Raoul Pal(@RaoulGMI):Most people think crypto's addressable market is what it is today. They're wrong. I sat down with @richwgalvin of DACM to explore why the reset may finally be ending, and why the application layer could be the most mispriced trade in the market right now. As ever, please enjoy!

Raoul Pal

@RaoulGMI

Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.

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Raoul Pal@RaoulGMI

2026.09.17 16:37

Most people think crypto's addressable market is what it is today. They're wrong. I sat down with @richwgalvin of DACM to explore why the reset may finally be ending, and why the application layer could be the most mispriced trade in the market right now. As ever, please enjoy!