Uploaded October 2025 | Updated September 2026, 3 weeks ago
🔥 *The future of finance is here... Join the waitlist:* rvtv.io/3IQ5Bs6
In this very special edition of The Journey Man, Raoul Pal welcomes GMI head of macro research Julien Bittel for a live presentation of the Everything Code, their big picture thesis on the macro forces that will drive markets for years to come.
• 🚀 Crypto Booms When the ISM Pops
When the ISM crosses above 50 and heads toward 60, crypto markets light up. Historically, this signals late-cycle economic acceleration — and it’s when big moves in crypto tend to happen. 📊🔥
• 🧱 Block Space = Economic Activity
As economic activity ramps up, so does the demand for block space. 🏗️ That’s why ETH often outperforms BTC in these phases — it's all about utility and network usage. 📈💻
• 🌐 Riding the Crypto Risk Curve
Just like traditional markets shift from large caps to small caps in a boom, crypto investors move from BTC to altcoins when confidence returns. As ISM climbs, Bitcoin dominance drops and capital flows deeper into the crypto risk curve. 🪙➡️🚀
#Crypto #Bitcoin #Ethereum #Altcoins #MacroStrategy #Investing #RealVision #CryptoMarkets #ISM #EconomicCycle #Finance
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#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 #altcoins #bitcoinnews #btctoday #btcnews #sui #suicrypto #ethnews
🔥 *The future of finance is here... Join the waitlist:* rvtv.io/3IQ5Bs6
In this very special edition of The Journey Man, Raoul Pal welcomes GMI head of macro research Julien Bittel for a live presentation of the Everything Code, their big picture thesis on the macro forces that will drive markets for years to come.
• 🚀 Crypto Booms When the ISM Pops
When the ISM crosses above 50 and heads toward 60, crypto markets light up. Historically, this signals late-cycle economic acceleration — and it’s when big moves in crypto tend to happen. 📊🔥
• 🧱 Block Space = Economic Activity
As economic activity ramps up, so does the demand for block space. 🏗️ That’s why ETH often outperforms BTC in these phases — it's all about utility and network usage. 📈💻
• 🌐 Riding the Crypto Risk Curve
Just like traditional markets shift from large caps to small caps in a boom, crypto investors move from BTC to altcoins when confidence returns. As ISM climbs, Bitcoin dominance drops and capital flows deeper into the crypto risk curve. 🪙➡️🚀
#Crypto #Bitcoin #Ethereum #Altcoins #MacroStrategy #Investing #RealVision #CryptoMarkets #ISM #EconomicCycle #Finance
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
🍌 Get your Banana Zone swag at the Real Vision merch store: shop.realvision.com
Connect with me:
Twitter (X): twitter.com/RaoulGMI
Instagram: instagram.com/raoulgmi
LinkedIn: linkedin.com/in/raoul-pal-real-vision
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
The Exponentialist: realvision.com/thefuture
EXPAAM: expaam.com
Connect with Real Vision™:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Get a FREE membership: 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 #altcoins #bitcoinnews #btctoday #btcnews #sui #suicrypto #ethnews
