Solana: The Big Crypto Bet

Real Vision co-founder and CEO Raoul Pal sits down with Joe McCann, founder, CEO, and CIO of the hedge fund Asymmetric, to discuss Joe's story and background, his thesis on the rise of Solana, nailing the meme coin cycle, and where the whole crypto space is going next. Recorded on May 1st, 2024.
A hedge fund pro on the future of crypto, Solana, and meme coins.
RV members can enjoy a special discount on Raoul's co-created tech service, the Exponentialist, here: www.realvision.com/exponentialist and his business cycle tool, the Macro Investing Tool, here: www.realvision.com/mit
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#raoulpal #crypto #macro

[@RaoulPalTJM]

LIKE and SUBSCRIBE to the channel for more!

[@NateDawg9191]

Could you do a video on XRP, XLM, ADA, ALGO, HBAR please & thank you

[@neilspring8622]

​​REALVISION SIGNUP SCREEN WILL NOT WORK, CANNOT SUBSCRIBE! Have attempted to sign up for several weeks.

[@jeremiahpartyke4557]

Phenomenal! This is how we get to a healthy, educated crypto investor. Content such as this.

[@JJ-ji4kn]

@@jeremiahpartyke4557 😀👍

[@JJ-ji4kn]

Brilliant !!

[@sandrag5022]

Enjoying enormously! Taught myself to trade as a 61 year old in South Africa. Thank goodness for crypto it has kept me alive and now am determined to move a notch up !

[@chrisweisler]

Absolutely fantastic interview Raoul! It was a real pleasure to listen to Joe speak after seeing him come across the twitter feed for so long now, and his brilliant mind didn't disappoint. Well done you two.

[@sandrag5022]

Am with you on Sol - it is my big bet for this cycle .

[@Mattallmen]

Wow. You know this guy brings the alpha when Raoul just sits quietly and listens for 90% of an hour plus video.

[@tpatel1490]

This was a super, super conversation. Intellectually, a magnitude higher compared to other channels. Thank you ❤😊

[@charpy2os]

def gotta bring joe back for more conversation, thank you for the content you're providing.

[@reggieD100]

Truly excellent episode. A genuine standout conversation

[@susandavidson242]

Absolutely fabulous conversation. Thank you so much gentlemen.

[@Maloana25]

Mr pal, interview was just beautiful.

[@anthonycross901]

Very interesting! Would have liked to have seen it in 2022!!

[@AlexOdalisca]

Thanks very much Raoul!

[@aydser6726]

Thank you

[@michaelbiggs9030]

Another great conversation Rauol. Thank you

[@amcyclist2613]

Appreciate this very much. Excellent thank you.. Raoul & Joe. 👌

[@RaoulPalTJM]

Glad you enjoyed it

[@chris_Switzerland]

Love your insights! amazing talk! Greets from Switzerland

[@Krypto_Knight_33]

Absolutely amazing interview. I’m gob-smacked by the stuff you guys have talked about.

[@J-Rod73]

Love his Bonk hoodie!! Gangsta!! 😉👌

[@jonEmontana]

Thanks much

[@oreng3807]

great conversation!

[@gurkhascapital2406]

Love your micro insights, really knowledgeable and relevant. Great Stuffs!

[@ADMIRALTHRAWN.]

Love learning more. Great show.

[@raulgonzales3025]

Absolutely loved the interview-thanks. Also very interesting that Joe invested in Sei-would be interesting, if they would have gone a little bit deeper, because everyone seems to be very sure about Solana now and it’s one of the safer bets (there are no safe bets in crypto), but I‘m curious what has the potential to be this cycles Solana-if there is going to be one at all. At one point it will be less about Layer 1 and infrastructure and more about the „killer“ applications.

[@lteredcarbon]

Thanx for positive stance, Gentlemen.

[@RaoulPalTJM]

Thank you for taking the time to watch and share your thoughts, it means a lot!

[@jp9412]

This was a great conversation. Joe has a lot of great insights.

[@WonderWoman126]

Love your knowledge ❤

[@trevor6607]

Excellent discussion!

[@DSpeer09]

Great, informative, and relaxing conversation. Thanks Raoul and Joe!

[@rortiz77]

Only on Solana 🎉

[@dariopalacio]

Fantastic interview. Thanks Raoul and thanks Joe

[@vino.5319]

Thanks, Raoul. Subscriber from New Zealand

[@sandrag5022]

Subscribed !! For sure Raoul . Looking forward to your fabulous talks !

[@bobmckissack1970]

Great show, thanks!!!

[@user-vj4sb9in6l]

Thanks for the great video boss!

[@bloo4448]

Great interview….

[@keiralx]

Love to hear SEI being talked about on RV

[@SuperSolMan1]

This has become one of my favorite shows! Great work!

[@RaoulPalTJM]

I'm glad you're enjoying the show!

[@MrKasp3r]

All in on Bonk

[@Soljah-maxi]

Great interview, thoroughly enjoyed it, subscribed and will keep watching.

[@giles4411]

Pure gold...more please!

[@joshuawilliams9872]

Wow! Excellent talk.

[@trell1111]

That was great, thanks and look forward to more 👍

[@tracylee7131]

Solana🚀

[@TakeOver1616]

Buy more and hold longer! 🚀

[@pivoune]

Amazing convo 👌🙏

[@dagnabbitwabbit]

Been heeding your analysis and pontifications for several years. Subscribing was an easy "yup"👍🏽

[@ozwatts]

Great insight. Great guest. Thank you

[@frankievee90]

Fantastic!

