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

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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.

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ANECDOTE

Reflecting on Past Predictions

Raoul Pal reflects on a past podcast episode titled "Should We Be Scared Right Now?".
It was recorded in May 2022, right before the Terra Luna collapse.

INSIGHT

Peak Fear and Buying Opportunity

Raoul Pal observed a peak in fear and narrative around June 2022 during the crypto market downturn.
This coincided with his liquidity indicators bottoming, signaling a buying opportunity.

INSIGHT

Liquidity Indicators and Asset Prices

Raoul Pal emphasizes the importance of liquidity indicators in crypto and traditional markets.
Central bank balance sheets, a key indicator, are correlated with asset prices.

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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.

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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