✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-raoul-pal-interview
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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.
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TIMESTAMPS
0:00 Intro
6:35 SEC Suing Uniswap?
9:57 US Regulation Handbrakes
19:48 State of the Bull Market
29:45 Navigating Interest Rates
35:40 Understanding Debasement
47:25 Crypto Adoption
57:11 Crypto Summer
1:03:12 The L1 Race
1:07:17 The Role of ETFs
1:13:37 The Next Winter
1:17:52 Crypto Skeptics
1:22:15 The Secular Thesis
1:26:20 Raoul’s Portfolio
1:30:47 Real Vision
1:33:01 The State of AI
1:36:31 Closing & Disclaimers
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RESOURCES
Raoul Pal
https://twitter.com/RaoulGMI
Real Vision Festival of Learning
https://www.realvision.com/festival-of-learning
Raoul Pal The Journey Man
https://www.youtube.com/@RaoulPalTJM
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here:
https://www.bankless.com/disclosures