In this episode, Raoul Pal joins the friends to discuss crypto and the macro landspace. They cover: • The adoption curve of crypto and its potential to reach billions of users • The transparency of crypto markets and the ability to analyze blockchain data • The potential impact of crypto wealth on real estate and other assets • The concept of the 'banana zone' • The performance of different sectors in March, with energy outperforming tech • The bond market and its impact on the overall market dynamics • Meme coins and the changing nature of financial information dissemination • The importance of building a network of trusted sources and staying informed about new tools and technologies — Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today. — Skip Ahead: 00:00 Welcome 03:05 The Rapid Adoption of Crypto Relative To The Internet 05:50 People Are Slow Thinkers 08:53 This Is The Fastest Accumulation Of Wealth In History 10:51 Understanding The Bullish Thesis 15:00 The Impact of Crypto Wealth on Real Estate and Other Assets 18:20 The Transparency of Crypto Markets 20:14 How AI Will Change The Industry 22:30 Bitcoin Charts 23:37 The ‘Banana Zone’ 27:10 Mixed Sentiments: Bullishness and Caution in the Markets 33:00 Making Sense of The Changing Financial Landscape 37:20 Memes Rule The World 41:13 We Are Tokenizing Culture 43:36 Loss Aversion and Investing Advice 46:10 Thoughts on Solana 49:04 Why JC Is All In On Commodities 52:33 Building a Network of Trusted Sources 55:31 Keep It Simple — Referenced: • The All-In Podcast - https://www.allinpodcast.co/ • Robinhood - https://robinhood.com/us/en/ • Read Write Own by Chris Dixon - https://readwriteown.com/ • Fidelity's Executive Says Bitcoin's Risk Reward Is In A Different Universe - https://hive.blog/hive-167922/@geekgirl/fidelity-s-executive-says-bitcoin-s-risk-reward-is-in-a-different-universe • Coinbase - https://www.coinbase.com/ — Big Thank You To Our Guest: • Raoul Pal - https://twitter.com/RaoulGMI — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message