Crypto in '26: Raoul's Vision or We Get Rekt? | Raoul Pal and Mando | REKT Vision (January 09, 2025)
•January 9, 2026
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Why It Matters
Understanding the intertwining of geopolitical energy dynamics, regulatory liquidity, and AI‑driven automation is crucial for investors seeking to navigate crypto’s volatile landscape and capitalize on emerging productivity tools before they become market‑wide disruptors.
Key Takeaways
- •Crypto markets remain volatile, underperforming gold and stocks currently.
- •US geopolitical moves could secure cheaper energy, boosting crypto demand.
- •AI-driven LLM agents now automate coding, reshaping crypto development.
- •Upcoming SLR changes may increase liquidity, supporting market rally.
- •Rapid AI model releases risk overwhelming investors, demand disciplined adoption.
Summary
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.
Original Description
☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷
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This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Raoul Pal, Real Vision co-founder and CEO. They discuss what is in store for markets, particularly crypto, in 2026.
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