Macroeconomics expert Raoul Pal says risk assets could witness massive eruptions if the US dollar continues to weaken.

In a new video, Pal tells his 242,000 YouTube subscribers that if the US dollar index (DXY) falls further amid an improving business cycle, risk assets such as stocks and crypto could experience an extended bullish phase.

“So what happens is when the business cycle picks up, there’s more disposable income and businesses have more investment income and that gets driven out of the risk curve always…

And I think the inverse to the business cycle being so low for so long will be the flip side of the cycle will be longer than people expected because we’ve got this slight dislocation still working through post-Covid that then extends the business cycle…

But if financial conditions keep moving, if they really have done some sort of Mar-a-Lago Accord, and they get the dollar [DXY] below 90. Okay, then we’re going on further and yeah, maybe it’s a full bubble cycle then.”

The DXY, a measure of the value of the dollar relative to a basket of six other leading currencies from major economies, is currently at 98.

Pal further says an increase in global liquidity could also act as a bullish catalyst for asset prices amid high government debt levels.

“Just using the liquidity framework, the business cycle framework, the financial conditions framework, it’s all suggesting that the probability is because they need to roll the debt, they’re going to have to increase more liquidity, and this is just going to drive assets up strongly.”

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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Macro guru Raoul Pal says layer-1 blockchain Sui (SUI) is getting ready for a new phase of outperformance despite its recent consolidation.

On the social media platform X, Pal shares with his 1.2 million followers a chart suggesting that SUI has neared the bottom of a descending channel, and is finding support somewhere near the $2 level.

“For those of you in Sui, these are my chart reads…

Shorter term…”

And zooming out, based on another chart, Pal sees SUI trading within a large triangle pattern, hinting at bullish continuation.

“Longer term…”

Says Pal,

“My view is that as BTC breaks ATHs (all-time highs), [SUI] begins to outperform again and will remain in the top five majors in performance in this cycle.

Patience! Greed, desperation or FOMO (fear of missing out) never works…”

At time of writing, SUI is worth $2.82.

The investor recently said that the trend in the global money supply metric (M2) suggests that Bitcoin (BTC) could go up by around 29% from the current level.

“But at this point, it’s [the price of Bitcoin] really driven by liquidity. It gave us a three-month heads up to exactly the correction [of around $75,000 in April]. And yet Twitter said it’s about tariffs, it’s about the end of the world. It told you, it is telling you, and told you it would be at all-time highs. I told you it would be at all-time highs by May. It tells you we should be over $140,000 by July.”

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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Crypto veteran Raoul Pal has shared his thoughts on the XRP price, predicting it still has more room to rally to the upside. The altcoin is expected to hit a new all-time high (ATH) as it rallies higher. 

XRP Price Primed For Another Leg Higher

In a YouTube video, Pal remarked that XRP’s chart is one to behold and that its price will likely get another leg higher at some point. His accompanying chart showed a bull flag that had formed for the altcoin since last year, after its parabolic rally to the $2 range. Its price is currently in the consolidation phase, with a breakout usually occurring after this phase. 

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Based on the chart, the price could rally to as high as $5, which would mark a new all-time high (ATH) for the altcoin. Interestingly, before its surge late last year, the crypto veteran had advised investors to sell their dino coins like XRP and ADA. However, following the pump, he admitted he was wrong and became bullish on the altcoin.  

This prediction comes amid the launch of the CME XRP and Micro XRP futures, which are bullish for its price. These products will provide institutional investors with exposure to the altcoin and are also integral to the approval of a Spot XRP ETF. An XRP ETF is one of the factors that crypto analyst BarriC believes could quickly drive prices to $10.  

In the short term, crypto analyst Ali Martinez has suggested that the XRP price could retrace before it rallies higher. In an X post, he stated that the asset could return to $2 if it loses the critical $2.30 support. Crypto analyst CasiTrades had also warned that the altcoin could witness a correction following its failure to hold above $2.6 successfully. 

