
Hosted by Real Vision Podcast Network · EN

In this special presentation, Raoul breaks down how AI agents will create a vast “invisible economy” operating at machine speed, and that crypto rails, especially major layer 1s, are the infrastructure needed for agents to transact, settle, and coordinate value. Recorded May 21, 2026. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this solo presentation, Raoul Pal explains why crypto is a long-term network adoption story, how liquidity and the business cycle drive the asset class, and why trying to perfectly time the cycle can often do more harm than good. He also breaks down his approach to Bitcoin, Ethereum, Solana, Sui, altcoins, risk management, self-custody, and using volatility to compound over time. Recorded on May 21, 2026. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. In this solo presentation, Raoul Pal explains why crypto is a long-term network adoption story, how liquidity and the business cycle drive the asset class, and why trying to perfectly time the cycle can often do more harm than good. He also breaks down his approach to Bitcoin, Ethereum, Solana, Sui, altcoins, risk management, self-custody, and using volatility to compound over time. Recorded on May 21, 2026. 🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF Timestamps: 00:00 - Coming up on Raoul Pal The Journey Man 01:06 - How Raoul Screwed Up 03:20 - Why Selling Bitcoin Early Was a Massive Mistake 05:48 - The “Everything Code” and Currency Debasement 07:35 - Why Demographics Are Driving Global Debt Higher 09:06 - How Liquidity and Money Printing Drive Markets 10:55 - Why Bitcoin Tracks Global Liquidity So Closely 12:05 - The ISM Business Cycle’s Impact on Crypto Markets 13:26 - Why Ethereum and Altcoins Outperform Late Cycle 14:42 - The “Don’t F This Up” Rules for Crypto Investing 18:08 - Why Buying the Dip Matters More Than Timing Cycles 19:35 - Why Raoul Thinks Crypto Could Reach $100 Trillion 20:49 - Inside Raoul’s “GMI Compounding Machine” Strategy 25:50 - Why Most Investors Fail Trying to Trade the Cycle 27:23 - Raoul’s Core Crypto Portfolio: BTC, ETH, SOL & SUI 29:09 - Why Layer 1 Blockchains Will Power the Future Economy 31:56 - Understanding Metcalfe’s Law and Network Adoption 35:26 - The Key Metric Raoul Uses to Evaluate Crypto Networks 36:50 - Why Altseason Happens During Economic Expansion 38:40 - The Economic Singularity and AI’s Impact on Humanity 41:08 - Why Art Becomes More Valuable in the AI Era 43:57 - How Crypto Art Creates Long-Term Wealth 45:04 - Raoul’s Final Framework for Building Crypto Wealth Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul Pal and GMI's head of macro research Julien Bittel, CFA, open their biweekly "Shooting the Shit" episode, which is normally exclusive to Real Vision Alpha members and above, to everyone. It's a sneak peek into how the guys brainstorm, interpret charts and look for opportunities through the macro lens. In this episode, they break down the forces driving markets right now, from global liquidity and crypto regulation to AI, compute, energy, stablecoins, and they explain why the old business cycle framework may be losing power as the exponential age accelerates. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Timestamps: 0:00 - Introduction: The Exponential Age & Universal Code Thesis 1:40 - Trump, AI & Crypto: The Political Acceleration 4:07 - The US-China Grand Bargain: Trade, Taiwan & Nvidia 6:16 - Are We Mid-Cycle? The Case for a Supercycle 9:09 - Inflation, Compute Demand & Anthropic's Explosive Growth 11:37 - Crypto & Equity Chart Rundown (BTC, ETH, Circle, Tesla, Solar) 21:51 - Dollar, Rates & Copper: What to Watch 24:35 - Global Liquidity vs. Bitcoin: The Dominant Framework 30:02 - Portfolio Performance & Why You Shouldn't Trade Crypto 34:05 - The Buildout Has Only Begun: AI, Robots & the CapEx Supercycle 37:26 - Compute & Energy: The New GDP Formula 39:14 - The Economic Singularity & Why Old Macro Frameworks Are Broken 44:44 - Closing: Adapt Your Framework or Get Left Behind Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul welcomes the artist, Coldie, for a deep dive into Coldie's career and how he came to help pioneer the future of AI, interactive, and on-chain art. Recorded May 4, 2026. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul Pal presents a new framework for understanding crypto, AI, and the future of economic coordination. Recorded live at Sui Miami, Raoul explains his “Everything Code” thesis, how networks, intelligence, energy, and exponential technologies are converging to reshape blockchains, markets, and the global economy.Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul welcomes Yoni Assia, Founder and CEO of eToro, explore how AI agents, tokenization, and crypto rails could reshape global markets into 24/7, machine-driven systems. Raoul and Yoni also argue that finance is moving toward a future where AI doesn’t just assist investors — it trades, builds, learns, and forms capital on its own. Recorded April 30, 2026. