Intro

🔥 See what your Bitcoin can do for you. Go to https://ledn.io/borrowing to get the funds you need while keeping the assets you love.

👉 *Use code "realvision15" to get 15% OFF tickets for Consensus 2025 in Hong Kong:* https://coindesk.com/consensus-hk

Get my FREE PDF report https://rvtv.io/3YOZZUe. Joe McCann returns to The Journey Man to break it all down...

Raoul Pal welcomes Joe McCann, founder, CEO, and CIO of the crypto investment firm Assymetric, to explore the nexus of macro trends, crypto markets, and the intersection of Web3, AI, and tokenized culture. Raoul and Joe discuss key themes like global liquidity, Bitcoin dominance, memecoins, and innovative approaches to capital formation, offering bold predictions for 2025 and beyond. Recorded on January 23, 2025.

👉 Follow Joe on his X: https://x.com/joemccann

📣 This episode comes to you thanks to Ledn. Ledn Loans are simple and accessible. All you need is the minimum $1,000 USD equivalent in BTC collateral, and you are automatically approved without any further credit check required. Our loans are typically funded within 24 hours of approval. They can be paid back at any time without penalties, and no monthly payments are required. Go to https://ledn.io/borrowing for more information.

📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub.

With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward.

👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets.

🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com

Timestamps:

[00:00] Intro

[01:13] Why Macro Traders Are Moving to Crypto

[03:02] 2024 Market Performance & What’s Next

[08:34] Global Liquidity Trends & Macro Setup for Crypto

[17:55] The Next Crypto Cycle: How Long Will It Last?

[22:55] Bitcoin Dominance & The Altcoin Rotation

[25:47] Dogecoin, Meme Coins & The Power of Attention

[28:29] Tokenization of Culture: Disney, LVMH & Web3

[35:12] Venture Investing vs. Liquid Trading in Crypto

[38:27] Does Everything Need a Token? The Real Use Cases

[48:02] Trump’s Token: A Game-Changer for Crypto Regulation?

[55:49] The Future of Capital Formation in Crypto

[1:09:33] Are Governance Tokens the Next Big Opportunity?

[1:12:26] Real Vision Event in Miami & Final Thoughts

Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.

Connect with me:

Twitter (X): https://twitter.com/RaoulGMI

Instagram: https://www.instagram.com/raoulgmi/

LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/

Newsletter: https://raoulpal.substack.com

My other work:

Real Vision: https://rvtv.io/3LHYIaH

Global Macro Investor: https://globalmacroinvestor.com

The Exponentialist: https://realvision.com/thefuture

EXPAAM: https://expaam.com

Connect with Real Vision™ Online:

Twitter: https://rvtv.io/twitter

Instagram: https://rvtv.io/instagram

Web: 🔥 https://rvtv.io/3Y4t5Pw

Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Learn more about your ad choices. Visit podcastchoices.com/adchoices