Raoul Pal @RaoulGMI
Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.
Dumb Signal has archived 5,066 posts
from Raoul Pal (@RaoulGMI) and classified
18 as real trade calls — each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
Recent trade calls
@RaoulGMI
Jun 26, 2025 · 13:40 ET
stock
1st mention
trade
position
Wow, $HOOD, $COIN and $RKLB going vertical now. All in the RV Pro portfolio (added to all via calls at April lows). $TSLA likely to follow.
Next step, crypto.
The liquidity spigot is wide, wide open...
$HOOD$COIN$RKLB$TSLA
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $COINlong |
-5.8% | -5.1% | +4.4% | -60.3% | -61.0% |
| $HOODlong |
-1.8% | +11.7% | +24.1% | +16.8% | +2.4% |
| $RKLBlong |
-2.1% | -1.3% | +31.2% | +133.9% | +79.7% |
| $TSLAlong |
-0.7% | -3.2% | -3.0% | +16.6% | -4.5% |
@RaoulGMI
Jun 26, 2025 · 08:28 ET
stock
1st mention
@saylor on Real Vision: The interview that started it all for many in 2020. One of the most viewed interviews of all time and likely the first to explain the reason behind the wave of Bitcoin treasury companies...
Enjoy!
00:00 Intro
05:00 Michael Saylor’s MIT roots & Air Force story
09:00 Founding @MicroStrategy $MSTR ('89)
16:38 Domain plays & early ventures
26:50 Embracing focus & stoicism
29:57 First #Bitcoin misstep & epiphany
36:24 Treasury cash strategy pre-COVID
45:01 Pandemic fuels virtual pivot
49:47 The currency war & asset inflation
59:21 Gold vs. Bitcoin as “hard money”
01:12:06 Choosing Bitcoin for the long haul
01:18:36 Why $BTC outclasses gold
1:27:12 Winning board & audit buy-in
1:43:38 Closing insights
$MSTR$BTC
