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Everything's coming onchain. Stablecoins, RWAs… the whole financial system is rebuilding itself on crypto rails. And the way you own that is stupidly simple. Just buy the L1s it all runs on. This is the universal basic equity layer for all of us. If the biggest parts of the...

366,610 görüntüleme • 1 ay önce •via X (Twitter)

34 Yorum

Raoul Pal profil fotoğrafı
Raoul Pal1 ay önce

The economy's about to be run by AI agents transacting on these exact rails. Where that goes is what @DMattin and I dig into at The Exponentialist. Come subscribe

Fishy Catfish profil fotoğrafı
Fishy Catfish1 ay önce

>then owning the L1s means you own a piece of their success. No, it doesn't. Update your priors: The Fat Protocol thesis is unsupported by actual data in 2026. Transactions are at their highest ever on Solana and Ethereum and their value accrual is headed to near zero.

whypaytrey profil fotoğrafı
whypaytrey1 ay önce

This dudes predictions don’t fare as well as some might believe. If you found Raoul in 2026 make sure to watch his earlier stuff to see how his vision has played out.

Nick profil fotoğrafı
Nick1 ay önce

Sells the dream and never gets it right. Then anyone posting the reality on his channels hes in he deletes. Enough said, be very cautious about this banana zone man!!! He’s nothing but a monkey

SonOfaRichard profil fotoğrafı
SonOfaRichard1 ay önce

All of it. But not for everyone. Not for all countries. Being rebuilt in real time and 99.99% have zero idea.

Concordium profil fotoğrafı
Concordium1 ay önce

Plot twist: the biggest users of crypto rails might not be humans.

Morpho.Supra profil fotoğrafı
Morpho.Supra1 ay önce

while you're at it pick up supra:native L1... with superior tech that AI and TradFi will need, but that the market has wildly undervalued atm.

HawkSlinger profil fotoğrafı
HawkSlinger1 ay önce

“imagine if we could all have invested in Linux, SSL, or HTTP with a token that incentivized their development, now that would have been fun.” -Sergey Nazarov

Edgar Aguirre profil fotoğrafı
Edgar Aguirre1 ay önce

How is your Sui investment looking right now?

Lucky profil fotoğrafı
Lucky1 ay önce

This is the actual thesis people miss. Own the rails, not just the hype.

wahndo profil fotoğrafı
wahndo1 ay önce

Hey Raoul, have you ever considered a discussion with someone from Chainlink for Real Vision? Do you know @AndrewMcMarkets?

Ken Ashe profil fotoğrafı
Ken Ashe1 ay önce

Completely agree. I also think Agents will save in BTC. Thoughts on that?

SimonKay profil fotoğrafı
SimonKay1 ay önce

If it was, the tokens would already be running.

Andy profil fotoğrafı
Andy1 ay önce

I don’t know if buying L1s is the answer but partially. Apps are winning & making $$$, this is the better performing basket. Also, zillions

SHIFT profil fotoğrafı
SHIFT1 ay önce

this is why we SHIFT

...... profil fotoğrafı
......1 ay önce

Says the guy who has been completely wrong on his banana call. 5 year cycle he said and btc down 50 percent in year. Why anyone would take advice from you at this stage is beyond me.

John Galt Anon profil fotoğrafı
John Galt Anon1 ay önce

Are you picking Sol over ETH at this point?

⬡ The Link Panda ⬡ profil fotoğrafı
⬡ The Link Panda ⬡1 ay önce

If you REALLY want to talk about the shift happening from AI to blockchain or from Tradfi to blockchain or from RWA's to blockchain, there really isn't a way to NOT talk about @Chainlink and therefor $LINK as it is the only asset they have which is directly connected to the network.

mezma ⭕ profil fotoğrafı
mezma ⭕1 ay önce

False it’s not as simple as “just buy the L1s it all runs on” until you mention Chainlink, your reputation in crypto will continue to deteriorate. SUI? Really? Comical stuff Raoul wake up.

TreeBrother 𐤊 profil fotoğrafı
TreeBrother 𐤊1 ay önce

Where will the AI agents find the most efficient network? What's the most optimized path? I'd wager it's #Kaspa but I'm curious if you have studied that hypothesis? $Kas

MAXCinquo555 profil fotoğrafı
MAXCinquo5551 ay önce

Zcash privacy is mostly fake. You can hide stuff… but almost nobody does. The secret part makes it hard to even check if the coins are real. Big players still control the edges. Railgun is the real deal. Hide your actual crypto (ETH, stables, etc.) right where the money and apps already live. Private wallet. Private sends. Private trades. No new sketchy coin needed. And it’s coming natively to PulseChain soon, thanks to @LibertySwapFi and @zkxwallet. PulseChain is ETH 2.0: faster, cheaper, and now with real privacy. Zcash = privacy costume. Railgun on PulseChain = privacy that actually works. ethereum:0xa882606494d86804b5514e07e6bd2d6a6ee6d68a

QuantosAurus profil fotoğrafı
QuantosAurus1 ay önce

ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 Crypto retail trading accounts for only about 1% of global wealth Bringing the other 99% on-chain, financial services runs Quant Fusion

sam profil fotoğrafı
sam1 ay önce

$CSPR @Casper_Network is ready to take a huge chunk of Agentic AI Take a look at my posts for the last month

the𐤊.aspa𐤊 grough profil fotoğrafı
the𐤊.aspa𐤊 grough1 ay önce

He just described kaspa

chuck profil fotoğrafı
chuck1 ay önce

Can we have fun times ever again in Krypto or is AI the black hole 🕳️ which sucks up all the money on earth?

O_Ivs ∞ profil fotoğrafı
O_Ivs ∞1 ay önce

From what I know: everything on-chain possible only on $ICP and RWA is also there as @ORIGYNTech

Duffzilla profil fotoğrafı
Duffzilla1 ay önce

Another sausage thats been wrong the whole cycle. Banana zone this banana zone that. Banana skin maybe you meant to say

lia profil fotoğrafı
lia1 ay önce

"Owning the L1 means you own a piece of the success" — only if the token actually captures that success. This is the biggest misconception in crypto. Usage and token value are two different things. Buy the L1s where fees, burns or real yield route value to holders.

Yer-Maw-Punts-Crypto profil fotoğrafı
Yer-Maw-Punts-Crypto1 ay önce

All SOL and SUI chat. Boggles my brain that you never mention $QNT. Central banks are literally using the rails theyve built. The transactions will be in fiat currency on blockchain rails.

Bentoshi 8.0 profil fotoğrafı
Bentoshi 8.01 ay önce

Thank you for distracting them with L1s while I buy up the infrastructure

Sallie Stone profil fotoğrafı
Sallie Stone1 ay önce

Not everyone can own an L1, but everyone can participate in programmable finance, which is crucial, as smart workflow layers like already power trustable settlements on digital rails, facilitating adoption, while making transactions at scale feasible

Rick Costa profil fotoğrafı
Rick Costa1 ay önce

L1’s? Why? Does this buy me ownership in a company?

port66 profil fotoğrafı
port661 ay önce

This is the part people still underestimate. When AI agents start moving real economic value onchain, the L1s stop being “crypto” and start being the actual equity layer of the new financial system.

Mike Warner | Managed Websites | SEO | AEO | Intel profil fotoğrafı
Mike Warner | Managed Websites | SEO | AEO | Intel1 ay önce

Agree 100%. The internet gave us the apps. This time we actually get to own the rails. Which L1s do you think capture the bulk of the AI/agent transaction volume over the next cycle?

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