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"ETH is the fucking Microsoft operating system in crypto that the financial system will use." Raoul Pal on why Ethereum isn't weak - it's misunderstood. The price action looks brutal. Sentiment is broken. But Raoul argues most investors are missing where ETH actually sits in the cycle. "This is... show more

New Era Finance Podcast

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76,696 次观看 • 2 个月前 •via X (Twitter)

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RAOUL PAL'S CORE CRYPTO BET: $BTC, $ETH, $SOL, $SUI Bitcoin is the monetary asset. Ethereum remains the most adopted smart contract network. Solana wins on speed and cost. Sui is emerging as a next-generation L1. His bet? The future gets built on blockchain infrastructure. 📹️ Raoul Pal Real Vision

RAOUL PAL'S CORE CRYPTO BET: $BTC, $ETH, $SOL, $SUI Bitcoin is the monetary asset. Ethereum remains the most adopted smart contract network. Solana wins on speed and cost. Sui is emerging as a next-generation L1. His bet? The future gets built on blockchain infrastructure. 📹️ Raoul Pal Real Vision

CryptosRus

17,639 次观看 • 3 个月前

Raoul Pal's take on why Ethereum still leads: it's not price, but density. "Ethereum is the densest intelligence network" - more activity, more intelligence, more DeFi economic value than anything else. Metcalfe's Law says the economic value of a network is the square of its users. Lose that density and "all of that economic value and future economic value has gone." FT Raoul Pal Real Vision

Raoul Pal's take on why Ethereum still leads: it's not price, but density. "Ethereum is the densest intelligence network" - more activity, more intelligence, more DeFi economic value than anything else. Metcalfe's Law says the economic value of a network is the square of its users. Lose that density and "all of that economic value and future economic value has gone." FT Raoul Pal Real Vision

Milk Road

19,689 次观看 • 3 个月前

Raoul Pal: "If we're going from $2.5T to $100T, why the f*ck would you sell anything??" The entire financial system is rebuilding on crypto rails, agents are everywhere, robots are incoming, the CLARITY Act is crossing the line... "And you're going to sell it because Raoul and Julian think the liquidity cycle is going to slow down for a bit?" "F*cking bananas." We're at the fastest acceleration of technology in all of human history. Trying to time it is stupid FT Raoul Pal Julien Bittel, CFA Real Vision.

Raoul Pal: "If we're going from $2.5T to $100T, why the fck would you sell anything??" The entire financial system is rebuilding on crypto rails, agents are everywhere, robots are incoming, the CLARITY Act is crossing the line... "And you're going to sell it because Raoul and Julian think the liquidity cycle is going to slow down for a bit?" "Fcking bananas." We're at the fastest acceleration of technology in all of human history. Trying to time it is stupid FT Raoul Pal Julien Bittel, CFA Real Vision.

Milk Road

120,266 次观看 • 3 个月前

I sat down with Raoul Pal to understand why #Bitcoin should already be at $160,000 and what’s coming in 2026. A new episode of New Era Finance Podcast is live: In my conversation with Raoul Pal, we go deep into: – why Bitcoin is trading at a 40% discount to fair value – what really happened on October 10th – why 2026 growth is about to "explode" (his words) – $ETH as the Microsoft of #Crypto – how AI is changing everything about investing A must-watch for any investor. Thanks to our sponsor, OKX Dutch!

I sat down with Raoul Pal to understand why #Bitcoin should already be at $160,000 and what’s coming in 2026. A new episode of New Era Finance Podcast is live: In my conversation with Raoul Pal, we go deep into: – why Bitcoin is trading at a 40% discount to fair value – what really happened on October 10th – why 2026 growth is about to "explode" (his words) – $ETH as the Microsoft of #Crypto – how AI is changing everything about investing A must-watch for any investor. Thanks to our sponsor, OKX Dutch!

Michaël van de Poppe

150,435 次观看 • 7 个月前

Raoul Pal: Bitcoin is only competing for one thing - a share of global savings. "It can only ever get, by definition, to 100% of global savings." But smart contracts organize everything on the internet. "When you add in agents - it's an infinite TAM that goes on forever." (The smart contract L1s just take a larger and larger share of everything) FT Raoul Pal Real Vision Goldmember Sui.

Raoul Pal: Bitcoin is only competing for one thing - a share of global savings. "It can only ever get, by definition, to 100% of global savings." But smart contracts organize everything on the internet. "When you add in agents - it's an infinite TAM that goes on forever." (The smart contract L1s just take a larger and larger share of everything) FT Raoul Pal Real Vision Goldmember Sui.

Milk Road

75,995 次观看 • 3 个月前

Raoul Pal on his recent Zcash allocation: "In the world of store-of-value there is only one - or there was only one, really." "But now we've got another one which is a sub-section of that." "Privacy, in the world, has value." "I think people will understand that more, so therefore, it's a very easy trade. It's $BTC w/ privacy." FT Raoul Pal MR SHIFT 🦁 Real Vision.

