E190:
@RaoulGMI: The Crypto and AI Supercycle and It Doesnโt Stop till 2030
0:00 - Intro
03:31 - The BANANA ZONE that never happened
04:07 - How To Allocate Better In Crypto
04:52 - How Compounding Actually Works
09:25 - Early vs Wrong: How To Tell
12:54 - The Belief Raoul Totally Reversed
15:46 - What Liquidity Charts Say About Crypto
19:01 - Sponsor:
@variational_io ,
@Bitwise
20:08 - The Biggest Thing Markets Are Mispricing Today
22:12 - The Belief Raoul Wishes Was Wrong
29:46 - How Long Does This Bull Run Last?
34:23 - The Next Obvious Crypto Narrative
36:50 - Is Bitcoin Still Primarily Money?
38:08 - Infrastructure vs Narrative: What Separates Them
39:16 - What Crypto Networks are at a Tipping Point?
40:19 - Are We Underestimating AI's Speed?
44:14 - If AI Makes Everything Abundant, What's Scarce?
50:53 - Sponsor:
@KASTxyz
51:41 - Will Crypto Ever Be Exciting Again?
59:49 - Is Success Being Smart Or Pain Tolerance?
1:03:27 - KR1: A Raoul Crypto Bet That didn't work
1:06:36 - Has Raoul Actually Made Money On $SUI so far?
1:09:22 - Thoughts on being Overweight SUI While HYPE And $ZEC Run
1:11:02 - When will The SUI Thesis Pay Off?
1:13:20 - What Brought Raoul Back To $ETH
1:16:40 - The $SOL Comeback Thesis
1:17:37 - Getting Mocked Online Over ZEC and Zcash
1:19:59 - The Zcash Thesis
1:20:24 - Is Zcash A Trade Or A ZODL?
1:21:44 - How Big Can ZEC Get?
1:22:53 - Sponsor:
@JupiterExchange ,
@ethena
1:23:35 - Why Real Vision's Analyst
@Jamie1Coutts is bullish on $NEAR
1:25:16 - What Is Money For?
1:26:45 - Optimizing For More Than Wealth
1:29:35 - The Most Asked Question To His Palvatar
1:33:31 - The Secret to Raoul's Great Looks
1:35:03 - Looksmaxxing: How Deep Is Raoul In?
1:36:08 - Paying his Ex Wife back with Smoking Chicken Fish
1:37:46 - Was Telling Everyone About SUI a Wise Idea?
1:39:22 - Facing The Millions of People Who Followed him on The SUI Trade
1:42:53 - Was the 70% SUI Position Sizing Wrong?
1:44:13 - Does Raoul Still Believe In Hold And Do Nothing?
1:44:48 - The One Major Shift Left To Witness
1:48:46 - How Good Is AI Today?