Raoul Pal: The Journey Man EXCLUSIVE: An Inside Look at RV Pro Crypto's Expert Analysis ft. Jamie Coutts & Kevin Kelly from Delphi Digital
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Sep 5, 2024 
Join Jamie Coutts, chief crypto analyst for RV, and Kevin Kelly from Delphi Digital as they dissect the current crypto market landscape. They explore the surprising underperformance of Bitcoin amidst positive trends, discuss Sui's potential against Solana, and analyze Matic's tokenomics post-migration. The duo dives into the interconnectedness of the US dollar and Bitcoin, offering insights into market dynamics. Plus, learn how Pro Crypto membership can enhance your trading experience!
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Crypto's Puzzling Price Action
- Crypto is trading heavily despite positive market catalysts like rising stocks and weakening dollar.
- This puzzles many, especially given gold's all-time highs and improving global equity backdrop.
Q4 Outlook for Crypto
- Crypto's price is stagnating despite improving liquidity and positive catalysts, possibly due to geopolitical risks.
- A strong Q4 is possible, aligning with historical Bitcoin trends, unless major escalations occur.
Evaluating SUI's Potential
- SUI's on-chain metrics, like daily active users and TVL, show promising growth, suggesting increasing network effects.
- Focus on actual usage and DeFi activity to assess blockchain projects, rather than just narratives.