178 - Is Crypto's Bear Market Almost Over? with Raoul Pal

Are we entering Crypto’s Spring? Raoul Pal is the Co-Founder and CEO of Real Vision, a financial media and education platform focused on Macro, Investing, and Crypto.

In today’s episode, we cover:1) The Aftermath of the 2022 Meltdown.2) How to Invest in the face of the current liquidity and external Indicators.
3) Why Raoul thinks we’re headed toward Deflation, not Inflation.
4) What AI will bring to the table, and how it intersects with Crypto
5) Why the Crypto Winter is probably over.

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✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-raoul-pal

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TIMESTAMPS

0:00 Intro
7:20 The 2022 Meltdown
22:14 The Aftermath
27:26 Liquidity Indicators
34:51 External Indicators
37:54 Raoul’s Deflation Thesis
50:29 The State of AI
56:19 How Crypto & AI Intersect
1:00:43 The Implications of AI
1:08:14 Crypto’s Inflection Moment
1:11:43 Investing in the Current Climate
1:19:00 Raoul’s Portfolio
1:20:39 Crypto’s North Star
1:28:49 The Everything Code
1:35:26 Closing & Disclaimers

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RESOURCES
Raoul Pal⁠https://twitter.com/RaoulGMI⁠ 

Real Vision
⁠https://www.realvision.com/⁠ 

Real Vision Newsletter
⁠https://www.realvision.com/dailybriefing⁠ 

The Everything Code
⁠https://www.realvision.com/issues/the-everything-code-part-1-the-renaissance⁠ 

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RELATED EPISODES:

118 - Raoul Pal | Should We Be Scared Right Now?
⁠https://www.youtube.com/watch?v=nzGMSKbqjco⁠ 

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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