Raoul Pal: 10/10 Crash & Bitcoin 2026 Predictions & The AI Trade

In this episode, Nic sits down with Raoul Pal, CEO of Real Vision, to unpack why crypto continues to underperform despite easing global liquidity. While stocks and gold push higher, Bitcoin and altcoins remain weighed down by structural selling, weak risk appetite, and lingering damage from liquidation events.

Raoul explains the key bearish pressures still facing the market, from inventory overhangs and call-selling near resistance to macro uncertainty and fading speculation. With crypto lagging traditional markets, the discussion focuses on whether this is simple consolidation — or a warning of further downside ahead.

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📺 Essential Links 📺

🐥Raoul on X: https://x.com/RaoulGMI
🐥Real Vision on X: https://x.com/RealVision

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~ TIMESTAMPS ~

0:00 Intro: Liquidity, rates too high & why Bitcoin should be higher
1:38 Raoul Pal’s 2026 liquidity thesis explained
3:26 Global liquidity, weak dollar & China’s role
3:52 Why Bitcoin “should be around $140K”
7:22 NASDAQ vs global liquidity: the key macro chart
8:18 What really happened during the 10/10 crypto crash
10:51 Why Bitcoin keeps getting suppressed near $100K
12:01 When the selling pressure could finally end
15:25 Quantum computing risk: real threat or FUD?
18:04 Debt risk, corporate Bitcoin treasuries & DATs
21:21 Gold surge explained: lead indicator for Bitcoin
23:10 When gold rotates into crypto
28:34 AI trade: why this is the final technology cycle
39:34 Altcoin outlook: will there be an alt season in 2026?
47:21 Banana Zone thesis: why the real bull run comes later

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📜 Disclaimer 📜

The information 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 speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.

#bitcoin #crypto #bullmarket #bitcoincrash

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