Investors / stance tracking
What Blue Macellari is saying
FollowFollowingUnfollowHead of Digital Assets, T. Rowe Price
6 dated public stances tracked since 2026-08-13, most recently 2026-10-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Blue Macellari's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Blue Macellari is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
6
themes
0
side flips
2026-10-19
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BITCOIN | 1 | 1 bullish | 2026-10-19 | |
| HYPE | 1 | 1 bullish | 2026-08-13 | |
| NEAR | 1 | 1 bullish | 2026-10-19 | |
| Private Credit | 1 | 1 bearish | 2026-08-13 | |
| RWA | 1 | 1 bullish | 2026-08-13 | |
| SOL | 1 | 1 bullish | 2026-10-19 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Bitcoin trades as a macro asset and should be overweighted when fiscal concerns or risk-off conditions dominate, as bond vigilante dynamics and sovereign debt fears are credible near-term catalysts.
“Bitcoin trades as a macro asset… overweight Bitcoin… driven by something like the bond vigilantes, returned to fiscal concerns, or by overall risk off”
Trump Accounts, Bonds Barometer, ‘Dividend Nomads’
2026-10-19
SOL
owns
Bloomberg ETF IQ · video
Solana benefits from the tokenization narrative as institutional finance moves on-chain, and block-space demand from real applications will accrue value to the token.
“Places that we really like to see the tokenization narrative, for example. You see that in our positioning in Solana”
Trump Accounts, Bonds Barometer, ‘Dividend Nomads’
2026-10-19
NEAR
bullish
Bloomberg ETF IQ · video
NEAR sits at the intersection of on-chain finance and AI infrastructure, two dominant crypto narratives simultaneously, making it a high-conviction position outside the top-three coins.
“It captures the intersection of a lot of the on-chain finance pieces along with AI. It is in the right place at the right time. We really like it.”
Trump Accounts, Bonds Barometer, ‘Dividend Nomads’
2026-08-13
RWA
bullish
Raoul Pal · video
Institutions are actively building on-chain infrastructure, 24/7 equity settlement requires blockchain rails, and the addressable market has expanded from 8 billion people to an infinite number of AI agents — making on-chain finance the clearest near-term…
“it is so clear to me the extent to which things are moving on-chain”
T. Rowe Price’s Blue Macellari On Crypto’s Future | Raoul Pal The Journey Man
Said again: 2026-08-27 (Raoul Pal)
2026-08-13
HYPE
bullish
Raoul Pal · video
Traditional finance hedge fund managers and CIOs are proactively calling to learn about Hyperliquid's perp DEX model, signaling that TradFi is recognizing crypto-native market structure innovations they want to replicate — a demand catalyst driven by…
“I love, you know, Hyperliquid”
T. Rowe Price’s Blue Macellari On Crypto’s Future | Raoul Pal The Journey Man
Said again: 2026-08-27 (Raoul Pal)
2026-08-13
Private Credit
bearish
Raoul Pal · video
Wrapping illiquid private equity or real estate funds in tokenized wrappers cannot manufacture liquidity that doesn't exist in the underlying; secondary market structures will introduce hidden counterparty risk and mark-to-market volatility that private fund…
“you just can't safely introduce liquidity where there is none”
T. Rowe Price’s Blue Macellari On Crypto’s Future | Raoul Pal The Journey Man
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