Investors / stance tracking
What Blue Macellari is saying
Head of Digital Assets, T. Rowe Price
5 dated public stances tracked since 2026-08-13, most recently 2026-08-27. 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.
Think we got something wrong? Report a misattribution — we correct it or take it down.
5
tracked stances
3
themes
0
side flips
2026-08-27
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| HYPE | 2 | 2 bullish | 2026-08-27 | |
| RWA | 2 | 2 bullish | 2026-08-27 | |
| Private Credit | 1 | 1 bearish | 2026-08-13 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-08-27
RWA
bullish
Raoul Pal · video
Traditional finance's migration to 24/7 equity trading is structurally impossible without on-chain settlement, making block space and on-chain financial infrastructure a high-conviction multi-year opportunity as institutions move slowly but inevitably on-chain
“I very much like and continue to see a lot of opportunity in on-chain finance, on-chain RWA, tokenization”
"FINALLY The Banana Zone Phase 2 Is HERE!" - Raoul Pal Bitcoin Interview
2026-08-27
HYPE
bullish
Raoul Pal · video
Hyperliquid is specifically architected for tokenization use cases and stands to capture institutional on-chain finance flows as TradFi infrastructure migrates on-chain
“chains suited for tokenization, I love, you know, hyperliquid”
"FINALLY The Banana Zone Phase 2 Is HERE!" - Raoul Pal Bitcoin Interview
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
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
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
Idea Scout Weekly
Every Sunday: who said what across the tape we track — 845 voices, 2,419 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.
Free · double opt-in · unsubscribe in one click