Raoul Pal :"This F**ked my BTC & ETH Prediction But It's About to Turn VERY BULLISH"
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Crypto NutshellIndependent analyst profile- Source published
- 02 Nov 2026, 04:15 UTC
- Recorded by Tahlil Plus
- 02 Nov 2026, 08:23 UTC
AI-generated source summary
The video discusses the potential for a significant increase in Bitcoin and Ethereum prices, driven by a "super cycle" fueled by massive capital expenditure and the "everything code" thesis. It suggests that despite current financial conditions tightening, the long-term trend for these assets remains bullish. The analysis points to global debasement and the revaluation of gold as a potential indicator, with Bitcoin and Ethereum's capped supply potentially leading to significant price appreciation. The speaker, Raoul Pal, references his research framework and data to support the idea that the current economic environment, characterized by increasing debt and potential monetary policy shifts, favors assets with limited supply. The provided data on Bitcoin's limited supply (21 million) and Ethereum's supply dynamics, alongside the global debt situation and potential for US Treasury devaluation, form the basis of the bullish outlook for these cryptocurrencies.
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