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Please enjoy this masterclass on liquidity with the one and only CrossBorder Capital/ GLIndexes. 00:00 Introduction 02:22 Liquidity Expansion and Challenges 04:02 China and the Need for Monetization 04:39 Impact of Global Liquidity Drainage 06:17 Funding Strategies and Hidden Stimulus 07:21 Bond Market Structure and Fragility 08:24 Dependence on...

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Raoul Pal

1,459,649 subscribers

425,432 Aufrufe • vor 1 Jahr •via X (Twitter)

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11 Kommentare

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Raoul Palvor 1 Jahr

If you found this valuable, you can give back by signing up for free at @RealVision

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Milk Roadvor 1 Jahr

Global liquidity is rising and trending upward Liquidity up = crypto up

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Donnyvor 1 Jahr

@crossbordercap Raoul, you said you dropped 7 figs into the art sector in one of your videos What about this ai agent featured at Christie's Auction House as the first autonomous art generative agent ever? I think it will have a crazy re-pricing event soon enough

Profilbild von fejau
fejauvor 1 Jahr

@crossbordercap awesome stuff

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Bollardvor 1 Jahr

@crossbordercap Thanks fot this, off to watch it with some Bud Light and Doritos

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Melch | Web3 Lead Gen Agency 👔vor 1 Jahr

@crossbordercap Covering every topic, amazing and thank you

Profilbild von satstacker | kolin
satstacker | kolinvor 1 Jahr

@crossbordercap Liquidity? Just stack sats. Everything else is noise. Bitcoin fixes this.

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Nomadvor 1 Jahr

@crossbordercap All we need to know is that Trump, Lutnick and Bessant are building a strategic asset reserve and intend to pump it up to balance against $34 Trillion in debts... with private credit.

Profilbild von Crypto ₿ULL God, FSA, MAAA
Crypto ₿ULL God, FSA, MAAAvor 1 Jahr

@crossbordercap Thank you for you continued contributions to this space Real Vision has been a great educator to-date🥃

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SuperCyclevor 1 Jahr

@crossbordercap Fantastic as always 🙌

Profilbild von RIC☮︎VERSE🌍🤍☮︎
RIC☮︎VERSE🌍🤍☮︎vor 1 Jahr

@crossbordercap Almost read the username "Rug pull" wild! You gotta fix that mate.

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Michaël van de Poppe

102,022 Aufrufe • vor 9 Tagen

🚨NEW EPISODE🚨 The Data Behind DeFi’s Biggest Upgrade In this episode, we’re joined by Jackie (jackie | agaperste), Head of Data Science at Uniswap Foundation, and Grace (@grace_lily), part of the Data team at Uniswap 🦄. Together we explore: * Uniswap V4 and the broader innovations shaping the Uniswap ecosystem * Unique mechanics of Bunni * Challenges of liquidity management * New TVL metrics, and arbitrage flows * We also explore Unichain * Spam mitigation on L2s * The evolution of smart wallets in the Uniswap Wallet, And much more—enjoy! — Timestamps: (00:00) Introduction (01:42) Uniswap V4 and Ecosystem Growth (05:35) Understanding Uniswap V4's Unique Features (10:32) Bunni and Liquidity Management (15:59) Challenges and Innovations in Uniswap V4 (22:36) Data Analysis and Adoption of Uniswap V4 (37:11) Debating New Metrics for TVL (38:24) Challenges with TVL and Liquidity (41:26) Uniswap V4 and Liquidity Incentives (45:13) Arbitrage Opportunities in V4 (48:57) Introduction to Unichain (51:34) Adoption and Use Cases of Unichain (53:31) Mitigating Spam on L2 Chains (1:01:22) Uniswap Wallet and Smart Wallets (1:07:59) Closing Thoughts and Future Prospects (1:08:23) Outro — Links: Uniswap: Uniswap Twitter: Uniswap V4: — Follow the guests: Grace: Jackie:
1:10:47

