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Raoul Pal welcomes Ed Chin, Founder & CEO of Parataxis Capital, and Tejas Nalval, Founder & CIO of Parataxis Capital, to chat about how crypto market structure is evolving, from ETF-driven flows and institutional adoption to shifting cycle dynamics beyond the traditional four-year narrative. They argue the next phase of crypto will be driven by liquidity, macro forces, and a massive expansion in adoption fueled by AI agents and new financial products. Recorded March 5, 2026. 🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF Today's Episode if brought to you by Figure Markets. Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan , allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime and earn ~9% APY on RWAs. Unlock your crypto’s potential today at Figure and claim your $50! https://figuremarkets.co/realvision Disclosures Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Today's episode is also brought to you by Abra. Abra provides custody, trading, yield and BTC-backed loan products for digital assets for HNW and corporate clients. Abra provides full service treasury management for digital asset treasuries and corporations. Buy and hold digital assets in segregated accounts with multi-sig security. Visit https://www.realvision.com/abra to learn more. Timestamps: 00:00 - AI, Markets, and the New Macro Regime 00:55 - Raoul Pal Introduction to Ed Chin, and Tejas Nalval 02:02 - Sponsor Read and Real Vision Update 03:00 - Introducing the Guest and Core Investment Thesis 04:13 - Why AI Is Driving a New Liquidity Cycle 06:37 - The CapEx Boom Behind the AI Revolution 09:05 - Markets Are Mispricing the AI Opportunity 12:20 - The Role of Semiconductors and Infrastructure 16:00 - How Liquidity Is Fueling Risk Assets 19:35 - The Feedback Loop Between AI and Markets 23:10 - Where Investors Are Getting Positioning Wrong 27:25 - The Next Phase of the AI Trade 31:50 - Risks That Could Derail the AI Boom 36:15 - Crypto, AI, and Exponential Adoption Curves 41:05 - Portfolio Strategy for the AI-Driven Cycle 45:55 - Final Outlook on Markets and the AI Supercycle Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Connect with me: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ My other work: Real Vision: https://rvtv.io/3LHYIaH Global Macro Investor: https://globalmacroinvestor.com The Exponentialist: https://realvision.com/thefuture EXPAAM: https://expaam.com Connect with Real Vision™: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Get a FREE membership: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #raoulpal #realvision #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain ##macroinsights #solana #sol #altcoins #sui #suicrypto #bitcoin #eth #iran #middleeast #risk #war