Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025) - Real Vision Daily Briefing Recap

Podcast: Real Vision Daily Briefing

Published: 2026-01-10

Duration: 1 hr 2 min

Guests: Raoul Pal

Summary

Raoul Pal and Mando explore the future of cryptocurrency and AI by 2026, discussing economic trends, AI's impact on markets, and the evolving global order. They envision AI's significant role in crypto trading and predict a world where human interaction and art hold unique value.

What Happened

Raoul Pal starts by discussing Bitcoin's recent performance, noting it reached 94-95k before a brief drop, underperforming compared to gold and stocks. He highlights a liquidity increase expected by the end of January due to changes in Supplementary Leverage Ratio (SLR), allowing banks to expand their money-printing capabilities.

Mando and Raoul delve into the altcoin rally, with specific examples like Sue, which surged 40% in just over a week. They attribute part of the positive market sentiment to the quick resolution of Venezuela's situation, which had previously been a destabilizing factor.

The conversation shifts to the geopolitical landscape, with the US moving away from a rules-based global order towards a multipolar world. Both hosts emphasize the AI race as the most significant event in human history, with models like Claude from Anthropic automating tasks and creating businesses independently.

Raoul discusses the economic singularity anticipated around 2030, where AI could autonomously perform tasks, leading to a massive shift in job markets. He predicts a future where AI agents dominate crypto trading, integrating into platforms such as Coinbase, and foresees data ownership becoming a significant income source.

Elon Musk's prediction that much of the US stock market wealth in software could diminish over time is highlighted, suggesting a potential shift in economic power structures. Raoul posits that as AI becomes more prevalent, human interaction, and art will increase in value, with an emphasis on physical and digital collectibles.

The episode concludes with a discussion on the future of crypto applications versus Layer 1 blockchains, where Raoul expresses a bullish outlook on apps due to their promising price action. They also touch on the potential for AI models to be integrated into crypto platforms, although widespread implementation has yet to occur.

Key Insights

• Bitcoin's recent performance saw it peak at 94-95k before a brief decline, underperforming compared to gold and stocks. This is attributed to upcoming changes in the Supplementary Leverage Ratio (SLR), which will increase liquidity by the end of January.
• The altcoin market experienced a rally with coins like Sue surging 40% in just over a week, partly due to the quick resolution of Venezuela's situation, which had previously been a destabilizing factor.
• The AI race is considered the most significant event in human history, with models like Claude from Anthropic capable of automating tasks and independently creating businesses, potentially leading to an economic singularity by 2030.
• AI agents are expected to dominate crypto trading, integrating into platforms such as Coinbase, while data ownership could become a significant income source. Human interaction and art are predicted to increase in value as AI becomes more prevalent.