Head of Macro Research, Global Macro Investor
3 dated public stances tracked since 2025-07-09, most recently 2025-07-10. 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 Julien Bittel'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. Julien Bittel is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-07-10 | ETH | bullish | +60.0% | +15.2% | -35.8% |
| 2025-07-09 | BITCOIN | bullish | +9.1% | -15.7% | -43.3% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BITCOIN | 1 | | 1 bullish | 2025-07-09 |
| ETH | 1 | | 1 bullish | 2025-07-10 |
| GOLD | 1 | | 1 neutral | 2025-07-09 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-07-10
ETH
bullish
Forward Guidance · video
ETH is one of the very few assets actually compounding purchasing power in real debasement-adjusted terms, alongside US large-cap tech, while everything else loses real value
“nothing is accumulating purchasing power outside of let's say US large cap NASDAQ and ETH”
90d +60.0% · 180d +15.2% · 1y -35.8%
The 8% Debasement Trap Killing Your Wealth
2025-07-09
GOLD
neutral
Forward Guidance · video
Gold tracks real-time financial conditions and preserves nominal purchasing power but does not compound it above the ~8%/year debasement rate; annualized returns since the 1950s make you money in nominal terms but lose purchasing power in real terms
“gold has made you money but it hasn't made you richer”
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
2025-07-09
BITCOIN
bullish
Forward Guidance · video
We are in year 3 of a 4-year liquidity cycle with the ISM still sub-50 and global M2 growth just turning positive; as the ISM progresses toward the mid-50s by Q2 2026, the historical pattern (2017, 2013) implies a large Bitcoin move, amplified by the dollar…
“Bitcoin will be a lot higher, equities will be a lot higher — it all comes down to don't midcurve it”
90d +9.1% · 180d -15.7% · 1y -43.3%
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
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