🚨NEW EPISODE🚨 The Data Behind DeFi’s Biggest Upgrade In this episode, we’re joined by Jackie (jackie | agaperste), Head of Data Science at Uniswap Foundation, and Grace (@grace_lily), part of the Data team at Uniswap 🦄. Together we explore: * Uniswap V4 and the broader innovations shaping the Uniswap ecosystem * Unique mechanics of Bunni * Challenges of liquidity management * New TVL metrics, and arbitrage flows * We also explore Unichain * Spam mitigation on L2s * The evolution of smart wallets in the Uniswap Wallet, And much more—enjoy! — Timestamps: (00:00) Introduction (01:42) Uniswap V4 and Ecosystem Growth (05:35) Understanding Uniswap V4's Unique Features (10:32) Bunni and Liquidity Management (15:59) Challenges and Innovations in Uniswap V4 (22:36) Data Analysis and Adoption of Uniswap V4 (37:11) Debating New Metrics for TVL (38:24) Challenges with TVL and Liquidity (41:26) Uniswap V4 and Liquidity Incentives (45:13) Arbitrage Opportunities in V4 (48:57) Introduction to Unichain (51:34) Adoption and Use Cases of Unichain (53:31) Mitigating Spam on L2 Chains (1:01:22) Uniswap Wallet and Smart Wallets (1:07:59) Closing Thoughts and Future Prospects (1:08:23) Outro — Links: Uniswap: Uniswap Twitter: Uniswap V4: — Follow the guests: Grace: Jackie:

Indexed Podcast

12,866 Aufrufe • vor 1 Jahr

Please enjoy my latest Journey Man episode with Mike Cagney 🇺🇸 00:00 Introduction 02:14 Interview with Mike Cagney Begins – A Pioneer in Tokenization 02:46 Mike's Background in Finance and Transition to Blockchain 04:20 The Evolution from Hedge Funds to Fintech and Blockchain 05:23 Bitcoin, Blockchain, and Displacing Trust with Truth 06:27 How Blockchain Can Reshape Capital Markets 07:58 The Role of Blockchain in Lending and Prime Brokerage 09:27 The Impact of Blockchain on Financial Intermediaries 12:00 Extracting Cost Savings Through On-Chain Transactions 14:36 Traditional Financial Institutions Adopting Blockchain 16:44 Creating a Permanent Capital Guarantor for Private Credit 18:22 Real-Time Remittance Tracking and Its Impact on Hedge Funds 19:52 The Struggle to Get Banks and Regulators on Board 21:27 Public Blockchain Adoption: Resistance and Opportunities 23:39 Developing a Blockchain-Native Security for Fiat Rails 25:14 The Future of On-Chain Securities and Banking Infrastructure 27:26 Building a Decentralized Exchange for Blockchain Assets 30:07 The Vision of a Fully Cross-Collateralized Financial System 32:49 The Expansion into Public Equities and Disrupting Prime Brokerage 34:29 How Traditional Financial Institutions View Blockchain 36:48 Challenges of Tokenizing Traditional Financial Systems 39:04 Why Financial Institutions Are Hesitant to Embrace Blockchain 41:07 The Future of Blockchain in Global Finance 42:49 Scaling Challenges for Blockchain in Financial Markets 44:44 Ethereum vs. Other Chains: The Institutional Perspective 48:02 The Potential of JP Morgan Launching a Stablecoin on Ethereum 50:39 Figure’s Plans for Public Listings and Market Expansion 53:44 Expected Regulatory Changes and Market Structure Updates 57:29 Key Takeaways: The Future of Blockchain in Finance 58:36 Raoul's Final Thoughts and Reflections on the Interview 1:00:00 Conclusion and Final Thoughts
59:12

Please enjoy my latest Journey Man episode with Mike Cagney 🇺🇸 00:00 Introduction 02:14 Interview with Mike Cagney Begins – A Pioneer in Tokenization 02:46 Mike's Background in Finance and Transition to Blockchain 04:20 The Evolution from Hedge Funds to Fintech and Blockchain 05:23 Bitcoin, Blockchain, and Displacing Trust with Truth 06:27 How Blockchain Can Reshape Capital Markets 07:58 The Role of Blockchain in Lending and Prime Brokerage 09:27 The Impact of Blockchain on Financial Intermediaries 12:00 Extracting Cost Savings Through On-Chain Transactions 14:36 Traditional Financial Institutions Adopting Blockchain 16:44 Creating a Permanent Capital Guarantor for Private Credit 18:22 Real-Time Remittance Tracking and Its Impact on Hedge Funds 19:52 The Struggle to Get Banks and Regulators on Board 21:27 Public Blockchain Adoption: Resistance and Opportunities 23:39 Developing a Blockchain-Native Security for Fiat Rails 25:14 The Future of On-Chain Securities and Banking Infrastructure 27:26 Building a Decentralized Exchange for Blockchain Assets 30:07 The Vision of a Fully Cross-Collateralized Financial System 32:49 The Expansion into Public Equities and Disrupting Prime Brokerage 34:29 How Traditional Financial Institutions View Blockchain 36:48 Challenges of Tokenizing Traditional Financial Systems 39:04 Why Financial Institutions Are Hesitant to Embrace Blockchain 41:07 The Future of Blockchain in Global Finance 42:49 Scaling Challenges for Blockchain in Financial Markets 44:44 Ethereum vs. Other Chains: The Institutional Perspective 48:02 The Potential of JP Morgan Launching a Stablecoin on Ethereum 50:39 Figure’s Plans for Public Listings and Market Expansion 53:44 Expected Regulatory Changes and Market Structure Updates 57:29 Key Takeaways: The Future of Blockchain in Finance 58:36 Raoul's Final Thoughts and Reflections on the Interview 1:00:00 Conclusion and Final Thoughts