[@rockanoreg2648]

SEI you heard it guys at 36mins , next Sol train of this cycle

[@BrewDoGParaDoX]

Nah it's to slow

[@bjoerng.700]

Really really great interview of two great experts! Must watch!

[@JimY.-jz5rb]

Thank you for another excellent conversation. Cheers Raoul!!

[@Laphroaig16]

A fantastic conversation on Solana. Would love to see a technical one :)

[@michaeld.4174]

Thanks4this Infos

[@rollinhazard]

Excellent crypto content. Cheers.

[@conwayfitzgerald]

Solana is the perfect example of 'why bet on a horse when you can buy the track?' Why buy pump and dump meme coins when you can own Solana itself?

[@HtPt]

Retired on Sol , will overpass Eth 2025/26. 2k++

[@tmc3980]

Because Solana has an expanding supply and is still extremely volatile. I’d rather own the top meme coins.

[@HtPt]

@tmc3980 why not both ?

[@user-eh2yb3gl5f]

What a wealth of information from you two !

[@cfoley123456]

Awesome!

[@SittingWithDogs]

Great information Ty

[@user-zl4te9qq2m]

Thank you Raoul and Joe 👏👏👏

[@middan86]

Never heard of him, thanks for bringing his views to your show

[@onecompass7290]

Loved it, thanks Raoul.

[@daneomegan]

Raol:"is that what cost you your hair line?" OOF!

[@litoangelolapuz4473]

Awesome interview. Picked up a few gems here. Thank you.

[@timedwards2070]

Thanks Raoul, please keep doing what you do for us. That was a great interview, always appreciated. From Australia.

[@fab6327]

Very very interesting conversation

[@melisalercari4334]

Fantastic interview!

[@RaoulPalTJM]

Glad you enjoyed it!

[@ADMIRALTHRAWN.]

Real talk. Thank you.

[@RaoulPalTJM]

I appreciate your support!

[@b.janecowie1033]

Great conversation.... So articulate and knowledgeable... Thanks.. culture... creative culture

[@RaoulPalTJM]

So nice of you

[@KrishnadeepuVuppala]

Value packed

[@engrahmed7122]

Simply priceless content. Bless you Raoul

[@rolyfoster697]

Subscribed - Notifications are ON!!!

[@brandonjuarez1918]

Dave & Buster's an arcade chain just announced Tuesday that customers will be able to digitally place bets on arcade games and games like skee ball, billiards, and basketball shootouts. Gambling's in.

[@KGReno]

@RaoulPalTJM - can you elaborate on your comment about Europeans being call spread buyers and Americans being call option buyers? I'm not quite sure what you mean. By the way, fantastic video. Love Joe's energy!

[@infraaa_]

Call spread has limited upside (due to the short leg) and is when you are looking for a moderate price increase. Longing a call option means your upside is unlimited. You'll never get a 20,000% move in a call spread, but with a long call you can

[@simrans3675]

Raoulana!

[@degenheathen]

How can you NOT subscribe? Always educational

[@ginateran]

Just give half the knowledge of this man. Smart dude.

[@owenshaw64]

Sometimes it is nice to leave the low curve and hang out in the high curve zone for an hour, cracking conversation

[@shortnlongbanger2892]

U are legend 🎉😎 just found the Channel

[@starseter]

You are a genius. And here's the RIP coin on Solana. Thanks to you!

[@andrewlankes]

You ROCK!!

[@ryanwdavies1]

❤ Any thoughts on Solana decentralization uptime and robustness

[@BaxterMaxwell]

gold, as usual. so to speak. thanks Raoul.

[@workinprogresslabs]

As an uncapped inflationary token, do we think a beta play on Solana is the way to go, or just hodl L1 gas ⛽️ token Sol? 🧐

[@lazaroszafeiriou7927]

you were saying the same with luna....so we know whats going to happen next...thanks for shorting opportunity

[@chriskelly1113]

The best man out there, for superb Alpha & comedy. ❤️RP

[@gman5040]

Hey Raoul I've recently discovered your channel- love your work! Interested to hear your thoughts on whether SOL is potentially exposed to the SEC knocking-back spot ETH ETFs. Thanks for your work.

[@RaoulPalTJM]

Welcome aboard!

[@Jermainetrades]

class conversation.

[@RaoulPalTJM]

Thanks for watching!

[@rockanoreg2648]

​@@RaoulPalTJM have you got Sei in your portfolio now? You heard him say it was the next Sol

[@GettingBetterAtThis]

Liked ❤

[@ikigailabsxyz]

Notifications are ON

[@RaoulPalTJM]

My man!

[@zeitgeist8870]

😂

[@Capitalcrypto1]

Solana alts will do well like Jupiter Dex which is already more volume than uniswap. Nosana AI play working with render. Could be a nice 10-20x.

[@user-zr6np6po8p]

Needs timestamps

[@MrSmersh1]

Madlads + Bonk 🧠👌

[@hikmeterdogan2513]

LFG Raoul!

[@RaoulPalTJM]

That's the spirit! Let's do this!

[@brandenmatlock3761]

Just sub'd!

[@WantedDead]

your videos need timestamps. its a better viewing experience

[@crux3520]

Remember him saying go all in on etherium last time when it was the top 😂.

[@TakeOver1616]

800usd easy!!!

[@HtPt]

Why so low? Market cap 6x 1000$

[@WeiFinder]

​@@HtPtWhy so low? Market cap 1 billion X = 264335665336786435$

[@Nathan34581]

Madlads nft slideshow in the background!!! This guy know

[@leehettig]

Raoul why did you not bring up the SOL congestion issues? How do you know those TPS claims are real when the chain clogs up like it has been? Really surprised you didn't talk about this.

[@Rpuerari094]

🔥🔥🔥