The Altcoin Could Hit ATH After This Correction

Crypto analyst Dark Defender has suggested that the XRP price could hit its ATH after this market correction, stating that the rally to ATH is closer than anyone else can think of. This came as he revealed that the token has completed the A Wave and is now on the B Wave of Wave 2, meaning that this corrective wave is in its midway. 

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The crypto analyst predicts that the XRP price could reach $3.333 after the B and C Waves in this Wave 2 corrective move. Meanwhile, the support levels to watch out for are $2.3502 and $2.2222, while the resistance levels to keep an eye for are $2.58 and $3.3333. 

At the time of writing, the XRP price is trading at around $2.38, up over 2% in the last 24 hours, according to data from CoinMarketCap.

Featured image from Getty Images, chart from Tradingview.com

Former Goldman Sachs executive Raoul Pal says one Solana (SOL) competitor is his “favored child.”

Pal tells his 1.1 million followers on the social media platform X that if he had to “have a favorite,” the layer-1 chain Sui (SUI) would look preferable to Solana.

The Real Vision chief executive shares a chart comparing the SUI/USD price to the SOL/USD price, with SUI/USD looking like it’s on the cusp of breaking out of resistance.

SUI is trading at $2.97 at time of writing. The 13th-ranked crypto asset by market cap is up more than 21% in the past day and nearly 41% in the past week.

SOL is trading at $149.47 at time of writing. The sixth-ranked crypto asset by market cap is up more than 3.5% in the past 24 hours and more than 13% in the past week.

Pal isn’t the only analyst bullish on the Solana rival: Last week, crypto trader Michaël van de Poppe told his 783,900 followers on the social media platform X that Sui is gaining adoption as a decentralized finance (DeFi) network, including for Bitcoin (BTC) staking and lending, referred to as Bitcoin DeFi (BTCfi).

“Once the markets are turning back into an uptrend, the money will flow back into the ones that have shown strength. SUI is one of them. It’s a great spot to investigate SUI:

• BTCFi is quickly growing fast as 10% of TVL (Total Value Locked) going through SUI.
• DeFi on SUI is in the top six of all chains.
• Nearly $6 billion in trading volume on DeFi in the past month.

I think it can do really well in the upcoming cycle.”

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Former Goldman Sachs executive Raoul Pal believes that Bitcoin (BTC) will rally in the coming months on the back of a weakening US dollar.

Pal tells his 1.1 million followers on the social media platform X that he thinks policymakers will methodically debase the US dollar to manage debt payments.

According to Pal, the dollar debasement will trigger a surge in global money supply and benefit risk assets like Bitcoin and crypto.

“Everyone needs and wants a weaker dollar to service their dollar debts. No one wants it to move too fast (it blows up value at risk), but they need it lower over the next 12 months. This is the purest form of global liquidity and is the largest driver of global M2 currently. The US knows this too and is a key part of trade negotiations, especially with China.”

To support his bullish stance on Bitcoin, the macro guru says that total global liquidity has an 87% correlation with BTC. He also points out that Bitcoin rallied hard five years ago due to currency debasement.

“See 2020 for details. Recession and rising liquidity = stronger BTC.”

Pal shares a chart showing that Bitcoin tends to follow the rise and fall of global liquidity, with the latter having a 12-week lead.

“Maybe, just maybe, it was this easy all along.

IF this works, it will definitively prove that liquidity is THE dominant factor still in markets. Not tariffs. Not politics, Not rates. Not (insert your narrative).”

At time of writing, Bitcoin is trading for $93,570. Meanwhile, the US national debt stands at $36.214 trillion.

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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Former Goldman Sachs executive Raoul Pal believes that one Solana (SOL) competitor looks to be in a position for a massive breakout.

Pal tells his 1.1 million followers on the social media platform X that the Tom DeMark (TD) Sequential Indicator is flashing bullish for the layer-1 platform Sui (SUI).

