Raoul Pal: The Journey Man

Latest Episodes:

How Does Japan's Deflation Explain Crypto's Rise? Mar 21, 2022

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Persistent deflationary forces in Japan have puzzled economists for decades. Takaaki Kato, the Japan-based executive director and head of sales/trading for BitFlyer, doesn’know how long into the future present conditions will sustain. But he does see potential instability for the Japanese yen. Also a fiat currency bear, Kato perceives in Japan’s set of problems major tailwinds for crypto adoption. Kato tells Real Vision’s Ash Bennington that President Joe Biden’s executive order directing a “whole of government” approach to U.S. crypto policy will usher in a bifurcated era of the regulated and the unregulated. Those crypto platforms that navigate uncertainty and earn sanction by the U.S. government will have a head start on success in this new era. Recorded on March 9, 2022.

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How Do Crypto Lenders Generate Big Yields? Mar 20, 2022

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Interest rates on DeFi platforms are often as opaque as they are impressive, to the point where they seem too good to be true, especially in a world of near-zero TradFi yields. Sudhu Arumugam, co-founder of crypto derivatives exchange and yield platform CoinFLEX, offers a peek behind the curtain of his firm’s operations. Arumugam walks Real Vision’s Ash Bennington through the arbitrage strategies deployed by CoinFLEX, noting that his team’s edge comes from working with large pools of capital and enjoying privileged international access. Arumugam also discusses the evolving regulatory environment in light of the Biden administration’s new “whole of government” approach to crypto. Ultimately, as Arumugam sees it, regulation is bullish because it will catalyze institutional adoption like nothing else before it. Recorded on March 9, 2022.

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Bored Ape Yacht Club Makes Major Waves Mar 19, 2022

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We're back, just in time to talk about the biggest NFT news of 2022: Yuga Labs, the creator of the Bored Ape Yacht Club (BAYC) collection, has acquired the brands, copyrights in the art, and other intellectual property of the CryptoPunks and Meebits collections from Larva Labs. BAYC is the most valuable NFT collection; CryptoPunks is the second-most valuable. So, what’s next now that these crown jewels have become one? Real Vision’s Ash Bennington joins The Defiant’s Camila Russo to talk about the deal. Camila and Ash also discuss how the Federal Reserve’s monetary tightening cycle will impact digital assets and what President Joe Biden’s executive order means for the crypto space. Recorded on March 16, 2022.

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Distilling the Essence of the DAO Mar 18, 2022

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Marcello Mari is the CEO of SingularityDAO and an expert on the emerging business structure that’s opening new frontiers to individual investors. Mari joins Santiago Velez, co-founder and division lead of R&D at Block Digital, to explain what a decentralized autonomous organization is and to share what he learned when he created his DAO. The DAO governance structure has been criticized as too slow to operate effectively. Mari counters that DAOs afford individuals opportunities to pool capital at levels previously possible only for institutions. Combined with risk-hedging algorithms, this suggests that there’s vast unrealized potential for DAOs as viable structures for individual investors. Mari and Velez dig into the technical aspects of DAOs and their underlying anatomy. This is a must-watch for anyone who wants to learn more about DAOs. Recorded on February 25, 2022.

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Could Bitcoin Be the Global Reserve Currency? Mar 17, 2022

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Ray Dalio, founder, co-chairman, and co-chief investment officer of Bridgewater Associates, the world’s largest hedge fund, famously noted that global reserve currencies typically last for 100 years or so. If that trend holds, the US dollar is nearing the end of the privileged status it inherited from the British pound. So, what comes next? Greg Foss and Seb Bunney believe it’s Bitcoin. Foss, a strategist at VPC, and Bunney, who advocates at The Looking Glass, argue that the world’s No. 1 cryptocurrency features characteristics necessary to the task. Foss stresses the importance to humanity of a hard asset immune to censorship and manipulation. Inflation, he says, is crippling poor families on fixed incomes, leading them down a dangerous path of debt accumulation. Bitcoin, as Foss sees it, is the way out of the fiat-driven leverage spiral the entire Western world has fallen into. Recorded on March 1, 2022.

