Real Vision: Finance & Investing Raoul is BACK: Has the Banana Zone Thesis Been Right? | Rekt Vision
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Aug 8, 2025 Raoul Pal returns to share insights on the fascinating world of cryptocurrency. The discussion highlights Ethereum's remarkable rise and the evolving market dynamics, including the surge in altcoins and NFTs. Strategies for navigating crypto volatility are explored, emphasizing the importance of long-term investment perspectives. The conversation also touches on upcoming trends ahead of the 2026 elections, the impact of dollar weakness on crypto, and exciting developments in institutional adoption. Get ready for a deep dive into the future of digital assets!
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Institutions Prefer Ethereum Rails
- Institutions and big finance favor Ethereum-style rails for enterprise compatibility and stability.
- Raoul Pal says firms "choose Microsoft over Apple every time" when deciding which chain to build on.
Bitcoin Dominance May Break Lower
- Bitcoin dominance appears to be forming a head-and-shoulders top that could break lower.
- Raoul Pal warns a dominance break would likely accelerate altcoin performance across the cycle.
Wealth Drives NFT Demand Upstream
- As crypto wealth rises it flows upstream into art, boosting demand for top NFTs.
- Raoul Pal argues art becomes the apex store-of-value as portfolios expand.