Traders use the TD Sequential Indicator to predict potential trend reversals for tokens based on the closing prices of their previous nine or 13 bars or candles.

He also suggests that SUI is on the verge of breaking out of a downward channel, a bearish pattern indicating that the asset is forming lower highs and lower lows.

“Sui: knock, knocking, knocking on heaven’s door.”

Other analysts are also suggesting SUI may be gearing up for an explosive move.

Pseudonymous trader Cheds says if SUI can break through its immediate resistance, it may start printing significant rallies.

“$2.50 overhead is a long trigger.”

Meanwhile, crypto trader Michaël van de Poppe tells his 783,900 followers on the social media platform X that Sui is gaining adoption as a decentralized finance (DeFi) network, including for Bitcoin (BTC) staking and lending, referred to as Bitcoin DeFi (BTCfi). He also suggests SUI is bouncing off a key support level on the three-day chart.

“Once the markets are turning back into an uptrend, the money will flow back into the ones that have shown strength. SUI is one of them. It’s a great spot to investigate SUI:

• BTCFi is quickly growing fast as 10% of TVL (Total Value Locked) going through SUI.
• DeFi on SUI is in the top six of all chains.
• Nearly $6 billion in trading volume on DeFi in the past month.

I think it can do really well in the upcoming cycle.”

Lastly, the financial giant VanEck predicted SUI will soar more than 358% from its current value.

“We believe the crypto bull market will persist through 2025, reaching its first peak in the first quarter. At the cycle’s apex, we project Bitcoin to be valued at around $180,000, with Ethereum (ETH) trading above $6,000. Other prominent projects, such as Solana and Sui, could exceed $500 and $10, respectively.”

SUI is trading for $2.18 at time of writing, up 4% in the last 24 hours.

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Renowned macro analyst and Real Vision founder Raoul Pal has issued a forecast that the ongoing Bitcoin bull market may stretch into 2026—well beyond most conventional expectations of a peak in 2025. In a recent presentation, Pal walked through a range of macroeconomic indicators, historical price behaviors, and liquidity metrics that he says paint a compelling picture for an extended uptrend in digital assets.

Bitcoin Bull Market Depends On M2

At the heart of Pal’s thesis lies the notion of Global M2 money supply, a metric tracking the total liquidity in circulation worldwide. Pal observed that Bitcoin, along with other risk-on assets, tends to correlate closely with changes in Global M2. “If this is the case, then M2 is going to keep going up all f***ing year. If that is the case, then crypto and risk assets like tech will do well all year.”

By comparing current liquidity trends to those seen in 2017—when the dollar weakened considerably and equity markets soared in US President Donald Trump’s first term—Pal argues that the macro backdrop appears similarly poised for expansion. According to him, if major economies continue easing, it may drive the next phase of explosive crypto growth.

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Pal’s thesis revolves around the impact of global liquidity, particularly the role of Global M2 money supply as a leading indicator for Bitcoin and risk assets. He presented a correlation between Global M2 growth and crypto market performance, stating: “If this is the case, then M2 is going to keep going up all f***ing year. If that is the case, then crypto and risk assets like tech will do well all year.”

His analysis draws parallels to 2017, when Trump’s fiscal policies and monetary easing led to a prolonged period of dollar weakness, which fueled the crypto cycle. Similar conditions are unfolding now, with expectations of rate cuts and stimulus measures.

A crucial factor in Pal’s extended bull market thesis is the business cycle, which he tracks through the Institute for Supply Management (ISM) Manufacturing Index. Historically, an ISM reading above 50 signals economic expansion, which correlates with Bitcoin’s price surges. He noted: “Bitcoin goes up as the ISM goes up […] If the ISM gets up to its normal cycle peak of somewhere between 56 and 65, that will give us the magnitude of the rise in Bitcoin.”

Pal suggested that if ISM continues its upward trajectory, Bitcoin’s price could exceed $300,000 or higher. However, he refrained from making precise forecasts, emphasizing that probabilities, not certainties, drive market analysis.

