF have nefarious intentions w El Salvador or simply hate BTC?
1:00:03 What do you think of CBDCs - money disguised as surveillance per Jeff Booth?
1:03:27 Let's talk about your comment w Breedlove re Boomers screwing Millenials and the fourth turning happening with generational shift and future universal income.
1:05:30 Quick Fire Round
1:05:40 If you had to hold 1 Crypto to hold for 7 years what would it be?
1:06:03 Re the Tokenization of everything - is there one asset you would not tokenize - of course, no living organisms like your dogs
1:06:53 NFA - a dear 65 YR 65K passive income and 100K in the bank at 0% - wants to get into crypto what would you recommend?
1:08:40 is SOL is the ETH of 2017 - do u have a SOLANA price prediction? Could SOL flip ETH? I saw it hitting 20% ETH market cap v early this year? SOLANA PRICE PREDICTION $2K
1:09:12 Re timeframes - do u run cycles, or do you Believe because the market is moving so fast that it's impossible to have a five-year investment thesis in this space is gone?
1:09:58 Background Story of the Barber Chair - tell us about that!
1:11:00 Part II coming...

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