“This Time IS Different for Crypto” | Raoul Pal, Ed Chin and Tejas Nalvalって動画が話題らしいぞ
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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.
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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 SupercycleUnlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
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