Raoul Pal: The AI Race Will Make Crypto Holders Rich | E173

‪@RaoulPalTJM‬ , co-founder of ‪@RealVisionFinance‬ , returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. He explains the economic singularity, why traders always lose to long-term holders, and why he's still buying through the correction. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto... ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ 🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________ CONNECT WITH RAOUL👇 Twitter: https://x.com/RaoulGMI Linkedin:   / raoul-pal-real-vision   Instagram:   / raoulgmi   YouTube: @RaoulPalTJM GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe CONNECT WITH REAL VISION👇 Twitter: https://x.com/RealVision Website:   / realvisiontv   YouTube: @RealVisionPresents FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram:   / kevinfollonier_   TikTok:   / kevinfollonier_   Linkedin:   / kevinfollonier   Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Introduction 2:00 Traveling Non-Stop & Kast Card Discussion 3:42 Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t 5:00 What Raoul’s Been Up To The Past 4 Months 7:24 Why The Stock Market Never Ceases To Grow 10:33 What Is The Economic Singularity? 15:03 Partnerships: @Trezor @BitwiseInvest 15:49 Is It Still Early To Invest In AI? 17:44 Is Crypto Superior To AI Investment Wise 19:38 Crypto’s Reasons For Going Up Forever 22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction 24:36 Are Early Investment Opportunities No Longer Possible 28:35 Why Raoul Started Buying Zcash 30:12 What Are The Left & Right Curve Trades? 30:47 Partnerships: @KASTxyz @sumsub 32:12 How Raoul Thinks About Allocation With Zcash 32:59 Raoul’s Thoughts On Hyperliquid & Hype Token 34:26 How Layer Ones Will Accrue More Of Crypto’s Value 41:13 How To Measure Intelligence For Layer Ones 43:50 Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents 45:56 Why DeFi Isn’t Dead According To Raoul 46:57 Why All Financial Rails Are Moving To Blockchain Rails 47:42 Why Digital Art Will Accrue Massive Value Over Time 51:09 How Do You Structure An NFT Portfolio? 54:59 What Kind Of Investor Is Interested In An NFT Fund 56:04 Partnerships: @JupiterExchange @Ethena 56:47 Should People Only Focus On The Top Tier NFTs 59:35 Raoul’s Plan To Lend Against NFTs 1:00:44 Is Bitcoin A Proxy Trade For AI 1:02:05 Why You Should Never Sell Unless You Have To 1:04:33 The Numbers Behind Buying & Holding vs Trading 1:09:48 Why Volatility Makes People Think Crypto Is Easy To Trade 1:10:47 Raoul’s Advice On Developing Patience 1:14:55 Why People Should Stay In Crypto 1:17:06 Why There’s Hope For Crypto In 2026 & 2027 1:20:29 The Kindest Thing Anyone Has Ever Done For Raoul 1:22:35 Closing Thoughts