Called $DOGE bullish on Sep 27, 2024: $DOGE rose 267% in 2 months.
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Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.
accuracy score 56.0 on SUI over 46 SUI calls · 534 days of data · not ranked: too few ranked analysts on the asset · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 46 directional calls on SUI by @RaoulGMI on X since Jan 2021: scored 56.0 on SUI, not yet ranked (534 days of data) (as of Nov 11, 2026).
Other assets covered (13)
Relative view by default: Raoul Pal leans one way on 100% of days, so a softer or opposite tone stands out against their usual stance.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @RaoulGMI to submit corrections.
Called $DOGE bullish on Sep 27, 2024: $DOGE rose 267% in 2 months.
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How do you value a blockchain? Most people try to run a discounted cash flow model on it, like its a company. Ive had that argument plenty of times over the years and its nonsense. Invert it instead. Imagine you switch Ethereum off tomorrow. Every stablecoin on it, all of DeFi, every layer 2, every NFT... all of it goes to zero in an instant. Everything that would disappear is what Ethereum is actually worth. The reason these networks attract so much capital is that they are dense with intelligence. Ethereum has the most developers, its programmable, it has the deepest markets and the whole ecosystem built on top of it. Solana and Sui are faster, cheaper, more efficient, with different feature sets... Turn it off and see what breaks. Thats the valuation.
View original →In the drawdown from last year’s highs, SUI fell about 80%, SOL about 70%, ETH about 60%. Brutal. But the charts missed what was underneath. On all three, economic density didn’t move. Users left, as they always do in a bear market, but the capital each remaining user had deployed stayed exactly where it was... the tourists and the bots went, and the people who stayed kept doing what they’d been doing. I spent a lot of time measuring this: stablecoin float, DeFi TVL and applications shipped per daily user, across every major L1. Why? Because I think it’s the truest measure of longevity there is. Every other L1 I measured lost density along with price. Adoption hadn’t taken hold yet. Doesn’t mean it won’t, but it hasn’t...
View original →I don't trade (crypto or anything) a lot. I am a macro guy with long term horizons...I just add when the market is deeply oversold. I added more ETH at 1,650, SOL at 65 and SUI at 0.75 back on June 5th. Those "stink bids" were pretty decent for RV Pro and GMI members. All 43 GMI positions are +96% on average with a 67% winners vs losers. Its all crypto and tech (The Exponential Age thesis). Over the last 21 years my winners vs losers has held steady at around 65%. My "edge" is time horizon and secular trends with The Everything Code overlay. It's not complicated but it works for me.
View original →Zcash is one hell of a chart... I'm still very long Sui, ETH and Sol too. Just kept adding all into the big sell offs and hold, comfy in spot and let the game play out over time. Patience in a secular trend almost always wins if you can manage your emotions. https://t.co/KxTnbfs1QH
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