Pro Crypto Insider Talks - June 2024

Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro and crypto. In this month’s episode, they discuss several key topics, including:

Reactions to the latest crypto market selloff and what’s driving it Liquidity headwinds catching up with BTC (which we warned about here and here)  Dispersion of returns this cycle & where relative strength currently lies Learnings from prior investment cycles and how it relates to crypto’s boom-bust cycles (through the lens of both new technologies and the growth cycle of emerging economies) Opportunity for TON ecosystem Challenges with today’s TGE model

This episode was recorded on June 25th, 2024.