Addressing the altcoin market, Pal maintained that Solana (SOL) and Ethereum (ETH) remain key components of his portfolio. Despite Solana’s recent drawdown of over 53%, he dismissed fears of a long-term decline: “Solana has overshot versus global M2 […]Solana should outperform Bitcoin for the rest of the cycle and Ethereum too, with Sui outperforming Solana.”

His broader view on altcoins is based on risk appetite shifts as financial conditions ease. Historically, altcoins outperform Bitcoin in the latter half of the cycle when investors seek higher-beta opportunities. Pal criticized the notion that there will be no altcoin season in this cycle, stating, “That’s all f****ing nonsense.”

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Pal emphasized that large pullbacks are a feature, not a bug of crypto bull markets. He detailed past corrections, pointing out that the current cycle has seen seven 20%+ corrections while maintaining a 600% gain from the lows. He warned traders against leverage and panic selling, reinforcing his “Don’t F* This Up**” thesis: “To make the money, to unf*** your future, you’re going to have to learn to deal with volatility.”

He compared the current correction to 2017, which saw multiple 30-40% pullbacks before peaking. Bitcoin’s Relative Strength Index (RSI) also indicates that the market is the second most oversold in this cycle, suggesting a potential recovery in the coming months.

Extending The Cycle To 2026

One of Pal’s most striking assertions is that the current cycle could extend into 2026 rather than peaking in 2025, as many analysts have projected. His reasoning is based on the prolonged period of economic stagnation before growth acceleration. He stated: “The business cycle is taking a long time below 50. It’s starting to expand now. That has probably extended the cycle into 2026.”

While he clarified that this is not a prediction but a working hypothesis, the implications could be significant. A longer cycle would allow for higher valuations, a sustained investment influx, and a gradual rather than explosive blow-off top.

Pal reiterated that the crypto market follows a predictable pattern, with a year-long “banana zone” of exponential growth. He noted that the current correction phase aligns with past cycles and should lead to a renewed rally by April-May. “We are now in correction phase one […] Then as we go into March, April, May, we start accelerating up again into the next phase of the banana zone.”

However, he warned that investors should expect another major correction before the final market top, cautioning against overleveraging and late-cycle exuberance.

Summarizing his outlook, Pal urged investors to maintain perspective and resist emotional trading. He emphasized the importance of long-term vision, proper portfolio construction, and patience: “You guys need patience more than anything else and need to understand markets […] Our futures are resting on the same thing.”

At press time, BTC traded at $88,617.

Featured image created with DALL.E, chart from TradingView.com

Macro guru and Real Vision chief executive Raoul Pal says it is within the realm of possibility for crypto to witness an extended bull run this cycle.

In a new video update, the ex-Goldman Sachs executive tells his 211,000 YouTube subscribers that the second phase of the “Banana Zone” – a term coined by him to refer to a period of rapid and explosive growth for the price of digital assets – will expand into 2026.

“But [by] the back end of March, we should start to see price accelerate and then [in] April, May [and] June we should see some really significant price action as the second phase of the banana zone kicks in…

So we had the start of the banana zone, we are now in [a] correction phase one – that happens each and every time.

Look at 2017, it’s almost identical. Then as we go into March, April [and] May, we start accelerating up again into the next phase of the banana zone and then we’ll have another correction and you’ll be going, ‘Oh my God, it’s all over…’

You’ll be gripped with fear all over again. Then, we’ll have the final top into the end of the cycle.”

According to Pal, the business cycle – fluctuations found in the total economic activity of a country marked by recurring upswings and downswings – may extend into next year, taking crypto with it.

“My view is that the business cycle is taking a long time below 50. It’s starting to expand now [and] that has probably extended the cycle into 2026.

Not a guarantee, not yet a prediction, but is what is in my head because of the structure of the business cycle. So we can probably keep going longer and that will still give us much higher prices to come.”

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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