✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-raoul-pal-interview

------ Bankless Nation, we’re having none-other than Raoul Pal, a frequent guest on this show, who needs no introduction.

Expect to understand debasement, how to navigate the different crypto seasons, and Raoul’s secular thesis. Besides his key learnings, Raoul also gives a peak into his portfolio and shares some hot takes on the current state of AI.

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------ TIMESTAMPS

0:00 Intro 6:35 SEC Suing Uniswap? 9:57 US Regulation Handbrakes 19:48 State of the Bull Market 29:45 Navigating Interest Rates 35:40 Understanding Debasement 47:25 Crypto Adoption 57:11 Crypto Summer 1:03:12 The L1 Race 1:07:17 The Role of ETFs 1:13:37 The Next Winter 1:17:52 Crypto Skeptics 1:22:15 The Secular Thesis 1:26:20 Raoul’s Portfolio 1:30:47 Real Vision 1:33:01 The State of AI 1:36:31 Closing & Disclaimers

------ RESOURCES

Raoul Pal https://twitter.com/RaoulGMI

Real Vision Festival of Learning https://www.realvision.com/festival-of-learning

Raoul Pal The Journey Man https://www.youtube.com/@RaoulPalTJM

------ 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

Meme lords 💎 — Meme stocks are back (or they never left). CDPQ is buying Medical Solutions. And China is telling kids no gaming on school nights.