What’s on Raoul’s Mind?
Raoul Pal: Real Vision
00:00
Cryptocurrency and the Markets Are Pausing
Liquidity, that's what's driving markets. Liquidities we know from the Fed balance sheet and others is not accelerating right now. We'll see this continued acceleration until liquidity slows down at some point. And then we'll have pullbacks if liquidity comes back somewhat - which I don't really see. So that's crypto overall. The real corporate is always on my mind. It's been doing phenomenally well based on liquidity. Bottom, exactly as we saw as we saw global M2 turning. That was my signal into that hellhole of June when Luna collapsed. Then the second hellhole of the FTX collapse, it bottomed in June, but Bitcoin and others bottomed in
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