Ethereum is turning bullish as stablecoin inflows and rising TVL suggest capital is shifting from Solana to ETH. Meanwhile
Guest: Raoul Pal
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00:00 Intro
00:17 Sponsor: Coinbase
01:17 Are meme coin controversies bad for Solana?
03:25 Memecoin cultures
04:42 NFT vs Memecoins
05:43 AVAX flips Solana in RWA (minus stablecoins)
09:33 ETH gas fees are insanely cheap + Vitalik speed-running upgrades
11:08 A.I. agents on ETH
13:25 D.O.G.E vs U.S. debt
15:30 SEC audit
17:00 Government using blockchain
18:13 What will David Sacks announce this week?
20:20 Institutions & cycles
25:35 The greatest macro trade of all-time
27:13 A.I. agents in gaming
30:37 SuiPlay + Soneium
32:22 DeFi on XRP
34:09 TikTok Prediction: Will Frank McCourt win?
36:02 Raoul Pal portfolio picks
37:54 Outro
#Crypto #bitcoin #ethereum
~Don’t Panic! Crypto Bull-Run Continues?🚀 w/ Raoul Pal~
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