Raoul Pal, the former Goldman Sachs hedge fund manager turned crypto media mogul, has amassed a fortune estimated between \$40 million and \$350 million, with the upper range gaining significant credence in 2025. The architect of Raoul Pal's net worth is a bold, all-in bet on digital assets, which he has publicly stated constitute nearly 100% of his liquid portfolio.

Real Vision founder Raoul Pal shares the 2026 investment framework: extending the crypto cycle to five years, predicting a liquidity explosion in 2026 with $10 trillion in debt refinancing. The current market's $3.5 trillion is only 3% away from the target of $100 trillion. He proposes a minimal regret portfolio, recommending focus on Layer 1 assets, avoiding borrowing others' beliefs, and believing that the market has bottomed in October.

Former Goldman Sachs executive, current member of the Sui Foundation, and macro investor Raoul Pal emphasized multiple times in a recent interview that his core judgment about the future market does not focus on short-term price performance, but rather on "how liquidity is reopened at an institutional level." In his analytical framework, the significance of 2026 does not come from the highs and lows of market sentiment, but rather from the formation of a new cycle of funds as monetary policy, the banking system, government finance, and encryption systems gradually synchronize. Liquidity pressure relief, moving towards a new stage in 2026 Raoul Pal pointed out that the second half of 2025 will experience a forced liquidity squeeze period in the market, and the function of this stage itself is to pave the way for the subsequent environment. He believes that by the year 2026, multiple conditions will be met simultaneously, including the Federal Reserve (.

Source: "When Shift Happens", Youtube Compiled by: Felix, PANews Real Vision CEO Raoul Pal shared his framework for achieving success in the cryptocurrency space by 2026 without relying on luck: hold the right assets and then do nothing. Below are the highlights from the interview compiled by PANews from the podcast "When Shift Happens." Kevin: I recently went to Silicon Valley and talked to a lot of people, which has strengthened my long-term perspective. Today we need to discuss this because I think it's important for people to understand, but either they don't understand or they don't want to understand. Much of people's anger is due to a mismatch in timeframes. Raoul Pal: It's like you can tell them the direction of future developments. The technology's popular

Raoul Pal says Bitcoin now follows global liquidity cycles, not four-year halving schedules. Institutional inflows and stablecoin growth suggest consolidation, not a market top. Macro liquidity expansion could drive a major crypto breakout in 2026. Raoul Pal believes crypto investors

Raoul Pal says Zcash's surge still looks like short-term rotation, with the real test coming as the privacy coin tries to build a durable base after its spike.​ Summary Zcash has been one of this year's strongest large-cap performers but has started to give back gains after a sharp

Raoul Pal discusses the recent surge of Zcash, attributing it to capital rotation rather than a sustained trend. He emphasizes the need for Zcash to find a stable base after its recent gains and expresses caution about current investment levels, despite rising institutional interest.

Financial and crypto expert Raoul Pal issues warnings for 2026.  The expert advices a steady mind to survive 2026 altseason.  He says to not get pulled in by FOMO and to buy and hold promising tokens. With the final month of the year reaching its close, analysts, traders, and crypto expe

Analysts argue the crypto cycle has stretched from four to five years, with altcoin season likely delayed to around Q2 2026 as ISM and post-QT liquidity finally turn up. Summary Raoul Pal says debt maturity extensions and weak ISM readings have delayed the classic four-year crypto cycle, with l

Author: BlockBeats Solana Breakpoint 2025 will be held from December 11 to 13 in Abu Dhabi, United Arab Emirates. Over 6,000 developers and project teams from more than 100 countries will gather to focus on the latest developments and future prospects of the Solana ecosystem. Real Vision co-founder and CEO Raoul Pal, Solana co-founder Anatoly Yakovenko, Solana Foundation Chair Lily Liu, Galaxy founder and CEO Mike Novogratz, and other industry leaders will attend and deliver speeches. BlockBeats will provide real-time updates and coverage of the event. The latest content is as follows: December 12

Raoul Pal argues that crypto markets are influenced by macroeconomic factors like interest rates and debt rather than Bitcoin halving events. He anticipates a market peak in late 2026, linking cycles to post-2008 debt trends and liquidity expansion.

