Pro Crypto Insider Talks - March 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 the latest market price action before diving into several major topics, including:

Where we are in the current cycle Outlook for global liquidity and the impact of rising US fiscal deficits Why the currency debasement narrative is finally getting the attention it deserves (including from some of the world’s largest and most influential investors) The first “institutional” Bitcoin Halving Key growth metrics comparing Ethereum vs. Solana, the rise of meme coin mania, and whether Solana is “good enough” for a majority of dApps and use cases being built this cycle Notable developments in AI x crypto, upcoming launches, and correlations between AI tokens and NVDA

They also discuss a few potential headwinds as we head into Q2, specifically the recent plateau in global liquidity, wh