Raoul Pal projects that Bitcoin could resume its bull run in 2026 thanks to up to $8 trillion in liquidity entering financial markets.
Pal explained that the 2025 stagnation was due to a lack of liquidity, not adoption or market narratives: the Treasury rebuilt its general account by $700 billion in July, drained the reverse repo facility, and the government shutdown in December, along with tariff threats with China, suppressed crypto asset prices.
Pal details that just to pay interest on existing debt, $7–8 trillion will be required next year. Changes in the SLR would provide $3–4 trillion, fiscal stimulus around $1.5 trillion, and balance sheet rebuilding $1 trillion, reaching roughly $5.5 trillion; eliminating all risk weighting would bring the total to $8 trillion.
The analyst warns that true growth will not be limited to Bitcoin but will also occur in smart contracts and asset tokenization. The DTCC plans to tokenize all securities by the end of 2026, creating demand for blockchain technology and services and increasing the value of networks like Ethereum and Solana.
Source: https://www.youtube.com/watch?v=nslN690Odh0
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