Manage episode 290722955 series 2835096
Macro guru and Bitcoin bull Raoul Pal says he’s battling the urge to sell off all of his BTC in order to buy more Ethereum (ETH).
"The ETH space is growing at 100% YOY (vs 50% YOY for BTC) and it is attracting a massive proportion of the developer talent and applications too.
At this point in the risk cycle and with ETH 2.0 coming (cheaper fees and less supply), I’m struggling to not sell all my BTC to move my entire core position to ETH. To be clear – I’m a massive BTC bull, but I think ETH is the better asset allocation for performance right now.”
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