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178 - Is Crypto's Bear Market Almost Over? with Raoul Pal

Jul 3, 2023

Raoul Pal, Co-Founder and CEO of Real Vision, shares his insights on the future of cryptocurrency as the market crawls out of its winter. He discusses the aftermath of the 2022 meltdown and his deflation thesis, claiming deflation may be more likely than inflation. The conversation dives into how AI will transform investing and what it means for crypto. Pal emphasizes the importance of navigating current liquidity indicators and hints at an impending bullish shift, encouraging a community-focused approach to investment.

01:29:45

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Episode guests

Raoul Pal

Highlights

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Episode notes

The Probabilistic Framework for Crypto Trading. Where to get Qualititative Signals.

03:33

The Debt Cycle

00:38

Intro

3min

Navigating the Uncertain Crypto Landscape

6min

Navigating Crypto Turbulence

26min

Inflation Insights: Demographics and Technology

14min

Exploring the Future of Crypto in a DeFi and AI Landscape

4min

The Transformative Power of Blockchain and AI

9min

Navigating the Crypto Landscape: Strategies and Sentiments

22min

Bullish Predictions for the Crypto Market and Community Engagement

5min

Are we entering Crypto’s Spring? Raoul Pal is the Co-Founder and CEO of Real Vision, a financial media and education platform focused on Macro, Investing, and Crypto.

In today’s episode, we cover:1) The Aftermath of the 2022 Meltdown.2) How to Invest in the face of the current liquidity and external Indicators. 3) Why Raoul thinks we’re headed toward Deflation, not Inflation. 4) What AI will bring to the table, and how it intersects with Crypto 5) Why the Crypto Winter is probably over.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-raoul-pal

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------ TIMESTAMPS

0:00 Intro 7:20 The 2022 Meltdown 22:14 The Aftermath 27:26 Liquidity Indicators 34:51 External Indicators 37:54 Raoul’s Deflation Thesis 50:29 The State of AI 56:19 How Crypto & AI Intersect 1:00:43 The Implications of AI 1:08:14 Crypto’s Inflection Moment 1:11:43 Investing in the Current Climate 1:19:00 Raoul’s Portfolio 1:20:39 Crypto’s North Star 1:28:49 The Everything Code 1:35:26 Closing & Disclaimers

------ RESOURCES Raoul Pal⁠https://twitter.com/RaoulGMI⁠

Real Vision ⁠https://www.realvision.com/⁠

Real Vision Newsletter ⁠https://www.realvision.com/dailybriefing⁠

The Everything Code ⁠https://www.realvision.com/issues/the-everything-code-part-1-the-renaissance⁠

------ RELATED EPISODES:

118 - Raoul Pal | Should We Be Scared Right Now? ⁠https://www.youtube.com/watch?v=nzGMSKbqjco⁠

------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: ⁠https://www.bankless.com/disclosures⁠

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