Episode Details
| Title | The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel |
|---|---|
| Date | 7/9/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $CRYPTO - Cryptocurrency, particularly Bitcoin, is seen as one of the few assets outperforming currency debasement. The speakers expect continued growth in the crypto market, with potential for altcoins to follow Bitcoin's rise.
- “We realized there's actually only two assets that perform this. One is tech stocks, and the other is crypto.” - Raoul (4:46)
- “Bitcoin's up 600% since we said low in q four of twenty twenty two. That's, I mean, been a steady bit in zone, but the the question then is when is the next leg?” - Julien (1:13:07)
- “So even if you're making, you know, you know, good money in Bitcoin, all of a sudden, if you're already orange pilled, right, and you're seeing something going up like Pepe or Bonk or Sui or Solana or whatever it is, you know, you start to recycle those tokens” - Julien (1:13:29)
- 🟢 $TECH - 🔒
- 🟢 $RISKASSETS - 🔒
- 🟢 $AI - 🔒
Bearish:
- 🔻 $DIVERSIFICATION - 🔒