Raoul Pal

154,659 Aufrufe • vor 1 Jahr

A 1 hour-long venting and blabbering session by me on the #Market $SPX $IWM, why market crashes happen, why we're less likely to head into the crash now, and thoughts on #Bitcoin #Ethereum $DOGE and crypto-related stocks... 00:00 Market moves with liquidity 10:30 Market needs deleveraging when overextended 22:55 Do valuations matter? 27:50 #Bitcoin tells us we're in trouble, or just rotation? 30:30 Margin and debt 33:00 What I think about #Bitcoin 35:00 #Bitcoin and $IWM 36:30 Nothing's happened with #Bitcoin yet: Bollinger band is squeezing tight 39:20 Where's liquidity going to come from? #Gold #China #Japan 45:10 #Bitcoin dominance, #Ethereum $BTCS $BMNR $BTBT $COIN $HOOD 51:30 $DOGE thoughts 55:10 "Feelings beget feeling more"
57:59

A 1 hour-long venting and blabbering session by me on the #Market $SPX $IWM, why market crashes happen, why we're less likely to head into the crash now, and thoughts on #Bitcoin #Ethereum $DOGE and crypto-related stocks... 00:00 Market moves with liquidity 10:30 Market needs deleveraging when overextended 22:55 Do valuations matter? 27:50 #Bitcoin tells us we're in trouble, or just rotation? 30:30 Margin and debt 33:00 What I think about #Bitcoin 35:00 #Bitcoin and $IWM 36:30 Nothing's happened with #Bitcoin yet: Bollinger band is squeezing tight 39:20 Where's liquidity going to come from? #Gold #China #Japan 45:10 #Bitcoin dominance, #Ethereum $BTCS $BMNR $BTBT $COIN $HOOD 51:30 $DOGE thoughts 55:10 "Feelings beget feeling more"

Cantonese Cat 🐱🐈

51,680 Aufrufe • vor 6 Monaten

Added 5 voice lines for each hero for situations when they are carrying the Spirit Jar and start stalling, standing still for too long, or delaying the delivery. (Timecodes for all heroes are below). #deadlock Abrams 00:00 - 00:32 Apollo 00:32 - 01:05 Bebop 01:05 - 01:42 Billy 01:42 - 02:07 Calico 02:07 - 02:39 Celeste 02:39 - 03:11 Paradox 03:11 - 03:50 Doorman 03:50 - 04:16 Drifter 04:16 - 04:49 Dynamo 04:49 - 05:22 Graves 05:22 - 05:55 Grey Talon 05:55 - 06:32 Haze 06:32 - 07:03 Holliday 07:03 - 07:40 Infernus 07:40 - 08:08 Ivy 08:08 - 08:34 Kelvin 08:34 - 09:09 Lady Geist 09:09 - 09:39 Lash 09:39 - 10:07 Sinclair 10:07 - 10:35 McGinnis 10:35 - 11:12 Mina 11:12 - 11:40 Mirage 11:40 - 12:08 Mo&Krill 12:08 - 12:32 Paige 12:32 - 12:58 Pocket 12:58 - 13:25 Rem 13:25 - 13:56 Seven 13:56 - 14:27 Shiv 14:27 - 15:01 Silver 15:01 - 15:39 Venator 15:39 - 16:10 Victor 16:10 - 16:42 Vindicta 16:42 - 17:21 Viscous 17:21 - 17:46 Vyper 17:46 - 18:18 Warden 18:18 - 18:47 Wraith 18:47 - 19:13 Yamato 19:13 - 19:47
19:59

