How Global Liquidity Cycles Drive Crypto's $100T Target | Raoul Pal & Dan Tapiero

Bullish:

• $BITCOIN - Discussing the potential for massive growth in the cryptocurrency space, with Bitcoin leading the way.

  • “I think the opportunity here is the space is 2, 2 and a half trillion today. I think it's going to a 100,000,000,000,000 in line with other asset classes. That's the biggest macro trade of all time and the largest generation of wealth in all human history. That's the trade.”

    Raoul·0:00

  • “We're essentially at the all time high at Bitcoin. K? Essentially. 60, 70, to me, is the same number. And the interest rate is 5. Okay? We went from 0 to 5, and we're back at the all time highs. So as we move from 5 back to 2a half, just on that alone, just on that one thing, forget everything else, you're over a 100000 easy.”

    Dan·1:02:02
• $ETHEREUM - Predicting significant growth for Ethereum in the upcoming bull market.

  • “The whole space goes up a lot. I think Over a 100%. Does maybe 10 x from here and Bitcoin does 5 x or 4 x from here. That kind of stuff. Typical bull market”

    Raoul·1:01:03
• $SOLANA - Discussing the potential of Solana as an emerging layer 1 blockchain.

  • “There is always another layer 1 race, which is early stage when you don't have proven network effects. That bet is actually a good bet. It's not when you go all in on, but that bet was the Solana bet of last cycle, the ETH bet of the previous cycle.”

    Raoul·1:01:03