Navigating Market Sentiment: Hedge Fund Strategies for 2025

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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.

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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

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