Where Do Markets Head Next?

Every month, Raoul Pal and I sit down to share our latest ideas on crypto, macro, and where we see markets heading from here.

It’s always a wide ranging conversation, and this month was no different. Our discussion centered around:

  • Reactions to the latest crypto market selloff
  • Updates to our outlooks, both short and long-term
  • Where we are in the current cycle
  • Potential negative impacts of spot ETFs
  • Best ways to play a recovery in the NFT market
  • Risks of a banking crisis & extended downtrends in leading indicators (like the ISM)
  • Friend.tech’s viral growth & the rise of experimental applications

Below is an example snippet from our back-and-forth on the potential future of banking if stablecoins become more prevalent over the next 5-10 years.

Delphi Pro members can watch the full episode here.


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