The Wolf Of All Streets "This Secret $8 Trillion Liquidity Injection Is Coming For Bitcoin In 2026!" Raoul Pal
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Jan 10, 2026 
Raoul Pal, a macro investor renowned for his insights on liquidity and crypto, dives into the critical role of an anticipated $8 trillion liquidity injection for Bitcoin in 2026. He explains how liquidity trumps narratives in price action, discusses the diminishing influence of the Fed due to fiscal dominance, and highlights the transformative potential of AI and smart contracts in crypto. With institutional interest rising and the landscape shifting, Raoul believes 2026 could usher in a significant crypto bull run despite current challenges.
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Liquidity Dominates Price Action
- Raoul Pal: Liquidity, not narratives, explains most price action across markets.
- He asserts liquidity is ~90% of price moves, making macro money flows dominant.
Fiscal Dominance Neuters The Fed
- Raoul Pal argues fiscal dominance has neutered the Fed via regulatory tweaks and banking incentives.
- He claims risk-weight and SLR changes push banks to buy treasuries and supply liquidity instead of the Fed.
Treasury Flows Triggered Crypto Liquidity Shock
- Raoul links July's Treasury rebuilding and the US government shutdown to reduced offset liquidity and crypto divergence.
- He suggests large exchange overhangs (e.g., Binance) may have forced systematic selling in crypto.