Crypto in '26: Raoul's Vision or We Get Rekt? | Raoul Pal and Mando | REKT Vision (January 09, 2025)
The episode centers on Raoul Pal’s outlook for crypto through 2026, weaving together market performance, geopolitical shifts, and the accelerating impact of artificial‑intelligence tools. Pal notes that Bitcoin has stalled around the $94‑95k range, lagging behind gold and equities, while altcoins have led recent gains amid tax‑loss harvesting and macro‑driven optimism. He argues that U.S. actions in Venezuela, Iran and Greenland could secure cheaper, abundant energy, creating a favorable backdrop for digital assets. Simultaneously, the upcoming changes to the Supplementary Leverage Ratio (SLR) may free bank capital, injecting liquidity and potentially sparking a broader rally. The conversation pivots to AI, with Pal and Mando highlighting how large‑language‑model agents—Claude’s Opus, GPT‑4.5, upcoming multimodal versions—are moving from encyclopedic tools to autonomous coders that can generate trading‑view scripts, automate email follow‑ups, and build apps in minutes. They cite Elon Musk’s warning that software‑driven market value could erode, and the rise of “vibe coding” as evidence of a new productivity wave. For investors, the takeaway is clear: macro policy and energy security will shape crypto’s macro‑trend, while AI‑enhanced automation offers both a competitive edge and a risk of information overload. Disciplined adoption of these tools, coupled with vigilance on regulatory shifts, will be essential to capture upside without being blindsided by rapid technological churn.
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