š„ Raoul Pal Drops MAJOR Alpha at Solana Breakpoint š„
Global debt, liquidity waves, and a new crypto cycle ā hereās the breakdown you need to see.
Former Goldman Sachs exec and Real Vision coāfounder Raoul Pal just delivered one of the most important macro takes of the year. And yes⦠it directly impacts your crypto bags.
š 1. The Global Debt Bomb Is Ticking
Pal warns that shrinking labor force participation + slowing population growth = a longāterm debt crisis.
As the workforce shrinks, debt-to-GDP keeps climbing, and governments have fewer tools left.
His prediction?
š The Fed may be forced to inject ~$8 TRILLION in liquidity over the next 12 months.
Historically, that kind of liquidity = riskāasset rocket fuel.
šµ 2. Currency Devaluation Is the Old Playbook
Pal says governments have always used devaluation to delay debt collapse.
This time wonāt be different ā but crypto gives investors a new escape valve.
š 3. The Crypto Cycle Isnāt About the Halving
Forget the classic 4āyear cycle.
Pal argues the real driver is the global debt maturity cycle, which runs 5.4 years.
According to him:
ā The market bottom is already behind us
ā Weāre entering the expansion phase
ā Peak of this cycle = late 2026, not 2025
This flips the usual crypto narrative on its head.
š 4. Altcoins vs Bitcoin: Business Cycle Signals
The alt/BTC cross?
Pal says it follows the business cycle, which looks like itās bottoming, not topping.
Translation:
š Altcoins may be gearing up for their next major rotation.
š¬ If Raoul is right, weāre not just early ā weāre at the start of a macroādriven crypto supercycle.


