Investing Frameworks For The Exponential Age | Crypto x AI Event

Bullish:

• $SOL - Raoul is highly bullish on Solana, having invested heavily based on its price action relative to Ethereum.

  • “Then I started looking at the Solana ETH cross when that was bottoming in 2022, and then as soon as it started breaking out in 2023, went all in on Solana.”

    Raoul·34:54
• $CRYPTO - Raoul sees massive potential growth in the crypto market, expecting it to grow from trillions to quintillions in value.

  • “If crypto's going from 2,000,000,000,000 to a 100,000,000,000,000,000,000, that is the trade.”

    Raoul·39:06
• $TSLA - Raoul believes Tesla will become the world's largest company due to its position in energy transition, AI, and robotics.

  • “Tesla's the one that I think will end up being the largest company in the world.”

    Raoul·41:09
• $COIN - Raoul sees Coinbase as a key beneficiary of crypto adoption, considering it a high-conviction bet alongside Tesla.

  • “I think it's gonna be Tesla, and I think it's gonna be Coinbase. Coinbase is, unfortunately, the crypto bet all over again.”

    Raoul·38:54
• $MAGSEVEN - Raoul believes the top tech companies (Magnificent Seven) will continue to outperform the S&P 500 over the next 5 years.

  • “Underrated. It's clear.”

    Raoul·49:47
• $NFT - Raoul sees long-term value in NFT art, particularly from early crypto artists, as cultural artifacts in a world of exponential wealth creation.

  • “And culturally relevant things from that moment in time are gonna have huge relevance to people who've made a $100,000,000,000,000. That's gonna be the glory days, where it all started.”

    Raoul·44:49
• $MEME - Raoul speculates on the potential of Dogecoin becoming a widely used currency, given Elon Musk's influence.

  • “Because, listen, in this bizarro world of Elon basically running the US government, the chances of Doge being used as a currency are extremely high.”

    Raoul·35:37

Bearish:

• $RECESSION - Raoul believes major recessions are unlikely due to currency debasement and AI-driven productivity growth.

  • “Underrate. So I think I don't think we will because we debase the currency away that stops us having a debt crisis, whether it's a public sector or private sector.”

    Raoul·51:07