Raoul Pal: The Journey Man September 2025: Raoul Pal The Journey Man's Monthly Recap
Sep 28, 2025
Emmett Hollyer is a product engineer who pioneered Solana Mobile's Web3-first smartphone vision, sharing insights on creating an open crypto ecosystem. Michael Howell, a macro strategist, delves into the liquidity cycle's maturity and its impact on gold, tech, and crypto investments. The discussion touches on the muted business cycle since COVID, the implications of Treasury issuance, and potential market shifts toward high-quality altcoins as Bitcoin trends exhaust. Tune in for a mix of tech innovation and macroeconomic expertise!
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Crypto Community Helping New York Schools
- Keith Grossman described using crypto for charitable efforts to change public perception and win skeptics over.
- He recounted organizing with New York Cares and firms like Solana Foundation to show crypto can do social good.
From Google Mobile To Solana Mobile
- Emmett Hollyer explained his background from building mobile apps and AI at Google to joining Solana Mobile.
- He told how a colleague running payments at Solana Labs introduced him to the team and the crazy ambition to build a Web3 phone.
Mobile Platforms Must Be Crypto-Native
- Emmett Hollyer argued Apple/Google platform models don't fit crypto because they extract fees and control transactions.
- He concluded crypto needs an open, crypto-native mobile platform to enable peer-to-peer flows without middlemen.