Bitcoin remains bearish while key resistance levels continue to reject upward momentum. Order flow shows weak whale activity and growing retail dominance during the decline. Raoul Pal expects a parabolic move once lower liquidity zones trigger fresh accumulation. Bitcoin traders feel uneasy

The timeline of quantum computer threats is often exaggerated, and the risk of program vulnerabilities is still much greater than that of quantum attacks in the short term. Blockchains don't need to rush to deploy post-quantum signatures, but planning should start immediately. This article is derived from an article written by Justin Thaler, compiled, compiled and written by Vernacular Blockchain. (Summary: Raoul Pal warns: If the Fed does not print money for QE, "liquidity will be shortage", or a repeat of the 2018 financial crisis in the repo market) (Background supplement: The US will release its September non-farm payroll report next week, and the market is closely watching the impact of the Fed's (Fed) interest rate cut) The timeline of cryptography-related quantum computers is often exaggerated - leading to the demand for an urgent and comprehensive transition to post-quantum cryptography. But these calls often ignore the costs and risks of premature migration and ignore the vastly different risk profiles between different cryptographic primitives: . Post-quantum encryption, despite its cost, still requires immediate deployment: "First come, first served

Financial expert Raoul Pal predicts a 5-year supercycle for Bitcoin, suggesting a peak in Q2 2026. This shift challenges traditional 4-year cycles, reflecting unusual market patterns and expectations of a final price surge before new all-time highs.

Raoul Pal believes the recent weakness in crypto is a temporary liquidity gap and not the end of the bull cycle. He predicts a real bull run starting in 2025-2026, while cautions that a significant liquidity downturn is anticipated in 2027.

Raoul Pal predicts Bitcoin could reach $250,000 due to rising global liquidity and investor pessimism, emphasizing the "Banana Zone" for growth. He believes altcoins will also gain, urging investors to focus on liquidity and market sentiment for navigating volatility.

Bitcoin rebounds above $90K as traders debate a possible crypto winter. Raoul Pal predicts a major Bitcoin breakout within the next 35 days. Market direction depends on macro data and Bitcoin holding key support levels. A sharp recovery in Bitcoin — BTC, has stirred fresh excitement across the cr

As investors rattle with the ongoing cryptocurrency market downturn, finance expert Raoul Pal has weighed in and shared his preferred strategy for navigating the environment. According to Pal, his approach involves continuing to add to positions throughout the sell-off while accepting the

Raoul Pal notes that sharp Bitcoin recoveries are typical after significant market losses, comparing the current situation to previous cycles. However, analyst Peter Brandt cautions that Bitcoin might drop further to between $81,000 and $58,000.

Vitalik Buterin predicted at the Devconnect developer conference held in Istanbul in November that Bitcoin is about to be cracked in 2028, possibly before the next U.S. presidential election, urging the community to participate in Ethereum's quantum defense upgrade (Background: Raoul Pal warned: The Federal Reserve (FED) will no longer print money under QE, "Liquidity will be short," or a repeat of the 2018 repurchase market financial crisis) (Context: The U.S. will release the non-farm payroll report for September next week, with the market closely watching the impact of the Federal Reserve (Fed) interest rate cuts) Ethereum co-founder Vitalik Buterin dropped a bombshell in front of a crowd of developers at the Devconnect developer conference in Istanbul in November: Quantum computers may crack elliptic curve cryptography before 2028.

Burry responded for the first time after revoking the SEC registration of his fund, stating that he is still active in the market and has freed himself from Compliance restrictions (Background: Raoul Pal warns: If the Federal Reserve (FED) does not print money for QE, "Liquidity will be scarce," possibly repeating the 2018 repo market financial crisis) (Context: The U.S. will release the non-farm payroll report for September next week, with the market closely watching the impact of interest rate cuts by the Federal Reserve (Fed)) Michael Burry, the hedge fund manager known for being the prototype of "The Big Short," has repeatedly warned about the AI bubble and has been shorting. With his fund continuously losing money, earlier this month he terminated the investment advisor (RIA) registration of his asset management company Scion Asset Management with the SEC. Burry later expressed via email to the community that he is still active in the market, clarifying his regulatory identity change.

Nick Timiraos revealed the dilemma of the Federal Reserve (FED) being trapped in a "data vacuum," explaining the internal divisions leading up to the December meeting and the challenges facing Powell's leadership (Background: Raoul Pal warns that without more QE from the Federal Reserve (FED), "liquidity will be in short supply," potentially repeating the 2018 repo market financial crisis). (Context: The U.S. will release the September nonfarm payroll report next week, with markets closely watching the impact of the Federal Reserve (FED) ( interest rate cuts.) With only three weeks remaining until the Federal Open Market Committee meeting on December 9-10, Wall Street Journal senior reporter Nick Timiraos first outlined the most severe divisions facing the Federal Reserve (FED). The report pointed out that a 43-day government shutdown has blocked critical statistics, forcing officials to decide whether to cut interest rates without complete information, which keeps global markets focused on the Federal Reserve (FED)'s trade-offs between inflation and employment. The data black hole hampers decision-making.

