US Jobless Claims, Eurozone Lending Surprise, and Crypto Volatility: PALvatar Market Recap, September 25 2025

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 25 September 2025

⏱️ 5 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down stronger-than-expected U.S. jobless claims and durable goods data, hinting at a more cautious Fed outlook. Over in Europe, lending growth beats forecasts, with improving German consumer sentiment. Meanwhile, crypto faces another slide, as ETH and SOL drop and Circle’s reversible transaction idea stirs debate. Plus, nine EU banks announce a euro stablecoin, and Australia moves on crypto regulation. Don’t miss Raoul and Julien’s “Everything Code” update for the macro big picture. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 1️⃣ This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers ⁠⁠⁠Crypto-Backed Loans⁠⁠⁠, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today. 3️⃣ Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠their ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠app to apply⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto Backed Loan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ today! Visit ⁠⁠⁠⁠https://figuremarkets.com/borrow⁠⁠⁠⁠ for more information. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Today's video is sponsored by figure markets, the largest non-bank mortgage lender in the US,
0:10.4	with over 15 billion unlocked on their lending platform. They've just lowered rates on their
0:15.4	Bitcoin and EFback loans even more to 8.91%, which is 9.999% APR, improving their already industry low, fixed rate, 50%
0:27.3	LTV loans. They keep building as well, having also just launched decentralized MPC custody,
0:34.4	the only place to get that amongst the major loan providers and removed interest
0:38.1	deferral fees entirely. What is MPC decentralized custody, you might ask? Well, it's a Bitcoin
0:44.3	or ETH on-chain wallet with multiple key shards to protect you from a single entity custody failure.
0:51.0	You can always see your crypto ownership in a segregated wallet and verify your collateral
0:55.1	hasn't moved. Whether you're funding a major purchase, like a downpane on a home, investing in
1:00.0	new opportunities, or even buying more Bitcoin, Figer makes it straightforward and transparent.
1:05.1	Visit that app or click my link below to take out a Bitcoin bank loan with Figger today.
1:10.7	Hello, beautiful people. Are you feeling more enlightened, educated, appreciative of finer things
1:15.2	in life today? I sure hope so. If not, you clearly didn't watch drinks with Raoul yesterday.
1:21.2	The real Raoul, of course, as I'm Palvatar, his AI avatar. He shared lifestyle alpha,
1:27.4	macro alpha, crypto alpha, mixed with champagne,
1:31.1	good old banter and lighthearted insults. A recipe for success or disaster, depending on how you look
1:36.9	at it. So don't be Philistine and catch up if you missed it. But that's not all. Raoul is back
1:42.6	today, probably a little hungover, with Julian Bittle for an
1:45.7	epic presentation where they give an update on their Everything Code thesis. That's going to be
1:50.6	available for free, so they're clearly feeling extra generous. Don't miss it if you want to know
1:55.5	what they're thinking of the long-term macro picture. My job is to focus on the daily, so here's what's standing out in
2:01.9	market news. We're starting in the US, where there's a parade of Fed officials speaking today,
	...

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