Real Vision: Finance & Investing Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025)
40 snips
Jan 10, 2026 
This week, Raoul Pal, a macro investor and co-founder of Real Vision, shares his insights on the future of crypto and macro markets. He discusses imminent trends, including the impact of geopolitics on financial markets and how advances in AI may automate trading. Raoul also emphasizes the significance of human connections in a tech-driven world and offers a bullish outlook on Bitcoin and NFTs, showcasing his investment strategy. Plus, don’t miss details about the Crypto Gathering Miami and how to engage with the community!
AI Snips
Chapters
Transcript
Episode notes
Liquidity And Policy Drive Short-Term Direction
- Short-term markets need clarity on tariffs and the potential government shutdown before trending higher.
- Once clarity arrives and SLR changes restore bank liquidity, Raoul Pal expects liquidity to flow and markets to improve.
LLMs Now Execute Tasks, Not Just Answer
- LLMs have moved from encyclopedias to autonomous executors that perform tasks for users.
- Agents can control logged-in sessions and automate daily workflows, creating huge productivity gains.
Software Moats Face Rapid Erosion
- Rapid app creation with AI will erode software moats and commoditize many software businesses.
- Elon and others argue that much software value will decline as agents enable instant reproduction and deployment.