Raoul Pal on his recent Zcash allocation: "In the world of store-of-value there is only one - or there was only one, really." "But now we've got another one which is a sub-section of that." "Privacy, in the world, has value." "I think people will understand that more, so therefore, it's a very easy trade. It's $BTC w/ privacy." FT Raoul Pal MR SHIFT 🦁 Real Vision.

Milk Road

41,915 次观看 • 3 个月前

"There is no more powerful force in the history of the world than free enterprise." - Tom Farley Bullish CEO x Real Vision with Raoul Pal on why meme coins and 100x leverage never excited him and what crypto can actually become.

"There is no more powerful force in the history of the world than free enterprise." - Tom Farley Bullish CEO x Real Vision with Raoul Pal on why meme coins and 100x leverage never excited him and what crypto can actually become.

CoinDesk

25,018 次观看 • 4 个月前

MASSIVE: Raoul Pal just summed up Ethereum in one sentence. "This is a compute platform that operates at global scale and is decentralized. Go use it." UBS. Société Générale. Franklin Templeton. Bank of America. All building on or investing in Ethereum. Bitcoin became store of value after years of doubt. Ethereum is becoming the financial internet. The narrative is shifting. Are you positioned before it does?

MASSIVE: Raoul Pal just summed up Ethereum in one sentence. "This is a compute platform that operates at global scale and is decentralized. Go use it." UBS. Société Générale. Franklin Templeton. Bank of America. All building on or investing in Ethereum. Bitcoin became store of value after years of doubt. Ethereum is becoming the financial internet. The narrative is shifting. Are you positioned before it does?

Merlijn The Trader

80,801 次观看 • 5 个月前

Raoul Pal: The "economic singularity" is when the system can no longer keep up with the speed of technology. We're used to a max population of 9 billion humans. But "we can go to 18 billion, 100 billion, a trillion people. We can make infinite agents." Silicon is the second most common thing on Earth. We're putting electricity through it and producing intelligence at "six orders of magnitude faster" than a human neuron. A million times the speed. FT Raoul Pal MR SHIFT 🦁 Real Vision.

Raoul Pal: The "economic singularity" is when the system can no longer keep up with the speed of technology. We're used to a max population of 9 billion humans. But "we can go to 18 billion, 100 billion, a trillion people. We can make infinite agents." Silicon is the second most common thing on Earth. We're putting electricity through it and producing intelligence at "six orders of magnitude faster" than a human neuron. A million times the speed. FT Raoul Pal MR SHIFT 🦁 Real Vision.

Milk Road

168,916 次观看 • 3 个月前

Raoul Pal: "I still believe this is a mid-cycle correction" "We basically had what was a mid-cycle correction in 2020 that gave us a two standard deviations oversold." "I still believe because we didn't get anywhere near a peak and the liquidity cycle is still in play that this is a mid-cycle correction." Tech has been easy money. Crypto has been a different story. But he thinks crypto plays catch-up from here. FT Raoul Pal Douglas Jones Real Vision.

Raoul Pal: "I still believe this is a mid-cycle correction" "We basically had what was a mid-cycle correction in 2020 that gave us a two standard deviations oversold." "I still believe because we didn't get anywhere near a peak and the liquidity cycle is still in play that this is a mid-cycle correction." Tech has been easy money. Crypto has been a different story. But he thinks crypto plays catch-up from here. FT Raoul Pal Douglas Jones Real Vision.

Milk Road

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$ETH is the Microsoft of crypto. Raoul Pal's Ethereum framework: If you pulled the plug on $ETH tomorrow, how much economic value gets destroyed? L2s. DeFi. RWAs. NFTs. Stablecoin rails. AI agents. That alone makes ETH undervalued. Bitcoin is global savings. Ethereum is global infrastructure. And infrastructure can scale far beyond what most people are pricing in. Micron and Intel showed what happens when years of boredom meet one explosive cycle. That’s the setup for Ethereum.

$ETH is the Microsoft of crypto. Raoul Pal's Ethereum framework: If you pulled the plug on $ETH tomorrow, how much economic value gets destroyed? L2s. DeFi. RWAs. NFTs. Stablecoin rails. AI agents. That alone makes ETH undervalued. Bitcoin is global savings. Ethereum is global infrastructure. And infrastructure can scale far beyond what most people are pricing in. Micron and Intel showed what happens when years of boredom meet one explosive cycle. That’s the setup for Ethereum.

SamAlτcoin.eth ☀️

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Raoul Pal: "Price keeps going up because of debasement (the price of a stock), but earnings grow with GDP growth." "Unless you happen to be in the intelligence business, and then your f*cking earnings are going vertical." "Don't forget - the earnings coming out of Anthropic is the fastest scaling of any company in the history of the world in by far the shortest period of time." "It's [been] three years! It's gone from zero to a hundred billion dollars in revenues." And it did most of it last year (from ~$10B to ~$100B). Nothing has ever come close. FT Raoul Pal Julien Bittel, CFA Real Vision.