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul welcomes back Chief Crypto Analyst, Jamie Coutts, to dig into the macro big picture before discussing how to value L1s, the tokenomics of AI agents and the VC flight from crypto to AI. They also dig into the knock-on effects of the Iran War and highlight other opportunities emerging in crypto and AI. Recorded April 29, 2026. This May 5–7, join Real Vision CEO Raoul Pal at Consensus Miami with 20,000+ decision-makers from the White House, Wall Street, and Web3. From crypto at scale to institutional integration and agentic commerce, the conversations shaping what’s next happen here. Save 20% with code RAOUL at https://consensus.coindesk.com/register/?promo=RAOUL&utm_campaign=RealVision_Newsletter&utm_content=c26&utm_medium=marketing&utm_source=RealVision&utm_term=paid&utm_id=c26 Abra provides high-net-worth individuals and institutions with a competitive edge in trading, investing, and collateralized borrowing—while maintaining full control through segregated account infrastructure. Abra recently added a new dollar-yield strategy for USDAF. USDAF is a yield-bearing stablecoin on Solana that seeks to generate yield through delta-neutral DeFi strategies. Go to www.realvision.com/abra Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. et started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul welcomes back Peter Diamandis, Chairman of XPrize, and Salim Ismail, Founder at OpenExO, to dig into how AI and exponential technologies are accelerating so quickly that they will upend institutions, labor markets, and social structures, forcing people and organizations to adapt fast or get left behind. Raoul, Peter and Salim also make the bullish case that this disruption could ultimately create a more abundant, decentralized, and human-centered future, with huge implications for the future of humanity. Recored on April 13, 2026. This May 5–7, join Real Vision CEO Raoul Pal at Consensus Miami with 20,000+ decision-makers from the White House, Wall Street, and Web3. From crypto at scale to institutional integration and agentic commerce, the conversations shaping what’s next happen here. Save 20% with code RAOUL at consensus.coindesk.com. Abra provides high-net-worth individuals and institutions with a competitive edge in trading, investing, and collateralized borrowing—while maintaining full control through segregated account infrastructure. Abra recently added a new dollar-yield strategy for USDAF. USDAF is a yield-bearing stablecoin on Solana that seeks to generate yield through delta-neutral DeFi strategies. Go to www.realvision.com/abra Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul welcomes Vivek Raman, Co-Founder and CEO of Etherealize, and Danny Ryan, Co-Founder and President at Etherealize, to explore why Ethereum might just be the core infrastructure for Wall Street’s move into tokenization, stablecoins, and onchain finance. Raoul, Vivek and Danny also dig into how AI agents, privacy, scalability, and regulation could reshape the entire future of global financial markets. Recorded on April 1, 2026.This May 5–7, join Real Vision CEO Raoul Pal at Consensus Miami with 20,000+ decision-makers from the White House, Wall Street, and Web3. From crypto at scale to institutional integration and agentic commerce, the conversations shaping what’s next happen here. Save 20% with code RAOUL at consensus.coindesk.com. Abra provides custody, trading, yield and BTC-backed loan products for digital assets for HNW and corporate clients. Abra provides full service treasury management for digital asset treasuries and corporations. Buy and hold digital assets in segregated accounts with multi-sig security. Go to “www.realvision.com/abra” Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Raoul welcomes back Tom Farley, CEO of Bullish, to break down how his journey from running the NYSE to leading Bullish shaped his conviction that crypto’s next phase is institutional, driven by regulation, liquidity, and market structure. Tom argues that tokenization and blockchain-based finance will transform global markets by improving efficiency, access, and capital formation, despite regulatory hurdles and slow adoption. Recorded April 6, 2026. Today's Episode is brought to you by Figure Markets. (https://figuremarkets.co/realvision ) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan , allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8% interest rates, and no prepayment penalties. Or check out Democratized Prime and earn ~9% APY on RWAs. Unlock your crypto’s potential today at Figure and claim your $50! https://figuremarkets.co/realvision Disclosures Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. This May 5–7, join Real Vision CEO Raoul Pal at Consensus Miami with 20,000+ decision-makers from the White House, Wall Street, and Web3. From crypto at scale to institutional integration and agentic commerce, the conversations shaping what’s next happen here. Save 20% with code RAOUL at consensus.coindesk.com. Abra provides custody, trading, yield and BTC-backed loan products for digital assets for HNW and corporate clients. Abra provides full service treasury management for digital asset treasuries and corporations. Buy and hold digital assets in segregated accounts with multi-sig security. Abra is hosting a webinar on April 9. Sign up here [www.realvision.com/abrawebinar] Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices