Recent Posts
Social•Feb 4, 2026
Hold Quality Assets as Market Caps Surge to $100T
The game you should be playing.... Market cap from $3trn to $100trn in next 8 to 10 years. Strategy: Hold high quality assets and do nothing... 1/ https://t.co/X5zvZjaRpK
By Raoul Pal
Social•Feb 3, 2026
Liquidity and ISM Drive Long-Term Crypto Strength
No, the ISM is not everything and it doesn't mean up only yet necessarily, but it IS a necessary condition for strong crypto prices over time (as is liquidity). Liquidity will rise faster soon too, which creates reflexivity. Economy gud, crypto...
By Raoul Pal
Social•Feb 1, 2026
Liquidity Crunch Persists Amid Government Shutdown, Market Turmoil
Remember the last time the Government shut down? Yes, the market did exactly this. It's all about liquidity still and the TGA is still trapped until this finally resolves. Meanwhile expect more ugliness. The beatings shall continue until morale improves.
By Raoul Pal
Social•Jan 29, 2026
Crypto Diverges From Nasdaq and Commodities, Echoing 2020
Everyone in crypto now says we can't have nice things while Nasdaq, Gold, Silver, Copper and EM rip higher... As ever, zoom out... this is the divergence vs NDX. It barely registers. 2020 had something similar. 1/ https://t.co/j2sKtwDaXU
By Raoul Pal
Social•Jan 26, 2026
Gold's Long-Term Returns Lag Bitcoin by over 80%
Zoom out and you can barely see the recent gold outperformance over BTC... Remember this is a LOG chart so the moves look less dramatic (I know X loves drama however). From the 2022 peak gold is down -47% vs BTC and...
By Raoul Pal
Social•Jan 24, 2026
Affordable XCOPY NFT Found in The Culture Vault
A great XCOPY for a good price. I have one in The Culture Vault and love it
By Raoul Pal