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.
TIMESTAMPS
0:00 Intro
3:45 SEC Suing Uniswap?
7:07 US Regulation Handbrakes
16:57 State of the Bull Market
26:54 Navigating Interest Rates
32:50 Understanding Debasement
44:34 Crypto Adoption
51:42 Crypto Summer
57:43 The L1 Race
1:01:49 The Role of ETFs
1:08:08 The Next Winter
1:12:24 Crypto Skeptics
1:16:46 The Secular Thesis
1:20:52 Raoul’s Portfolio
1:25:19 Real Vision
1:27:33 The State of AI
1:31:03 Closing & Disclaimers
RESOURCES
Raoul Pal
Real Vision Festival of Learning
https://www.realvision.com/festival-of-learning
Raoul Pal The Journey Man