MAY 28, 2024 • 58 Min
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:
ETH ETF approvals and the implications for crypto markets The “political 180” in the US over the last couple weeks Why the Liquidity of Attention is key to understanding markets today Why attention sits upstream of everything (capital flows, users, builders, etc.) Moats of memecoins vs. “fundamentally-sound” protocols & dApps Why having the best tech or product isn’t enoughThis episode was recorded on May 23rd, 2024.
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