Buy the Dip: Liquidity Return Thesis

Raoul Pal shares his framework for making it in crypto in 2026 without getting lucky: hold the right assets and do absolutely nothing. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH RAOUL👇

Twitter: https://x.com/RaoulGMI

Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/

Instagram: https://www.instagram.com/raoulgmi

YouTube:  @RaoulPalTJM  

GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction1:40 Please Subscribe2:06 Getting Sick, Conferences, & Podcasts4:04 You’re Either A God Or A Moron6:13 Why Would Someone Attack Anyone For Any Reason?15:13 Our Trusted Partners18:46 Traders Are Claiming The Move Is To Buy & Hold21:38 Liquidity Is The Name Of The Game In Crypto26:59 What Is A Minimum Regret Portfolio30:47 Does Raoul Follow His Own Framework36:33 Our Valued Sponsors40:24 What Raoul Needs To Pull The Trigger On ZCash54:26 Wall Streets Thoughts On Crypto vs Reality56:21 Raoul’s Take On Crypto’s Exponential Growth1:09:43 Raoul’s Portfolio In 20251:11:48 Honest Thoughts On SUI In Late 20251:21:03 How Lucky It Is To Be In These Positions 1:28:13 What’s Happening With NFTs1:35:27 The Upstream Of All Wealth Leads To Art1:38:53 Is Your Advice Still To Buy The Dip In 20251:45:50 We’re Learning Conviction Even Now1:47:55 How To Win With Crypto In 2026