Raoul Pal: "Price keeps going up because of debasement (the price of a stock), but earnings grow with GDP growth." "Unless you happen to be in the intelligence business, and then your f*cking earnings are going vertical." "Don't forget - the earnings coming out of Anthropic is the fastest scaling of any company in the history of the world in by far the shortest period of time." "It's [been] three years! It's gone from zero to a hundred billion dollars in revenues." And it did most of it last year (from ~$10B to ~$100B). Nothing has ever come close. FT Raoul Pal Julien Bittel, CFA Real Vision.

Milk Road

232,746 次观看 • 3 个月前

The ETH valuation debate: Raoul Pal: "People say we should value Ethereum based on its fees. That doesn't get what it is." "This is not a company that earns revenues. This is a network that enables an entire group of businesses to build upon it"

The ETH valuation debate: Raoul Pal: "People say we should value Ethereum based on its fees. That doesn't get what it is." "This is not a company that earns revenues. This is a network that enables an entire group of businesses to build upon it"

Milk Road

36,762 次观看 • 4 个月前

dannyryan: "Agentic finance is gonna take over the world faster than you think." → Agents want atomic swaps, not wires. → They want to be able to coordinate globally. → They won't use some US-centric chain if they're European. They'll go where the assets and liquidity are. "Secure agentic finance that can handle $10B workflows is one of the most important things we can work on." Ethereum is the only answer. Pod: Real Vision / Raoul Pal

dannyryan: "Agentic finance is gonna take over the world faster than you think." → Agents want atomic swaps, not wires. → They want to be able to coordinate globally. → They won't use some US-centric chain if they're European. They'll go where the assets and liquidity are. "Secure agentic finance that can handle $10B workflows is one of the most important things we can work on." Ethereum is the only answer. Pod: Real Vision / Raoul Pal

Milk Road

20,270 次观看 • 4 个月前

Raoul Pal explains the relationship between the business cycle, debt maturity, liquidity and why Bitcoin and crypto are not entering a bear market. In fact, most of the liquidity is going to come in 2026. Everyone who owns Bitcoin needs to watch this explanation.

Raoul Pal explains the relationship between the business cycle, debt maturity, liquidity and why Bitcoin and crypto are not entering a bear market. In fact, most of the liquidity is going to come in 2026. Everyone who owns Bitcoin needs to watch this explanation.

The ₿itcoin Therapist

17,961 次观看 • 8 个月前

my FULL conversation AND AI DEBATE with Raoul Pal the video on YouTube is linked below. enjoy 1:37 - raoul’s 2025 focus 6:34 - how to take profit 13:41 - Raoul responds to the murad thesis 17:40 - what is ai crypto 26:29 - Why Raoul think AI Crypto is midcurve 40:00 - The next wave of AI start ups 44:13 - NFTS are bigger than AI? 54:43 - Frank joins the debate (electric) 1:00:53 - Where does the value accrue? 1:18:19 - Alt coin season this year?? 1:40:38 - How to make it this cycle?

my FULL conversation AND AI DEBATE with Raoul Pal the video on YouTube is linked below. enjoy 1:37 - raoul’s 2025 focus 6:34 - how to take profit 13:41 - Raoul responds to the murad thesis 17:40 - what is ai crypto 26:29 - Why Raoul think AI Crypto is midcurve 40:00 - The next wave of AI start ups 44:13 - NFTS are bigger than AI? 54:43 - Frank joins the debate (electric) 1:00:53 - Where does the value accrue? 1:18:19 - Alt coin season this year?? 1:40:38 - How to make it this cycle?

threadguy

536,431 次观看 • 1 年前

Raoul Pal: "The probability of a super cycle is getting reasonably high now." "We thought that after this cycle would be a super cycle. And now we're kind of starting to think... maybe we don't get a full liquidity down cycle here." "Sure, we'll get market corrections, we'll get sideways trends..." "But really speaking - we could see an extended, extremely hot business cycle that runs." The only thing that kills it? The bond market saying no. That's why Bessent is in Japan and China right now trying to stop exactly that. FT Raoul Pal Julien Bittel, CFA Real Vision.

Raoul Pal: "The probability of a super cycle is getting reasonably high now." "We thought that after this cycle would be a super cycle. And now we're kind of starting to think... maybe we don't get a full liquidity down cycle here." "Sure, we'll get market corrections, we'll get sideways trends..." "But really speaking - we could see an extended, extremely hot business cycle that runs." The only thing that kills it? The bond market saying no. That's why Bessent is in Japan and China right now trying to stop exactly that. FT Raoul Pal Julien Bittel, CFA Real Vision.

Milk Road

67,548 次观看 • 3 个月前