Raoul Pal
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Raoul Pal· 2026-05-11 12:31
RT Adeniyi.sui (@EmanAbio)this year we're launching confidential transactions on suithe entire internet is about to get FREE PAYMENTS WITH PRIVACY, AT SCALEonly possible on @SuiNetwork https://t.co/TDuORX6ET2 ...
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Raoul Pal· 2026-05-11 03:55
There is a rising probability that we have a super cycle based on:Increasing interest payments that need monetizing via the bank of systemThe reliance on short term bill issuance reducing cyclically of debt rollover.The largest capex boom in history based on the most important tech ever.An potential explosion in bank credit to finance the capexA global race between China and the US that can't be stopped.The only thing that stops this is if services inflation disinflation (via productivity) doesn't offset go ...
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Raoul Pal· 2026-05-09 21:27
👇 Welcome to the Exponential AgeAntonio Linares (@alc2022):I need you to stop doing fucking stupid DCFs and understand how insane this is https://t.co/fhWDXDzDor ...
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Raoul Pal· 2026-05-08 14:38
I've been traveling so much recently that I honestly don't know what day it is, what time zone I'm in and when it will ever end... I was certain today was Saturday (it's Friday) and I two days ago was sure I was in EU time zone (I was in Miami). I need a rest... 🤣 ...
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Raoul Pal· 2026-05-07 22:47
This was an exceptional and inspiring conversationRaoul Pal (@RaoulGMI):When AI agents have wallets, treasuries, and profit motives, the TAM of finance becomes infinite.I sat down with @yoniassia of eToro to explore the future of finance, where AI doesn’t just assist investors, but trades, builds, learns, and forms capital on its own, reshaping https://t.co/fm6gas74Ou ...
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Raoul Pal· 2026-05-07 15:54
RT Sui (@SuiNetwork)Sui is LIVE from Miami!Tuning in from the streams? Drop a 🌴 below.Notifications ✅https://t.co/4DXVjKmFex ...
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Raoul Pal· 2026-05-07 14:31
RT Michaël van de Poppe (@CryptoMichNL)$SUI is live in Miami!I personally find $SUI one of the most interesting ecosystems in the Web 3 community.Today, they'll give all the insights on what they're building, the latest updates and more.On top of that, @RaoulGMI will be live shortly to be discussing the Everything Code and his thesis on $SUI.Make sure to tune in! ...
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Raoul Pal· 2026-05-06 22:21
Things that are obvious:Smart contract L1's will accrue a larger percentage of crypto total value over time as the investable infrastructure layer.L1's that can output the largest amount of intelligence per unit of energy will outperform over time (as is true Universally).NFT's will become a large part of all individualized contracts over time.The biggest user of DeFi and crypto payments will be AI agents and their scale is infinite.All financial rails will move to blockchains rails.Governments will continu ...
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Raoul Pal· 2026-05-06 19:36
Ever notice how the same shape keeps showing up everywhere you look?Atoms bond into networks, neurons wire into networks, fungi communicate beneath forests through networks, the internet is a network, blockchains are networks, and the galaxies of the observable universe form what cosmologists literally call the cosmic web.Across fourteen orders of magnitude, the universe keeps building the same architecture…There’s a reason. Networks are the most efficient structure the universe has found for turning energy ...
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Raoul Pal· 2026-05-06 17:55
Great read on why NFTs matter and why they are still vastly, ludicrously undervaluedvangoya (@vangoyaa):NFTs are finally about to matter.If you’re still in the nft space, read this. ...