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"Traditional Financial Markets Are Broken" Mar 16, 2022

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What problem does DeFi solve? Jamis Johnson and Ali Hassan, founding partners of Perceptive Capital, attempt to answer that question. As two early Bitcoin adopters, Johnson, a computer scientist, and Hassan, a former TradFi fund manager, were convinced of the original cryptocurrency’s promise almost from its very beginning. But they each saw opportunities to expand on that promise. And they were particularly excited by decentralized finance. Johnson and Hassan have combined their expertise to create a cutting-edge investment fund focused on crypto and crypto-adjacent ventures. They talk to Real Vision’s Ash Bennington about the need for greater decentralization and a shift away from the “regulatory monopolistic banks,” as Hassan calls them. Tune in to share in the knowledge they’ve accumulated along their journey into the DeFi space. Recorded on February 24, 2022.

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NFTing the World for the General Good Mar 15, 2022

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We promised Bill Tai would be back soon, and the day has come. In this special follow-up to their talk at Real Vision/MGM’s The Takeover, Bill shares with Raoul an update on the OnChain Monkey project, holding it up as an example of how NFTs and their communities can be incentivized to do good in the world. Bill also leads essentially a master class on Reed’s Law and how the concept is paramount for anyone who wants to understand today’s crypto ecosystem. Curious why everything is evolving even more rapidly than one can imagine? Your answers are here. It’s always magic when Bill and Raoul get together, and this episode is no exception. Recorded on February 28, 2022.

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The Man Behind Ukraine's Crypto Defense Fund Mar 14, 2022

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Almost overnight Ukraine’s largest crypto exchange has turned into a pool worth tens of millions of dollars that’s poured in from around the world to help the besieged country mitigate the everyday consequences of Russian aggression. Michael Chobanian, the founder of KUNA Exchange, speaks to Real Vision Managing Editor Samuel Burke about how he’s distributing the contributions and why he isn’t worried about Russia co-opting Ukraine’s crypto playbook. Recorded on March 8, 2022.

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This Is How To Build a Creator Economy Mar 13, 2022

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André Allen Anjos is a musician and digital artist better known by his pseudonym, RAC. Years ago, he “went down the rabbit hole” of Napster. He emerged to found the Remix Artist Collective. In 2020, he was among the first artists to connect his work with blockchain technology. In the process, Anjos has shown artists how to overcome the many hurdles that confront them in the Web 2.0 world, including lack of artistic freedom, low royalties, and a broader denial of autonomy. Anjos, a longtime student of computer science, joins Sergio Silva, an NFT collector and a sales associate at FireBlocks, to break down how he’s capitalized on the advantages created by Web 3.0. Beyond launching his social token $RAC on Ethereum, Anjos has used the network to more directly engage with his audience and to give fans an incentive to “invest” in him rather than a large record label. Recorded on February 24, 2022.

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Former CFTC Chair Says Web 3.0 Favors New Ways of Thinking Mar 12, 2022

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“What is the future of money?” is a question more and more about the future of blockchain technology and cryptocurrency. The rise of Web 3.0, as Chris Perkins and Chris Giancarlo describe it, will disrupt legacy financial business models and the regulatory infrastructure around it like nothing we’ve ever seen. Perkins, managing partner of CoinFund and a former U.S. Marine, and Giancarlo, former chair of the Commodity Futures Trading Commission, strategic advisor at CoinFund, and author of “Crypto Dad: The Fight for the Future of Money,” join Real Vision’s Ash Bennington to talk about the benefits of decentralization for financial markets, including greater access, lower costs, and more inclusion, as well as the evolution of an activity-based regulatory structure. Recorded on March 3, 2022.

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