Added 5 voice lines for each hero for situations when they are carrying the Spirit Jar and start stalling, standing still for too long, or delaying the delivery. (Timecodes for all heroes are below). #deadlock Abrams 00:00 - 00:32 Apollo 00:32 - 01:05 Bebop 01:05 - 01:42 Billy 01:42 - 02:07 Calico 02:07 - 02:39 Celeste 02:39 - 03:11 Paradox 03:11 - 03:50 Doorman 03:50 - 04:16 Drifter 04:16 - 04:49 Dynamo 04:49 - 05:22 Graves 05:22 - 05:55 Grey Talon 05:55 - 06:32 Haze 06:32 - 07:03 Holliday 07:03 - 07:40 Infernus 07:40 - 08:08 Ivy 08:08 - 08:34 Kelvin 08:34 - 09:09 Lady Geist 09:09 - 09:39 Lash 09:39 - 10:07 Sinclair 10:07 - 10:35 McGinnis 10:35 - 11:12 Mina 11:12 - 11:40 Mirage 11:40 - 12:08 Mo&Krill 12:08 - 12:32 Paige 12:32 - 12:58 Pocket 12:58 - 13:25 Rem 13:25 - 13:56 Seven 13:56 - 14:27 Shiv 14:27 - 15:01 Silver 15:01 - 15:39 Venator 15:39 - 16:10 Victor 16:10 - 16:42 Vindicta 16:42 - 17:21 Viscous 17:21 - 17:46 Vyper 17:46 - 18:18 Warden 18:18 - 18:47 Wraith 18:47 - 19:13 Yamato 19:13 - 19:47

Deadlock UA

174,205 Aufrufe • vor 24 Tagen

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing
1:26:22

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

Patrick OShaughnessy

163,516 Aufrufe • vor 1 Jahr

Are we still in a Crypto Bull Market for Bitcoin and Altcoins? This video will cover what I expect to happen to Bitcoin and Altcoins in the short to mid-term as we head into 2026, and I'll share if I am a buyer or seller at these levels. 02:04 Bitcoin Price Analysis: Entering Bear Trend? 02:46 Why This Bear Won't Be Dramatic (5 Key Reasons) 05:37 Bitcoin Bottom Timeline: Short-Lived Bleed to 60-70K 15:10 Altcoin Cycle: No Extended Altseasons, Short Bursts Only 18:06 Bitcoin vs Altcoin liquidity cycles 23:41 Bitcoin will keep rallying with M2 liquidity 28:19 Altcoins follow ISM, business cycle, and QE liquidity only 41:34 Short-Term Actions: 80% BTC, 20% Alts for trading only 45:29 Current Altcoin opportunities
51:18

Are we still in a Crypto Bull Market for Bitcoin and Altcoins? This video will cover what I expect to happen to Bitcoin and Altcoins in the short to mid-term as we head into 2026, and I'll share if I am a buyer or seller at these levels. 02:04 Bitcoin Price Analysis: Entering Bear Trend? 02:46 Why This Bear Won't Be Dramatic (5 Key Reasons) 05:37 Bitcoin Bottom Timeline: Short-Lived Bleed to 60-70K 15:10 Altcoin Cycle: No Extended Altseasons, Short Bursts Only 18:06 Bitcoin vs Altcoin liquidity cycles 23:41 Bitcoin will keep rallying with M2 liquidity 28:19 Altcoins follow ISM, business cycle, and QE liquidity only 41:34 Short-Term Actions: 80% BTC, 20% Alts for trading only 45:29 Current Altcoin opportunities

VirtualBacon

40,336 Aufrufe • vor 8 Monaten

You can smell it – war and a global currency reset are in the air, warns Willem Middelkoop. The financial system is shifting fast but what’s coming next? He breaks it all down with Andy Schectman on #MilesFranklinMedia. #MilesFranklin #gold #dollar #monetaryreset #BRICS Miles Franklin Precious Metals 00:00 Introduction 01:09 Geopolitical Tensions in the Middle East 04:02 Shifting Alliances and BRICS Influence 08:00 Global Financial System Fragility 11:31 Gold's Role in the Financial System 16:19 Central Banks and Gold Repatriation 23:39 China's Strategic Moves and Dollar Impact 33:56 Future of Gold in the Monetary System 38:46 Investment Strategies and Closing Remarks
43:45

You can smell it – war and a global currency reset are in the air, warns Willem Middelkoop. The financial system is shifting fast but what’s coming next? He breaks it all down with Andy Schectman on #MilesFranklinMedia. #MilesFranklin #gold #dollar #monetaryreset #BRICS Miles Franklin Precious Metals 00:00 Introduction 01:09 Geopolitical Tensions in the Middle East 04:02 Shifting Alliances and BRICS Influence 08:00 Global Financial System Fragility 11:31 Gold's Role in the Financial System 16:19 Central Banks and Gold Repatriation 23:39 China's Strategic Moves and Dollar Impact 33:56 Future of Gold in the Monetary System 38:46 Investment Strategies and Closing Remarks

Miles Franklin Precious Metals

18,528 Aufrufe • vor 1 Jahr

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future
1:03:13

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,175 Aufrufe • vor 1 Jahr