Show notes
In this solo presentation, Raoul Pal explains why crypto is a long-term network adoption story, how liquidity and the business cycle drive the asset class, and why trying to perfectly time the cycle can often do more harm than good. He also breaks down his approach to Bitcoin, Ethereum, Solana, Sui, altcoins, risk management, self-custody, and using volatility to compound over time. Recorded on May 21, 2026.
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In this solo presentation, Raoul Pal explains why crypto is a long-term network adoption story, how liquidity and the business cycle drive the asset class, and why trying to perfectly time the cycle can often do more harm than good. He also breaks down his approach to Bitcoin, Ethereum, Solana, Sui, altcoins, risk management, self-custody, and using volatility to compound over time. Recorded on May 21, 2026.
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Timestamps:
00:00 - Coming up on Raoul Pal The Journey Man
01:06 - How Raoul Screwed Up
03:20 - Why Selling Bitcoin Early Was a Massive Mistake
05:48 - The “Everything Code” and Currency Debasement
07:35 - Why Demographics Are Driving Global Debt Higher
09:06 - How Liquidity and Money Printing Drive Markets
10:55 - Why Bitcoin Tracks Global Liquidity So Closely
12:05 - The ISM Business Cycle’s Impact on Crypto Markets
13:26 - Why Ethereum and Altcoins Outperform Late Cycle
14:42 - The “Don’t F This Up” Rules for Crypto Investing
18:08 - Why Buying the Dip Matters More Than Timing Cycles
19:35 - Why Raoul Thinks Crypto Could Reach $100 Trillion
20:49 - Inside Raoul’s “GMI Compounding Machine” Strategy
25:50 - Why Most Investors Fail Trying to Trade the Cycle
27:23 - Raoul’s Core Crypto Portfolio: BTC, ETH, SOL & SUI
29:09 - Why Layer 1 Blockchains Will Power the Future Economy
31:56 - Understanding Metcalfe’s Law and Network Adoption
35:26 - The Key Metric Raoul Uses to Evaluate Crypto Networks
36:50 - Why Altseason Happens During Economic Expansion
38:40 - The Economic Singularity and AI’s Impact on Humanity
41:08 - Why Art Becomes More Valuable in the AI Era
43:57 - How Crypto Art Creates Long-Term Wealth
45:04 - Raoul’s Final Framework for Building Crypto Wealth
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