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
+1.07%
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 8/12/2026, 5:39:58 PM
| Symbol | Sector | Price | 24h | Thesis | Share |
|---|---|---|---|---|---|
| BTCBitcoin | Crypto | $63,994 | -1.40% | Core macro liquidity bet | |
| ETHEthereum | Crypto | $1,904 | -0.63% | Ecosystem beta | |
| SOLSolana | Crypto | $77 | +0.97% | High-performance chain cycle | |
| QQQInvesco QQQ | AI / Cloud Compute | $718.45 | -0.75% | Tech growth macro exposure | |
| GLDSPDR Gold Shares | Macro / Energy | $400.96 | +7.16% | 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.