Raoul Pal
@RaoulGMI
Global rank #9 · Real Vision public macro views
Macro liquidity strategist · crypto cycle leader
Followers
1.1M+
Public holdings
5
Portfolio avg 24h
-0.14%
Stated return
Multiple public all-in crypto cycle calls
Strategy
Liquidity-driven asset pricing: heavy BTC/ETH/SOL in easing cycles; macro videos drive copy flows.
Founder of Real Vision and former Goldman macro hedge fund executive. Frames BTC/ETH cycles through global liquidity — a top cross-asset KOL bridging macro and crypto.
Sector Breakdown
AI / Cloud Compute
1 holdings
Macro / Energy
1 holdings
Crypto
3 holdings
Live Portfolio
Public holdings map
Updated 9/26/2026, 11:43:18 PM
| Symbol | Sector | Price | 24h | Thesis | Share |
|---|---|---|---|---|---|
| BTCBitcoin | Crypto | $84,096 | -2.41% | Core macro liquidity bet | |
| ETHEthereum | Crypto | $2,692 | -2.22% | Ecosystem beta | |
| SOLSolana | Crypto | $122 | +2.69% | High-performance chain cycle | |
| QQQInvesco QQQ | AI / Cloud Compute | $744.5 | +3.19% | Tech growth macro exposure | |
| GLDSPDR Gold Shares | Macro / Energy | $393.41 | -1.93% | Macro hedge |
Key Highlights
- ◆Everything Code liquidity framework widely shared
- ◆Bull markets featured high crypto allocation commentary
- ◆Dual institutional and retail audience
- ◆Top-tier macro-crypto crossover voice
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Curated public views, not fund holdings; allocation changes dynamically.