Raoul Pal The Journey Man | What CRYPTO VCs Know That You Don’t - Stay Ahead of the Curve @RaoulPalTJM | Uploaded October 2024 | Updated October 2024, 3 hours ago.
🔥 Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/3Y83eFP.
Raoul welcomes Mike Dudas, co-founder, and managing partner for 6th Man Ventures, and Carl Vogel, the firm's partner and head of research, to learn about 6MV's investment thesis, how they survived the bear market, and how they're allocating capital ahead of the next bull run. They also discuss DePin, AI, and consumer-focused developments in how blockchain. Recorded on September 25, 2024.
👉 This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/3Y83eFP
Timestamps:
00:00 - Sponsor: Digital Gold and Analog Gold
01:36 - Raoul Pal Introduces ‘The Journeyman’ Show
02:16 - Crowdsourcing Knowledge in Real Vision
04:00 - Introduction to Venture Capital in Crypto
05:05 - Mike Dudass & Carl Vogel’s Journey Into Crypto
07:18 - Early Experiences in Bitcoin and FinTech
12:00 - Evolution of Venture Capital Thesis: From NFTs to Infrastructure
15:50 - Opportunities in Deep Infrastructure Networks (dPIN)
19:00 - Token Extension and Equity in VC Investments
24:00 - Crypto Investment Market: Growth Stage Challenges
26:00 - The Rise of Secondary Markets and Opportunities
28:52 - The Challenge of Filling Block Space in Blockchain Networks
30:24 - Deep Infrastructure Networks: Opportunities for Builders
33:55 - Real-World Applications of RTK and Physical Infrastructure
38:36 - Consumer Use Cases in Crypto: Speculation and Meme Coins
43:05 - The Speculative Economy and its Future Growth
47:30 - Opinion Markets and Future Applications
51:42 - AI and the Future of Crypto and Economic Structures
55:45 - The Role of Communities in NFT Projects
1:01:10 - Venture Scale Business from Communities and Memes
1:08:52 - Opportunities in Blockchain Ecosystems: Evaluating Chains
1:13:02 - Personal Allocations in Crypto: Bitcoin, Solana, and Memes
1:20:50 - Real Vision: Community and Future Opportunities
Connect with me:
Twitter (X): twitter.com/RaoulGMI
Instagram: instagram.com/raoulgmi
LinkedIn: linkedin.com/in/raoul-pal-real-vision
Newsletter: raoulpal.substack.com
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
EXPAAM: expaam.com
Connect with Real Vision™ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: 🔥 rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol
🔥 Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/3Y83eFP.
Raoul welcomes Mike Dudas, co-founder, and managing partner for 6th Man Ventures, and Carl Vogel, the firm's partner and head of research, to learn about 6MV's investment thesis, how they survived the bear market, and how they're allocating capital ahead of the next bull run. They also discuss DePin, AI, and consumer-focused developments in how blockchain. Recorded on September 25, 2024.
👉 This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/3Y83eFP
Timestamps:
00:00 - Sponsor: Digital Gold and Analog Gold
01:36 - Raoul Pal Introduces ‘The Journeyman’ Show
02:16 - Crowdsourcing Knowledge in Real Vision
04:00 - Introduction to Venture Capital in Crypto
05:05 - Mike Dudass & Carl Vogel’s Journey Into Crypto
07:18 - Early Experiences in Bitcoin and FinTech
12:00 - Evolution of Venture Capital Thesis: From NFTs to Infrastructure
15:50 - Opportunities in Deep Infrastructure Networks (dPIN)
19:00 - Token Extension and Equity in VC Investments
24:00 - Crypto Investment Market: Growth Stage Challenges
26:00 - The Rise of Secondary Markets and Opportunities
28:52 - The Challenge of Filling Block Space in Blockchain Networks
30:24 - Deep Infrastructure Networks: Opportunities for Builders
33:55 - Real-World Applications of RTK and Physical Infrastructure
38:36 - Consumer Use Cases in Crypto: Speculation and Meme Coins
43:05 - The Speculative Economy and its Future Growth
47:30 - Opinion Markets and Future Applications
51:42 - AI and the Future of Crypto and Economic Structures
55:45 - The Role of Communities in NFT Projects
1:01:10 - Venture Scale Business from Communities and Memes
1:08:52 - Opportunities in Blockchain Ecosystems: Evaluating Chains
1:13:02 - Personal Allocations in Crypto: Bitcoin, Solana, and Memes
1:20:50 - Real Vision: Community and Future Opportunities
Connect with me:
Twitter (X): twitter.com/RaoulGMI
Instagram: instagram.com/raoulgmi
LinkedIn: linkedin.com/in/raoul-pal-real-vision
Newsletter: raoulpal.substack.com
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
EXPAAM: expaam.com
Connect with Real Vision™ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: 🔥 rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol
