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A guy's girlfriend has been DCA-ing BTC and ETH since 2019. No Crypto Twitter noise. No drama. She outperformed her boyfriend massively. Raoul Pal: "The best performing clients in brokerage accounts are dead ones." Boring wins. Every time. Pod: MR SHIFT 🦁 Guest: Raoul Pal

35,749 görüntüleme • 4 ay önce •via X (Twitter)

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E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious Raoul Pal is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy. Timestamps: Introduction Traveling Non-Stop & Kast Card Discussion Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t What Raoul’s Been Up To The Past 4 Months Why The Stock Market Never Ceases To Grow What Is The Economic Singularity? Partnerships: Trezor Bitwise Is It Still Early To Invest In AI? Is Crypto Superior To AI Investment Wise Crypto’s Reasons For Going Up Forever Bitcoin Going From $126k - $60k Is A Nasty Correction Are Early Investment Opportunities No Longer Possible Why Raoul Started Buying $ZEC What Are The Left & Right Curve Trades? Partnerships: KAST Sumsub How Raoul Thinks About Allocation With Zcash Raoul’s Thoughts On Hyperliquid & $HYPE Token How Layer Ones Will Accrue More Of Crypto’s Value How To Measure Intelligence For Layer Ones Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents Why DeFi Isn’t Dead According To Raoul Why All Financial Rails Are Moving To Blockchain Rails Why Digital Art Will Accrue Massive Value Over Time How Do You Structure An NFT Portfolio? What Kind Of Investor Is Interested In An NFT Fund Partnerships: Jupiter Ethena Should People Only Focus On The Top Tier NFTs Raoul’s Plan To Lend Against NFTs Is Bitcoin A Proxy Trade For AI Why You Should Never Sell Unless You Have To The Numbers Behind Buying & Holding vs Trading Why Volatility Makes People Think Crypto Is Easy To Trade Raoul’s Advice On Developing Patience Why People Should Stay In Crypto Why There’s Hope For Crypto In 2026 & 2027 The Kindest Thing Anyone Has Ever Done For Raoul Closing Thoughts

MR SHIFT 🦁

268,207 görüntüleme • 2 ay önce

JUST IN: Former staffer of Eric Swalwell says he s*xually assaulted her twice, says she woke up in his bed with no clothes on. The first incident reportedly took place in 2019. Swalwell has been married since 2016. The woman says she was hired at the age of 21. At one point in 2019, Swalwell pulled out his pen*s and asked her to perform oral s*x on him. She did so in a parking lot, according to the SF Chronicle. Later that same year, the former staffer says she was invited out for drinks with Swalwell. She says she became so intoxicated that she does not remember the rest of the night. She claims she woke up with no clothes on in Swalwell's hotel bed and claims she could feel "the effect of vag*nal intercourse," according to the SF Chronicle. In April of 2024, the woman, who did not work for Swalwell at this time, attended a charity gala where Swalwell was present. The woman says she became "inebriated" while getting drinks with him after and can barely remember the night. She says she told him "no" as he forced himself on her. The woman says she was s*xually assaulted by Swalwell. She says she "blacked out" but "woke up once during it and even told him to stop at one point." The woman's friend and then-boyfriend say she told them about the alleged assault the next day. Swalwell has denied the accusations and has since sent a cease-and-desist letter. The representative previously said in 2018 that alleged victims "deserve to be heard." Source: San Francisco Chronicle
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JUST IN: Former staffer of Eric Swalwell says he s*xually assaulted her twice, says she woke up in his bed with no clothes on. The first incident reportedly took place in 2019. Swalwell has been married since 2016. The woman says she was hired at the age of 21. At one point in 2019, Swalwell pulled out his pen*s and asked her to perform oral s*x on him. She did so in a parking lot, according to the SF Chronicle. Later that same year, the former staffer says she was invited out for drinks with Swalwell. She says she became so intoxicated that she does not remember the rest of the night. She claims she woke up with no clothes on in Swalwell's hotel bed and claims she could feel "the effect of vag*nal intercourse," according to the SF Chronicle. In April of 2024, the woman, who did not work for Swalwell at this time, attended a charity gala where Swalwell was present. The woman says she became "inebriated" while getting drinks with him after and can barely remember the night. She says she told him "no" as he forced himself on her. The woman says she was s*xually assaulted by Swalwell. She says she "blacked out" but "woke up once during it and even told him to stop at one point." The woman's friend and then-boyfriend say she told them about the alleged assault the next day. Swalwell has denied the accusations and has since sent a cease-and-desist letter. The representative previously said in 2018 that alleged victims "deserve to be heard." Source: San Francisco Chronicle