Raoul Pal says Bitcoin pullback is historic cycle behavior, arguing investors overreact to routine 30% BTC corrections seen in prior bull phases. Pal says long-term horizons matter as past cycles showed deep retracements before recovery, reinforcing strategy over short-term sentiment. Global

Pal stated that crypto markets are currently reflecting a problem in the U.S. economic plumbing, acting as a leading indicator for an upcoming crisis. While stock markets are shielded from this for now, he believes that if the liquidity crisis is not solved quickly, the could be contagion. Raoul P

The Federal Reserve and the Treasury are competing for liquidity control before the end of the year, raising concerns in the market about a repeat of the 2018 crisis. Funding pressures have tightened the repurchase market for banks. Investors are turning their attention to crypto assets as a safe haven, with liquidity being key (Background: The First Commandment of Trading: Clarifying Risk Control and Position Stop Loss) (Context: From Leverage Drop to Zero to Stable Profits: A Crypto Trader's Six-Year Review of Experiences and Lessons) A month after the U.S. government shutdown, Wall Street is shrouded in the shadow of a potential break in the "funding pipeline." Macro observer Raoul Pal warns that if the Federal Reserve does not ease liquidity by the end of the month, the market may see a repeat of the 2018 repurchase crisis script. The usage of the standing repurchase facility (SRF) surged to $50.35 billion on October 31, highlighting the banking system's thirst for short-term funds, but the "stigma effect" has deterred banks from seeking help frequently.

Raoul Pal calls on investors to remain calm during market fluctuations, sharing his own Bitcoin investment experience, emphasizing that market fluctuations are normal, and suggesting following the DFTU rules, enhancing patience, and adopting an Auto-Invest strategy. He believes that Crypto Assets are the best-performing asset class and reminds not to give up long-term investment opportunities due to short-term fluctuations.

The Fed announced the end of QT and, in conjunction with large-scale spending by the Treasury, market research firm Real Vision's founder Raoul Pal predicts that global liquidity will surge, the dollar will face pressure, and risk assets will encounter a critical turning point. (Background: Bitcoin plummeted overnight by 5,000 dollars to 98,000! The probability of a rate cut in December has significantly decreased, Nvidia fell more than 3%, and tech stocks plummeted.) (Additional background: White House chief economic advisor Hassett: Expect Q4 GDP to fall by 1.5%, with the government shutdown lasting 43 days already hitting the U.S. economy hard.) As Wall Street is shaken by yesterday's big dump, former Goldman strategist Raoul Pal directly posted: Now that the U.S. government has reopened, what comes next?

Real Vision CEO Raoul Pal released the latest market outlook after the government shutdown ended, predicting that the U.S. Treasury General Account (TGA) will release a massive amount of liquidity, potentially creating a "liquidity flood" due to a weaker dollar and balance sheet expansion. Although Bitcoin fell below the $100,000 mark after the shutdown ended, Pal remains optimistic about the mid-term prospects of the crypto market and expects the "Crypto Clarity Act" to advance more rapidly. The divergence among Fed officials regarding interest rate cuts in December has increased market uncertainty, prompting investors to wait for policy signals from the FOMC meeting on December 10.

At the Palantir headquarters in Manhattan, CEO Alex Karp, dressed casually in a logo-covered T-shirt, accepted an interview with Axios show host. He did not shy away from any questions, stating that he would not be like those CEOs who avoid answering questions directly. He opened by saying he would answer all questions straightforwardly. This outspoken Silicon Valley maverick discussed not only the importance of the U.S. winning the AI race but also talked about government surveillance and personal wellness tips during the interview. Below are the key points from the video translated and summarized. What kind of company is Palantir? When asked what Palantir actually is, Karp's answer depends on who is being asked. He stated that Palantir drives AI GDP growth, making it an AI company that benefits all American workers. He described Pal

Bitcoin sell-off sparks fear, but Raoul Pal warns a government-shutdown liquidity drain --- not fundamentals --- caused the crash. Arthur Hayes predicts the Fed will flex "stealth QE" via repo facilities, injecting liquidity without officially calling it easing. Tom Lee still targets $200K

Raoul Pal says the $10 trillion U.S. debt roll will dominate global liquidity and market direction over the next year. The GMI Liquidity Index rebounded to $135T in 2025, indicating a potential rise toward $170T by 2026 if easing resumes. Pal expects post-shutdown Treasury spending and the

Raoul Pal predicts that the Bitcoin cycle will change from four years to five years, expecting it to reach $200,000 to $450,000 by 2026. With changes in the debt refinancing cycle and the return of ETF funds, liquidity in the crypto market is enhanced, allowing investors to efficiently trade digital assets through the BiyaPay platform.