Collin Rugg

2,480,031 görüntüleme • 4 ay önce

🚨EVERYONE THINKS ETHEREUM IS DEAD That's exactly why I'm paying attention The market is treating $ETH like it's just another altcoin It isn't Ethereum has already fallen almost 70% from its all-time high, while Bitcoin has held up much better That underperformance is exactly why the narrative has become so one-sided "ETH is dead" "The cycle is over" "Just buy BTC" I've heard this before The easiest way to see what's happening is the ETH/BTC chart The ratio has been crushed for years and is sitting near levels we haven't seen in a long time After months of underperformance, people stopped comparing Ethereum to Bitcoin and started comparing it to every failing altcoin That's the mistake $BTC and $ETH are still the only two crypto assets with more than a decade of history, no insider unlocks, no VC emissions and real institutional adoption The difference is that their economics are no longer the same Around a third of all $ETH is staked, earning native yield while remaining locked inside the network Bitcoin doesn't do that New $BTC is still issued every day, and miners regularly sell part of it to cover electricity, hardware and operating costs Then look at the corporate treasuries Companies holding Bitcoin own an asset that doesn't generate cash flow on its own Companies building Ethereum treasuries can stake their $ETH and earn yield while they wait It's the difference between holding an asset... And holding an asset that pays you to stay patient That's why I think the market is pricing Ethereum like a broken asset while ignoring how much its structure has changed over the last few years Could ETH still go lower? Of course. Markets always overshoot. That's why my interest starts between $1,400 and $1,050 Not because I know the exact bottom, but because that's where the risk/reward finally becomes asymmetric Last cycle everyone was calling for $10,000 $ETH It never happened This cycle everyone is calling Ethereum dead Markets have a funny habit of disappointing the majority I'm not bearish on both I just think the asset everyone has already given up on often becomes the one that surprises the most That's why I'm buying fear instead of chasing strength Maybe I'm early But I'd rather accumulate when everyone hates Ethereum than fight the crowd after it starts making new highs again Follow and turn notifications on Next few months could completely change the narrative

BLADE

27,548 görüntüleme • 1 ay önce

Etherealize CEO Vivek Raman: “L2s are the best business model in blockchain” Raoul Pal explains his view of Layer 2s on Ethereum: “We just created excess capacity versus current usage, and it will accrue to the base chain over time.” Etherealize co-founder Danny Ryan adds to this: “I think it’s Ethereum’s favor to have massive optionality in this layer that inherits the security of Ethereum and enhances the network effects of Ethereum. We’re going to continue to work on how these things communicate, how they resolve state differences, and all sorts of stuff like that… But one of the reasons many years ago that Ethereum went all in on that was it was the only way to scale Ethereum without sacrificing the decentralization of the L1.” Raoul emphasizes the importance of this point: “People underestimate scalability because they have no understanding of the scale of the financial system. They have no understanding of the sheer amount of transactions that happen, the speed that it happens, and the value that transacts. People just think, ‘Oh tokenized equities.’ They have no idea of what is required… you have the DTCC, then you have Euroclear — there’s endless numbers of them. People don’t even talk about the derivatives markets. The OTC derivatives markets are another couple of quadrillion dollars. Then you have the FX markets. The FX markets themselves do another $5 trillion a day. These numbers are stupid.” Etherealize CEO Vivek Raman comments: “It’s just naive for people to think that all of global finance can live in one layer. But it can live in one multi-layer ecosystem that has interoperability, ZK, and is future proof, and that’s what Ethereum is. Zooming out, we’re at such an early stage of the adoption curve — the people who say ETH won’t accrue value aren’t seeing how big the market can get. The other thing too that got me to become a bit of a Layer 2 maximalist is that from the bank or asset manager perspective, people want to own their own businesses and maximize profits. My take is that L2s are the best business model in blockchain, and it’s not just me saying that. Robinhood said, ‘We can get the security of Ethereum for virtually nothing, keep all of our operating margins to ourselves, and we’re attached to the liquidity of the largest ecosystem out there with the most stablecoins and tokenized assets. That’s the best pitch out there. Instead of building your own blockchain, just build an L2 and hook it to Ethereum.” Source: Raoul Pal (Apr 2026)

Etherealize

42,450 görüntüleme • 16 gün önce

This is Tina today. She’s on top top form but her vet results were not good. Her kidney failure has gotten worse. I wanted to explain how and why today is a great day though… 👩‍⚕️ A team of vets (yes Tina has a team around the world offering their services for free) have said there is nothing more that can be done. It’s time to just manage her comfort. ⏰ Tina might have a few weeks or at best a few months left. 💊 She has blood pressure medicine and everything else she could need (her kidneys can’t support any more medicines) 🥘 She has a special diet that a very kind lady donated to her. The best of the best. Now the good stuff… ☀️ Tina is still feeling great. She is full of energy and went on numerous walks in the sun today 🎾 She still plays non stop with her beloved tennis balls 🥰 Tina gets endless messages of support and love from around the world. I tell her about them every single day. 😁 Tina is happiest when with her human. I’ve tailored my life so she is barely ever alone. She thrives with company and it relaxes her. 🤷‍♂️ I know people will wonder how today is a good day? It’s a good day because Tina is happy, feeling good, loved and playing. She has everything she ever dreamed of. Dogs don’t think about yesterday or look ahead to tomorrow. They live in the moment. And in the moment everything is great for Tina. ❤️ There will be tougher days ahead but today is a great day. One of Tina’s favorite Sundays ever. I can tell she’s never been happier. Her world is complete. Tina doesn’t know what is coming and my role is to just help her love her life and enjoy every second she has. Tina could have been dead alone and sad months ago and never have known any of this. She’s touched people all over the world and people think about her daily. She has her ball, her human, her friends and even though her kidneys are failing her heart couldn’t be more full. After Tina’s start in life she has shown me and others how to live in the moment. And in this very moment, today in the sunshine Tina is having the best day she ever had. 🥰🎾❤️🙏

Niall Harbison

1,207,059 görüntüleme • 3 yıl önce