Raoul Pal believes crypto is in an early expansion stage, with altcoins and total market cap yet to break out. Historical ISM Manufacturing Index trends show alignment with Bitcoin cycle peaks, suggesting a longer current cycle. U.S. manufacturing weakness and rising tariffs could extend the

Last Friday (presumably October 10, 2025), the largest liquidation in history triggered by the escalation of the China-U.S. trade war dealt a heavy blow to the crypto market. However, with former U.S. President Trump showing a clear easing of his stance towards China, signaling a move to avoid a full-blown trade war, market sentiment improved rapidly. Macro investor Raoul Pal and other experts predict that this big dump is a typical "flash crash," and after clearing all accumulated leverage, the market will welcome a "V-shaped" rebound. As of the time of writing, the price of Bitcoin has recovered to the $115,000 mark, while altcoins such as Ethereum, BNB, XRP, SOL, and DOGE have also seen a strong rebound of 10% to 20%.

Raoul Pal predicts the crypto market's future growth, likening it to the internet's early adoption, which motivates a community figure to buy XRP despite the downturn, anticipating a significant price surge if market cap reaches $100 trillion.

Bitcoin's cycle may extend beyond the traditional four years due to economic shifts. Analyst Raoul Pal suggests a peak around mid-2026, influenced by ongoing ISM weakness and changes in U.S. Treasury policies impacting market liquidity.

Raoul Pal suggests that the Bitcoin market cycle has shifted, with new peaks expected around mid-2026. He emphasizes that halving is no longer a key factor, as Bitcoin is tied to global economic cycles, influenced by the U.S. ISM index. Investors should remain patient.

Raoul Pal highlights a correlation between Bitcoin and global M2 money supply, suggesting Bitcoin could reach $200,000 by 2025. However, recent divergence is due to U.S. Treasury actions affecting liquidity, impacting Bitcoin's performance while other assets thrive.

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Raoul Pal predicts a bullish phase for altcoins, led by XRP, as the TOTAL3 market cap rises. Bitcoin's declining dominance enhances prospects for altcoins, reminiscent of the 2017 bull cycle. Analysts anticipate a potential rally ahead.

Real Vision CEO Raoul Pal has released the latest forecast, expecting that by 2030 the number of global Crypto Assets users will exceed 4 billion, equivalent to half of the world's population; the total market capitalization of the industry will grow from the current $4 trillion to $100 trillion by 2034, an increase of 25 times. This optimistic expectation is based on the fact that the adoption rate of Crypto Assets is twice that of the internet during the same period (annual growth rate of 137% vs 76% for the internet), as well as the hedging demand brought about by global currency devaluation. Pal emphasized that "adoption rate explains outperformance, currency devaluation explains 90% of price fluctuations," resonating with bullish views from institutions such as Citigroup and ARK Invest.

Crypto adoption is accelerating rapidly, outpacing early internet growth. Analyst Raoul Pal predicts up to 4 billion users by 2030, while the Boston Consulting Group estimates 1 billion global users by the same year.

Renowned investor Raoul Pal predicts that by 2030, the number of cryptocurrency users could reach 4 billion due to increased access, regulatory clarity, and technological innovation, transforming the financial landscape and promoting mainstream adoption.

Raoul Pal describes the current digital asset market as a "crypto waiting room," with altcoins poised for breakout, especially outside the top 10. Factors like rising global liquidity, regulatory shifts, and Wall Street involvement support a bullish outlook for sustained momentum in the crypto cycle through 2026.

In a series of recent shares on X, Raoul Pal – co-founder of Real Vision and Global Macro Investor (GMI) – suggested that two of the most veteran and widely followed altcoins, XRP and Dogecoin, are "Accumulation" to prepare for the next comeback. Pal calls this the "Crypto Waiting Room" ( waiting room c

The cryptocurrency market is in a phase of reflection, a true “waiting room” before the next big bullish wave. This is the snapshot taken by Raoul Pal, founder and CEO of Global Macro Investor, who suggests that the traditional four-year cycle of cryptocurrencies might experience a significant

Story Highlights XRP price is in a “full porting” phase, with Raoul Pal hinting it could mirror past explosive rallies. The $3 resistance remains the ultimate test before any major breakout can unfold. Analysts see $5–$7 ahead for 2025, but whether XRP finally delivers its long-awaited surge is st

Raoul Pal from Global Macro Investor suggests XRP is set for a breakout after forming long-term consolidation patterns. Historical trends indicate potential for significant price increases, though it currently struggles to surpass the $3 mark, trading at $2.91 amid market decline.

Macro economist and founder of Global Macro Investor, Raoul Pal, stated that cryptocurrency investors need to be patient and are expecting a rise in the market, including altcoins. "The market is currently in the waiting room..." P evaluating the market trend from personal X account

Raoul Pal forecasts Ethereum will surpass Bitcoin, with strong institutional support pushing ETH close to $5,000. Increased adoption and substantial staking could lead to ETH potentially flipping BTC.